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Alpha and Omega Semiconductor Limited

AOSL · NASDAQ

Market closed$31.27$0.560000 (+1.82%)After hours $31.80 · +1.69%

Key statistics

Previous close$30.71
Open$29.73
Day high$32.20
Day low$28.79
52-week high$54.34
52-week low$17.01
Market cap935.90M
Volume871.93K
Average volume1.05M
P/E ratio-107.83
Forward P/E—
EPS-0.29
Dividend yield0.00%

Market context

Why it moved

AOSL shares rose as renewed optimism around AI compute demand boosted semiconductor stocks, after Moonshot AI's Kimi K3 model rapidly pushed its GPUs to capacity limits within 48 hours of launch, reinforcing the bull case that cheap AI models drive more hardware usage rather than less.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Alpha and Omega Semiconductor shares rose nearly 2% — outperforming the broader semiconductor sector, which was hammered by a wave of risk-off selling tied to AI valuation concerns, U.S.-Iran geopolitical tensions, and TSMC's higher-than-expected capex guidance. The company drew renewed investor attention after a July 16 analysis flagged AOSL as potentially 25% undervalued following its new power product launch, with record-high revenue in AI and graphics computing and active design-ins for additional AI programs. Investors are now looking ahead to the company's fiscal Q4 2026 earnings call scheduled for August 12.

1.8235

July 17, 2026Alpha and Omega Semiconductor tumbled sharply, caught in a broad sector-wide selloff as semiconductor stocks extended their correction following earnings reactions to TSMC and ASML results. Despite both chipmakers reporting strong quarters, investors focused on TSMC's significant capex guidance increase to $60–$64 billion and margin headwinds from 2nm ramp costs, triggering a multiple de-rating across the chip sector. AOSL's steep decline far outpaced the broader semiconductor space, with the stock down over 25% in the past 30 days even as a Simply Wall St analysis published today suggested shares may be 25% undervalued following the company's recent AmpStack™ packaging launch and expanding AI power management design-ins. Fiscal Q4 2026 earnings are scheduled for August 12.

-13.1259

July 15, 2026Alpha and Omega Semiconductor closed modestly higher, outperforming broader semiconductor peers as company-specific catalysts drew investor attention. The company unveiled its AmpStack™ packaging technology earlier this month, a notable advance in MOSFET power density that reinforces its positioning in AI data center and high-performance computing power management. Adding to the constructive backdrop, Dimensional Fund Advisors disclosed a 4.5% stake in AOSL, and the company announced its fiscal Q4 2026 earnings call scheduled for August 12. The stock held up despite sector-wide headwinds from Iran-driven oil price volatility, hawkish Fed concerns, and the Philadelphia Semiconductor Index sitting roughly 12-14% below its June peak.

0.3459

July 14, 2026Alpha and Omega Semiconductor tumbled amid a broad semiconductor selloff driven by a confluence of macro headwinds: renewed U.S.-Iran military strikes sent oil prices surging and rattled equity sentiment, while SK Hynix plunged ~14% in South Korea, dragging Asian chip stocks sharply lower and stoking fears that the AI-driven semiconductor rally may be losing steam. The Philadelphia Semiconductor Index has fallen over 11% from its June record, with short interest in major chip names hitting a three-year high, as investors weigh stretched valuations ahead of pivotal Q2 earnings from TSMC (July 16) that could reset expectations across the sector — all weighing on AOSL despite the company's positioning in AI power management and a recently strengthened balance sheet.

-7.6411

July 11, 2026Alpha and Omega Semiconductor closed modestly lower amid a mixed session for the broader semiconductor sector, as investors weighed a flurry of company-specific updates against ongoing chip cycle uncertainty. AOS announced the appointment of Joshua Chien as an independent director and recently unveiled its AOPL66801 AmpStack MOSFET targeting AI data center power infrastructure — a product that Lake Street analysts cited when initiating coverage with a Buy rating and $58 price target, well above current levels. Despite near-term earnings pressure from a wider-than-expected fiscal Q3 loss, shares are rebounding in after-hours trade, up roughly 1.9%, with analyst consensus fair value pegged near $47.

-1.1058

July 10, 2026Alpha and Omega Semiconductor shares rose, outperforming broader semiconductor peers amid a challenging week for the sector, as investors responded to the company's launch of its AOPL66801 80V AmpStack MOSFET targeting AI data center power applications. The stock's rebound comes after a sharp sector-wide selloff triggered by Samsung's record earnings paradoxically stoking chip-cycle peak fears, while Lake Street's recent Buy rating with a $58 price target and analyst consensus fair value near $47 provide a bullish backdrop for AOSL's AI power narrative.

1.6323

July 9, 2026Alpha and Omega Semiconductor surged after the sector's sharp Tuesday selloff, recouping recent losses as investors responded to the company's new AOPL66801 80V MOSFET launch targeting AI data centers and power tools — a product narrative that analysts at Lake Street and Needham have tied to a bullish thesis, with price targets of $58 and $50 respectively. The rebound comes as broader semiconductor peers, including Micron, Intel, and AMD, suffered steep declines following Samsung's AI-driven earnings disappointment; AOS's recovery suggests selective buying in smaller-cap power semiconductor names trading well below analyst fair value estimates near $47.

7.4777

July 8, 2026Alpha and Omega Semiconductor plunged as a sector-wide chip selloff swept through markets, triggered by Samsung's paradoxical earnings reaction — despite a record 19-fold surge in quarterly profit, the 'sell-the-news' dynamic hammered semiconductors broadly, with the Philadelphia Semiconductor Index falling over 5%. Compounding pressure, Morgan Stanley urged reducing semiconductor exposure citing peak earnings momentum, and a Reuters report on DeepSeek developing its own AI chip rattled AI hardware demand sentiment. While AOSL unveiled its new AOPL66801 80V MOSFET with AmpStack packaging technology today, and Lake Street recently initiated coverage with a Buy rating and $58 price target citing AI data center growth, those positives were overwhelmed by macro sector headwinds. AOSL's fiscal Q3 EPS missed estimates though revenue beat, and the stock has now shed roughly 19% over the past week despite a 74% six-month run.

-9.0743

Simply Wall Street · July 17, 2026Does Alpha and Omega (AOSL) Using AmpStack for AOPL66801 Reveal a Shift Up the Value Chain?Stock Titan · July 17, 2026Alpha & Omega Semiconductor (AOSL) EVP sells 875 shares at $33.99Investing.com · July 17, 2026Alpha & Omega Semiconductor EVP Bing Xue sells $29,741 in sharesSimply Wall Street · July 16, 2026Alpha and Omega Semiconductor (AOSL) Could Be 25% Undervalued Following Its New Power Product LaunchStock Titan · July 16, 2026Alpha & Omega Semiconductor (AOSL) insider moves 23,754 shares into family trustMoomoo · July 15, 2026Press Release: Alpha and Omega Semiconductor to Announce Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results on August 12, 2026Moomoo · May 7, 2026Benchmark Co. Maintains Alpha & Omega Semiconductor(AOSL.US) With Buy Rating, Maintains Target Price $50Business Wire · May 6, 2026Alpha and Omega Semiconductor Reports Financial Results for the Fiscal Third Quarter of 2026 Ended March 31, 2026
Mt Newswire · June 25, 2026Lake Street Initiates Alpha and Omega Semiconductor at Buy With $58 Price Target
Benzinga · May 26, 2026Why Are Alpha And Omega Semiconductor Shares Up On Tuesday?
Benzinga · May 13, 2026Why Alpha And Omega Semiconductor Shares Are Surging Today?
Mt Newswire · May 7, 2026Alpha and Omega Semiconductor Shares Fall After Fiscal Q3 Adjusted Loss Widens
Benzinga · May 7, 2026Why Alpha & Omega Semiconductor Shares Are Dipping Today?
Mt Newswire · May 7, 2026B. Riley Adjusts Alpha and Omega Semiconductor PT to $38 From $25, Maintains Neutral Rating
Mt Newswire · May 6, 2026GUIDANCE: (AOSL) Alpha and Omega Semiconductor Limited Expects Q4 Revenue Range $158.0M - $178.0M
Mt Newswire · May 6, 2026Earnings Flash (AOSL) Alpha and Omega Semiconductor Limited Reports Q3 Revenue $163.8M, vs. FactSet Est of $160.1M

Peers

S&P 500SPX · $7,457.69-1.01%ON Semiconductor CorporationON · $87.37-0.85%STMicroelectronics N.V.STM · $62.06-1.13%Diodes IncorporatedDIOD · $87.02-2.53%Vishay Intertechnology, Inc.VSH · $37.81+3.76%Monolithic Power Systems, Inc.MPWR · $1,312.00+0.49%Semtech CorporationSMTC · $124.96-2.11%Texas Instruments IncorporatedTXN · $284.02-2.47%MagnaChip SemiconductorMX · $3.42-2.84%Power Integrations, Inc.POWI · $70.45+0.87%Navitas Semiconductor CorpNVTS · $11.46-2.51%NXP Semiconductors N.V.NXPI · $266.53-1.53%