Technology · Semiconductors
Price
$41.59
Market Cap
$1.2B
Employees
2,332
Beta
2.58
Avg Volume
662,780
CEO
Stephen Chunping Chang
Business Description
Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications in Hong Kong, China, South Korea, the United States, and internationally. It offers power discrete products, including metal-oxide-semiconductor field-effect transistors (MOSFET), SRFETs, XSFET, electrostatic discharge, protected MOSFETs, high and mid-voltage MOSFETs, and insulated gate bipolar transistors for use in smart phone chargers, battery packs, notebooks, desktop and servers, data centers, base stations, graphics card, game boxes, TVs, AC adapters, power supplies, motor control, power tools, e-vehicles, white goods and industrial motor drives, UPS systems, solar inverters, and industrial welding. The company also provides power ICs that deliver power, as well as control and regulate the power management variables, such as the flow of current and level of voltage. Its power ICs are used in flat panel displays, TVs, Notebooks, graphic cards, servers, DVD/Blu-Ray players, set-top boxes, and networking equipment. In addition, the company offers aMOS5 MOSFET for quick charger, adapter, PC power, server, industrial power, telecom, and datacenter applications; and Transient Voltage Suppressors for laptops, televisions, and other electronic devices. Further, it provides EZBuck regulators; SOA MOSFET for hot swap applications; RigidCSP for battery management; and Type-C power delivery protection switches. The company was incorporated in 2000 and is headquartered in Sunnyvale, California.
Business History
Price Overview
Last updated: May 14, 2026 3:11am (just now)$41.59
+3.87 (+10.26%)
Day Range
$38.73 – $43.60
52-Week Range
$17.01 – $49.97
50-Day MA
$29.78
200-Day MA
$25.75
Volume
1,427,595.00
Analyst Price Targets
Low
$36.00
Consensus
$43.00
High
$50.00
(6 analysts)
Share Structure
Outstanding
29,929,578.00
Float
24,403,979.00
Free Float
81.5%
High free float
— 81.5% of shares trade freely, ~18.5% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
CALCStock Price / EPS (Diluted)
-12.60
Stock Price: $41.59
EPS (Diluted): -3.30
EPS (Diluted): -3.30
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
0.92
Stock Price: $41.59
Total Equity: $822.33M
Shares: 29,405,000
Total Equity: $822.33M
Shares: 29,405,000
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
56.26
Market Cap: $1.24B
Total Debt: $26.72M
Cash: $153.08M
EBITDA: $37.24M
Total Debt: $26.72M
Cash: $153.08M
EBITDA: $37.24M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$652.4M
Market Cap: $1.24B
Total Debt: $26.72M
Cash: $153.08M
Total Debt: $26.72M
Cash: $153.08M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
23.1%
Gross Profit: $161.00M
Revenue: $696.16M
Revenue: $696.16M
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
-4.1%
Operating Income: -$28.44M
Revenue: $696.16M
Revenue: $696.16M
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
-13.9%
Net Income: -$96.98M
Revenue: $696.16M
Revenue: $696.16M
ROE (Profit from shareholder equity)
APINet Income / Total Equity
-13.0%
Net Income: -$96.98M
Total Equity: $822.33M
Total Equity: $822.33M
ROIC (Profit from all invested capital)
APINOPAT / Invested Capital
-4.8%
Operating Income: -$28.44M
Tax Rate: 8.2%
Equity: $822.33M
Total Debt: $26.72M
Cash: $153.08M
Tax Rate: 8.2%
Equity: $822.33M
Total Debt: $26.72M
Cash: $153.08M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
2.56
Current Assets: $396.16M
Current Liabilities: $154.51M
Current Liabilities: $154.51M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
0.03
Short-Term Debt: $11.85M
Long-Term Debt: $14.87M
Total Debt: $26.72M
Total Equity: $822.33M
Long-Term Debt: $14.87M
Total Debt: $26.72M
Total Equity: $822.33M
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$23.67
Revenue: $696.16M
Shares: 29,405,000
Shares: 29,405,000
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$27.97
Total Equity: $822.33M
Shares: 29,405,000
Shares: 29,405,000
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$-0.26
Operating CF: $29.67M
CapEx: -$37.18M
Shares: 29,405,000
CapEx: -$37.18M
Shares: 29,405,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $41.59
Stock Price: $41.59
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: -$96.98M
Net Income: -$96.98M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares AOSL against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: May 7, 2026 10:54pm (6d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $656.9M | $777.6M | $691.3M | $657.3M | $696.2M |
| Cost of Revenue | $452.4M | $509.0M | $491.8M | $485.4M | $535.2M |
| Gross Profit | $204.5M | $268.6M | $199.5M | $171.9M | $161.0M |
| Operating Expenses | $140.5M | $166.5M | $177.0M | $175.7M | $189.4M |
| Operating Income | $64.1M | $102.0M | $22.5M | -$3.8M | -$28.4M |
| Net Income | $58.1M | $453.2M | $12.4M | -$11.1M | -$97.0M |
| EBITDA | $119.2M | $144.9M | $67.8M | $55.1M | $37.2M |
| EPS | $2.25 | $16.93 | $0.45 | $-0.39 | $-3.30 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: May 7, 2026 10:54pm (6d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $202.4M | $314.4M | $195.2M | $175.1M | $153.1M |
| Total Current Assets | $407.3M | $549.6M | $423.9M | $398.0M | $396.2M |
| Total Assets | $918.6M | $1.3B | $1.2B | $1.1B | $1.0B |
| Current Liabilities | $233.2M | $267.7M | $172.6M | $154.2M | $154.5M |
| Long-Term Debt | $78.0M | $42.5M | $38.4M | $26.7M | $14.9M |
| Total Liabilities | $402.2M | $444.5M | $315.8M | $253.4M | $212.0M |
| Total Equity | $373.2M | $854.1M | $883.9M | $891.6M | $822.3M |
| Retained Earnings | $176.9M | $630.0M | $642.3M | $631.1M | $533.9M |
Cash Flow (Annual)
Last updated: May 7, 2026 10:54pm (6d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $128.7M | $218.9M | $20.5M | $25.7M | $29.7M |
| Capital Expenditure | -$72.7M | -$138.0M | -$110.4M | -$37.1M | -$37.2M |
| Free Cash Flow | $56.0M | $80.9M | -$90.0M | -$11.4M | -$7.5M |
| Acquisitions (net) | $0 | $5.6M | $0 | $0 | $0 |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | $0 | $0 | -$13.4M | $0 | $0 |
| Net Change in Cash | $42.1M | $109.8M | -$119.0M | -$20.1M | -$22.0M |
Analyst Estimates (Annual)
Last updated: May 14, 2026 3:11am (just now)| Metric | 2026 | 2027 | 2028 | 2029 |
|---|---|---|---|---|
| Revenue |
$676.6M $675.3M – $679.0M
|
$706.6M $706.5M – $706.7M
|
$837.6M $836.0M – $840.6M
|
$838.0M $836.5M – $841.1M
|
| EBITDA |
$81.6M $81.5M – $81.9M
|
$85.2M $85.2M – $85.3M
|
$101.0M $100.9M – $101.4M
|
$101.1M $100.9M – $101.5M
|
| Net Income |
-$16.1M -$18.2M – -$13.9M
|
-$14.3M -$14.5M – -$14.2M
|
$45.3M $45.2M – $45.5M
|
$40.6M $40.5M – $40.7M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: May 7, 2026 10:54pm (6d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +18.4% | -11.1% | -4.9% | +5.9% |
| Gross Profit Growth | +31.3% | -25.7% | -13.8% | -6.3% |
| Operating Income Growth | +59.2% | -77.9% | -116.7% | -657.1% |
| Net Income Growth | +679.8% | -97.3% | -189.6% | -775.2% |
| EBITDA Growth | +21.5% | -53.2% | -18.7% | -32.4% |
Insider Trading (Recent)
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-04-27 | Liang Yifan | G-Gift | 300.00 | $0.00 | $0 |
| 2026-04-28 | Liang Yifan | G-Gift | 300.00 | $0.00 | $0 |
| 2026-04-17 | Liang Yifan | S-Sale | 8,625.00 | $35.00 | $301,878 |
| 2026-04-17 | Chang Stephen Chunping | S-Sale | 1,492.00 | $32.90 | $49,087 |
| 2026-04-17 | Chang Stephen Chunping | S-Sale | 3,481.00 | $33.90 | $118,006 |
| 2026-04-17 | Chang Stephen Chunping | S-Sale | 9,911.00 | $34.90 | $345,894 |
| 2026-04-16 | Xue Bing | S-Sale | 1,832.00 | $31.21 | $57,177 |
| 2026-04-14 | Liang Yifan | S-Sale | 7,391.00 | $29.00 | $214,339 |
| 2026-04-14 | Liang Yifan | S-Sale | 7,939.00 | $30.00 | $238,170 |
| 2026-04-14 | Liang Yifan | S-Sale | 11,187.00 | $32.00 | $357,986 |
| 2026-04-14 | Chang Stephen Chunping | S-Sale | 5,594.00 | $31.90 | $178,449 |
| 2026-03-16 | Li Wenjun | A-Award | 10,000.00 | $0.00 | $0 |
| 2026-03-16 | Li Wenjun | F-InKind | 3,319.00 | $21.43 | $71,126 |
| 2026-03-16 | Li Wenjun | F-InKind | 2,288.00 | $21.43 | $49,032 |
| 2026-03-16 | Chang Mike F | A-Award | 22,500.00 | $0.00 | $0 |
| 2026-03-16 | Chang Mike F | F-InKind | 14,419.00 | $21.43 | $308,999 |
| 2026-03-16 | Li Wenjun | A-Award | 10,000.00 | $0.00 | $0 |
| 2026-03-16 | Li Wenjun | A-Award | 10,000.00 | $0.00 | $0 |
| 2026-03-16 | Li Wenjun | F-InKind | 3,272.00 | $21.43 | $70,119 |
| 2026-03-16 | Li Wenjun | F-InKind | 2,267.00 | $21.43 | $48,582 |
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.207 · 22a3a690 · 2026-05-13 17:39:54