Alpha and Omega Semiconductor

AOSL

Market cap $625M

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.

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SUNNYVALE, Calif.--(BUSINESS WIRE)--AOS' AOTL037V60DE2 600V MOSFET is designed to meet the growing demand for high efficiency and high-power density across a wide range of applications.