Alpha and Omega Semiconductor Limited (AOSL) AI Stock Analysis

Alpha and Omega Semiconductor Limited, headquartered in Sunnyvale, California, specializes in designing, developing, and supplying advanced power semiconductor products. Its product portfolio features power discretes including MOSFETs, SRFETs, XSFET, electrostatic discharge protected MOSFETs, and insulated gate bipolar transistors used in smart phone chargers, battery packs, notebooks, datacenters, motor drives, and solar inverters. The company also produces power ICs that regulate current flow and voltage in flat panel displays, TVs, servers, and networking equipment. Additional products include its aMOS5 MOSFET technology, coil drivers, transient voltage suppressors, EZBuck regulators, HVICs, and silicon carbide devices for demanding industrial applications across Asia and the United States.

Over the five-year period from FY2021 to FY2026, Alpha and Omega Semiconductor generated a revenue CAGR of 0.7%. Annual revenue moved from $777.6M in FY2022 to $678.9M in FY2026, which fell 2.5% year-over-year. Over that same timeframe, gross margin contracted from 34.5% to 22.3%, while operating margin shifted from 13.1% to -6.4%. Net income dropped from $453.2M in FY2022 to -$42.3M in FY2026, resulting in an EPS of -$0.88. In the latest quarter ended June 30, 2026, quarterly revenue fell 3.5% year-over-year and quarterly earnings declined 98.4%.

As of June 30, 2026, the company held $180.77B in cash and short-term investments against total debt of $27.98B, resulting in net cash of $152.79B. Its current ratio stood at 3.44, while debt-to-equity was 0.04 and shareholders' equity reached $797.90B. Operating cash flow in FY2026 was -$16.3M and free cash flow was -$68.1M. Capital allocation during the year included $51.8M in capital expenditures and $18.2M allocated to share buybacks, with total shares up 6.6% over five years.

With a closing price of $21.75 on October 16, 2026, Alpha and Omega Semiconductor had a market capitalization of $659.1M and an enterprise value of $686.3M. The stock trades at a forward P/E of 8.3x and a price-to-sales multiple of 1.0x, both below the median of its US-listed Technology peers at 18.8x and 2.8x, respectively. Its EV/EBITDA multiple of 30.6x sits higher than the peer median of 16.6x, alongside a price-to-book ratio of 1.1x. Over the past year, the stock fell 29.8% while the S&P 500 (SPY) gained 16.8%.

Analyst ratings on AOSL consist of 1 Strong Buy, 1 Buy, and 2 Hold recommendations. The mean price target of $42.75 implies 96.6% upside compared to the last close of $21.75. For the fiscal year ending June 30, 2027, consensus projections anticipate revenue of $698.1M and an EPS of -$0.55. For the following fiscal year, 4 analysts forecast revenue of $777.4M, representing 11.3% growth, with EPS estimated at $0.32. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings report is scheduled for November 5, 2026.

This page is an AI-written research summary of Alpha and Omega Semiconductor Limited (AOSL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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