Alpha and Omega Semiconductor (NASDAQ:AOSL) Shares Gap Up Following Strong Earnings

Shares of Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) gapped up before the market opened on Friday after the company announced better than expected quarterly earnings. The stock had previously closed at $18.48, but opened at $21.90. Alpha and Omega Semiconductor shares last traded at $22.3820, with a volume of 95,634 shares changing hands.

The semiconductor company reported ($0.07) EPS for the quarter, topping analysts’ consensus estimates of ($0.14) by $0.07. The business had revenue of $177.76 million during the quarter, compared to the consensus estimate of $176.20 million. Alpha and Omega Semiconductor had a negative net margin of 6.23% and a negative return on equity of 4.88%. The company’s quarterly revenue was down 2.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.13 earnings per share.

Key Alpha and Omega Semiconductor News

Here are the key news stories impacting Alpha and Omega Semiconductor this week:

• Positive Sentiment: AOSL reported a fiscal first-quarter loss of $0.07 per share, narrower than the $0.14 loss analysts expected. Revenue of $177.8 million also topped the $176.2 million consensus estimate. Article: Alpha and Omega Semiconductor Reports Q1 Loss, Beats Revenue Estimates
• Positive Sentiment: For fiscal Q2 2027, the company forecast revenue of $170 million to $190 million. The midpoint is above the cited analyst estimate of $171.6 million, though the range includes outcomes below that estimate. Article: Alpha and Omega Semiconductor Reports Fiscal First-Quarter Results
• Negative Sentiment: Despite beating estimates, AOSL’s revenue fell 2.6% from a year earlier, and its quarterly result shifted from a $0.13-per-share profit last year to a loss. Those year-over-year comparisons may temper the positive surprise. Article: Alpha and Omega Semiconductor Reports First-Quarter Results
• Negative Sentiment: Stifel lowered its price target on AOSL to $27, a potentially negative analyst signal that may add pressure to the shares. Article: Stifel Lowers Alpha & Omega Semiconductor Price Target

Wall Street Analysts Forecast Growth

AOSL has been the subject of several recent analyst reports. Wall Street Zen cut shares of Alpha and Omega Semiconductor from a “hold” rating to a “sell” rating in a research note on Saturday, July 25th. Needham & Company LLC reduced their price target on Alpha and Omega Semiconductor from $45.00 to $30.00 and set a “buy” rating on the stock in a research note on Friday. Williams Trading set a $45.00 price objective on Alpha and Omega Semiconductor in a report on Thursday, August 13th. Stifel Nicolaus decreased their price objective on Alpha and Omega Semiconductor from $34.00 to $27.00 and set a “hold” rating on the stock in a report on Friday. Finally, B. Riley Financial lowered their price objective on Alpha and Omega Semiconductor from $34.00 to $25.00 and set a “neutral” rating for the company in a research report on Friday, October 23rd. Two equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Alpha and Omega Semiconductor has a consensus rating of “Hold” and an average target price of $37.00.

Institutional Investors Weigh In On Alpha and Omega Semiconductor

Institutional investors have recently added to or reduced their stakes in the company. Signaturefd LLC increased its stake in Alpha and Omega Semiconductor by 877.0% during the third quarter. Signaturefd LLC now owns 1,104 shares of the semiconductor company’s stock worth $30,000 after acquiring an additional 991 shares during the last quarter. Farther Finance Advisors LLC raised its holdings in shares of Alpha and Omega Semiconductor by 2,008.6% in the 3rd quarter. Farther Finance Advisors LLC now owns 1,223 shares of the semiconductor company’s stock worth $34,000 after purchasing an additional 1,165 shares during the period. Integrated Wealth Concepts LLC acquired a new position in shares of Alpha and Omega Semiconductor in the 2nd quarter valued at about $40,000. GAMMA Investing LLC lifted its stake in shares of Alpha and Omega Semiconductor by 15.2% in the 3rd quarter. GAMMA Investing LLC now owns 4,095 shares of the semiconductor company’s stock valued at $113,000 after purchasing an additional 541 shares in the last quarter. Finally, Globeflex Capital L P purchased a new stake in shares of Alpha and Omega Semiconductor during the 2nd quarter worth about $182,000. Hedge funds and other institutional investors own 78.97% of the company’s stock.

Alpha and Omega Semiconductor Stock Performance

The firm has a market cap of $686.68 million, a PE ratio of -16.08 and a beta of 2.69. The stock has a fifty day moving average price of $25.19 and a 200-day moving average price of $30.25.

About Alpha and Omega Semiconductor

Alpha and Omega Semiconductor Limited (NASDAQ: AOSL) is a semiconductor company that designs, develops and supplies power management products. Its portfolio includes power MOSFETs, power integrated circuits, transient voltage suppressors, insulated-gate bipolar transistors and other power semiconductor devices used to manage, convert and protect electrical power.

The company’s products are used in applications including personal computers, servers, telecommunications equipment, consumer electronics, industrial systems, automotive equipment and power supplies.