
AOSL Stock Forecast & Price Target
AOSL Analyst Ratings
Bulls say
Alpha & Omega Semiconductor Ltd demonstrated a positive financial outlook with September quarter revenue reaching $182.5 million, representing a 3% increase quarter-over-quarter and a 2% increase year-over-year, closely aligning with market estimates. Notably, the company's Power IC revenue surged 37% year-over-year, achieving a new quarterly record and accounting for 40% of total sales, while product revenue also experienced a growth of 3.3% year-over-year when excluding licensing revenues. Additionally, a significant strengthening of the balance sheet is anticipated from the pending $150 million cash sale of a 20.3% stake in its Chongqing Joint Venture, further reinforcing the company's financial position as it capitalizes on increasing demand across critical semiconductor applications.
Bears say
The financial outlook for Alpha & Omega Semiconductor Ltd indicates a significant decline in revenue for the upcoming December quarter, with projections falling short of consensus expectations largely due to seasonality in the PC market and maturing product cycles in gaming. Consumer revenue has suffered a notable drop of 25.8% year-over-year and 11.6% quarter-over-quarter, while the Power Supply and Industrial segment has also experienced declines, suggesting a broader trend of reduced demand across key market segments. Additionally, a forecasted decline in gross margins, coupled with an increase in operating expenses related to R&D, further exacerbates the negative financial outlook for the company.
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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