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Allegro MicroSystems, Inc. (ALGM) Stock Analysis

SellVALUE-TRAP 1/5Moderate Confidence

Technology · Semiconductors

Sell if holding. At $40.81, A.R:R 1.0:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.6); Sector modifier (Technology): -0.8.

Allegro MicroSystems designs magnetic sensor ICs and power ICs for automotive and industrial markets, with automotive customers representing ~74% of net sales in fiscal 2025. Revenue is generated from sensor ICs (Hall-effect, TMR, position) and power ICs (motor drivers, LED... Read more

$40.81+14.5% A.UpsideScore 5.5/10#23 of 45 Semiconductors
QualityF-score9 / 9FCF yield2.17%
Stop $39.45Target $47.34(analyst − 13%)A.R:R 1.0:1
Analyst target$54.42+33.3%12 analysts
$47.34our TP
$40.81price
$54.42mean
$62

Sell if holding. At $40.81, A.R:R 1.0:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.6); Sector modifier (Technology): -0.8. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 5.5/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 72d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — Allegro MicroSystems, Inc.

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
Strong growth profile
Risks
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.6)
Sector modifier (Technology): -0.8
Negative momentum

Key Metrics

P/E (TTM)
P/E (Fwd)28.1
Mkt Cap$7.7B
EV/EBITDA63.4
Profit Mgn-1.7%
ROE-1.6%
Rev Growth26.1%
Beta2.02
DividendNone
Rating analysts19

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C1.64bearish
IV77%elevated
Max Pain$23-44.9% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
2.5
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
2.0
Value Rank
5.3
Growth Rank
6.0
GatesMomentum 3.0<4.5A.R:R 1.0 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 72d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
51 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $40.67Resistance $51.40

Price Targets

$39
$47
A.Upside+16.0%
A.R:R1.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 3.0/10 — below 4.5 minimum
! Reward/Risk 1.0:1 at current price — below 1.5:1 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-30 (72d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ALGM stock a buy right now?

Sell if holding. At $40.81, A.R:R 1.0:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.6); Sector modifier (Technology): -0.8. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $39.45. Score 5.5/10, moderate confidence.

What is the ALGM stock price target?

Take-profit target: $47.34 (+14.5% upside). Prior stop was $39.45. Stop-loss: $39.45.

What are the risks of investing in ALGM?

V7 low-quality RISK_OFF penalty: -0.5 (Q=4.6); Sector modifier (Technology): -0.8; Negative momentum.

Is ALGM overvalued or undervalued?

Allegro MicroSystems, Inc. trades at a P/E of N/A (forward 28.1). TrendMatrix value score: 5.8/10. Verdict: Sell.

What do analysts say about ALGM?

19 analysts cover ALGM with a consensus score of 4.2/5. Average price target: $54.

What does Allegro MicroSystems, Inc. do?Allegro MicroSystems designs magnetic sensor ICs and power ICs for automotive and industrial markets, with automotive...

Allegro MicroSystems designs magnetic sensor ICs and power ICs for automotive and industrial markets, with automotive customers representing ~74% of net sales in fiscal 2025. Revenue is generated from sensor ICs (Hall-effect, TMR, position) and power ICs (motor drivers, LED drivers, gate drivers) sold globally to tier-1 automotive suppliers and industrial OEMs.

Related stocks: SIMO (Silicon Motion Technology Corpo) · ALAB (Astera Labs, Inc.) · MPWR (Monolithic Power Systems, Inc.) · NXPI (NXP Semiconductors N.V.) · DIOD (Diodes Incorporated)