
AOSL Stock Forecast & Price Target
AOSL Analyst Ratings
Bulls say
Alpha & Omega Semiconductor Ltd reported a revenue of $182.5 million for the September quarter, reflecting a modest increase of 3% quarter-over-quarter and 2% year-over-year, largely in line with expectations. The company's Power IC revenue achieved a remarkable 37% year-over-year growth, contributing 40% to total sales, showcasing strong demand across key markets. Furthermore, the anticipated closure of a $150 million cash sale of a 20.3% stake in the Chongqing JV is expected to materially strengthen the balance sheet, positioning the company for continued growth driven by rising demand in smartphones and PCs.
Bears say
Alpha & Omega Semiconductor Ltd is facing a negative outlook primarily due to a projected quarter-over-quarter revenue decline to approximately $160 million, significantly below the consensus expectation of $178 million, driven by typical post-holiday seasonality and maturing product cycles. Consumer revenue has experienced a substantial drop of 25.8% year-over-year and 11.6% quarter-over-quarter, attributed to normalized gaming demand and softened appliance sales, while the Power Supply and Industrial segments also recorded declines. Additionally, gross margins are expected to decrease by 110 basis points to 23%, alongside anticipated increases in operating expenses due to higher R&D spending, suggesting potential challenges in maintaining profitability amidst these adverse conditions.
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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