Alpha and Omega Semiconductor Framtida tillväxt
Future kriterier kontrolleras 3/6
Alpha and Omega Semiconductor förväntas öka vinsten och intäkterna med 86% och 7.4% per år respektive medan EPS förväntas växa med 86.4% per år.
Viktig information
86.0%
Tillväxttakt i vinsten
86.39%
Tillväxttakt för EPS
| Semiconductor vinsttillväxt | 25.4% |
| Intäkternas tillväxttakt | 7.4% |
| Framtida avkastning på eget kapital | n/a |
| Bevakning av analytiker | Low |
| Senast uppdaterad | 07 May 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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.Analysartikel • 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 AlphaAnalysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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 AlphaPrognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 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 |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: AOSL förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 3.5% ).
Resultat vs marknad: AOSL förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.
Höga tillväxtresultat: AOSL förväntas bli lönsam under de kommande 3 åren.
Intäkt vs marknad: AOSL s intäkter ( 7.4% per år) förväntas växa långsammare än marknaden för US ( 11.7% per år).
Hög tillväxtintäkter: AOSL s intäkter ( 7.4% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: Otillräcklig data för att avgöra om AOSL s avkastning på eget kapital förväntas bli hög om tre år
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/21 15:08 |
| Aktiekurs vid dagens slut | 2026/05/21 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/06/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Alpha and Omega Semiconductor Limited bevakas av 7 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Ross Seymore | Deutsche Bank |
| David Williams | Loop Capital Markets |