Alpha and Omega Semiconductor Limited

NasdaqGS:AOSL 株式レポート

時価総額：US$1.3b

Alpha and Omega Semiconductor 将来の成長

Future 基準チェック /36

Alpha and Omega Semiconductorは、86%と7.4%でそれぞれ年率86%で利益と収益が成長すると予測される一方、EPSはgrowで86.4%年率。

主要情報

86.0%

収益成長率

86.39%

EPS成長率

Semiconductor 収益成長26.1%
収益成長率7.4%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日07 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

ナラティブの更新 • Jun 01

AOSL: Power Products And Earnings Quality Will Support Balanced Future Re Rating

Analysts have raised their price target for Alpha and Omega Semiconductor to $50, citing updated assumptions for fair value, revenue, profit margins, and future P/E that align with recent Street research. Analyst Commentary Bullish analysts point to the updated US$50 price target as a sign of growing confidence in how Alpha and Omega Semiconductor is positioned, with recent Street work feeding into refreshed assumptions for fair value, revenue, profit margins, and future P/E.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
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新しいナラティブ • 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.
分析記事 • 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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 Alpha

業績と収益の成長予測

NasdaqGS:AOSL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/202883834N/AN/A1
6/30/2027707-42N/AN/A3
6/30/2026677-44N/AN/A3
3/31/2026685-106-61-9N/A
12/31/2025686-103-417N/A
9/30/2025697-97-1229N/A
6/30/2025696-97-830N/A
3/31/2025681-23940N/A
12/31/2024666-233160N/A
9/30/2024659-19-923N/A
6/30/2024657-11-1126N/A
3/31/2024658-9-59-10N/A
12/31/2023640-17-90-26N/A
9/30/2023663-8-85-2N/A
6/30/202369112-9020N/A
3/31/202372429-5774N/A
12/31/202279479-28125N/A
9/30/202279945622175N/A
6/30/202277845381219N/A
3/31/2022761458107237N/A
12/31/2021727442112214N/A
9/30/202169272113200N/A
6/30/20216575856129N/A
3/31/20216023871125N/A
12/31/20205401646101N/A
9/30/202049921573N/A
6/30/2020465-7062N/A
3/31/2020454-4-4130N/A
12/31/20194571N/A8N/A
9/30/20194540N/A12N/A
6/30/20194512N/A31N/A
3/31/20194490N/A12N/A
12/31/20184434N/A13N/A
9/30/201843212N/A9N/A
6/30/201842214N/A3N/A
3/31/201841017N/A28N/A
12/31/201740019N/A46N/A
9/30/201739115N/A46N/A
6/30/201738314N/A43N/A
3/31/201737712N/A43N/A
12/31/20163667N/A34N/A
9/30/20163522N/A42N/A
6/30/2016336-3N/A40N/A
3/31/2016326-8N/A36N/A
12/31/2015320-11N/A37N/A
9/30/2015321-10N/A28N/A
6/30/2015328-8N/A28N/A

アナリストによる今後の成長予測

収入対貯蓄率: AOSLは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: AOSL今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: AOSL今後 3 年以内に収益を上げることが予想されます。

収益対市場: AOSLの収益 ( 7.4% ) US市場 ( 11.8% ) よりも低い成長が予測されています。

高い収益成長: AOSLの収益 ( 7.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AOSLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/08 04:13
終値2026/06/05 00:00
収益2026/03/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Alpha and Omega Semiconductor Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Craig EllisB. Riley Securities, Inc.
Ross SeymoreDeutsche Bank
David WilliamsLoop Capital Markets