Alpha and Omega SemiconductorAOSL
Market Cap: 1.25B
About: Alpha & Omega Semiconductor Ltd designs, develops and supplies a portfolio of power semiconductors targeting various applications, including personal computers, flat-panel TVs, LED lighting, smartphones, battery packs, consumer and industrial motor controls and power supplies for TVs, computers, servers and telecommunications equipment. It generates revenue mainly from the sale of power semiconductors, consisting of power discretes and power ICs with a presence in Hong Kong, China, South Korea, the United States, and other countries.
Employees: 2,468
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
129% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $597K
17% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 47
2.39% more ownership
Funds ownership: 65.44% [Q4 2023] → 67.83% (+2.39%) [Q1 2024]
3% less funds holding
Funds holding: 144 [Q4 2023] → 139 (-5) [Q1 2024]
11% less capital invested
Capital invested by funds: $473M [Q4 2023] → $423M (-$49.9M) [Q1 2024]
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
Research analyst outlook
5 Wall Street Analysts provided 1 year price forecasts over the past 6 months
5 analyst ratings
Stifel Tore Svanberg | 17%downside $36 | Sell Maintained | 18 Jul 2024 |
B. Riley Securities Craig Ellis | 15%upside $50 | Buy Maintained | 11 Jul 2024 |
Benchmark David Williams | 4%downside $42 | Buy Maintained | 28 Jun 2024 |
B. Riley Securities Craig Ellis | 8%downside $40 | Buy Maintained | 20 Jun 2024 |
Stifel Tore Svanberg | 52%downside $21 | Sell Maintained | 18 Apr 2024 |
Financial journalist opinion
Based on 6 articles about AOSL published over the past 30 days