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

Alpha and Omega Semiconductor (NASDAQ:AOSL) had its price objective cut by investment analysts at Stifel Nicolaus from $24.00 to $22.00 in a report issued on Friday,Benzinga reports. The firm currently has a “hold” rating on the semiconductor company’s stock. Stifel Nicolaus’ price objective suggests a potential upside of 3.88% from the stock’s current price.

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

Alpha and Omega Semiconductor Stock Down 5.9%

Shares of AOSL stock traded down $1.33 during mid-day trading on Friday, reaching $21.18. 724,083 shares of the stock traded hands, compared to its average volume of 364,329. The stock’s fifty day simple moving average is $21.39 and its two-hundred day simple moving average is $24.82. Alpha and Omega Semiconductor has a 1-year low of $15.90 and a 1-year high of $46.65. The company has a market cap of $636.64 million, a price-to-earnings ratio of -6.53 and a beta of 2.01.

Alpha and Omega Semiconductor (NASDAQ:AOSL) last posted its earnings results on Thursday, February 5th. The semiconductor company reported ($0.16) EPS for the quarter, missing the consensus estimate of ($0.08) by ($0.08). Alpha and Omega Semiconductor had a negative return on equity of 2.78% and a negative net margin of 13.86%.The business had revenue of $162.26 million for the quarter, compared to analyst estimates of $160.67 million. During the same quarter in the prior year, the business earned $0.09 earnings per share. The firm’s quarterly revenue was down 6.3% on a year-over-year basis. On average, equities research analysts anticipate that Alpha and Omega Semiconductor will post -0.82 EPS for the current fiscal year.

Insider Buying and Selling at Alpha and Omega Semiconductor

In other news, EVP Bing Xue sold 1,845 shares of Alpha and Omega Semiconductor stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $20.56, for a total transaction of $37,933.20. Following the completion of the transaction, the executive vice president directly owned 127,863 shares in the company, valued at $2,628,863.28. This trade represents a 1.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 16.70% of the company’s stock.

Institutional Investors Weigh In On Alpha and Omega Semiconductor

A number of institutional investors and hedge funds have recently bought and sold shares of AOSL. Weber Capital Management LLC ADV bought a new position in Alpha and Omega Semiconductor in the 4th quarter worth approximately $10,842,000. Boston Partners increased its position in shares of Alpha and Omega Semiconductor by 86.4% during the second quarter. Boston Partners now owns 1,109,377 shares of the semiconductor company’s stock valued at $28,467,000 after buying an additional 514,240 shares during the period. Millennium Management LLC lifted its holdings in shares of Alpha and Omega Semiconductor by 57.5% in the third quarter. Millennium Management LLC now owns 637,876 shares of the semiconductor company’s stock worth $17,835,000 after buying an additional 232,817 shares in the last quarter. The Manufacturers Life Insurance Company boosted its position in shares of Alpha and Omega Semiconductor by 12.7% in the second quarter. The Manufacturers Life Insurance Company now owns 1,411,400 shares of the semiconductor company’s stock valued at $36,217,000 after acquiring an additional 158,869 shares during the period. Finally, UBS Group AG grew its stake in Alpha and Omega Semiconductor by 224.7% during the fourth quarter. UBS Group AG now owns 217,121 shares of the semiconductor company’s stock valued at $4,301,000 after acquiring an additional 150,254 shares in the last quarter. 78.97% of the stock is owned by hedge funds and other institutional investors.

Alpha and Omega Semiconductor News Summary

Here are the key news stories impacting Alpha and Omega Semiconductor this week:

• Positive Sentiment: Company plans a 25% increase in R&D for 2026 to accelerate product development for AI and medium-voltage power solutions — a strategic move that can support higher-margin, long-term growth if execution succeeds. Alpha and Omega Semiconductor plans 25% R&D increase for 2026
• Positive Sentiment: Launched a 600V super-junction MOSFET platform — a product expansion that targets industrial/EV and power-conversion markets and could broaden addressable market and design wins. Alpha and Omega Semiconductor launch 600V super junction MOSFET platform
• Positive Sentiment: Revenue of $162.3M modestly beat analyst estimates (~$160.7M), showing demand resilience despite a year-over-year decline — revenue beat can be supportive for valuation if mix and pricing improve. Alpha and Omega Semiconductor (AOSL) Reports Q2 Loss, Beats Revenue Estimates
• Neutral Sentiment: Full Q2 earnings call transcript and investor remarks are available for details on product roadmap, end-market trends, and customer commentary — useful for parsing management tone and backlog commentary. AOSL Q2 2026 Earnings Call Transcript (Seeking Alpha)
• Neutral Sentiment: Company press release with complete Q2 financials and supplemental materials is posted (useful for model updates). Business Wire: AOSL Q2 Financial Results
• Negative Sentiment: EPS missed materially: reported loss of $0.16 vs. consensus loss of $0.08; company moved from positive EPS a year ago to a loss, and reported negative net margin and negative ROE — key near-term profitability concerns. Alpha and Omega: Fiscal Q2 Earnings Snapshot (MarketBeat)
• Negative Sentiment: Near-term guidance is mixed/uncertain: revenue range for Q3 ($150M–$170M) spans below and above consensus and EPS guidance was not clearly upbeat — increases uncertainty for next-quarter results. Guidance and conference call details

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.