Alpha and Omega Semiconductor Limited

NasdaqGS:AOSL 주식 리포트

시가총액: US$1.2b

Alpha and Omega Semiconductor 향후 성장

Future 기준 점검 3/6

Alpha and Omega Semiconductor은 연간 수입과 매출이 각각 86%와 7.4% 증가할 것으로 예상되고 EPS는 연간 86.4%만큼 증가할 것으로 예상됩니다.

핵심 정보

86.0%

이익 성장률

86.39%

EPS 성장률

Semiconductor 이익 성장25.4%
매출 성장률7.4%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트07 May 2026

최근 향후 성장 업데이트

분석 기사 • 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

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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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새로운 내러티브 • 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.
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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

이익 및 매출 성장 예측

NasdaqGS:AOSL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: AOSL 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: AOSL (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: AOSL 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: AOSL 의 수익(연간 7.4%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: AOSL 의 수익(연간 7.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AOSL의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 08:38
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Alpha and Omega Semiconductor Limited는 7명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Craig EllisB. Riley Securities, Inc.
Ross SeymoreDeutsche Bank
David WilliamsLoop Capital Markets