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AOAOSL

Alpha and Omega Semiconductor Limited

$AOSL·$1.1B·Semiconductors·Technology
$30.77+0.5%YTD+65.7%1Y+13.7%
Mentions · last 7 days
2026-08-07: 6 posts2026-08-08: 1 posts2026-08-09: 4 posts2026-08-10: 4 posts2026-08-11: 7 posts2026-08-12: 37 posts2026-08-13: 18 posts78+140%
Price updated 17h ago·X counts updated 2d ago
AOAOSL
$AOSLAlpha and Omega Semiconductor Limited
$30.77+0.49%78 posts+140%
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 2026-08-14

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

Analog-power semi maker dropped 16% today after Q2 print — AmpStack MOSFET announcement is the specific product catalyst.

Alpha and Omega Semiconductor makes MOSFETs and analog-power semiconductors — the discrete-power components used in PCs, notebooks, servers, EVs, and increasingly AI-data-center power delivery. The AmpStack packaging platform is the specific new product angle.

  • The Q4 FY26 print was a beat on the top and bottom line: revenue of $170M essentially flat YoY beat estimates, EPS of -$0.13 beat consensus of -$0.24 by 46% — for a business at just 1.8x TTM sales with -5% operating margin and consensus FY26 EPS of -$0.73, that's the specific value-plus-still-loss-making combination where operating leverage improvement can convert to a real re-rating.
  • The AmpStack packaging platform is the specific product-driven catalyst: Alpha and Omega unveiled AmpStack MOSFET packaging as "a leap forward in power density" — that's the specific product-market fit expansion into AI-server power delivery, which is exactly the theme that has been driving power-semi peer valuations higher (see MPWR, ENPH structural bull cases).
  • The tape confirms cooling despite the fundamental setup: shares sit at just the 36th percentile of the 52-week range, -20% vs the 50-day but +4.5% vs the 200-day, with 30-day volume running 2.6x — that's the shape of a post-print selloff where the earnings beat wasn't enough to overcome broader sector positioning, and today's 16% drop confirms the market is treating the print as insufficient.

What reverses the cooling is a specific AI-server customer disclosure using AmpStack MOSFETs plus continued gross-margin expansion; what deepens the cooling is a competitive move from Infineon or Onsemi in power-density leadership, or a broader consumer-electronics slowdown that specifically hits AOSL's PC/notebook power-supply business.

Differs from X sentimentThe bullish X read called for $40+ within 2 weeks and framed the sub-$34 as a fire-sale accumulation window — but today's 16% drop confirms the accumulation-into-print thesis didn't play out. The absence of a visible bear voice was the tell that positioning was one-sided.

What to watch: Next quarterly print — AmpStack MOSFET customer adoption in AI-server power delivery, gross-margin trajectory, and any specific competitive commentary vs Infineon/Onsemi. A consumer-electronics slowdown or a power-density competitive breakthrough is what deepens the cooling.

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

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  • 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

Neutral — Designs power management ICs and MOSFETs for computing, consumer electronics, and motor drive applications; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.7%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
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.1.0×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.-18.6%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.+5.1%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 today2.6% 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.β2.605-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$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 12
+ 22 other (8 awards · 7 gifts · 7 inkinds) in window

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  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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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
+ 9 other (5 13Gs · 2 earnings 8-Ks · 1 10-Q · 1 SD) in window

Recent news

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

Alpha and Omega Semiconductor Limited (AOSL) Q4 2026 Earnings Call Transcriptseekingalpha.com·3d agoAlpha and Omega Semiconductor (AOSL) Reports Q4 Loss, Beats Revenue Estimateszacks.com·3d agoAlpha and Omega Semiconductor Q4 Earnings Call Highlightsmarketbeat.com·3d agoAlpha and Omega Semiconductor Reports Financial Results for Fiscal Fourth Quarter and Fiscal Year Ended June 30, 2026businesswire.com·3d agoAlpha and Omega Semiconductor Unveils AmpStack™ Packaging: A Leap Forward in MOSFET Power Densitygurufocus.com·39d ago

In themes

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Voices on X · top 1 · last 7 days

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