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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
863% more call options, than puts
Call options by funds: $4.1M | Put options by funds: $426K
132% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 31
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
2% more funds holding
Funds holding: 156 [Q1] → 159 (+3) [Q2]
1% less capital invested
Capital invested by funds: $563M [Q1] → $555M (-$7.87M) [Q2]
3.44% less ownership
Funds ownership: 76.96% [Q1] → 73.52% (-3.44%) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Stifel Tore Svanberg | 11%downside $25 | Hold Upgraded | 15 Jul 2025 |
B. Riley Securities Craig Ellis | 25%upside $35 | Buy Maintained | 11 Jul 2025 |
Financial journalist opinion
Based on 6 articles about AOSL published over the past 30 days
