Alpha and Omega Semiconductor 過去の業績
過去 基準チェック /06
Alpha and Omega Semiconductorの収益は年間平均-65%の割合で減少していますが、 Semiconductor業界の収益は年間 増加しています。収益は年間5.5% 1%割合で 減少しています。
主要情報
-65.00%
収益成長率
-64.79%
EPS成長率
| Semiconductor 業界の成長 | 27.66% |
| 収益成長率 | -0.96% |
| 株主資本利益率 | -13.28% |
| ネット・マージン | -15.51% |
| 次回の業績アップデート | 12 Aug 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • Jul 13
AOSL: AI Data Center Power Products Will Support Future Re Rating
Analysts have lifted their fair value estimate for Alpha and Omega Semiconductor to $58 from $50, citing a higher long term price target supported by expectations for steady revenue growth, stronger profit margins, a richer future P/E and increasing conviction around the company’s AI data center exposure. Analyst Commentary Bullish analysts are highlighting Alpha and Omega Semiconductor as a focused power semiconductor stock with growing exposure to AI data center demand, and recent research has centered on how this could support the company’s long term earnings power and valuation.
ナラティブ更新 • Jun 29
AOSL: AI Data Center Demand And Richer P/E Will Influence Returns
Analysts have lifted the fair value estimate for Alpha and Omega Semiconductor from about $36.67 to $47.00, citing an expanding AI data center opportunity, a higher implied future P/E multiple of roughly 65.8, and views that the stock trades at a discount to power semiconductor peers despite recent increases in Street price targets up to $58. Analyst Commentary Street research on Alpha and Omega Semiconductor points to a mix of optimism around its AI data center exposure and some caution around how much of that potential is already reflected in the valuation and execution expectations.Seeking Alpha • Jun 23
Alpha and Omega Semiconductor: AI Sales Growth Supports Upside, But PC Headwinds May Delay Recovery Momentum
Summary Alpha and Omega Semiconductor is rated HOLD as PC market weakness clouds near-term recovery despite AI-driven product momentum. AOSL’s rapid pivot to high-performance AI-related chips is offset by inventory build-up, cash flow strain, and deepening operating losses. Management guides for Q4 gross margins at 22.3% and $168M in revenue, but persistent PC shipment declines threaten margin and sales recovery. Valuation remains below peers; sustained AI and premium communications growth could re-rate AOSL toward a 2.5x EV/Sales multiple if legacy segments stabilize. Read the full article on Seeking Alpha分析記事 • Jun 19
Alpha And Omega Semiconductor (AOSL) Stock Could Be 31% Overvalued After Insider Selling Signals
Alpha and Omega Semiconductor (AOSL) has drawn attention after reports of extensive insider selling with no corresponding purchases, a decline in institutional ownership, and ongoing profitability challenges reflected in its negative P/E ratio. See our latest analysis for Alpha and Omega Semiconductor. Despite concerns around insider selling and valuation, Alpha and Omega Semiconductor’s recent share price performance has been strong, with a 90 day share price return of 130.74% and a 1 year...
ナラティブ更新 • Jun 15
AOSL: AI Infrastructure Shift Will Elevate Execution Risks And Restrain Returns
Analysts have raised their fair value price target range for Alpha and Omega Semiconductor from about $19.00 to roughly $36.00. The change reflects updated assumptions around revenue growth, profit margins, and a lower future P/E multiple as key drivers.ナラティブ更新 • 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.ナラティブ更新 • 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...
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...収支内訳
収支内訳
Alpha and Omega Semiconductor の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 685 | -106 | 97 | 100 |
| 31 Dec 25 | 686 | -103 | 97 | 97 |
| 30 Sep 25 | 697 | -97 | 96 | 96 |
| 30 Jun 25 | 696 | -97 | 95 | 94 |
| 31 Mar 25 | 681 | -23 | 88 | 92 |
| 31 Dec 24 | 666 | -23 | 88 | 91 |
| 30 Sep 24 | 659 | -19 | 89 | 90 |
| 30 Jun 24 | 657 | -11 | 86 | 90 |
| 31 Mar 24 | 658 | -9 | 84 | 91 |
| 31 Dec 23 | 640 | -17 | 84 | 90 |
| 30 Sep 23 | 663 | -8 | 84 | 89 |
| 30 Jun 23 | 691 | 12 | 89 | 88 |
| 31 Mar 23 | 724 | 29 | 94 | 86 |
| 31 Dec 22 | 794 | 79 | 96 | 80 |
| 30 Sep 22 | 799 | 456 | 98 | 75 |
| 30 Jun 22 | 778 | 453 | 95 | 71 |
| 31 Mar 22 | 761 | 458 | 91 | 68 |
| 31 Dec 21 | 727 | 442 | 86 | 67 |
| 30 Sep 21 | 692 | 72 | 82 | 66 |
| 30 Jun 21 | 657 | 58 | 78 | 63 |
| 31 Mar 21 | 602 | 38 | 74 | 59 |
| 31 Dec 20 | 540 | 16 | 71 | 57 |
| 30 Sep 20 | 499 | 2 | 67 | 54 |
| 30 Jun 20 | 465 | -7 | 65 | 51 |
| 31 Mar 20 | 454 | -4 | 65 | 49 |
| 31 Dec 19 | 457 | 1 | 66 | 47 |
| 30 Sep 19 | 454 | 0 | 71 | 47 |
| 30 Jun 19 | 451 | 2 | 76 | 46 |
| 31 Mar 19 | 449 | 0 | 78 | 45 |
| 31 Dec 18 | 443 | 4 | 76 | 44 |
| 30 Sep 18 | 432 | 12 | 72 | 40 |
| 30 Jun 18 | 422 | 14 | 66 | 37 |
| 31 Mar 18 | 410 | 17 | 60 | 35 |
| 31 Dec 17 | 400 | 19 | 56 | 33 |
| 30 Sep 17 | 391 | 15 | 52 | 31 |
| 30 Jun 17 | 383 | 14 | 49 | 30 |
| 31 Mar 17 | 377 | 12 | 45 | 29 |
| 31 Dec 16 | 366 | 7 | 43 | 28 |
| 30 Sep 16 | 352 | 2 | 39 | 27 |
| 30 Jun 16 | 336 | -3 | 38 | 26 |
| 31 Mar 16 | 326 | -8 | 38 | 26 |
| 31 Dec 15 | 320 | -11 | 37 | 26 |
| 30 Sep 15 | 321 | -10 | 38 | 26 |
質の高い収益: AOSLは現在利益が出ていません。
利益率の向上: AOSLは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: AOSLは利益が出ておらず、過去 5 年間で損失は年間65%の割合で増加しています。
成長の加速: AOSLの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: AOSLは利益が出ていないため、過去 1 年間の収益成長をSemiconductor業界 ( 24.5% ) と比較することは困難です。
株主資本利益率
高いROE: AOSLは現在利益が出ていないため、自己資本利益率 ( -13.28% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/07/17 07:05 |
| 終値 | 2026/07/17 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 4 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。8
| アナリスト | 機関 |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Ross Seymore | Deutsche Bank |
| Tyler Burmeister | Lake Street Capital Markets, LLC |