Alpha and Omega Semiconductor (AOSL)

• Market cap: $853M
• 1 day: -2.5%
• 5 days: 1.17%
• 1 month: 4.14%
• 3 months: 14.64%
• 6 months: 8.47%
• Year to date: -22.19%
• 1 year: -18.91%
• 5 years: 122.11%
• 10 years: 266.37%
• Sector: Technology
• Industry: Semiconductors

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. It operates in one operating segment: the design, development and supply of power semiconductor products for computing, consumer electronics, communication and industrial applications.

Employees: 2,428

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

191% more call options, than puts

Call options by funds: $4.36M | Put options by funds: $1.5M

121% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 33

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

3% more funds holding

Funds holding: 157 [Q1] → 162 (+5) [Q2]

1% less capital invested

Capital invested by funds: $563M [Q1] → $557M (-$6.38M) [Q2]

3.25% less ownership

Funds ownership: 77.02% [Q1] → 73.78% (-3.25%) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $25
• Avg. target: $30
• High target: $35

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Stifel Tore Svanberg	$25	Hold Upgraded	15 Jul 2025
B. Riley Securities Craig Ellis	$35	Buy Maintained	11 Jul 2025