
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, with Power IC revenue achieving a record-high growth of 37% year-over-year, contributing 40% to total sales. The company also demonstrated a robust balance sheet, which is expected to be further strengthened by a $150 million cash sale of a 20.3% stake in its Chongqing joint venture, anticipated to close by year-end. Additionally, the company's outlook remains positive, driven by underlying growth in the bill of materials content in smartphones and PCs, with projections for steady growth linked to ongoing investments in upcoming fiscal periods.
Bears say
The financial outlook for Alpha & Omega Semiconductor Ltd indicates a significant revenue decline, projected at approximately $160 million for the December quarter, which is below consensus expectations, primarily due to seasonal trends and maturing product cycles. Consumer revenue continues to struggle, with a 25.8% year-over-year decline, driven by normalizing gaming demand and weakened appliance sales, while the Communications segment is also experiencing reduced demand, notably from the smartphone market in China. Additionally, gross margins are expected to decrease by 110 bps to 23% due to lower revenue and an unfavorable mix, coupled with ongoing operational challenges related to rising R&D expenditures and potential volatility in market 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
Start investing in AOSL
Order type
Buy in
Order amount
Est. shares
0 shares