AOSL
Alpha and Omega Semiconductor Limited
AOSL
28.28USD
+7.65%
Sep 23, 2026
Price
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Price Action
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of base repair.
The tactical setup reads base repair, but the weekly structure is broken.
EntryWeak / unconfirmed recovery
The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.
Key Financials
- Market Cap
- $855.7M
- Avg Volume (60D)
- 604.7K
- Revenue Growth YoY
- -2.5%
- Gross Margin
- +22.3%
- Operating Margin
- -6.4%
- Free Cash Flow Yield
- -8.0%
- Distance from 200DMA
- -5.2%
- Next Earnings
- 2026-11-09
- P/E
- N/M
- EV / Sales
- 1.0x
60 sessions
FY2026 vs FY2025
Trailing twelve months
Trailing twelve months
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026
Fundamentals & Valuation
The available comparisons disagreed; the peers comparison is the more reliable method for this business and the others are published as dissent.
Alpha and Omega Semiconductor Limited has a Fair valuation stance because the price broadly reflects how its multiples compare with businesses of the same kind, with upside and risk reasonably balanced.
Company Research
Thesis
AOSL is a diversified power-semiconductor designer and supplier. Its portfolio includes MOSFETs, SiC and GaN devices, IGBTs, power-management ICs, digital-power controllers, gate drivers, and modules serving computing, AI servers and data centers alongside PCs, smartphones, consumer, industrial, automotive, and power-supply markets.
Opportunity
Moderate opportunity
Hyperscaler spending on high-density AI racks requiring electrical distribution, backup power, advanced thermal capacity, and increasingly efficient high-voltage and point-of-load power conversion.
Key risk
Declining revenue growth (-3.5% YoY).
Narrative & Theme
AI Compute Infrastructure Buildout
Part of Data Center Power and Thermal Management, with moderate fit.
AOSL has a genuine, product-level connection to the AI data-center power buildout: its power devices, controllers, and advanced packages address high-density AC/DC, DC/DC, intermediate-bus, GPU/SoC voltage-regulation, protection, and thermal-efficiency requirements.
Narrative HeatHot9.5 / 10
Theme HeatHeating up8.0 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Technology · Semiconductors
What they do
Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products used in various electronic applications across multiple international markets.
How it earns
The company generates revenue primarily through transactional sales of semiconductor components.
Products & services
MOSFETs (metal-oxide-semiconductor field-effect transistors)
Shielded-Gate low voltage and mid-voltage MOSFETs
SuperJunction high voltage MOSFETs
Trench-stop insulated gate bipolar transistors (IGBTs)
Application specific MOSFETs for smartphone chargers and battery packs
Customers & end markets
Computing
Consumer electronics
Communication
Industrial applications
Market position
Niche player specializing in power semiconductor products within the broader semiconductor industry.
Demand drivers
High cyclicality
Semiconductor demand is closely tied to broader technology cycles and end-market demand fluctuations.
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