Alpha and Omega Semiconductor

AOSL

Market cap $941M

Alpha and Omega (AOSL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited ("AOS") (Nasdaq: AOSL) today announced that the company will release its financial results for the fiscal third quarter ended March 31, 2026 on Wednesday, May 6, 2026, after the market closes. The press release will be followed by a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET, which will be open to the public. During the conference call, the company will review the financial results and discuss other b.

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of discrete power devices, wide bandgap power devices, power management ICs, and modules, today marks a historic expansion of its global manufacturing footprint with the official inauguration of Kaynes Semicon's state-of-the-art OSAT facility in Sanand, Gujarat. Attended by Hon'ble Prime Minister Narendra Modi, this ceremony marks the succes.

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of discrete power devices, wide band gap power devices, power management ICs, and modules, today introduced its AONC40202 25V MOSFET and AONC68816 80V MOSFET that are available in state-of-the-art DFN 3.3x3.3 double-sided cooling source-down packaging. Designed to support high power density in Intermediate Bus Converters (IBC) DC-DC applicat.

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of discrete power devices, wide bandgap power devices, power management ICs, and modules will showcase its latest advanced power management solutions that support mounting AI core power, AI factory and industrial power needs at the Applied Power Electronics Conference (APEC). Meet with AOS to learn. These new products offer advanced features.

Alpha and Omega Semiconductor remains a Hold as margin stability and topline growth are not yet evident. AOSL's gross margins declined to ~21% in Q2 FY26, with operating losses widening and inventory days rising, highlighting ongoing execution challenges. Management is increasing R&D spending by 25% in 2026, aiming for higher-value products, but near-term earnings durability is lacking.

NVE Corp's niche model, debt-free balance sheet, and lower valuation give it a risk-adjusted edge over Alpha and Omega despite slower growth prospects.

Alpha and Omega Semiconductor Limited (AOSL) Q2 2026 Earnings Call Transcript

Alpha and Omega Semiconductor (AOSL) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to earnings of $0.09 per share a year ago.

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Reports Financial Results for the Fiscal Second Quarter of 2026 Ended December 31, 2025.