Alpha and Omega Semiconductor (NASDAQ:AOSL – Get Free Report) had its target price reduced by investment analysts at B. Riley Financial from $38.00 to $34.00 in a research note issued to investors on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the semiconductor company’s stock. B. Riley Financial’s price target would suggest a potential downside of 6.28% from the stock’s previous close.
Other analysts have also recently issued research reports about the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Alpha and Omega Semiconductor in a research report on Friday, July 17th. Wall Street Zen downgraded Alpha and Omega Semiconductor from a “hold” rating to a “sell” rating in a report on Saturday, July 25th. Stifel Nicolaus boosted their target price on Alpha and Omega Semiconductor from $36.00 to $42.00 and gave the stock a “hold” rating in a research report on Wednesday, June 24th. Needham & Company LLC reduced their price target on shares of Alpha and Omega Semiconductor from $50.00 to $45.00 and set a “buy” rating on the stock in a research report on Thursday. Finally, Lake Street Capital started coverage on Alpha and Omega Semiconductor in a research report on Thursday, June 25th. They set a “buy” rating and a $58.00 price target for the company. Three equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $40.80.
Get Our Latest Stock Analysis on Alpha and Omega Semiconductor
Alpha and Omega Semiconductor Trading Up 4.1%
Alpha and Omega Semiconductor (NASDAQ:AOSL – Get Free Report) last posted its quarterly earnings data on Wednesday, August 12th. The semiconductor company reported ($0.13) earnings per share for the quarter, topping the consensus estimate of ($0.24) by $0.11. Alpha and Omega Semiconductor had a negative net margin of 15.51% and a negative return on equity of 4.30%. The firm had revenue of $170.37 million during the quarter, compared to analysts’ expectations of $168.00 million. During the same quarter in the previous year, the company posted $0.02 EPS. Alpha and Omega Semiconductor’s revenue was down 3.5% on a year-over-year basis. On average, research analysts predict that Alpha and Omega Semiconductor will post -1.5 EPS for the current year.
Insider Activity
In other news, EVP Bing Xue sold 4,916 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $47.09, for a total value of $231,494.44. Following the completion of the sale, the executive vice president owned 123,660 shares of the company’s stock, valued at approximately $5,823,149.40. This represents a 3.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 16.70% of the stock is currently owned by corporate insiders.
Hedge Funds Weigh In On Alpha and Omega Semiconductor
A number of hedge funds and other institutional investors have recently bought and sold shares of AOSL. Weber Capital Management LLC ADV acquired a new stake in shares of Alpha and Omega Semiconductor during the fourth quarter worth $10,842,000. State Street Corp increased its position in shares of Alpha and Omega Semiconductor by 21.6% in the fourth quarter. State Street Corp now owns 1,474,175 shares of the semiconductor company’s stock worth $29,203,000 after purchasing an additional 262,117 shares during the period. Millennium Management LLC raised its stake in Alpha and Omega Semiconductor by 57.5% in the third quarter. Millennium Management LLC now owns 637,876 shares of the semiconductor company’s stock valued at $17,835,000 after purchasing an additional 232,817 shares in the last quarter. The Manufacturers Life Insurance Company lifted its position in Alpha and Omega Semiconductor by 12.7% during the second quarter. The Manufacturers Life Insurance Company now owns 1,411,400 shares of the semiconductor company’s stock worth $36,217,000 after purchasing an additional 158,869 shares during the period. Finally, UBS Group AG grew its stake in Alpha and Omega Semiconductor by 224.7% during the fourth quarter. UBS Group AG now owns 217,121 shares of the semiconductor company’s stock worth $4,301,000 after buying an additional 150,254 shares in the last quarter. Institutional investors own 78.97% of the company’s stock.
Alpha and Omega Semiconductor News Roundup
Here are the key news stories impacting Alpha and Omega Semiconductor this week:
- Positive Sentiment: AOSL reported a fiscal fourth-quarter loss of $0.13 per share, narrower than the $0.23–$0.24 analyst consensus, while revenue of $170.4 million topped expectations of approximately $168 million. Revenue also increased 4% sequentially, and gross margin improved to 23.1% from 21.1% in the prior quarter. Alpha and Omega Semiconductor Reports Q4 Loss, Beats Revenue Estimates
- Positive Sentiment: Needham lowered its price target from $50 to $45 but maintained a Buy rating, implying substantial potential upside from the current trading level. The continued Buy rating signals confidence in AOSL’s longer-term prospects despite the target reduction. Needham Adjusts Alpha and Omega Semiconductor Price Target
- Neutral Sentiment: Management expects fiscal first-quarter 2027 revenue of $166 million to $186 million, with a midpoint of $176 million. The range brackets estimates, but its midpoint is below the $180.6 million consensus forecast. Alpha and Omega Semiconductor Earnings Report and Conference Call
- Negative Sentiment: Despite the earnings beat, fiscal fourth-quarter revenue declined 3.5% year over year, and AOSL posted a GAAP net loss of $13.1 million, or $0.43 per diluted share. Fiscal 2026 revenue also fell to $678.9 million from $696.2 million, while the full-year GAAP net loss reached $42.3 million. Alpha and Omega Semiconductor Reports Fourth-Quarter Revenue
- Negative Sentiment: Reported insider activity has been heavily weighted toward selling, with executives recording numerous sales and no purchases in the past six months, a potential cautionary signal for investors.
Alpha and Omega Semiconductor Company Profile
Alpha and Omega Semiconductor Limited (NASDAQ: AOSL) is a designer and supplier of power semiconductor components used in power management applications across a range of electronic systems. The company offers a broad portfolio of discrete and integrated power devices, including power MOSFETs, rectifiers, voltage regulators, and power management ICs. These products are optimized for high efficiency, compact form factors and thermal performance, catering to the growing demands of energy-sensitive applications in computing, consumer electronics, communications and industrial markets.
Since its founding in 2000, Alpha and Omega Semiconductor has leveraged in-house design expertise and strategic partnerships with manufacturing facilities to deliver scalable, high-volume production.
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