
AOSL Stock Forecast & Price Target
AOSL Analyst Ratings
Bulls say
Alpha & Omega Semiconductor Ltd reported a September quarter revenue of $182.5 million, reflecting a 3% increase quarter-over-quarter and a 2% increase year-over-year, driven primarily by a significant 37% year-over-year surge in Power IC revenue, which constituted 40% of total sales. Additionally, the company is set to bolster its balance sheet with a $150 million cash sale of a 20.3% stake in its Chongqing joint venture, expected to close by the year's end. Despite temporary market fluctuations, the consistent growth in bill of materials (BOM) content in key sectors like smartphones and PCs signals strong underlying demand, indicating a favorable forecast for future revenue and profitability.
Bears say
Alpha & Omega Semiconductor Ltd is facing a negative outlook due to anticipated lower revenues in the December quarter, with projections of approximately $160 million, significantly below the $178 million consensus expectation, largely attributed to post-holiday seasonality and maturing product cycles. Consumer revenue has experienced a substantial decline of 25.8% year-over-year and 11.6% quarter-over-quarter, primarily influenced by normalizing gaming demand and softened appliance sales, while the Power Supply and Industrial segment also reported a decrease. Additionally, gross margins are expected to decrease by 110 basis points to 23%, and ongoing challenges in the communications and computing segments, compounded by inventory adjustments, raise concerns about the sustainability of the company’s financial performance.
This aggregate rating is based on analysts' research of Alpha and Omega Semiconductor and is not a guaranteed prediction by Public.com or investment advice.
AOSL Analyst Forecast & Price Prediction
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