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Alpha and Omega Semiconductor Limited Stock Price

NasdaqGS:AOSL Community·US$749.2m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AOSL Share Price Performance

US$0
-28.49 (-100.00%)
​
US$47.00
Fair Value
US$0
-28.49 (-100.00%)
​
Price US$0
Mon, 29 Jun 26
Fair ValueUS$47.00
Share Pricen/a

AOSL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$47 47.5% undervalued intrinsic discount

AOSL: Expanding AI Data Centers Will Drive Advanced Power Solutions Demand

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$58 57.4% undervalued intrinsic discount

Electrification, Renewables And IoT Will Drive Enduring Market Leadership

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$36 31.4% undervalued intrinsic discount

Short-term Computing Gains Will Decline Amid Geopolitical Risks

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AOSL logo
Alpha and Omega Semiconductor
47.5% undervalued intrinsic discount

AOSL: Expanding AI Data Centers Will Drive Advanced Power Solutions Demand

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 29 Jun
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AOSL logo
Alpha and Omega Semiconductor
57.4% undervalued intrinsic discount

Electrification, Renewables And IoT Will Drive Enduring Market Leadership

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AN
AnalystHighTarget
AnalystHighTarget
Updated 13 Jul
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AOSL logo
Alpha and Omega Semiconductor
31.4% undervalued intrinsic discount

Short-term Computing Gains Will Decline Amid Geopolitical Risks

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AN
AnalystLowTarget
AnalystLowTarget
Updated 15 Jun
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Recently Updated Narratives

AN
AnalystHighTarget
AOSL logo

AOSL: AI Data Center Power Products Will Support Future Re Rating

Fair Value: US$58 57.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystConsensusTarget
AOSL logo

AOSL: AI Data Center Demand And Richer P/E Will Influence Returns

Fair Value: US$47 47.5% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
AOSL logo

AOSL: AI Infrastructure Shift Will Elevate Execution Risks And Restrain Returns

Fair Value: US$36 31.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Adequate balance sheet and fair value.

1 Risk
1 Reward
View Full Analysis

Alpha and Omega Semiconductor Limited Key Details

US$678.9m

Revenue

US$527.4m

Cost of Revenue

US$151.5m

Gross Profit

US$193.8m

Other Expenses

-US$42.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.40
22.32%
-6.23%
0.5%
View Full Analysis

About AOSL

Founded
2000
Employees
2519
CEO
Stephen Chang
WebsiteView website
www.aosmd.com

Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications in Hong Kong, China, South Korea, the United States, and internationally. The company offers power discrete products, including industry standard trench metal-oxide-semiconductor field-effect transistors (MOSFETs), Shielded-Gate low- and mid-voltage MOSFETs, SuperJunction high-voltage MOSFETs, and trench-stop insulated gate bipolar transistors, as well as application-specific MOSFETs for smartphone battery management, dual MOSFETs for CPU power conversion, and high-power density MOSFETs for IBC power modules in AI data centers. It also provides power IC products, total power solutions for Intel panther lake and wildcat lake platforms, and the SmartClamp family of protected DrMOS for AI servers, data centers, and high-end graphics cards, as well as silicon carbide, IPM, HV gate drivers, and digital power products. Alpha and Omega Semiconductor Limited was incorporated in 2000 and is headquartered in Sunnyvale, California.

Recent AOSL News & Updates

Seeking Alpha • Sep 11

Alpha And Omega Semiconductor: Advanced Computing Is Scaling, But The Earnings Proof Is Still Ahead

Summary Alpha and Omega Semiconductor is rated Buy with a $33 price target, anticipating 30% upside as AI-driven Advanced Computing growth accelerates gross margin expansion. AOSL’s Advanced Computing segment is expected to grow over 40% in Q1, offsetting declines in traditional PC and consumer products, with AI/server business projected to rise over 60%. Gross margin improvement to 24.5% is guided for next quarter, but breakeven requires either $190 million in revenue or a 26.4% margin at current expense levels. Key risks include customer concentration, heavy reliance on the Shanghai facility, and the need for sustained margin expansion from AI products to validate the bullish thesis. Read the full article on Seeking Alpha

Recent updates

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