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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
19% more call options, than puts
Call options by funds: $5.28M | Put options by funds: $4.43M
5.9% more ownership
Funds ownership: 70.83% [Q4 2024] → 76.73% (+5.9%) [Q1 2025]
13% less funds holding
Funds holding: 176 [Q4 2024] → 153 (-23) [Q1 2025]
24% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 58
26% less capital invested
Capital invested by funds: $761M [Q4 2024] → $561M (-$200M) [Q1 2025]
45% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 40
100% less funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Benchmark David Williams 44% 1-year accuracy 32 / 72 met price target | 38%upside $32 | Buy Maintained | 9 May 2025 |
Stifel Tore Svanberg 58% 1-year accuracy 32 / 55 met price target | 22%downside $18 | Sell Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 9 articles about AOSL published over the past 30 days









