
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% quarter-over-quarter and a 2% year-over-year growth, aligning closely with estimates while Power IC revenue surged by 37% year-over-year, setting a new quarterly record that now accounts for 40% of total sales. The company's gross margin stood at 24.1%, with investments contributing to a favorable product mix, while total product revenue, excluding licensing, rose by 3.3% year-over-year. Furthermore, the company is on track to strengthen its balance sheet significantly through a $150 million cash sale of a 20.3% stake in its Chongqing JV, anticipated by year-end, which is poised to provide a solid foundation for future growth amid ongoing market adjustments.
Bears say
Alpha & Omega Semiconductor Ltd is projected to experience a revenue decline to approximately $160 million in the upcoming quarter, falling significantly short of the $178 million consensus expectation, primarily due to typical post-holiday seasonality and a normalization of gaming demand. The company's Consumer and Power Supply segments have both reported substantial year-over-year and quarter-over-quarter declines in revenue, indicating weakened demand across crucial markets such as gaming and appliances. Additionally, a forecasted drop in gross margin to 23% reinforces concerns about profitability amidst declining revenues and potential challenges in meeting operational efficiencies, raising further doubts about future growth prospects.
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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