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AOAOSL

Alpha and Omega Semiconductor Limited

Rising onWhy it's trendingX mentions rising faster than the marketBullish-leaning chatter
$AOSL·$834M·Semiconductors·Technology
$21.75-6.8%YTD+14.5%1Y-29.8%
Price updated 4h ago·X counts updated 5d ago
AOAOSL
$AOSLAlpha and Omega Semiconductor Limited
$21.75-6.81%31 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AOSL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

31X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $AOSL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 91% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 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 what X is saying about $AOSL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AOSL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Power-semi maker up 48% YTD on AI-compute MOSFET demand — small cap with real product shipping into the inflection.

Alpha and Omega Semiconductor is riding the AI data-center power-conversion wave through its new 600V αMOS E2 Super Junction MOSFETs — the Q4 fiscal 2026 EPS beat of -$0.13 vs -$0.24 (46% ahead) suggests the operating leverage is beginning to show.

  • Four EPS beats of 18-46% in the last year, though revenue growth has been uneven — Q3 flat, Q2 -6%, Q1 +0.3%, Q4 +9% — reflecting the mid-cycle semi profile where product mix matters as much as top line.
  • At $30.24 and $905M market cap, the stock trades near the 50-day MA with 35% of the 52-week range above it — the chart is coiling just as the sell-side begins to model the AI MOSFET volume ramp.
  • Sell-side has fiscal 2026 EPS of -$0.73 stepping to -$0.55 in 2027 and +$0.32 in 2028 — the earnings crossover is still 18 months away, so the equity is valued on revenue ramp and product-mix signals.

The November 9 fiscal Q1 2027 earnings is the next catalyst — new AI data-center MOSFET revenue disclosure would validate the thesis; a mid-cycle semi reality check (slower AI capex or inventory correction at hyperscalers) would compress the forward multiple quickly.

Agrees with X sentimentX is bullish framing AOSL as accumulation ahead of a march back to $40+; the TickerTalks read agrees the AI MOSFET thesis is real but is more cautious — the earnings crossover is still 18 months out and the revenue line has not yet confirmed the product-mix shift.

What to watch: November 9 fiscal Q1 2027 earnings and AI-data-center MOSFET revenue disclosure; αMOS E2 600V product adoption rates at hyperscaler customers; semiconductor-equipment inventory signals from TSMC and Samsung.

On the calendar: Fiscal Q1 earnings scheduled 2026-11-09

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $AOSL

Direct beneficiary — Designs power management ICs and MOSFETs for computing, consumer electronics, and motor drive applications.; AI cluster networking demand is the secondary semi capex wave after GPU silicon.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%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 earningsThu, Nov 5·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$655.1M – $696.9M-$0.73-$0.76 – -$0.703
FY27$698.1M$688.9M – $707.3M-$0.55-$0.61 – -$0.493
FY28$777.4M$747.4M – $807.3M$0.32-$1.57 – $2.143
FY29$838.0M$811.3M – $863.1M$1.38$1.32 – $1.431

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.17%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.-15.3%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.-22.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 24.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% 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.β2.645-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

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$202K
+ 10 other (9 gifts · 1 award) 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.

+ 11 other (3 13Gs · 2 proxys · 2 earnings 8-Ks · 1 ARS) in window

Recent news

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

Alpha and Omega Semiconductor to Announce Fiscal First Quarter Financial Results on November 5, 2026businesswire.com·3d agoAlpha & Omega Semiconductor Ltd (AOSL) Stock Down 4.6% -- Now Undervalued? GF Score: 64/100gurufocus.com·4d agoAlpha and Omega Semiconductor Announces Participation in 18th Annual CEO Investor Summitbusinesswire.com·18d agoAlpha And Omega Semiconductor: Advanced Computing Is Scaling, But The Earnings Proof Is Still Aheadseekingalpha.com·36d agoAlpha and Omega Semiconductor's New αMOS E2™ 600V Super Junction MOSFETs Support Optimized Electrical/Thermal Paths, Boosted System Performance and Long-Term Reliabilitygurufocus.com·39d 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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