Brokers Issue Forecasts for AOSL Q3 Earnings

Key Points

• Benchmark analyst D. Williams projects AOSL will report Q3 2026 EPS of ($0.66), with a consensus full‑year loss estimate of ($1.65) per share, indicating expected continued losses.
• In its most recent quarter (reported Feb. 5) Alpha and Omega missed EPS (reported ($0.16) vs. est. ($0.08)), posted revenue of $162.3M (down 6.3% YoY), and reported negative net margin and return on equity.
• Analyst opinions are mixed — price targets range from about $22 to $50 while the consensus rating is Hold with a $30.50 target; the stock has been volatile with a 52‑week range of $17.01–$45.97 and a $1.26B market cap.

Alpha and Omega Semiconductor Limited (NASDAQ:AOSL - Free Report) - Equities researchers at Benchmark issued their Q3 2026 earnings estimates for Alpha and Omega Semiconductor in a research report issued to clients and investors on Thursday, April 30th. Benchmark analyst D. Williams expects that the semiconductor company will post earnings per share of ($0.66) for the quarter. The consensus estimate for Alpha and Omega Semiconductor's current full-year earnings is ($1.65) per share.

Alpha and Omega Semiconductor (NASDAQ:AOSL - Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The semiconductor company reported ($0.16) EPS for the quarter, missing the consensus estimate of ($0.08) by ($0.08). Alpha and Omega Semiconductor had a negative return on equity of 3.78% and a negative net margin of 15.06%.The company had revenue of $162.26 million for the quarter, compared to the consensus estimate of $160.67 million. During the same period in the previous year, the business posted $0.09 EPS. The business's revenue for the quarter was down 6.3% on a year-over-year basis.

A number of other equities analysts also recently commented on AOSL. Needham & Company LLC assumed coverage on Alpha and Omega Semiconductor in a research note on Friday. They issued a "buy" rating and a $50.00 target price for the company. B. Riley Financial lifted their target price on Alpha and Omega Semiconductor from $19.00 to $25.00 and gave the company a "neutral" rating in a research note on Monday, April 13th. Weiss Ratings restated a "sell (d-)" rating on shares of Alpha and Omega Semiconductor in a research note on Monday, April 20th. Wall Street Zen downgraded Alpha and Omega Semiconductor from a "hold" rating to a "strong sell" rating in a research note on Saturday, February 7th. Finally, Stifel Nicolaus decreased their target price on Alpha and Omega Semiconductor from $24.00 to $22.00 and set a "hold" rating for the company in a research note on Friday, February 6th. Two equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Hold" and a consensus target price of $30.50.

Alpha and Omega Semiconductor Stock Performance

Shares of AOSL stock opened at $42.18 on Tuesday. Alpha and Omega Semiconductor has a one year low of $17.01 and a one year high of $45.97. The company's 50-day simple moving average is $26.28 and its 200-day simple moving average is $23.79. The stock has a market capitalization of $1.26 billion, a price-to-earnings ratio of -12.16 and a beta of 2.58.

Insiders Place Their Bets

In other news, EVP Bing Xue sold 1,832 shares of Alpha and Omega Semiconductor stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $31.21, for a total transaction of $57,176.72. Following the sale, the executive vice president owned 132,617 shares of the company's stock, valued at approximately $4,138,976.57. The trade was a 1.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mike F. Chang purchased 33,727 shares of the business's stock in a transaction dated Monday, March 9th. The shares were acquired at an average cost of $19.00 per share, for a total transaction of $640,813.00. Following the acquisition, the director owned 4,369,574 shares of the company's stock, valued at approximately $83,021,906. The trade was a 0.78% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders sold 59,860 shares of company stock worth $1,913,960. 16.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Alpha and Omega Semiconductor

Hedge funds have recently made changes to their positions in the business. Hantz Financial Services Inc. raised its holdings in Alpha and Omega Semiconductor by 634.8% during the third quarter. Hantz Financial Services Inc. now owns 1,036 shares of the semiconductor company's stock worth $29,000 after purchasing an additional 895 shares in the last quarter. Northwestern Mutual Wealth Management Co. bought a new stake in Alpha and Omega Semiconductor during the third quarter worth approximately $62,000. CWM LLC grew its position in Alpha and Omega Semiconductor by 20.0% in the third quarter. CWM LLC now owns 2,314 shares of the semiconductor company's stock worth $65,000 after buying an additional 386 shares during the last quarter. Strs Ohio acquired a new position in Alpha and Omega Semiconductor in the first quarter worth approximately $70,000. Finally, iSAM Funds UK Ltd acquired a new position in Alpha and Omega Semiconductor in the third quarter worth approximately $91,000. Institutional investors own 78.97% of the company's stock.

About Alpha and Omega Semiconductor

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.

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