Wedge Capital Management L L P NC Has $4.33 Million Position in Alpha and Omega Semiconductor Limited $AOSL

Wedge Capital Management L L P NC cut its position in Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) by 18.8% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 91,440 shares of the semiconductor company’s stock after selling 21,114 shares during the quarter. Wedge Capital Management L L P NC owned about 0.31% of Alpha and Omega Semiconductor worth $4,328,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. The Manufacturers Life Insurance Company increased its position in Alpha and Omega Semiconductor by 4.7% during the 4th quarter. The Manufacturers Life Insurance Company now owns 1,628,634 shares of the semiconductor company’s stock worth $32,263,000 after buying an additional 73,631 shares during the period. State Street Corp boosted 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 valued at $29,203,000 after acquiring an additional 262,117 shares during the period. Wellington Management Group LLP grew its stake in shares of Alpha and Omega Semiconductor by 15.0% in the third quarter. Wellington Management Group LLP now owns 864,965 shares of the semiconductor company’s stock valued at $24,184,000 after acquiring an additional 113,077 shares in the last quarter. Millennium Management LLC grew its stake in shares of 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 acquiring an additional 232,817 shares in the last quarter. Finally, Geode Capital Management LLC increased its position in Alpha and Omega Semiconductor by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 611,089 shares of the semiconductor company’s stock worth $12,108,000 after acquiring an additional 3,612 shares during the period. 78.97% of the stock is owned by institutional investors and hedge funds.

Alpha and Omega Semiconductor Stock Up 4.1%

AOSL stock opened at $36.28 on Thursday. Alpha and Omega Semiconductor Limited has a 12 month low of $17.01 and a 12 month high of $54.34. The firm has a market cap of $1.09 billion, a P/E ratio of -10.19 and a beta of 2.60. The company’s 50-day moving average price is $38.29 and its two-hundred day moving average price is $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, topping analysts’ consensus estimates 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 company had revenue of $170.37 million during the quarter, compared to the consensus estimate of $168.00 million. During the same quarter in the prior year, the firm posted $0.02 EPS. The firm’s quarterly revenue was down 3.5% on a year-over-year basis. Equities analysts predict that Alpha and Omega Semiconductor Limited will post -1.5 EPS for the current year.

Insider Transactions at Alpha and Omega Semiconductor

In other Alpha and Omega Semiconductor news, EVP Bing Xue sold 4,916 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $47.09, for a total transaction 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. The trade was a 3.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 16.70% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Wall Street Zen cut shares of Alpha and Omega Semiconductor from a “hold” rating to a “sell” rating in a research note on Saturday, July 25th. Weiss Ratings restated a “sell (d-)” rating on shares of Alpha and Omega Semiconductor in a research report on Friday, July 17th. Lake Street Capital initiated coverage on shares of Alpha and Omega Semiconductor in a report on Thursday, June 25th. They set a “buy” rating and a $58.00 target price on the stock. Needham & Company LLC assumed coverage on shares of Alpha and Omega Semiconductor in a research report on Friday, May 1st. They issued a “buy” rating and a $50.00 price target for the company. Finally, Stifel Nicolaus boosted their price target on Alpha and Omega Semiconductor from $36.00 to $42.00 and gave the company a “hold” rating in a research note on Wednesday, June 24th. Three equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $40.00.

Trending Headlines about 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.

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.