Alpha and Omega SemiconductorAOSL
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: 2,332
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
24% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 50
19% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 32
3.42% more ownership
Funds ownership: 67.46% [Q3] → 70.88% (+3.42%) [Q4]
2% more funds holding
Funds holding: 172 [Q3] → 176 (+4) [Q4]
5% more capital invested
Capital invested by funds: $726M [Q3] → $761M (+$34.9M) [Q4]
1% more call options, than puts
Call options by funds: $6.51M | Put options by funds: $6.48M
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Benchmark David Williams 49% 1-year accuracy 34 / 70 met price target | 36%upside $32 | Buy Maintained | 9 May 2025 |
Stifel Tore Svanberg 53% 1-year accuracy 29 / 55 met price target | 23%downside $18 | Sell Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 9 articles about AOSL published over the past 30 days









