Allegro MicroSystems, Inc.

Allegro MicroSystems, Inc.

ALGMยทNASDAQ

$53.11

+6.5%
TechnologySemiconductors

Allegro MicroSystems, Inc. designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific analog power ICs for motion control and energy-efficient systems. Its products include magnetic sensor ICs, such as position, speed, and current sensor ICs; power ICs comprising motor driver ICs, and regulator and LED driver ICs; and photonic and 3D sensing components, including photodiodes, eye-safe lasers, and readout ICs for LiDAR applications. The company sells its products to original equipment manufacturers and suppliers primarily in the automotive and industrial markets through its direct sales force, third party distributors, independent sales representatives, and consignment. It operates in the United States, rest of the Americas, Europe, Japan, Greater China, South Korea, and other Asian markets. The company was founded in 1990 and is headquartered in Manchester, New Hampshire. Allegro MicroSystems, Inc. is a subsidiary of Sanken Electric Co., Ltd.

At a Glance

Live Snapshot
Market Cap$9.89B
EPS-0.0817
P/E Ratio-650.06
Earnings Date07/30/2026
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Allegro MicroSystems, Inc. Street Expectations Map

ALGM ยท NASDAQ

Wall Street analysts project that ALGM stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 52.57, with estimates ranging from a low of 45.00 to a high of 62.00.

Lowest Target
45.00
-15.27%
Consensus Target
52.57
-1.02%
Highest Target
62.00
16.74%

The consensus 1-year price target stands at 52.57, with estimates ranging from a low of 45.00 to a high of 62.00.

Analyst Consensus Analysis

Upside Potential

-1.0%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

32.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

1.10x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Allegro MicroSystems, Inc. Forward Estimates of Revenue

ALGM ยท NASDAQ
Latest Revenue
890.10M
FY 2026
Avg Estimate
1.06B
FY 2027
Estimate Range
1.02B - 1.09B
Analyst Spread

Forward Growth Analysis

Projected Growth+18.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Allegro MicroSystems, Inc. Forward Estimates of Net Income

ALGM ยท NASDAQ
Latest Net Income
-14.90M
FY 2026
Avg Estimate
184.38M
FY 2027
Estimate Range
173.20M - 195.55M
Analyst Spread

Forward Growth Analysis

Projected Growth+1337.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Allegro MicroSystems, Inc. Forward Estimates of EPS

ALGM ยท NASDAQ
Latest EPS
-0.08
FY 2026
Avg Estimate
$0.98
FY 2027
Estimate Range
$0.93 - $1.06
Analyst Spread

Forward Growth Analysis

Projected Growth+1305.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Allegro MicroSystems, Inc. Forward Estimates of EBIT

ALGM ยท NASDAQ
Latest EBIT
4.79M
FY 2026
Avg Estimate
121.31M
FY 2027
Estimate Range
116.74M - 124.75M
Analyst Spread

Forward Growth Analysis

Projected Growth+2435.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Allegro MicroSystems, Inc. Forward Estimates of EBITDA

ALGM ยท NASDAQ
Latest EBITDA
60.02M
FY 2026
Avg Estimate
195.00M
FY 2027
Estimate Range
187.64M - 200.52M
Analyst Spread

Forward Growth Analysis

Projected Growth+224.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Allegro MicroSystems, Inc. Forward Estimates of SG&A Expense

ALGM ยท NASDAQ
Latest SG&A Expense
181.09M
FY 2026
Avg Estimate
209.76M
FY 2027
Estimate Range
201.84M - 215.70M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Allegro MicroSystems, Inc. Insider Positioning

ALGM ยท NASDAQ

During the last 12 months, insiders have sold $5.74M worth of ALGM shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

68.1K

3.16M

Net Activity

-3.2M

-$3.16M

3-6 Months

Bought

0

0.00

Sold

49.5K

1.65M

Net Activity

-1.7M

-$1.65M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

30.3K

934.53K

Net Activity

-935K

-$935K

Top Buyers

No buying activity

Top Sellers

1
BS

Briansky Sharon

Officer: Svp, Gc And Secretary

55.8K sharesโ€ข4 transactions

$1.99M

2
DM

Doogue Michael

Director, Officer: President And Ceo

30.1K sharesโ€ข1 transactions

$1.42M

3
LSD

Lynch Susan D

Director

16.7K sharesโ€ข1 transactions

$760K

4
LRR

Lury Richard R.

Director

16.9K sharesโ€ข3 transactions

$506K

5
WRG

Webster Roald Graham

Officer: Vp, Chief Accounting Officer

13.5K sharesโ€ข2 transactions

$505K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $5.74M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$3.16M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.