Analysts Set Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Target Price at $40.00

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) has earned an average recommendation of “Hold” from the seven analysts that are presently covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation and three have issued a buy recommendation on the company. The average twelve-month price objective among brokers that have issued ratings on the stock in the last year is $40.00.

AOSL has been the subject of several recent analyst reports. Stifel Nicolaus upped their target price on shares of Alpha and Omega Semiconductor from $36.00 to $42.00 and gave the stock a “hold” rating in a report on Wednesday, June 24th. Needham & Company LLC initiated coverage on Alpha and Omega Semiconductor in a report on Friday, May 1st. They set a “buy” rating and a $50.00 price target on the stock. Wall Street Zen downgraded Alpha and Omega Semiconductor from a “hold” rating to a “sell” rating in a research report on Saturday, July 25th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Alpha and Omega Semiconductor in a research note on Friday, July 17th. 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 target price for the company.

Alpha and Omega Semiconductor Trading Up 4.1%

Alpha and Omega Semiconductor stock opened at $36.28 on Thursday. Alpha and Omega Semiconductor has a 12-month low of $17.01 and a 12-month high of $54.34. The firm has a market capitalization of $1.09 billion, a price-to-earnings ratio of -10.19 and a beta of 2.60. The firm has a 50 day moving average of $38.29 and a 200 day moving average of $32.50.

Alpha and Omega Semiconductor (NASDAQ:AOSL) last issued its quarterly earnings results on Wednesday, August 12th. The semiconductor company reported ($0.13) earnings per share for the quarter, beating the consensus estimate of ($0.24) by $0.11. The business had revenue of $170.37 million for the quarter, compared to the consensus estimate of $168.00 million. Alpha and Omega Semiconductor had a negative net margin of 15.51% and a negative return on equity of 4.30%. The company’s revenue for the quarter was down 3.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.02 earnings per share. On average, analysts predict that Alpha and Omega Semiconductor will post -1.5 EPS for the current year.

Key Stories Impacting Alpha and Omega Semiconductor

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

• Positive Sentiment: Quarterly results beat estimates: AOSL reported a quarterly loss of $0.13 per share, narrower than the Zacks consensus loss of $0.23 and last year’s $0.02 profit. Revenue reached $170.4 million, above the $168 million analyst estimate. Alpha and Omega Semiconductor Reports Q4 Loss, Beats Revenue Estimates
• Positive Sentiment: Sequential operating improvement: Fiscal fourth-quarter revenue increased 4% from the prior quarter, while GAAP gross margin improved to 23.1% from 21.1% and the operating loss narrowed to $11 million from $14.1 million.
• Positive Sentiment: Cash position remains solid: The semiconductor company ended the quarter with $180.8 million in cash and cash equivalents, providing financial flexibility while it works toward returning to profitability.
• Neutral Sentiment: Fiscal first-quarter outlook is mixed: AOSL expects revenue of $166 million to $186 million, with a midpoint of $176 million. That is close to, but below, the $180.6 million consensus estimate, making the guidance neither a clear upside nor a major warning.
• Neutral Sentiment: Analyst stance remains cautious: Alpha and Omega Semiconductor has a consensus analyst rating of “Hold,” suggesting limited conviction despite the earnings beat.
• Negative Sentiment: Losses and annual revenue decline continue: GAAP net loss was $13.1 million, or $0.43 per diluted share, while fiscal 2026 revenue fell 2.5% to $678.9 million from $696.2 million. The company also posted negative profitability metrics.
• Negative Sentiment: Insider selling may weigh on sentiment: Company insiders recorded 15 sales and only one purchase over the past six months, including sales by the CEO, CFO and an executive vice president.

Insiders Place Their Bets

In other Alpha and Omega Semiconductor news, EVP Bing Xue sold 4,916 shares of the company’s 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 transaction, the executive vice president directly owned 123,660 shares in the company, valued at $5,823,149.40. This represents a 3.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 16.70% of the stock is owned by insiders.

Hedge Funds Weigh In On Alpha and Omega Semiconductor

Hedge funds have recently modified their holdings of the stock. Globeflex Capital L P bought a new position in shares of Alpha and Omega Semiconductor during the second quarter worth $182,000. Empowered Funds LLC increased its holdings in Alpha and Omega Semiconductor by 9.9% in the 1st quarter. Empowered Funds LLC now owns 120,331 shares of the semiconductor company’s stock valued at $2,667,000 after acquiring an additional 10,790 shares during the last quarter. Quantinno Capital Management LP lifted its stake in Alpha and Omega Semiconductor by 15.2% in the 1st quarter. Quantinno Capital Management LP now owns 37,248 shares of the semiconductor company’s stock worth $825,000 after purchasing an additional 4,915 shares in the last quarter. Public Employees Retirement System of Ohio lifted its stake in Alpha and Omega Semiconductor by 1,361.0% in the 1st quarter. Public Employees Retirement System of Ohio now owns 9,628 shares of the semiconductor company’s stock worth $213,000 after purchasing an additional 8,969 shares in the last quarter. Finally, First Citizens Bank & Trust Co. bought a new position in shares of Alpha and Omega Semiconductor during the 1st quarter valued at about $351,000. Hedge funds and other institutional investors own 78.97% of the company’s stock.

About Alpha and Omega Semiconductor

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.