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AOAOSL

Alpha and Omega Semiconductor Limited

$AOSL·$1.1B·Semiconductors·Technology
$31.60+2.9%YTD+50.6%1Y+11.2%
Mentions · last 7 days
2026-07-10: 3 posts2026-07-11: 0 posts2026-07-12: 3 posts2026-07-13: 13 posts2026-07-14: 11 posts2026-07-15: 10 posts2026-07-16: 6 posts46+30%
Price updated 1m ago·X counts updated 19h ago
AOAOSL
$AOSLAlpha and Omega Semiconductor Limited
$31.60+2.89%46 posts+30%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 2026-07-17

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

Alpha and Omega Semi up 50% YTD with AmpStack packaging launch — Q3 in one month.

Alpha and Omega Semiconductor designs and manufactures power semiconductor solutions — MOSFETs, IGBTs, and adjacent power-management chips for consumer, computing, industrial, and automotive applications.

Where the setup nets out:

  • Revenue is flat: Q3 revenue essentially flat YoY at $164M, and the four-quarter growth stack ranges -6% to +9% — cyclical, not trending.
  • Losses continue: operating margin -9% in Q3.
  • The multiple is negative on trailing (loss quarters).
  • The July 7 AmpStack packaging launch for higher MOSFET power density is a real product-tech signal.
  • Insider action: director Mike Chang gifted 23,754 shares July 15 — governance transfer, not a sale.
  • Position: 37% of 52-week range, YTD +51%, t12m +11%.
  • Today's -13% is a specific mark-down.

The forward view: the August 12 next earnings is the referee. A beat with continued cyclical recovery plus specific AmpStack customer commentary restarts the coil upward. What keeps it stuck: another flat quarter with continued losses. What breaks it lower: a specific customer-concentration disclosure or a China-export-control tightening.

Agrees with X sentimentThe bullish X read on AOSL momentum callouts is directionally right on the run. Our take agrees the tape is momentum-driven but flags the fundamental cyclicality.

What to watch: August 12 next earnings and AmpStack customer commentary; a customer-concentration or China-export-control tightening would break the cooling into a real reset.

On the calendar: 2026-08-12 — Q2 fiscal 2027 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-14

Alpha and Omega Semiconductor chatter is a run of momentum callouts: AOSL cited above $40 and up $5+ in a day after being under $34 the prior session, and referenced multiple times as delivering 100% predicted returns for subscribers over quick-turn trade horizons. One 10K→100K challenge references a rotation out of AOSL at $33.59 into CRWV.

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

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $AOSL

Partial — Designs power management ICs and MOSFETs for computing, consumer electronics, and motor drive applications; the AI capex and HBM/compute demand cycle is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$SMHVanEck Semiconductor ETF
+54.2%YTD
+96.7%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
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%
Q2 2025Aug 6, 2025$0.02$-0.01+300.0%
Next earningsWed, Aug 12·consensus EPS $-0.23

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$674.2M – $681.5M-$0.73-$0.74 – -$0.733
FY27$706.6M$706.5M – $706.8M-$0.66-$0.70 – -$0.613
FY28$837.6M$834.6M – $843.6M$1.54$1.53 – $1.551
FY29$838.0M$835.0M – $844.0M$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.1.4×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.37%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.-27.4%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.+6.2%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 today4.9% 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.β2.555-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellJun 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 14Yifan LiangCFO26.5K sh$810KSellApr 14Chang Stephen ChunpingCEO5.6K sh$178KSellMar 16Bing XueEVP-WW Sales & Bus Development2.4K sh$53KBuyMar 9Mike F ChangDirector33.7K sh$641K
1–10 of 11
+ 20 other (7 inkinds · 7 awards · 6 gifts) 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

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
+ 8 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

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

Alpha and Omega Semiconductor Unveils AmpStack™ Packaging: A Leap Forward in MOSFET Power Densitygurufocus.com·10d agoAlpha and Omega Semiconductor Unveils AmpStack™ Packaging: A Leap Forward in MOSFET Power Densitybusinesswire.com·10d agoAlpha & Omega Semiconductor Ltd (AOSL) Shares Surge 4.7% -- What GF Score of 71 Tells Investorsgurufocus.com·17d agoAlpha and Omega Semiconductor Stock Has Doubled This Year. Is It Still a Buy?fool.com·23d agoAn Alpha and Omega Semiconductor Insider Sold Nearly 5,000 Company Shares. What Does That Mean for Investors?fool.com·25d ago

In themes

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Voices on X · last 7 days

No standout posts about $AOSL on X in the 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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