Alpha and Omega Semiconductor Limited

Alpha and Omega Semiconductor Limited

AOSLยทNASDAQ

$52.72

+20%
TechnologySemiconductors

Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications in Hong Kong, China, South Korea, the United States, and internationally. It offers power discrete products, including metal-oxide-semiconductor field-effect transistors (MOSFET), SRFETs, XSFET, electrostatic discharge, protected MOSFETs, high and mid-voltage MOSFETs, and insulated gate bipolar transistors for use in smart phone chargers, battery packs, notebooks, desktop and servers, data centers, base stations, graphics card, game boxes, TVs, AC adapters, power supplies, motor control, power tools, e-vehicles, white goods and industrial motor drives, UPS systems, solar inverters, and industrial welding. The company also provides power ICs that deliver power, as well as control and regulate the power management variables, such as the flow of current and level of voltage. Its power ICs are used in flat panel displays, TVs, Notebooks, graphic cards, servers, DVD/Blu-Ray players, set-top boxes, and networking equipment. In addition, the company offers aMOS5 MOSFET for quick charger, adapter, PC power, server, industrial power, telecom, and datacenter applications; and Transient Voltage Suppressors for laptops, televisions, and other electronic devices. Further, it provides EZBuck regulators; SOA MOSFET for hot swap applications; RigidCSP for battery management; and Type-C power delivery protection switches. The company was incorporated in 2000 and is headquartered in Sunnyvale, California.

At a Glance

Live Snapshot
Market Cap$1.58B
EPS-3.3000
P/E Ratio-15.98
Earnings Date08/05/2026
aosl

Alpha and Omega Semiconductor Limited Street Expectations Map

AOSL ยท NASDAQ

Wall Street analysts project that AOSL stock may decline over the coming 12 months. The consensus 1-year price target stands at 43.00, with estimates ranging from a low of 36.00 to a high of 50.00.

Lowest Target
36.00
-31.71%
Consensus Target
43.00
-18.44%
Highest Target
50.00
-5.16%

The consensus 1-year price target stands at 43.00, with estimates ranging from a low of 36.00 to a high of 50.00.

Analyst Consensus Analysis

Upside Potential

-18.4%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

32.6% spread

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

Risk-Reward Profile

0.16x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

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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Alpha and Omega Semiconductor Limited Forward Estimates of Revenue

AOSL ยท NASDAQ
Latest Revenue
696.16M
FY 2025
Avg Estimate
659.97M
FY 2026
Estimate Range
656.41M - 663.52M
Analyst Spread

Forward Growth Analysis

Projected Growth-5.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

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

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Alpha and Omega Semiconductor Limited Forward Estimates of Net Income

AOSL ยท NASDAQ
Latest Net Income
-96.98M
FY 2025
Avg Estimate
-5.16M
FY 2026
Estimate Range
-5.82M - -4.50M
Analyst Spread

Forward Growth Analysis

Projected Growth+94.7%

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

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread26%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Alpha and Omega Semiconductor Limited Forward Estimates of EPS

AOSL ยท NASDAQ
Latest EPS
-3.30
FY 2025
Avg Estimate
$-0.18
FY 2026
Estimate Range
$-0.20 - $-0.15
Analyst Spread

Forward Growth Analysis

Projected Growth+94.5%

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

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread25%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Alpha and Omega Semiconductor Limited Forward Estimates of EBIT

AOSL ยท NASDAQ
Latest EBIT
-25.16M
FY 2025
Avg Estimate
30.88M
FY 2026
Estimate Range
30.71M - 31.05M
Analyst Spread

Forward Growth Analysis

Projected Growth+222.8%

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

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

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

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

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

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Alpha and Omega Semiconductor Limited Forward Estimates of EBITDA

AOSL ยท NASDAQ
Latest EBITDA
37.24M
FY 2025
Avg Estimate
79.62M
FY 2026
Estimate Range
79.19M - 80.05M
Analyst Spread

Forward Growth Analysis

Projected Growth+113.8%

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

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

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

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

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

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Alpha and Omega Semiconductor Limited Forward Estimates of SG&A Expense

AOSL ยท NASDAQ
Latest SG&A Expense
95.17M
FY 2025
Avg Estimate
83.97M
FY 2026
Estimate Range
83.52M - 84.43M
Analyst Spread

Forward Growth Analysis

Projected Growth-11.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

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

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Alpha and Omega Semiconductor Limited Insider Positioning

AOSL ยท NASDAQ

During the last 12 months, insiders have purchased $641K and sold $1.13M worth of AOSL shares, resulting in $487K of net selling activity.

3 Months

Bought

33.7K

640.81K

Sold

28.7K

971.38K

Net Activity

-331K

-$331K

3-6 Months

Bought

0

0.00

Sold

5.0K

109.39K

Net Activity

-109K

-$109K

6-9 Months

Bought

0

0.00

Sold

1.8K

33.51K

Net Activity

-34K

-$34K

9-12 Months

Bought

0

0.00

Sold

508

13.46K

Net Activity

-13K

-$13K

Top Buyers

1
CMF

Chang Mike F

Director, 10 Percent Owner:

33.7K sharesโ€ข1 transactions

$641K

Top Sellers

1
LY

Liang Yifan

Officer: Cfo And Corp Secretary

16.0K sharesโ€ข2 transactions

$516K

2
XB

Xue Bing

Officer: Evp-Ww Sales & Bus Development

14.7K sharesโ€ข7 transactions

$411K

3
CC

Chen Claudia

Director

3.8K sharesโ€ข1 transactions

$152K

4
CSC

Chang Stephen Chunping

Director, Officer: Chief Executive Officer

1.5K sharesโ€ข1 transactions

$49K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $487K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.57:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$331K

Negative recent trend with net selling. Insiders have reduced positions in recent months, which could signal caution.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.