Alpha and Omega Semiconductor (NASDAQ:AOSL) Downgraded by Wall Street Zen to “Strong Sell”

Alpha and Omega Semiconductor (NASDAQ:AOSL) was downgraded by investment analysts at Wall Street Zen from a “hold” rating to a “strong sell” rating in a research report issued to clients and investors on Saturday.

Several other equities analysts have also issued reports on AOSL. Benchmark lowered their price target on Alpha and Omega Semiconductor from $32.00 to $25.00 and set a “buy” rating for the company in a research report on Thursday, November 6th. Stifel Nicolaus reduced their price objective on shares of Alpha and Omega Semiconductor from $24.00 to $22.00 and set a “hold” rating for the company in a research note on Friday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Alpha and Omega Semiconductor in a research note on Wednesday, January 21st. Finally, B. Riley Financial reiterated a “neutral” rating and set a $24.00 price target (down previously from $40.00) on shares of Alpha and Omega Semiconductor in a report on Thursday, November 6th. One investment analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $23.67.

Alpha and Omega Semiconductor Stock Performance

AOSL stock opened at $21.36 on Friday. The firm has a 50 day moving average price of $21.42 and a 200-day moving average price of $24.77. Alpha and Omega Semiconductor has a 52-week low of $15.90 and a 52-week high of $46.65. The firm has a market capitalization of $642.08 million, a price-to-earnings ratio of -6.16 and a beta of 2.01.

Alpha and Omega Semiconductor (NASDAQ:AOSL) last posted its quarterly earnings results on Thursday, February 5th. The semiconductor company reported ($0.16) earnings per share for the quarter, missing the consensus estimate of ($0.08) by ($0.08). The company had revenue of $162.26 million during the quarter, compared to analysts’ expectations of $160.67 million. Alpha and Omega Semiconductor had a negative return on equity of 3.75% and a negative net margin of 15.06%.The business’s quarterly revenue was down 6.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.09 EPS. As a group, sell-side analysts forecast that Alpha and Omega Semiconductor will post -0.82 earnings per share for the current fiscal year.

Insider Activity at Alpha and Omega Semiconductor

In other news, EVP Bing Xue sold 1,845 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $20.56, for a total transaction of $37,933.20. Following the completion of the transaction, the executive vice president directly owned 127,863 shares of the company’s stock, valued at $2,628,863.28. The trade was a 1.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 16.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Alpha and Omega Semiconductor

Large investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its holdings in shares of Alpha and Omega Semiconductor by 1.4% during the 3rd quarter. Vanguard Group Inc. now owns 2,453,975 shares of the semiconductor company’s stock valued at $68,613,000 after buying an additional 33,959 shares during the period. The Manufacturers Life Insurance Company increased its position in Alpha and Omega Semiconductor by 12.7% during the second quarter. The Manufacturers Life Insurance Company now owns 1,411,400 shares of the semiconductor company’s stock valued at $36,217,000 after acquiring an additional 158,869 shares during the last quarter. Boston Partners lifted its holdings in Alpha and Omega Semiconductor by 86.4% in the second quarter. Boston Partners now owns 1,109,377 shares of the semiconductor company’s stock valued at $28,467,000 after acquiring an additional 514,240 shares during the period. Wellington Management Group LLP lifted its holdings in Alpha and Omega Semiconductor by 15.0% in the third quarter. Wellington Management Group LLP now owns 864,965 shares of the semiconductor company’s stock valued at $24,184,000 after acquiring an additional 113,077 shares during the period. Finally, Robeco Schweiz AG boosted its position in Alpha and Omega Semiconductor by 0.4% in the third quarter. Robeco Schweiz AG now owns 785,264 shares of the semiconductor company’s stock worth $21,956,000 after purchasing an additional 2,761 shares during the last quarter. Institutional investors own 78.97% of the company’s stock.

Trending Headlines about Alpha and Omega Semiconductor

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

• Positive Sentiment: Launched a 600V super-junction MOSFET platform—product expansion into higher-voltage power segments could support future sales growth in industrial and EV-related applications. Alpha and Omega Semiconductor launch 600V super junction MOSFET platform
• Neutral Sentiment: Company plans a ~25% increase in R&D for 2026 to push into AI and medium-voltage solutions—this signals long-term strategic investment but will raise near-term operating expenses. Alpha and Omega Semiconductor plans 25% R&D increase for 2026 amid push into AI and medium-voltage solutions
• Neutral Sentiment: Q2 revenue ($162.26M) modestly beat consensus estimates, showing resilience as top line was down only ~6% year-over-year; revenue beat partially offsets investor concern over profitability. Alpha and Omega Semiconductor (AOSL) Reports Q2 Loss, Beats Revenue Estimates
• Negative Sentiment: Q2 EPS missed expectations—reported a loss of $0.16 vs. the consensus loss of $0.08—highlighting near-term margin pressure and driving negative investor sentiment. Alpha and Omega Semiconductor Reports Financial Results for the Fiscal Second Quarter of 2026 Ended December 31, 2025
• Negative Sentiment: Q3 revenue guidance given as a wide $150M–$170M range (vs. consensus ~$153.4M), adding uncertainty on near-term growth visibility. View Press Release (Guidance)
• Negative Sentiment: Stifel lowered its price target from $24 to $22 and set a “hold” rating—analyst action reflects tempered near-term expectations and may weigh on sentiment. Benzinga

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.