Alpha and Omega Semiconductor Ltd
Technology · USD
Price
$22.71
Cap
$676M
Earnings
1/3 beat
30d Trend
-1%
Lower half of range — may offer entry value
Target range: $22 – $25 (consensus: $23.67)
Consensus: Reduce
Earnings history
Q2 2026
MISS
-0.16 vs -0.08
Q1 2026
BEAT
0.13 vs
Q4 2025
MISS
-0.45 vs
Key macro factors
Global economic slowdown and geopolitical conflicts (e.g., Middle East) threaten global growth, potentially impacting demand for consumer electronics and industrial applications that use AOSL's power semiconductors. [CONTEXT]
Rising demand for AI servers and data centers is a key growth driver for AOSL, as the company develops specialized MOSFETs and power management solutions for these high-power applications. [8, 10, 19, 23, 25]
Supply chain disruptions and increased energy costs, exacerbated by global conflicts, could lead to higher manufacturing and transportation expenses for semiconductor companies like AOSL, impacting profitability. [CONTEXT, 34]
Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications globally, offering a broad portfolio of discrete and integrated power devices, including power MOSFETs, rectifiers, voltage regulators, and power management ICs. [1, 9, 10, 23, 25]
QUANT SCORE
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