AOSL Alpha and Omega Semiconductor Limited

AOSL Alpha and Omega Semiconductor Limited

Technology · Semiconductors

Desk view

Watchingmedium conviction · entry $30.00-$34.50 — not entered
Basis Logged decision ·Entry target
Perspectives AI Power Delivery
Updated

Market read

POC $20.90 · VWAP $33.61 · -7.5% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

5 related perspectives

Watchlists @ai-power

AOSL Price Structure

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Peers

Every watchlist AOSL belongs to, members best 30-day change first — AOSL highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@ai-power
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CRWV+44.8% +0.7%1d +20.2%7d IREN+33.5% +1.9%1d +16.1%7d CLF+32.6% +3.5%1d -1.4%7d PSIX+30.6% -2.6%1d -8.1%7d NVTS+27.2% +0.9%1d +10.7%7d ATI+24.5% +1.4%1d +1.6%7d APLD+20.9% -0.1%1d +7.3%7d WYFI+20.7% +2.8%1d +28.5%7d LEU+18.0% -3.2%1d -2.9%7d ITRI+17.0% -0.9%1d -1.9%7d NVT+14.5% +3.4%1d +9.2%7d ETN+14.1% +0.9%1d +2.4%7d RIOT+9.8% +5.4%1d +3.7%7d SEI+9.4% +4.2%1d +12.5%7d MRAAY+9.0% +0.8%1d +15.2%7d BEP+8.4% -0.9%1d +5.5%7d BE+8.0% +1.0%1d +10.2%7d MPWR+7.9% +1.0%1d +2.5%7d HIVE+7.7% +14.1%1d +17.2%7d EQT+7.3% -2.6%1d -2.0%7d AIXA.DE+6.9% +2.2%1d +4.2%7d VICR+6.7% +8.0%1d +21.5%7d BESIY+6.2% +1.3%1d +8.1%7d HWM+6.2% 0.0%1d +1.9%7d WGMI+5.4% +3.1%1d +10.3%7d CIFR+5.3% +3.6%1d +13.4%7d VECO+4.1% +3.8%1d +10.2%7d BEPC+3.5% -1.1%1d +5.7%7d HUBB+3.2% -1.4%1d -0.1%7d DGXX+2.9% -2.3%1d +3.7%7d GEV+2.0% +1.5%1d +9.0%7d KGS+1.4% +1.2%1d +7.4%7d GLXY+1.1% +1.0%1d +12.1%7d CAT+0.3% +2.9%1d +5.2%7d BW+0.3% -3.6%1d +11.6%7d AOSL-0.6% +1.0%1d -10.1%7d BIP-0.9% -2.1%1d +2.5%7d CMI-1.1% +1.6%1d +1.1%7d PUMP-1.6% +5.7%1d +10.2%7d IFNNY-2.1% -0.2%1d -0.6%7d FPS-2.4% -2.1%1d +3.4%7d BIPC-2.7% -2.3%1d +3.2%7d CRS-2.8% -0.4%1d -3.1%7d WULF-3.1% +1.3%1d +8.7%7d HUT-3.7% +3.0%1d +2.8%7d CORZ-3.9% -0.3%1d +3.3%7d KEEL-4.6% +7.4%1d +11.2%7d CLSK-4.8% +2.6%1d +7.0%7d VSH-5.9% +1.4%1d +7.2%7d POWL-6.0% +2.5%1d +5.7%7d LBRT-6.7% +1.0%1d +5.3%7d STM-10.1% +2.8%1d +2.6%7d FLNC-10.2% -3.9%1d -0.2%7d KRC-10.5% -0.8%1d -3.0%7d POWI-11.8% -1.0%1d 0.0%7d BTDR-12.6% +2.9%1d +8.2%7d CEPL-34.1% -0.1%1d -8.9%7d

Next earnings AOSL reports in 83 days Nov 9

Last report May 6

Reported the quarter ending 2026-03-31: revenue $164M, diluted EPS $-0.46, net income $-14M (SEC filing). Across the print the stock moved -14.4% (close before → first close after).

full note →

Against street estimates

How AOSL's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 12 · projection Aug 17

Result
Aug 12 -0.24-0.13+45.8%Beat
May 6 -0.36-0.28 GAAP ≠ +22.2%Beat
Feb 5 -0.08-0.16 GAAP ≠ -92.0%Miss
Nov 5 '25 0.090.13 GAAP ≠ +44.4%Beat
Aug 6 '25 -0.010.02+300.0%Beat
May 7 '25 -0.17-0.10 GAAP ≠ +40.0%Beat
Feb 5 '25 0.080.09 GAAP ≠ +12.5%Beat
Nov 4 '24 0.220.21 GAAP ≠ -4.5%Miss

News (last pull)

Headlines about AOSL from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 40 days ago · Jul 9

AOSL research tape

18 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

target AOSL entry-zone — $30.00-$34.50 deep dive 2026-07-31 — AOSL — Alpha & Omega Semiconductor Deep Dive earnings AOSL earnings — 2026-08-12 earnings AOSL earnings — 2026-08-05 scan Monster Scan
Types
Aug 14 Target AOSL entry-zone — $30.00-$34.50
AOSL
Aug 14 Deep Dive AOSL — Alpha & Omega Semiconductor Deep Dive
AOSL
Aug 12 Catalyst AOSL earnings
AOSL
Aug 5 Catalyst AOSL earnings
AOSL
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
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May 26 Investigation CPU Shortage Thesis — First-Principles Derivation
AMDINTCARMTSMALABCRDOMRVLMCHP#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
May 19 Source RS in Semi Land ~ $ALAB $MXL $CRDO $HIMX $MRVL $ARM $INTC $TXN $AOSL $STM
ALABMXLCRDOHIMXMRVLARMINTCTXN +2 more
May 6 Article Earnings-watch — 8 cohort names print next 14 days, asymmetric-DOWN setup
AOSLIFNNYATZ.TOPOWIVPGALMUWYFISIVEF
May 6 Catalyst AOSL earnings
AOSL
May 3 Article AI Power — Week in Review (Apr 27 – May 3, 2026)
GEVBEETNMPWRAOSLVICRBESIYPOWI#ai-power-bottleneck#ai-power-delivery +1 more
May 1 Article Picks-and-Shovels: Power Semis & AI Data-Center Power Delivery
AOSLASMLAVGOBESIYENPHETNGLWIFNNY +4 more
May 1 Deep Dive MPWR - Monolithic Power Systems Deep Dive
MPWRAOSLVICRNVTS#ai-power-delivery
May 1 Deep Dive AOSL — Alpha & Omega Semiconductor Deep Dive
AOSL
Apr 28 Article The Economics of the Last 1 cm — Five Companies Standing at the Edge of AI GPU Power
AOSL