Alpha and Omega Semiconductor Croissance future
Future contrôle des critères 3/6
Alpha and Omega Semiconductor devrait augmenter ses bénéfices et ses revenus de 86% et de 7.4% par an respectivement, tandis que le BPA devrait croître de croître de 86.4% par an.
Informations clés
86.0%
Taux de croissance des bénéfices
86.39%
Taux de croissance du BPA
| Semiconductor croissance des bénéfices | 25.4% |
| Taux de croissance des recettes | 7.4% |
| Rendement futur des capitaux propres | n/a |
| Couverture par les analystes | Low |
| Dernière mise à jour | 07 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • May 11
AOSL: AI Power Products And Higher P/E Assumptions Will Shape Returns
Analysts have raised their average price target for Alpha and Omega Semiconductor from $24.00 to about $36.67, citing updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions reflected in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as better aligned with their updated fair value work, which folds in revised assumptions around revenue trends, margin profile, and terminal P/E multiples.Mise à jour du récit • Apr 22
AOSL: Higher Assumed P/E Will Likely Restrict Future Share Upside
Analysts have raised their price target on Alpha and Omega Semiconductor by $2 to $24, citing slightly lower required returns, a small adjustment in long term profit expectations, and a modestly higher assumed future P/E multiple as the key drivers of the change. Analyst Commentary Recent Street research on Alpha and Omega Semiconductor highlights a mix of optimism about the company’s execution and growth optionality, alongside caution around what is already reflected in the share price after the latest price target increase.Mise à jour du récit • Apr 07
AOSL: Fair Outlook As AI Power Demand And Lower P/E Assumptions Reshape Expectations
Analysts have lowered their price target on Alpha and Omega Semiconductor by $2.33 to $22.00, citing updated assumptions around revenue growth, profit margins, fair value, and future P/E levels. Analyst Commentary Recent research around the revised US$22.00 price target highlights a mix of constructive and cautious views on Alpha and Omega Semiconductor, focused on how updated revenue, margin and P/E assumptions stack up against current execution risks.
Mise à jour du récit • Mar 24
AOSL: Higher Future P/E And Power Products Will Support Re Rating
Analysts have trimmed their price target on Alpha and Omega Semiconductor by $5 to reflect updated views on future revenue growth, profit margins, and a much higher projected P/E multiple. Analyst Commentary Even with the trimmed price target, bullish analysts still frame Alpha and Omega Semiconductor as a name with room for constructive re rating, pointing to the updated P/E multiple as a key part of the thesis rather than a red flag.
Mise à jour du récit • Mar 10
AOSL: Rich P/E And Execution Risks Will Temper Future Return Potential
Narrative Update on Alpha and Omega Semiconductor Analysts have trimmed their price target on Alpha and Omega Semiconductor by $5, reflecting updated views on discount rates, revenue growth assumptions, profit margins and future P/E expectations discussed in recent research. Analyst Commentary Bearish analysts cutting the price target by $5 are signaling a more cautious stance on how much they are willing to pay for Alpha and Omega Semiconductor given current information on growth, margins and valuation multiples.Mise à jour du récit • Feb 23
AOSL: Rich P/E And Reduced Cushion Will Pressure Future Returns
Analysts have reduced their price target on Alpha and Omega Semiconductor by $5, citing revised assumptions for the discount rate, revenue growth, profit margin, and future P/E ratio, which still support a fair value estimate of $19.00. Analyst Commentary Bearish analysts are signaling a more cautious stance on Alpha and Omega Semiconductor after trimming their price target by $5, bringing their fair value estimate to $19.00.Seeking Alpha • Feb 12
Alpha And Omega Semiconductor: Cheaper Stock, Unproven Earnings Durability
Summary Alpha and Omega Semiconductor remains a Hold as margin stability and topline growth are not yet evident. AOSL's gross margins declined to ~21% in Q2 FY26, with operating losses widening and inventory days rising, highlighting ongoing execution challenges. Management is increasing R&D spending by 25% in 2026, aiming for higher-value products, but near-term earnings durability is lacking. While AOSL is cheaper with a cleaner balance sheet post-Chongqing sale, valuation alone does not justify a Buy until consistent margin improvement materializes. Read the full article on Seeking AlphaMise à jour du récit • Feb 09
AOSL: Thinner Margins And Richer P/E Will Pressure Future Returns
Analysts have trimmed their fair value estimate for Alpha and Omega Semiconductor from US$25.00 to US$19.00, citing updated assumptions that pair higher revenue growth expectations with a much lower profit margin outlook, along with a substantially higher future P/E multiple. Analyst Commentary Recent Street research points to a more cautious stance around Alpha and Omega Semiconductor, with at least one price target cut, including a US$5 reduction from a prior published level.Article d’analyse • Feb 08
Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Just Reported, And Analysts Assigned A US$22.00 Price Target
Last week, you might have seen that Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) released its second-quarter...Mise à jour du récit • Jan 26
AOSL: Reset Expectations And Paused AI Demand Will Support Future Upside
Narrative Update on Alpha and Omega Semiconductor Analysts have cut their price target on Alpha and Omega Semiconductor to US$24 from US$40, reflecting mixed fiscal Q1 results, materially lower Q2 guidance versus consensus, a temporary pause in the company's artificial intelligence opportunity, and fresh concerns about the path back to profitability. Analyst Commentary Recent commentary frames Alpha and Omega Semiconductor as a name facing real execution questions, but not one that is broken.Mise à jour du récit • Jan 12
AOSL: Fair Outlook As AI Pause And Profitability Reset Shape Expectations
Analysts have cut their price target on Alpha and Omega Semiconductor to $24 from $40, reflecting mixed fiscal Q1 results, materially lower than expected Q2 guidance, concern about the path back to profitability, and a view that the artificial intelligence story is effectively paused for at least a quarter. Analyst Commentary Bullish Takeaways Some bullish analysts still see value in the reset price target at $24, arguing that part of the weaker outlook and paused artificial intelligence story is already reflected in the lower valuation.Mise à jour du récit • Dec 27
AOSL: Delayed AI Power Demand Will Likely Drive Future Upside
Analysts cut their price target on Alpha and Omega Semiconductor to $24 from $40, citing mixed fiscal Q1 results, materially weaker than expected Q2 guidance, delayed artificial intelligence opportunities, and growing concerns about the company's path back to profitability. Analyst Commentary Bullish analysts acknowledge that the near term will be pressured by softer guidance, but they continue to see structural opportunities for Alpha and Omega Semiconductor tied to artificial intelligence, power management, and data center demand.Article d’analyse • Dec 18
Does Alpha and Omega Semiconductor (NASDAQ:AOSL) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Mise à jour du récit • Dec 13
AOSL: AI Data Center Demand Reset Will Likely Drive Future Upside
Analysts have reduced their price target on Alpha and Omega Semiconductor from $35.00 to $25.00, citing mixed recent results, weaker near term growth expectations, and increased uncertainty around the company’s path back to profitability. Analyst Commentary Bullish analysts acknowledge that the latest results and guidance have tempered near term expectations, but they continue to see scope for renewed upside if management can demonstrate clearer progress on key growth initiatives and profitability.Mise à jour du récit • Nov 29
AOSL: Recovery Will Be Driven by AI Progress Following Mixed Results
Analysts have lowered their price target for Alpha and Omega Semiconductor from $26.67 to $24.33 per share, citing mixed quarterly results and weaker guidance. These factors have raised concerns about the company's profitability outlook and delayed progress in artificial intelligence initiatives.Mise à jour du récit • Nov 15
AOSL: Improving Margins and AI Progress Will Drive Rebound After Guidance Cut
Analysts have revised their price target for Alpha and Omega Semiconductor significantly downward, from $33.67 to $26.67. They cited mixed quarterly results, lowered forward guidance, and ongoing uncertainty about the company's artificial intelligence initiatives.Article d’analyse • Nov 06
It Looks Like Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) CEO May Expect Their Salary To Be Put Under The Microscope
Key Insights Alpha and Omega Semiconductor to hold its Annual General Meeting on 12th of November Salary of US$490.0k...Article d’analyse • Nov 01
Revenues Working Against Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Share Price
You may think that with a price-to-sales (or "P/S") ratio of 1.2x Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL...Mise à jour du récit • Nov 01
AOSL: Expanding AI Data Centers Will Drive Advanced Power Solutions Demand
Analysts have slightly increased their price target for Alpha and Omega Semiconductor from $32 to approximately $33.67, citing incremental improvements in fair value estimates and modest adjustments to financial assumptions. What's in the News Kaynes Semicon shipped 900 Intelligent Power Module (IPM5) Multi-Chip Modules to Alpha and Omega Semiconductor, marking India's first commercial multi-chip module production and delivery under the India Semiconductor Mission 1.0 (Key Developments).Mise à jour du récit • Oct 18
Expanding AI And Graphics Computing Demand Will Drive Power Management
Analysts have raised their price target for Alpha and Omega Semiconductor from $30.67 to $32.00, citing updated expectations on valuation metrics and market positioning. What's in the News Announced support for NVIDIA's 800 VDC architecture.Article d’analyse • Aug 01
Alpha and Omega Semiconductor (NASDAQ:AOSL) Has Debt But No Earnings; Should You Worry?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Jul 02
Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Price Is Right But Growth Is Lacking After Shares Rocket 25%
Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) shareholders would be excited to see that the share price has had...Article d’analyse • Apr 18
Benign Growth For Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Underpins Stock's 35% Plummet
Unfortunately for some shareholders, the Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) share price has dived...Article d’analyse • Apr 01
Does Alpha and Omega Semiconductor (NASDAQ:AOSL) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Nouveau récit • Mar 24
Transition To Total Solutions Will Unlock High-Value Market Opportunities
Transitioning to a total solutions provider enables market share growth, increased BOM content, and higher revenue and margin potential across multiple sectors.Article d’analyse • Mar 04
Why Investors Shouldn't Be Surprised By Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) 28% Share Price Plunge
Unfortunately for some shareholders, the Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) share price has dived...Seeking Alpha • Feb 26
Alpha And Omega Semiconductor: Catalysts Are Solid, But It's Still Too Expensive
Summary Alpha and Omega Semiconductor Limited has shown promising growth, particularly with its shift towards AI and high-margin semiconductor solutions, but profitability remains a concern. Despite a 42% stock price increase last year, AOSL's recent volatility and current overvaluation suggest a Hold rating until consistent earnings growth and margin improvements are observed. AOSL's strategic pivot to AI and power management solutions for data centers and GPUs positions it for long-term growth, especially with the Nvidia deal. Short-term risks include competitive pressures, geopolitical tensions, and economic slowdowns, which could impact AOSL's recovery from its inventory glut and overall market sentiment. Read the full article on Seeking AlphaArticle d’analyse • Dec 31
Is Alpha and Omega Semiconductor (NASDAQ:AOSL) Using Debt Sensibly?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Dec 11
Alpha and Omega Semiconductor: AI Gains Meet Overheated Valuations
Summary Alpha and Omega Semiconductor's stock has surged over 170% since April but is now overvalued, suggesting a pullback is imminent. The company is transitioning to a high-margin semiconductor solutions provider, clearing inventory backlogs and diversifying into AI, gaming, and renewable energy markets. Despite positive earnings and market positioning, the current valuation is overstretched; technical indicators also point to a likely correction. Investors should wait for a more attractive entry point as the stock's growth story unfolds and management addresses margin concerns. Read the full article on Seeking AlphaArticle d’analyse • Dec 04
Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Surges 37% Yet Its Low P/S Is No Reason For Excitement
The Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) share price has done very well over the last month, posting...Article d’analyse • Oct 12
Investors Don't See Light At End Of Alpha and Omega Semiconductor Limited's (NASDAQ:AOSL) Tunnel
With a price-to-sales (or "P/S") ratio of 1.7x Alpha and Omega Semiconductor Limited ( NASDAQ:AOSL ) may be sending...Seeking Alpha • Oct 02
Alpha and Omega: Inventory Correction Behind, But Price Remains Overstretched
Summary Alpha and Omega is transitioning from a semiconductor component supplier to a solutions provider, driven by AI demand and emerging market trends. The company has diversified from personal computing to various markets, benefiting from AI integration, foldable smartphones, and high-speed battery charging trends. AOSL is emerging from an inventory correction phase, with signs of demand recovery and resolved supply chain issues boosting its growth prospects. Despite AOSL's significant price increase over the past five years, its staggeringly high valuation ratios compared to peers lead me to rate the stock a sell. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 6/30/2028 | 838 | 34 | N/A | N/A | 1 |
| 6/30/2027 | 707 | -42 | N/A | N/A | 3 |
| 6/30/2026 | 677 | -44 | N/A | N/A | 3 |
| 3/31/2026 | 685 | -106 | -61 | -9 | N/A |
| 12/31/2025 | 686 | -103 | -41 | 7 | N/A |
| 9/30/2025 | 697 | -97 | -12 | 29 | N/A |
| 6/30/2025 | 696 | -97 | -8 | 30 | N/A |
| 3/31/2025 | 681 | -23 | 9 | 40 | N/A |
| 12/31/2024 | 666 | -23 | 31 | 60 | N/A |
| 9/30/2024 | 659 | -19 | -9 | 23 | N/A |
| 6/30/2024 | 657 | -11 | -11 | 26 | N/A |
| 3/31/2024 | 658 | -9 | -59 | -10 | N/A |
| 12/31/2023 | 640 | -17 | -90 | -26 | N/A |
| 9/30/2023 | 663 | -8 | -85 | -2 | N/A |
| 6/30/2023 | 691 | 12 | -90 | 20 | N/A |
| 3/31/2023 | 724 | 29 | -57 | 74 | N/A |
| 12/31/2022 | 794 | 79 | -28 | 125 | N/A |
| 9/30/2022 | 799 | 456 | 22 | 175 | N/A |
| 6/30/2022 | 778 | 453 | 81 | 219 | N/A |
| 3/31/2022 | 761 | 458 | 107 | 237 | N/A |
| 12/31/2021 | 727 | 442 | 112 | 214 | N/A |
| 9/30/2021 | 692 | 72 | 113 | 200 | N/A |
| 6/30/2021 | 657 | 58 | 56 | 129 | N/A |
| 3/31/2021 | 602 | 38 | 71 | 125 | N/A |
| 12/31/2020 | 540 | 16 | 46 | 101 | N/A |
| 9/30/2020 | 499 | 2 | 15 | 73 | N/A |
| 6/30/2020 | 465 | -7 | 0 | 62 | N/A |
| 3/31/2020 | 454 | -4 | -41 | 30 | N/A |
| 12/31/2019 | 457 | 1 | N/A | 8 | N/A |
| 9/30/2019 | 454 | 0 | N/A | 12 | N/A |
| 6/30/2019 | 451 | 2 | N/A | 31 | N/A |
| 3/31/2019 | 449 | 0 | N/A | 12 | N/A |
| 12/31/2018 | 443 | 4 | N/A | 13 | N/A |
| 9/30/2018 | 432 | 12 | N/A | 9 | N/A |
| 6/30/2018 | 422 | 14 | N/A | 3 | N/A |
| 3/31/2018 | 410 | 17 | N/A | 28 | N/A |
| 12/31/2017 | 400 | 19 | N/A | 46 | N/A |
| 9/30/2017 | 391 | 15 | N/A | 46 | N/A |
| 6/30/2017 | 383 | 14 | N/A | 43 | N/A |
| 3/31/2017 | 377 | 12 | N/A | 43 | N/A |
| 12/31/2016 | 366 | 7 | N/A | 34 | N/A |
| 9/30/2016 | 352 | 2 | N/A | 42 | N/A |
| 6/30/2016 | 336 | -3 | N/A | 40 | N/A |
| 3/31/2016 | 326 | -8 | N/A | 36 | N/A |
| 12/31/2015 | 320 | -11 | N/A | 37 | N/A |
| 9/30/2015 | 321 | -10 | N/A | 28 | N/A |
| 6/30/2015 | 328 | -8 | N/A | 28 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: AOSL devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.5% ).
Bénéfices vs marché: AOSL devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.
Croissance élevée des bénéfices: AOSL devrait devenir rentable dans les 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de AOSL ( 7.4% par an) devrait croître plus lentement que le marché de US ( 11.7% par an).
Croissance élevée des revenus: Le chiffre d'affaires de AOSL ( 7.4% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de AOSL devrait être élevé dans 3 ans
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 19:18 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Alpha and Omega Semiconductor Limited est couverte par 7 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Ross Seymore | Deutsche Bank |
| David Williams | Loop Capital Markets |