Lumida
/AOSL
⌘K
Alpha and Omega Semiconductor Ltd

Alpha and Omega Semiconductor Ltd

AOSL
$24.81USD↓-2.74%-0.70 today

MARKET CAP

750.7M

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$24 – $25

52W RANGE

$17
$54

AI Summary

Stalk
Sell NowMedium

Following the decisive break below multi-test support, AOSL remains in a Stage 4 decline with a bearish medium-term bias. Near-term pullbacks into the declining 9- and 20-day EMAs have been rejected, offering structurally favorable sell entries. The secular uptrend of the 200-day SMA provides long-term support but does not alter the medium-term downtrend. Execution is Sell Now into the EMA resistance zone on this rejection.

  • ↑AmpStack™ packaging drives power density gains for AI data centers.
  • ↑Dimensional, State Street, and SSGA own 7.8% combined stake.
  • ↓Forecasted Q4 EPS –$0.24 vs. +$0.02 last year; revenues down to $168M.
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Alpha and Omega Semiconductor (AOSL) is a leading player in the semiconductor industry, focusing on high-performance power solutions, particularly in MOSFET technology. The company primarily serves the data center, automotive, and renewable energy sectors, positioning itself strategically within the evolving landscape of power semiconductors. AOSL is recognized for its innovative AmpStack™ packaging technology, which enhances power density, catering to the increasing demands of AI applications and high-performance computing.

Bull says

  • ↑AmpStack™ packaging drives power density gains for AI data centers.
  • ↑Dimensional, State Street, and SSGA own 7.8% combined stake.
  • ↑Shares rose 8% on sector recovery and easing geopolitical tensions.
  • ↑Q4 2026 revenue forecast at $168M vs. $176.5M prior year.
  • ↑Consensus estimates increased 4% over the past 90 days.
  • ↑Strong momentum and liquidity factors support investment appeal.

Bear says

  • ↓Forecasted Q4 EPS –$0.24 vs. +$0.02 last year; revenues down to $168M.
  • ↓Negative profitability factors reflect persistent losses and margin pressure.
  • ↓Elevated leverage risk may constrain financing and operational flexibility.
  • ↓Low institutional ownership signals skepticism among large investors.
  • ↓Stock volatility tied to earnings and semiconductor sector swings.
  • ↓Negligible dividend yield raises concerns about shareholder returns.

Earnings Call · Q4 2025 · Mgmt. Guidance

Updated 08-16-2026neutral

Transcript signals

Bull points

  • We delivered fiscal Q4 revenue results at the high end of our guidance due to better than expected demand in computing, mostly driven by tariff-related customer pull-ins for PCs and strong sequential growth in AI and graphics chips.
  • Overall, total June quarter revenue was $176.5 million. Non-GAAP growth margin was 24.4%. Non-GAAP EPS was 2 cents. Total revenue increased 9.4% year-over-year and 7.2% sequentially.
  • PowerIC revenue increased 25.8% sequentially and 30.2% year-over-year to a record quarterly high and now represents nearly 40% of total product revenue.

Bear points

  • In summary, Uncertainties regarding macroeconomy and geopolitics continue.
  • However, we can expect a digestion period in the September quarter as that initial demand is absorbed.
  • Tablet demand is expected to decline.
Read full transcript analysis ›