Alpha and Omega Semiconductor (NASDAQ:AOSL) Lowered to Strong Sell Rating by Zacks Research
Zacks Research has downgraded Alpha and Omega Semiconductor (NASDAQ:AOSL) from a "hold" to a "strong sell" rating. This follows several other analysts lowering their price objectives and ratings for the stock, resulting in a consensus target price of $23.67 and an average "Reduce" rating among analysts. The company recently reported Q4 earnings, missing consensus EPS estimates and showing a 6.3% decrease in revenue year-over-year.
NVEC vs. AOSL: Which Small-Cap Chip Stock Is the Better Buy?
This article compares two small-cap chip stocks, NVE Corporation (NVEC) and Alpha and Omega Semiconductor (AOSL), highlighting their differing business models, financial strengths, and valuations. NVEC, with its niche focus on spintronic products, exhibits greater stability, profitability, and a stronger balance sheet, positioning it as a lower-risk investment. AOSL, a volume-driven power semiconductor supplier, faces cyclical pressures in its end markets, leading to higher volatility and valuation risks despite potential for upside in a strong recovery.
Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Just Reported, And Analysts Assigned A US$22.00 Price Target
Alpha and Omega Semiconductor (NASDAQ:AOSL) recently reported its second-quarter results, with revenues meeting expectations but statutory losses widening. Analysts have updated their forecasts, with revenue estimates slightly increasing but loss per share expectations also rising, leading to a 9.6% reduction in the consensus price target to US$22.00. The company's revenue growth is projected to decline, performing worse than the broader industry.
Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Q2 2026 Earnings Call Transcript
Alpha and Omega Semiconductor (AOSL) reported its Q2 2026 earnings, missing EPS expectations with a loss of $0.16. The company highlighted strategic shifts towards higher-performance markets, including in AI and smartphones, and discussed the impact of increased R&D investments funded partly by monetizing an equity interest in a joint venture. AOSL provided guidance for Q3 2026, expecting a slight sequential revenue decline but anticipating growth in June and beyond due to improving product mix and higher-value applications.
Alpha And Omega Semiconductor (AOSL) Q2 EPS Loss Deepens Bearish Profitability Narratives
Alpha and Omega Semiconductor (AOSL) reported a Q2 2026 EPS loss of US$0.45 and a net income loss of US$13.3 million, with revenue of US$162.3 million. The company has experienced a five-year earnings slide of 56.1% annually, resulting in a trailing twelve-month net loss of US$103.3 million. Despite a low 0.9x P/S ratio compared to industry averages, the persistent unprofitability raises concerns for investors.
Earnings call transcript: Alpha & Omega Semiconductor Q2 2026 misses earnings
Alpha & Omega Semiconductor (AOSL) reported a significant earnings miss for Q2 FY2026, with an EPS of -$0.16 against a forecast of $0.04 and revenue of $162.3 million below the anticipated $177.67 million. Despite these financial setbacks, the stock price remained stable, reflecting investor confidence in the company's strategic focus on expanding AI opportunities and increasing R&D investments. The company aims for long-term growth and a $1 billion revenue target with a 30% gross margin, anticipating a rebound in the June quarter after a near-term low in March.
Alpha and Omega Semiconductor (AOSL) Reports Q2 Loss, Beats Revenue Estimates
Alpha and Omega Semiconductor (AOSL) reported a Q2 loss of $0.16 per share, missing the Zacks Consensus Estimate of a $0.08 loss, but revenue exceeded expectations at $162.26 million. The company's stock has outperformed the S&P 500 year-to-date, and its current Zacks Rank of #2 (Buy) suggests potential for future outperformance based on favorable earnings estimate revisions. The broader Electronics - Semiconductors industry, to which AOSL belongs, also shows strong prospects.
Earnings call transcript: Alpha & Omega Semiconductor Q2 2026 misses earnings
Alpha & Omega Semiconductor (AOSL) reported a significant earnings miss for Q2 FY2026, with an EPS of -$0.16 against a forecast of $0.04 and revenue of $162.3 million against an anticipated $177.67 million. Despite these financial setbacks and a challenging market, the stock price increased by 1.08% in aftermarket trading. The company plans to accelerate R&D investments, particularly in AI and power solutions, to drive long-term growth and aims for a $1 billion revenue target with a 30% gross margin.
Alpha and Omega: Fiscal Q2 Earnings Snapshot
Alpha and Omega Semiconductor Ltd. (AOSL) reported a fiscal second-quarter loss of $13.3 million, or 45 cents per share, missing analyst expectations of 8 cents per share. Despite the loss, the chipmaker's revenue of $162.3 million surpassed Street forecasts. The company expects current quarter revenue to be between $150 million and $170 million.
Alpha and Omega Semiconductor Reports Financial Results for Fiscal Q2 2026
Alpha and Omega Semiconductor (AOSL) announced its financial results for fiscal Q2 2026, reporting a decrease in revenue and gross margin compared to the previous quarter and the prior year. Despite the decline, revenue was slightly above guidance due to strong performance in the Communications segment, particularly with a Tier One U.S. smartphone customer. The company expects sequential improvement starting in the June quarter of 2026, driven by an improving product mix and contributions from higher-performance applications.
Alpha and Omega: Fiscal Second Quarter Earnings Overview
Alpha and Omega Semiconductor reported a net loss of $13.3 million, or 45 cents per share, for its fiscal second quarter, which narrowed to 16 cents per share after adjustments. This fell short of analyst expectations of an 8 cents per share loss. Despite the earnings miss, the company's revenue of $162.3 million surpassed forecasts, and it projects future revenue between $150 million and $170 million.
Smartphone gains, but Alpha and Omega posts deeper Q2 loss
Alpha and Omega Semiconductor (AOSL) reported a wider Q2 fiscal 2026 net loss of $13.3 million on revenues of $162.3 million, a decrease of 11.1% from the prior quarter and 6.3% year-over-year. Despite the overall loss, the company saw strength in its communications segment, particularly due to sales to a Tier One U.S. smartphone customer. AOS anticipates sequential improvement in product mix and contributions from higher-performance applications beginning in the June quarter of 2026, with further growth expected into 2027.
Alpha and Omega: Fiscal Second Quarter Earnings Overview
Alpha and Omega Semiconductor reported a fiscal second-quarter net loss of $13.3 million, or 45 cents per share, which narrowed to 16 cents per share after adjustments. This loss exceeded analyst expectations of 8 cents per share, though the company's revenue of $162.3 million surpassed forecasts. Looking ahead, Alpha and Omega projects third-quarter revenue between $150 million and $170 million, with its stock showing a 13% gain year-to-date but a 48% decline over the past year.
Alpha and Omega Semiconductor Limited $AOSL Shares Bought by Acuitas Investments LLC
Acuitas Investments LLC increased its stake in Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) by 38.6% in the third quarter, now owning 240,920 shares valued at $6.74 million. Other institutions like CWM LLC, PNC Financial Services Group Inc., and Nisa Investment Advisors LLC also adjusted their holdings. Analyst ratings for AOSL are mixed, with a consensus "Hold" rating and an average target price of $24.33, while the stock recently traded at $22.50.
Alpha and Omega Semiconductor (AOSL) Expected to Beat Earnings Estimates: Should You Buy?
Alpha and Omega Semiconductor (AOSL) is projected to report a year-over-year decline in earnings and revenue for the quarter ended December 2025 but is expected to beat earnings estimates. The company has a positive Earnings ESP of +62.50% and a Zacks Rank #2, indicating a high probability of an EPS beat. Investors are advised to consider other factors alongside these predictions.
Alpha and Omega Semiconductor Unveils its Powerful αMOS E2™ 600V Super Junction MOSFET Platform
Alpha and Omega Semiconductor (AOS) has launched its αMOS E2™ 600V Super Junction MOSFET platform, with the AOTL037V60DE2 as its first high-voltage product. This new MOSFET is designed for high efficiency and power density in applications like servers, telecom rectifiers, and solar inverters. Key features include a rugged body diode for demanding conditions, enhanced robustness, and optimized performance for soft-switching topologies.
600V power chip from Alpha and Omega targets solar inverters
Alpha and Omega Semiconductor (AOSL) has launched its new αMOS E2™ 600V Super Junction MOSFET platform, with the AOTL037V60DE2 as its first high-voltage product. This new MOSFET is designed for applications requiring high efficiency and power density, including solar inverters, servers, and motor drives. AOS highlights its robust performance, improved reliability, and enhanced ruggedness compared to competing MOSFETs, addressing critical design challenges in power systems.
Alpha and Omega Semiconductor (NASDAQ:AOSL) EVP Sells $16,530.91 in Stock
Alpha and Omega Semiconductor (NASDAQ:AOSL) EVP Bing Xue sold 737 shares of the company's stock for $16,530.91 on January 15th, reducing her stake by 0.62%. Following this transaction, she now directly owns 118,499 shares valued at approximately $2.66 million. The stock traded up 0.1% to $22.51 midday, and analysts currently have a consensus "Hold" rating with a target price of $24.33 after recent price objective reductions.
Alpha and Omega Semiconductor to Announce Fiscal Second Quarter Financial Results on February 5, 2026
Alpha and Omega Semiconductor Limited (AOSL) announced it will release its fiscal second-quarter financial results for the period ending December 31, 2025, on February 5, 2026, after the market closes. This will be followed by a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET to discuss the results and other business matters. The company is a global supplier of power semiconductors for various advanced electronics applications.
February 5 earnings call set for Alpha and Omega Semiconductor results
Alpha and Omega Semiconductor (AOSL) announced it will release its fiscal second-quarter financial results for the period ended December 31, 2025, on Thursday, February 5, 2026, after market close. The company will host a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET to discuss the results and other business matters. This event provides investors and the public an opportunity to gain insights into the company's recent financial performance.
SG Americas Securities LLC Buys New Stake in Alpha and Omega Semiconductor Limited $AOSL
SG Americas Securities LLC has acquired a new stake of 127,276 shares in Alpha and Omega Semiconductor (NASDAQ:AOSL) during the third quarter, valued at approximately $3.56 million. This new position represents about 0.42% of the company. Institutional investors collectively own 78.97% of AOSL, while insiders hold around 16.70%, with a recent sale of 1,845 shares by EVP Bing Xue.
Does Alpha and Omega Semiconductor (NASDAQ:AOSL) Have A Healthy Balance Sheet?
Alpha and Omega Semiconductor (NASDAQ:AOSL) appears to have a healthy balance sheet, boasting a net cash position of US$218.7m as of September 2025. Although the company reported an EBIT loss and negative free cash flow over the last year, its substantial cash reserves provide a buffer for over two years of current spending. The company's short-term liquid assets significantly exceed its total liabilities, suggesting a safe and conservative approach to debt management.
Does Alpha and Omega Semiconductor (NASDAQ:AOSL) Have A Healthy Balance Sheet?
Alpha and Omega Semiconductor (NASDAQ:AOSL) appears to have a healthy balance sheet, boasting a net cash position of US$218.7m as of September 2025, which comfortably offsets its total liabilities. While the company reported an EBIT loss and negative free cash flow over the last year, its robust cash reserves are sufficient to cover current spending for over two years. This financial strength suggests a conservative and safe approach to debt management, despite slower revenue growth.
Alpha and Omega Semiconductor (Nasdaq:AOSL) - Stock Analysis
This Simply Wall St analysis provides a comprehensive overview of Alpha and Omega Semiconductor (AOSL), covering its market performance, financial health, and future growth prospects. The company designs and supplies power semiconductor products, with recent narratives highlighting its expansion into AI data centers and the potential for market leadership through electrification and renewables.
Enhancement MOSFET Transistor Market Size to Hit USD 11.46 Billion by 2033 | Report by SNS Insider
The global Enhancement MOSFET Transistor Market is projected to reach USD 11.46 billion by 2033, growing at a CAGR of 7.77% from 2026-2033, driven by the rapid adoption of electric vehicles and renewable energy systems. The U.S. market is also expected to see significant growth. Key players include Infineon Technologies AG, Toshiba Corporation, and STMicroelectronics N.V.
Alpha and Omega Semi (Nasdaq: AOSL) unveils 100V LFPAK 8x8 MOSFET for 48V AI servers
Alpha and Omega Semiconductor (AOSL) has introduced its new AOLV66935 100V High Safe Operating Area (SOA) MOSFET in an LFPAK 8x8 package, designed for 48V Hot Swap architectures in AI servers. This MOSFET features low on-resistance, high current capability, and improved thermal management, addressing the increasing power demands of AI servers. It aims to provide a cost-effective, high-performance, and reliable hot swap solution for harsh operating conditions.
Alpha and Omega Semiconductor stock rises on new AI server MOSFET launch
Alpha and Omega Semiconductor Limited's stock rose by 3.3% after the company announced a new high-performance MOSFET, the AOLV66935, designed for AI server applications. This 100V MOSFET, featuring proprietary AlphaSGT technology, offers low on-resistance and high safe operating area, crucial for the demanding 48V Hot Swap architectures in AI servers. The new product aims to address power and space constraints in advanced AI infrastructure by reducing power loss and heat generation, allowing for fewer devices in parallel.
Alpha and Omega Semiconductor Enables 48V Hot Swap in AI Servers with New High SOA MOSFET in LFPAK 8x8
Alpha and Omega Semiconductor (AOS) has introduced the AOLV66935 MOSFET, designed for 48V Hot Swap architectures in AI servers. This 100V High Safe Operating Area (SOA) MOSFET comes in an LFPAK 8x8 package, offering a smaller footprint, low on-resistance, and high reliability for demanding AI server power requirements. The new MOSFET aims to provide a cost-effective, high-performance solution that handles higher peak currents and enhances thermal cycling robustness.
Alpha and Omega Semiconductor Enables 48V Hot Swap in AI Servers with New High SOA MOSFET in LFPAK 8x8
Alpha and Omega Semiconductor (AOS) has introduced the AOLV66935, a new 100V High Safe Operating Area (SOA) MOSFET in an LFPAK 8x8 package, specifically designed for 48V Hot Swap architectures in AI servers. This state-of-the-art MOSFET addresses the escalating power demands of AI servers by offering high current capability, exceptional SOA robustness, and low on-resistance, thus enhancing performance, efficiency, and reliability. The compact LFPAK 8x8 package is 60 percent smaller than previous models and includes advanced features for improved thermal management and manufacturing compatibility.
Alpha and Omega Semiconductor to Participate in 14th Annual NYC Summit 2025
Alpha and Omega Semiconductor Limited (AOSL) announced its participation in the 14th Annual NYC Summit investor conference on December 16, 2025. AOS will join 14 other companies, including ACM Research and Advanced Energy, in a round-robin format with small group meetings for investors and analysts. The event, co-hosted by participating companies, requires an invitation and RSVP by December 10, 2025.
Alpha and Omega Semi (Nasdaq: AOSL) to co-host 14th Annual NYC Summit Dec. 16
Alpha and Omega Semiconductor Limited (AOSL) announced its participation as a co-host in the 14th Annual NYC Summit investor conference on Tuesday, December 16, 2025, at Mastro’s Steakhouse New York. AOSL will join 14 other companies in this "round-robin" format event, allowing investors and analysts to engage with management teams. Attendance is by invitation only for accredited investors and publishing research analysts, with registration closing on December 10, 2025.
Alpha and Omega Semiconductor supports 800 VDC power architecture for next-gen AI factories
Alpha and Omega Semiconductor (AOS) has announced its support for NVIDIA's 800 VDC power architecture, designed for next-generation AI data centers featuring megawatt-scale racks. This architecture aims to improve efficiency, reduce copper usage, and enhance reliability by minimizing power conversion steps. AOS will leverage its Silicon Carbide (SiC) and Gallium Nitride (GaN) products to provide high-efficiency power semiconductors for the AC-to-DC and DC-to-DC conversion stages within these advanced AI factories.
Alpha and Omega Semiconductor Reports Financial Results for Fiscal Q1 2026
Alpha and Omega Semiconductor (AOSL) announced its financial results for fiscal Q1 2026, with revenue reaching $182.5 million, marking a 3.4% increase quarter-over-quarter. The company reported a significant improvement in GAAP net loss to $2.1 million, and non-GAAP net income rose to $4.2 million. Growth in Computing and Communications, particularly a 37.3% year-over-year increase in Power IC revenue, contributed to these results, aligning with management's guidance.
Earnings call transcript: Alpha and Omega Semiconductor beats Q1 2026 forecasts
Alpha and Omega Semiconductor (AOSL) reported strong Q1 2026 results, exceeding EPS and revenue forecasts with an EPS of $0.13 and revenue of $182.5 million. The company's stock rose in after-hours trading, driven by robust performance in its Power IC segment and strategic focus on AI and power management solutions. AOSL plans to continue disciplined investments in high-growth areas, with steady growth expected through 2026 and a stronger upturn in 2027.
It Looks Like Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) CEO May Expect Their Salary To Be Put Under The Microscope
Alpha and Omega Semiconductor Limited's CEO, Stephen Chang, received total compensation of US$4.2m in fiscal year 2025, which is 67% above the industry average and includes a US$490k salary. This compensation package comes while the company's EPS fell by 146% over three years and shareholders experienced a 16% loss. Shareholders are likely to scrutinize executive remuneration at the upcoming AGM given the company's underperformance.
Alpha and Omega Semiconductor Ltd reports results for the quarter ended September 30 - Earnings Summary
Alpha and Omega Semiconductor Ltd (AOSL) reported adjusted earnings of 13 cents per share for the quarter ended September 30, surpassing analyst expectations of 9 cents per share. Although revenue rose slightly to $182.50 million, the company posted a net loss of $2.12 million, or 7 cents per share. Analysts currently have an average "buy" rating on AOSL shares, with a median 12-month price target of $32.00.
Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Q1 2026 Earnings Call Transcript
Alpha and Omega Semiconductor Limited (NASDAQ: AOSL) conducted its Q1 2026 earnings call, reporting revenues of $182.5 million, with non-GAAP EPS of $0.13, exceeding expectations. The company highlights growth in Computing and Communications, driven by strategic investments and an expansion into high-performance markets like AI and 800-volt DC power architectures. Despite some near-term softness in certain segments due to seasonality and inventory corrections, AOSL remains confident in its long-term growth trajectory through diversified power management solutions and increased R&D.
Alpha and Omega Semiconductor Ltd expected to post earnings of 9 cents a share - Earnings Preview
Alpha and Omega Semiconductor Ltd (AOSL) is projected to report earnings of 9 cents per share for the period ending September 30, 2025. Analysts anticipate a 0.7% rise in quarterly revenue to $183.2 million, with a "buy" consensus rating and a median 12-month price target of $32.00. The company has a history of beating earnings estimates in recent quarters.
ALPHA & OMEGA SEMICONDUCTOR Ltd SEC 10-K Report
Alpha & Omega Semiconductor Ltd (AOSL) released its FY2025 10-K report, showing revenue growth to $696.2 million despite a net loss of $(97.0) million primarily due to an investment impairment. The company highlighted new product launches, manufacturing expansion, and strategic equity management, including a JV stake sale for $150 million. AOSL faces industry, geopolitical, and operational risks but plans to use proceeds for technology investments and expand its product portfolio to drive future growth.
Revenues Working Against Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Share Price
Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) has a low price-to-sales (P/S) ratio of 1.2x, which is significantly lower than the semiconductor industry average. This low valuation is attributed to the company's poor revenue growth, with a 10% decline over the past three years and a forecasted 2.5% growth for the next year, contrasting sharply with the industry's 37% expansion. The market expects these underwhelming revenue trends to continue, thus suppressing its share price and P/S ratio.
Alpha and Omega Semiconductor (NASDAQ:AOSL) Receives Sell (D-) Rating from Weiss Ratings
Alpha and Omega Semiconductor (NASDAQ:AOSL) has received a Sell (D-) rating from Weiss Ratings, signaling cautious sentiment. Despite this, other analysts like B. Riley have increased price targets and affirmed "buy" ratings, with the stock currently trading around $30.26. The company recently reported earnings that beat consensus estimates and has significant institutional investor interest.
AOSL: Stifel Raises Price Target to $29, Maintains Hold Rating | AOSL Stock News
Stifel analyst Tore Svanberg has raised the price target for Alpha & Omega Semiconductor (AOSL) to $29 from $25, while maintaining a 'Hold' rating. This adjustment reflects increased confidence in the company's future performance. The article also provides historical analyst ratings, company background, and current Wall Street forecasts for AOSL.
Alpha & Omega Semiconductor Forms Golden Cross, Signals Bullish Breakout Ahead - Markets Mojo
Alpha & Omega Semiconductor Ltd. has experienced a Golden Cross, a technical indicator signaling a potential bullish shift in momentum. The stock saw a significant one-day performance increase of 14.69%, despite being down 20.52% year-to-date. While technical indicators show mixed signals, the Golden Cross suggests a possible recovery phase for the company.
Alpha and Omega Semiconductor to Announce Fiscal First Quarter Financial Results on November 5, 2025
Alpha and Omega Semiconductor Limited (AOS) will release its fiscal first quarter financial results for the period ended September 30, 2025, on November 5, 2025, after market close. This will be followed by a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET to discuss the results and other business matters. Investors can access the webcast and replay on the company's investor relations website.
Kaynes Technology delivers India’s first manufactured IPM Multi-Chip Module in collaboration with AOS and Mitsui - Business Upturn
Kaynes Technology's subsidiary, Kaynes Semicon Private Limited, has achieved a significant milestone by shipping India's first commercially manufactured Intelligent Power Module (IPM5) Multi-Chip Modules. This delivery to Alpha & Omega Semiconductor (AOS) marks a crucial step in India's semiconductor mission, with full-scale mass production expected by January 2026. The Sanand facility is projected to reach an output of 1.5 million chips per day by early FY2026-27.
Nov 5: Alpha and Omega Semiconductor to report fiscal Q1 (ended Sept 30, 2025) results; webcast 2:00 p.m. PT
Alpha and Omega Semiconductor (AOSL) announced it will release its fiscal first quarter 2025 financial results on Wednesday, November 5, 2025, after market close. The announcement will be followed by a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET to discuss the results and other business matters. The company provides details for accessing both the live call and the webcast replay.
Alpha & Omega Semiconductor stock holds steady as Stifel maintains rating - Investing.com India
This article indicates that Stifel has maintained its rating on Alpha & Omega Semiconductor stock. It suggests that despite a client-side exception affecting the website content display, the primary news is an analyst rating update for the company.
Alpha & Omega Semiconductor stock holds steady as Stifel maintains rating - Investing.com Australia
This article indicates that Stifel has maintained its rating on Alpha & Omega Semiconductor stock. However, a client-side exception occurred while loading the main content of the article from Investing.com Australia, preventing the display of further details.
Alpha and Omega Semiconductor Supports 800 VDC Power Architecture for Next-Generation AI Factories with Innovative SiC and GaN, Power MOSFET, and Power IC Solutions – Company Announcement - FT.com
Alpha and Omega Semiconductor (AOS) announced its support for NVIDIA's 800 VDC power architecture, crucial for next-generation AI data centers. AOS is providing innovative SiC and GaN, power MOSFET, and power IC solutions to meet the demanding efficiency, power density, and reliability requirements of these new megawatt-scale AI factories. This includes high-voltage conversion using SiC devices and high-density DC-DC conversion with GaN FETs to enhance overall system efficiency and reduce copper usage.
Alpha and Omega Semiconductor Supports 800 VDC Power Architecture for Next-Generation AI Factories with Innovative SiC and GaN, Power MOSFET, and Power IC Solutions - Stock Titan
Alpha and Omega Semiconductor (AOSL) announced its support for the 800 VDC power architecture critical for next-generation AI factories. The company's innovative Silicon Carbide (SiC) and Gallium Nitride (GaN) products, along with Power MOSFET and Power IC solutions, are designed to meet the high efficiency and power density demands of this new architecture. This shift from 54V to 800 VDC aims to deliver significant efficiency gains, reduced copper usage, and improved reliability for data centers.
