Added to YB: 2026-10-05
Pitch date: 2026-10-01
ALGM [neutral]
Allegro MicroSystems, Inc.
-15.18%
current return
Author Info
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Company Info
Allegro MicroSystems, Inc., together with its subsidiaries, designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions of complex electromechanical or power conversion systems.
Market Cap
$7.4B
Pitch Price
$38.15
Price Target
50.00 (+55%)
Dividend
N/A
EV/EBITDA
54.80
P/E
559.06
EV/Sales
7.94
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Robots Need Power. Let’s Look At Which Companies Supply It. - Allegro MicroSystems, Inc.
ALGM (monitor): Allegro’s automotive-led recovery continued in Q1 fiscal 2027, with revenue up 27.5% and reported operating margin improving to 9.8%, while management expects robotics and automation to contribute 3–4% of fiscal 2027 sales. A fiscal 2029 model supports $43–50 per share, but interest rises only around $28–30 if the recovery continues; an automotive setback or weaker profitability could overwhelm the early robotics contribution.
Read full article (2 min)