ALPHA & OMEGA SEMICONDUCTOR Ltd
No SEC Form 4 filings for $AOSL in the last 30 days.
See all $AOSL insider activity →Three chip stocks (NVTS, AOSL, WOLF) under $50 are highlighted for AI data center exposure. NVTS, designed for NVDA's 800V racks, expects AI infrastructure to exceed 33% of revenue by year-end. AOSL trades at a forward P/E of 8, with AI server revenue projected to surge over 60%. WOLF reports mixed Q4 results but sees AI data center revenue growth. All have cash cushions and upcoming catalysts.
Alpha and Omega Semiconductor (AOSL) reported Q4 2026 revenue of $170.4M, down 3.5% YoY but up 4% sequentially, driven by Advanced Computing growth. Non-GAAP EPS was a loss of $0.13 per share. The company expects Q1 2027 revenue of $176M and improved gross margins. Risks include Shanghai flooding and memory chip constraints.
The article highlights three chip stocks tied to AI data centers. Navitas (NVTS) is up 91% YTD, with Q2 revenue $10.5M and Q3 guidance $13.5M. Alpha and Omega (AOSL) trades at 8x forward earnings, with Q4 revenue $170.4M. Tower Semiconductor (TSEM) reported Q2 revenue $460M and raised 2028 revenue to $3.6B.
Over the past 7 days, alphai's AI scored 1 news story mentioning AOSL (ALPHA & OMEGA SEMICONDUCTOR Ltd). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent AOSL coverage spans earnings, financial news and sector analysis.
Improved earnings and forward P/E of 8 suggest undervaluation, supporting a near‑term price increase.
Earnings miss and modest guidance may pressure the stock, while advanced computing growth offers upside.
The stock’s near-term direction likely tracks advanced-computing growth versus the guided consumer-segment decline and Shanghai impact.
The 8-K provides fresh quarterly results plus explicit Q1 guidance, which can drive near-term estimate revisions and positioning.
A new power-device launch can matter for design wins, but the article does not provide customer adoption, volumes, or financial impact.
alphai scores every news story that mentions AOSL with an AI model for sentiment and relevance, and aggregates insider trades from ALPHA & OMEGA SEMICONDUCTOR Ltd's SEC EDGAR Form 4 filings. Figures refresh continuously.
Three chip stocks (NVTS, AOSL, WOLF) under $50 are highlighted for AI data center exposure. NVTS, designed for NVDA's 800V racks, expects AI infrastructure to exceed 33% of revenue by year-end. AOSL trades at a forward P/E of 8, with AI server revenue projected to surge over 60%. WOLF reports mixed Q4 results but sees AI data center revenue growth. All have cash cushions and upcoming catalysts.
3 min readAlpha and Omega Semiconductor (AOSL) reported Q4 2026 revenue of $170.4M, down 3.5% YoY but up 4% sequentially, driven by Advanced Computing growth. Non-GAAP EPS was a loss of $0.13 per share. The company expects Q1 2027 revenue of $176M and improved gross margins. Risks include Shanghai flooding and memory chip constraints.
3 min readThe article highlights three chip stocks tied to AI data centers. Navitas (NVTS) is up 91% YTD, with Q2 revenue $10.5M and Q3 guidance $13.5M. Alpha and Omega (AOSL) trades at 8x forward earnings, with Q4 revenue $170.4M. Tower Semiconductor (TSEM) reported Q2 revenue $460M and raised 2028 revenue to $3.6B.
7 min readALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Alpha and Omega Semiconductor Reports Financial Results for Fiscal Fourth Quarter and Fiscal Year Ended June 30, 2026 SUNNYVALE, California, August 12, 2026 (BUSINESS WIRE) - Alpha and Omega Semiconductor Limited (“AOS”) (NASDAQ: AOSL), today reported financial resul
6 min readBNN Bloomberg interview with Partners Group strategist Anastasia Amoroso links a recent chip sell-off to profit-taking after a sharp SOX index rise and Samsung’s profit surge. She argues AI infrastructure is shifting toward memory for inference, with a potential 18 to 24 month memory shortage. The article then lists 12 semiconductors, including SLAB and AOSL, citing 6-month share gains.
7 min readALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. aosl-20260708 0001387467 false 0001387467 2026-07-08 2026-07-08 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 8-K _________________________________ CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Ex
2 min readAlpha and Omega Semiconductor EVP Bing Xue sold 4,916 shares of common stock on June 16, 2026, for about $231,000, at $47.09 per share, according to an SEC Form 4. The sale matched his largest recent trade size and was executed under a pre-arranged Rule 10b5-1 plan, with Xue retaining 123,660 shares.
4 min readAlpha and Omega Semiconductor (AOSL) hit a new 52-week high on Wednesday, trading up to $51.14 and last at $48.57 versus a prior close of $47.89 on volume of 383,610 shares. The company reported May 6 quarterly EPS of -$0.28 (vs -$0.34 expected) on revenue of $163.79M (vs $160.07M). Analysts’ consensus is “Hold” with an average target of $30.50.
4 min readChen Claudia sold 3,844 shares of ALPHA & OMEGA SEMICONDUCTOR Ltd (AOSL) at $39.47 ($0.15M total) on 2026-05-22 under a Rule 10b5-1 trading plan.
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