Stifel Nicolaus Issues Pessimistic Forecast for Alpha and Omega Semiconductor (NASDAQ:AOSL) Stock Price

Alpha and Omega Semiconductor (NASDAQ:AOSL) had its price target decreased by analysts at Stifel Nicolaus from $24.00 to $22.00 in a report issued on Friday,Benzinga reports. The brokerage presently has a “hold” rating on the semiconductor company’s stock. Stifel Nicolaus’ price target indicates a potential upside of 3.88% from the stock’s current price.

Other analysts also recently issued research reports about the company. B. Riley reiterated a “neutral” rating and issued a $24.00 price objective (down previously from $40.00) on shares of Alpha and Omega Semiconductor in a research report on Thursday, November 6th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Alpha and Omega Semiconductor in a research report on Wednesday, January 21st. Wall Street Zen upgraded Alpha and Omega Semiconductor from a “sell” rating to a “hold” rating in a report on Saturday, December 6th. Finally, Benchmark cut their price target on shares of Alpha and Omega Semiconductor from $32.00 to $25.00 and set a “buy” rating on the stock in a report on Thursday, November 6th. One investment analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $23.67.

Alpha and Omega Semiconductor Trading Down 5.9%

Shares of Alpha and Omega Semiconductor stock traded down $1.33 on Friday, hitting $21.18. 724,083 shares of the company traded hands, compared to its average volume of 364,329. Alpha and Omega Semiconductor has a 12-month low of $15.90 and a 12-month high of $46.65. The company has a market cap of $636.64 million, a P/E ratio of -6.53 and a beta of 2.01. The firm’s 50-day simple moving average is $21.39 and its 200 day simple moving average is $24.82.

Alpha and Omega Semiconductor (NASDAQ:AOSL) last released its quarterly earnings results on Thursday, February 5th. The semiconductor company reported ($0.16) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.08) by ($0.08). The firm had revenue of $162.26 million for the quarter, compared to analysts’ expectations of $160.67 million. Alpha and Omega Semiconductor had a negative net margin of 13.86% and a negative return on equity of 2.78%. The company’s revenue for the quarter was down 6.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.09 EPS. Analysts predict that Alpha and Omega Semiconductor will post -0.82 earnings per share for the current year.

Insider Activity at Alpha and Omega Semiconductor

In related news, EVP Bing Xue sold 1,845 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $20.56, for a total value of $37,933.20. Following the sale, the executive vice president owned 127,863 shares in the company, valued at $2,628,863.28. This represents a 1.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 16.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Alpha and Omega Semiconductor

Several institutional investors and hedge funds have recently made changes to their positions in AOSL. Vanguard Group Inc. increased its stake in shares of Alpha and Omega Semiconductor by 1.4% in the 3rd quarter. Vanguard Group Inc. now owns 2,453,975 shares of the semiconductor company’s stock worth $68,613,000 after purchasing an additional 33,959 shares in the last quarter. The Manufacturers Life Insurance Company increased its position in Alpha and Omega Semiconductor by 12.7% in 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 buying an additional 158,869 shares in the last quarter. Boston Partners raised its stake in shares of Alpha and Omega Semiconductor by 86.4% in the second quarter. Boston Partners now owns 1,109,377 shares of the semiconductor company’s stock worth $28,467,000 after buying an additional 514,240 shares during the period. Wellington Management Group LLP lifted its position in shares of Alpha and Omega Semiconductor by 15.0% during the 3rd quarter. Wellington Management Group LLP now owns 864,965 shares of the semiconductor company’s stock valued at $24,184,000 after buying an additional 113,077 shares in the last quarter. Finally, Robeco Schweiz AG grew its stake in shares of Alpha and Omega Semiconductor by 0.4% during the 3rd quarter. Robeco Schweiz AG now owns 785,264 shares of the semiconductor company’s stock valued at $21,956,000 after acquiring an additional 2,761 shares during the period. Institutional investors own 78.97% of the company’s stock.

More Alpha and Omega Semiconductor News

Here are the key news stories impacting Alpha and Omega Semiconductor this week:

• Positive Sentiment: Company plans a 25% increase in R&D for 2026 to accelerate product development for AI and medium-voltage power solutions — a strategic move that can support higher-margin, long-term growth if execution succeeds. Alpha and Omega Semiconductor plans 25% R&D increase for 2026
• Positive Sentiment: Launched a 600V super-junction MOSFET platform — a product expansion that targets industrial/EV and power-conversion markets and could broaden addressable market and design wins. Alpha and Omega Semiconductor launch 600V super junction MOSFET platform
• Positive Sentiment: Revenue of $162.3M modestly beat analyst estimates (~$160.7M), showing demand resilience despite a year-over-year decline — revenue beat can be supportive for valuation if mix and pricing improve. Alpha and Omega Semiconductor (AOSL) Reports Q2 Loss, Beats Revenue Estimates
• Neutral Sentiment: Full Q2 earnings call transcript and investor remarks are available for details on product roadmap, end-market trends, and customer commentary — useful for parsing management tone and backlog commentary. AOSL Q2 2026 Earnings Call Transcript (Seeking Alpha)
• Neutral Sentiment: Company press release with complete Q2 financials and supplemental materials is posted (useful for model updates). Business Wire: AOSL Q2 Financial Results
• Negative Sentiment: EPS missed materially: reported loss of $0.16 vs. consensus loss of $0.08; company moved from positive EPS a year ago to a loss, and reported negative net margin and negative ROE — key near-term profitability concerns. Alpha and Omega: Fiscal Q2 Earnings Snapshot (MarketBeat)
• Negative Sentiment: Near-term guidance is mixed/uncertain: revenue range for Q3 ($150M–$170M) spans below and above consensus and EPS guidance was not clearly upbeat — increases uncertainty for next-quarter results. Guidance and conference call details

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.