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AOAOSL

Alpha and Omega Semiconductor Limited

$AOSL·$1.1B·Semiconductors·Technology
$24.66+0.1%YTD+65.7%1Y-12.7%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 1 posts100%
Price updated 2h ago·X counts updated 8d ago
AOAOSL
$AOSLAlpha and Omega Semiconductor Limited
$24.66+0.12%10 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AOSL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

Alpha and Omega Semi +66% YTD but -28% below 50-day — Q1 rev -0.5% (weak), Q4 beat rev, bulls target $40+ ahead of print.

Alpha and Omega Semiconductor is a $1.08B specialty semiconductor company (power management, discrete devices). Chip cycle recovery — but the tape has broken from Q2 highs.

How it reads:

  • Growth is flat: Q1 revenue -0.5% YoY to $164M, Q4 was +9.4% — the pace is bumpy.
  • Margins are thin: -6.4% operating margin, -4.8% FCF yield, -4.8% ROIC — pre-recovery burn.
  • Valuation is compressed: -11.8x PE (near-zero base), 1.8x sales, 56.9x EV/EBITDA (near-zero denominator) — priced on the recovery delivering.
  • Position is weak: 20.4th percentile 52w, 28.4% below 50-day, 16.1% below 200-day on 92% baseline volume — post-print fade.
  • Aug 12 Q4 FY26 earnings — reports Q4 loss but beats revenue estimates.
  • Aug 15 '3 Under-the-Radar Chip Stocks Wall Street Is Sleeping On' + Aug 25 '3 Chip Stocks Under $50 Worth Buying Now' framing.
  • The bull sample calls for $40+ within 2 weeks (from ~$30-34 at time of post) ahead of the Aug 12 earnings — that call is now stale/tested.
  • Insider signal is a one-off structural: $0 G-Gift (Chang Mike F 3M shares — founder/holder transfer, not a discretionary sale) — worth naming for context but not equity distribution.

The Nov 9 print is the pivot — a specific revenue-reacceleration plus reiterated FY27 margin recovery extends the setup; another sub-0% growth quarter plus continued -28% below 50-day drops to $18 support.

Agrees with X sentimentAgree with the mixed take — the bullish anchor (multiple posters call for a march back to $40+ within 2 weeks currently ~$30-34 ahead of Aug 12 earnings, bulls flag fire-sale price as accumulation window, aggregate voice bullish accumulation into the print) is real signal but the setup is now post-print at $24 — the $40+ near-term call didn't materialize. Chang's $0 G-Gift is a 3M-share founder/holder transfer worth naming for context but not distribution.

What to watch: Nov 9 earnings — a specific revenue-reacceleration plus reiterated FY27 margin recovery extends the setup; another sub-0% growth quarter plus continued -28% below 50-day drops to $18 support.

On the calendar: 2026-11-09 — Q1 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-06

AOSL chatter is squarely bullish. Multiple posters call for a march back to $40+ within 2 weeks (currently ~$30-34) ahead of the Aug 12 earnings. Bulls flag the fire-sale price as an accumulation window. Aggregate voice: bullish accumulation into the print. No visible bear voice.

Read the AI verdict + X sentiment for $AOSL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs power management ICs and MOSFETs for computing, consumer electronics, and motor drive applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $AOSL.

Semiconductors · Technology

Hyperscaler AI capex keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $AOSL

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Alpha and Omega Semiconductor Limited (AOSL) is a global enterprise that designs, develops, and supplies crucial power s.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-11.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-4.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-13.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.13$-0.24+45.8%
Q1 2026May 6, 2026$-0.28$-0.34+17.6%
Q4 2025Feb 5, 2026$-0.16$-0.08-100.0%
Q3 2025Nov 5, 2025$0.13$0.10+30.0%
Next earningsMon, Nov 9·consensus EPS $-0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$163.8M-0.5%21.1%-8.6%$-0.46$-20.3M
Q2 FY26$162.3M-6.3%21.5%-8.4%$-0.45$-23.2M
Q1 FY26$182.5M+0.3%23.5%-2.5%$-0.07$32K
Q4 FY25$176.5M+9.4%23.4%-6.6%$-2.58$-17.2M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$676.6M$674.4M – $681.2M-$0.73-$0.74 – -$0.733
FY27$706.6M$706.5M – $706.8M-$0.66-$0.70 – -$0.613
FY28$837.6M$834.8M – $843.3M$1.54$1.53 – $1.551
FY29$838.0M$835.2M – $843.7M$1.38$1.37 – $1.391

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.20%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-28.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-16.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 24.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 16Bing XueEVP-WW Sales & Bus Development875 sh$30KSellJun 16Bing XueEVP-WW Sales & Bus Development4.9K sh$231KSellMay 22Claudia ChenDirector4.1K sh$161KSellMay 18Bing XueEVP-WW Sales & Bus Development4.9K sh$202KSellApr 17Yifan LiangCFO8.6K sh$302KSellApr 17Chang Stephen ChunpingCEO14.9K sh$513KSellApr 16Bing XueEVP-WW Sales & Bus Development1.8K sh$57KSellApr 14Chang Stephen ChunpingCEO5.6K sh$178KSellApr 14Yifan LiangCFO26.5K sh$810KSellMar 16Bing XueEVP-WW Sales & Bus Development2.4K sh$53K
1–10 of 11
+ 22 other (8 awards · 7 gifts · 7 inkinds) in window

See when $AOSL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 173
AI summary

Joshua C. Chien filed Form 3 on July 17, 2026, reporting his initial statement of beneficial ownership as a new Director at Alpha & Omega Semiconductor Limited (AOSL), with an event date of July 8, 2026. The filing reports zero securities beneficially owned directly or indirectly in both common stock and derivative tables. A power of attorney was signed by Yanbing Hong on his behalf. Routine insider disclosure with no financial significance.

8-KOfficer or director changeJul 108-K — Item 5.02: Officer or director change
AI summary

Alpha and Omega Semiconductor Limited appointed Joshua Chien as an independent director, effective July 8, 2026, upon recommendation of the Nominating and Corporate Governance Committee, with his initial term running through the company's 2026 annual general meeting. No arrangements exist between Chien and any other person related to his selection, and no related-party transactions require disclosure. This is a routine board-expansion filing with no financial impact.

8-KAcquisition completedMay 128-K — Item 2.01: Acquisition completed
AI summary

AOSL filed an 8-K (Item 2.01) dated 2026-05-12. Completion of Acquisition or Disposition of Assets. As previously disclosed, on July 14, 2025, Alpha & Omega Semiconductor Limited (the “ Company ”) and its subsidiary, Alpha & Omega Semiconductor (Shanghai) Ltd., entered into an equity transfer agreement (the “ Agreement ”) with SIMIC Holdings Co., Ltd., a limited liability company established acc. May signal a transformative corporate event.

8-KOfficer or director changeApr 178-K — Item 5.02: Officer or director change
AI summary

AOSL disclosed a personnel change (8-K Item 5.02, dated 2026-04-17). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KOfficer or director changeMar 98-K — Item 5.02: Officer or director change
+ 10 other (5 13Gs · 2 earnings 8-Ks · 1 S-8 · 1 10-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

3 Chip Stocks Under $50 Worth Buying Now247wallst.com·7d ago3 Under-the-Radar Chip Stocks Wall Street Is Sleeping On in August247wallst.com·17d agoAlpha and Omega Semiconductor Limited (AOSL) Q4 2026 Earnings Call Transcriptseekingalpha.com·19d agoAlpha and Omega Semiconductor (AOSL) Reports Q4 Loss, Beats Revenue Estimateszacks.com·19d agoAlpha and Omega Semiconductor Q4 Earnings Call Highlightsmarketbeat.com·19d ago

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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