AOS Reports Q2 Revenue of $162.3M, Beating Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Should l Buy AOSL?
Reports Q2 revenue $162.3M, consensus $160.7M. AOS CEO Stephen Chang commented, "Our December quarter revenue was slightly above the midpoint of our guidance, driven by strength in Communications, and in particular sales to our Tier One U.S. smartphone customer, reflecting continued market share gains and increased BOM content on premium platforms. As we move through calendar 2026, we expect improving product mix and increasing contributions from higher-performance applications to drive sequential improvement beginning in the June quarter. We believe this sets the foundation for accelerating growth as new products and programs ramp into 2027 and beyond. We are making focused R&D investments in performance-driven applications where we already have strong positions and deep customer relationships. In Computing, while overall PC demand in calendar 2026 is expected to be impacted by tightening memory supply, we are seeing growth in advanced computing driven by a broader array of applications for AI data centers across an expanding customer base. In Smartphones, we also anticipate growth in calendar 2026 as a rapid transition to higher charging currents is expected to generate increased BOM content for battery protection."
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Analyst Views on AOSL
Wall Street analysts forecast AOSL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AOSL is 24.33 USD with a low forecast of 24.00 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
1 Buy
2 Hold
0 Sell
Moderate Buy
Current: 22.510
Low
24.00
Averages
24.33
High
25.00
Current: 22.510
Low
24.00
Averages
24.33
High
25.00
About AOSL
Alpha and Omega Semiconductor Limited is a designer, developer and global supplier of a broad portfolio of power semiconductors. Its portfolio of products targets high-volume applications, including personal computers, graphic cards, game consoles, flat panel televisions (TV), home appliances, power tools, smart phones, battery packs, consumer and industrial motor controls and power supplies for TVs, computers, servers and telecommunications equipment. Its product portfolio consists of two categories: power discrete and power ICs that serve the large and diverse analog market for power semiconductors. Its power discrete products consist of low, medium and high voltage power MOSFETs. Its power ICs deliver power and control and regulate the power management variables, such as the flow of current and level of voltage. Its portfolio of power semiconductors includes approximately 2,700 products. It conducts its operations in the United States of America, Hong Kong, China, and South Korea.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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