Stifel Nicolaus Has Lowered Expectations for Alpha and Omega Semiconductor (NASDAQ:AOSL) Stock Price

Alpha and Omega Semiconductor (NASDAQ:AOSL) had its target price lowered by investment analysts at Stifel Nicolaus from $24.00 to $22.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has a “hold” rating on the semiconductor company’s stock. Stifel Nicolaus’ price objective would indicate a potential upside of 3.00% from the company’s current price.

AOSL has been the subject of a number of other reports. B. Riley Financial restated a “neutral” rating and set a $24.00 target price (down from $40.00) on shares of Alpha and Omega Semiconductor in a report on Thursday, November 6th. Weiss Ratings restated a “sell (d-)” rating on shares of Alpha and Omega Semiconductor in a report on Wednesday, January 21st. Benchmark cut their target price on Alpha and Omega Semiconductor from $32.00 to $25.00 and set a “buy” rating on the stock in a research report on Thursday, November 6th. Finally, Wall Street Zen upgraded Alpha and Omega Semiconductor from a “sell” rating to a “hold” rating in a research report on Saturday, December 6th. One equities research analyst has rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $23.67.

Alpha and Omega Semiconductor Price Performance

NASDAQ AOSL opened at $21.36 on Friday. Alpha and Omega Semiconductor has a 12 month low of $15.90 and a 12 month high of $46.65. The firm has a market capitalization of $642.08 million, a PE ratio of -6.16 and a beta of 2.01. The company’s 50 day simple moving average is $21.42 and its 200 day simple moving average is $24.74.

Alpha and Omega Semiconductor (NASDAQ:AOSL) last posted its quarterly earnings data on Thursday, February 5th. The semiconductor company reported ($0.16) EPS for the quarter, missing analysts’ consensus estimates of ($0.08) by ($0.08). The firm had revenue of $162.26 million during the quarter, compared to the consensus estimate 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 firm’s quarterly revenue was down 6.3% on a year-over-year basis. During the same period in the prior year, the firm posted $0.09 EPS. Sell-side analysts anticipate that Alpha and Omega Semiconductor will post -0.82 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Alpha and Omega Semiconductor news, EVP Bing Xue sold 1,845 shares of the company’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $20.56, for a total value of $37,933.20. Following the completion of the transaction, the executive vice president directly owned 127,863 shares in the company, valued at approximately $2,628,863.28. This represents a 1.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 16.70% of the stock is currently owned by company insiders.

Institutional Trading of Alpha and Omega Semiconductor

Several institutional investors and hedge funds have recently bought and sold shares of AOSL. Nisa Investment Advisors LLC raised its position in shares of Alpha and Omega Semiconductor by 137.6% in the 2nd quarter. Nisa Investment Advisors LLC now owns 1,012 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 586 shares in the last quarter. Hantz Financial Services Inc. grew its stake in Alpha and Omega Semiconductor by 634.8% in 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 during the period. PNC Financial Services Group Inc. raised its holdings in Alpha and Omega Semiconductor by 49.0% in the second quarter. PNC Financial Services Group Inc. now owns 1,533 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 504 shares in the last quarter. CWM LLC lifted its position in Alpha and Omega Semiconductor by 403.4% during the second quarter. CWM LLC now owns 1,928 shares of the semiconductor company’s stock valued at $49,000 after buying an additional 1,545 shares during the period. Finally, Northwestern Mutual Wealth Management Co. bought a new stake in shares of Alpha and Omega Semiconductor during the 3rd quarter valued at $62,000. 78.97% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting 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

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.