B. Riley Financial Cuts Alpha and Omega Semiconductor (NASDAQ:AOSL) Price Target to $34.00

Key Points

• B. Riley Financial lowered its AOSL price target from $38 to $34 while maintaining a “Neutral” rating, implying 6.28% downside from the prior close.
• Analyst sentiment remains mixed: MarketBeat shows an average “Hold” rating and a consensus target of $40.80, with price targets ranging from $34 to $58.
• AOSL beat quarterly EPS and revenue expectations, but revenue declined 3.5% year over year and the company reported a GAAP net loss; management’s next-quarter revenue midpoint also trails consensus estimates.

Alpha and Omega Semiconductor (NASDAQ:AOSL - Get Free Report) had its price target dropped by stock analysts at B. Riley Financial from $38.00 to $34.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has a "neutral" rating on the semiconductor company's stock. B. Riley Financial's target price points to a potential downside of 6.28% from the stock's previous close.

A number of other analysts also recently commented on AOSL. Weiss Ratings restated a "sell (d-)" rating on shares of Alpha and Omega Semiconductor in a research report on Friday, July 17th. Stifel Nicolaus boosted their price objective on Alpha and Omega Semiconductor from $36.00 to $42.00 and gave the stock a "hold" rating in a research note on Wednesday, June 24th. Wall Street Zen cut shares of Alpha and Omega Semiconductor from a "hold" rating to a "sell" rating in a report on Saturday, July 25th. Needham & Company LLC cut their price objective on Alpha and Omega Semiconductor from $50.00 to $45.00 and set a "buy" rating on the stock in a report on Thursday. Finally, Lake Street Capital assumed coverage on shares of Alpha and Omega Semiconductor in a research report on Thursday, June 25th. They issued a "buy" rating and a $58.00 price target for the company. Three investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $40.80.

Alpha and Omega Semiconductor Stock Performance

AOSL stock opened at $36.28 on Thursday. The stock's fifty day moving average is $38.29 and its two-hundred day moving average is $32.50. The stock has a market capitalization of $1.09 billion, a price-to-earnings ratio of -10.19 and a beta of 2.60. Alpha and Omega Semiconductor has a 1 year low of $17.01 and a 1 year high of $54.34.

Alpha and Omega Semiconductor (NASDAQ:AOSL - Get Free Report) last released its quarterly earnings results on Wednesday, August 12th. The semiconductor company reported ($0.13) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.24) by $0.11. Alpha and Omega Semiconductor had a negative return on equity of 4.30% and a negative net margin of 15.51%.The company had revenue of $170.37 million during the quarter, compared to analysts' expectations of $168.00 million. During the same quarter in the prior year, the business posted $0.02 earnings per share. The company's revenue for the quarter was down 3.5% compared to the same quarter last year. As a group, analysts predict that Alpha and Omega Semiconductor will post -1.5 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, EVP Bing Xue sold 4,916 shares of the company's stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $47.09, for a total value of $231,494.44. Following the transaction, the executive vice president owned 123,660 shares in the company, valued at $5,823,149.40. This represents a 3.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 16.70% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Alpha and Omega Semiconductor

A number of institutional investors have recently modified their holdings of AOSL. The Manufacturers Life Insurance Company increased its position in Alpha and Omega Semiconductor by 4.7% in the 4th quarter. The Manufacturers Life Insurance Company now owns 1,628,634 shares of the semiconductor company's stock worth $32,263,000 after purchasing an additional 73,631 shares during the last quarter. State Street Corp lifted its position in Alpha and Omega Semiconductor by 21.6% during the 4th quarter. State Street Corp now owns 1,474,175 shares of the semiconductor company's stock worth $29,203,000 after acquiring an additional 262,117 shares during the last quarter. Wellington Management Group LLP raised its stake in Alpha and Omega Semiconductor by 15.0% during the 3rd quarter. Wellington Management Group LLP now owns 864,965 shares of the semiconductor company's stock valued at $24,184,000 after purchasing an additional 113,077 shares during the last quarter. Millennium Management LLC lifted its stake in shares of Alpha and Omega Semiconductor by 57.5% in the third quarter. Millennium Management LLC now owns 637,876 shares of the semiconductor company's stock valued at $17,835,000 after buying an additional 232,817 shares during the period. Finally, Geode Capital Management LLC increased its stake in Alpha and Omega Semiconductor by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 611,089 shares of the semiconductor company's stock valued at $12,108,000 after acquiring an additional 3,612 shares during the period. Institutional investors and hedge funds own 78.97% of the company's stock.

Alpha and Omega Semiconductor News Roundup

Here are the key news stories impacting Alpha and Omega Semiconductor this week:

• Positive Sentiment: AOSL reported a fiscal fourth-quarter loss of $0.13 per share, narrower than the $0.23–$0.24 analyst consensus, while revenue of $170.4 million topped expectations of approximately $168 million. Revenue also increased 4% sequentially, and gross margin improved to 23.1% from 21.1% in the prior quarter. Alpha and Omega Semiconductor Reports Q4 Loss, Beats Revenue Estimates
• Positive Sentiment: Needham lowered its price target from $50 to $45 but maintained a Buy rating, implying substantial potential upside from the current trading level. The continued Buy rating signals confidence in AOSL’s longer-term prospects despite the target reduction. Needham Adjusts Alpha and Omega Semiconductor Price Target
• Neutral Sentiment: Management expects fiscal first-quarter 2027 revenue of $166 million to $186 million, with a midpoint of $176 million. The range brackets estimates, but its midpoint is below the $180.6 million consensus forecast. Alpha and Omega Semiconductor Earnings Report and Conference Call
• Negative Sentiment: Despite the earnings beat, fiscal fourth-quarter revenue declined 3.5% year over year, and AOSL posted a GAAP net loss of $13.1 million, or $0.43 per diluted share. Fiscal 2026 revenue also fell to $678.9 million from $696.2 million, while the full-year GAAP net loss reached $42.3 million. Alpha and Omega Semiconductor Reports Fourth-Quarter Revenue
• Negative Sentiment: Reported insider activity has been heavily weighted toward selling, with executives recording numerous sales and no purchases in the past six months, a potential cautionary signal for investors.

Alpha and Omega Semiconductor Company Profile

Alpha and Omega Semiconductor Limited NASDAQ: AOSL is a designer and supplier of power semiconductor components used in power management applications across a range of electronic systems. The company offers a broad portfolio of discrete and integrated power devices, including power MOSFETs, rectifiers, voltage regulators, and power management ICs. These products are optimized for high efficiency, compact form factors and thermal performance, catering to the growing demands of energy-sensitive applications in computing, consumer electronics, communications and industrial markets.

Since its founding in 2000, Alpha and Omega Semiconductor has leveraged in-house design expertise and strategic partnerships with manufacturing facilities to deliver scalable, high-volume production.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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