Alpha and Omega Semiconductor (AOSL)
Supplies discrete devices and power ICs for computing, consumer, communication, and industrial systems.
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Designs and supplies power semiconductors for computing, consumer, communication, and industrial applications. The business centers on power discrete devices and power ICs, with computing the largest recent end market and manufacturing split across internal and partner capacity.
Designs, develops, and supplies power semiconductors, including Power MOSFET, IGBT, IPM, wide-bandgap devices, modules, power management ICs, gate drivers, TVS protection, and digital power products. The portfolio serves computing, consumer electronics, communication, power supply, and industrial applications.
Revenue is organized as one operating segment, with power discrete products and power ICs as the main product categories. Computing has recently been the largest end market, while consumer, communication, and industrial demand shape the rest of the mix.
Execution depends on integrating semiconductor process technology, product design, and advanced packaging know-how. Manufacturing and supply draw on the Oregon Fab, third-party foundries, Shanghai packaging and testing sites, and the Chongqing JV supply relationship.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 13, 2026 | Stifel Nicolaus | Target | Target: $42 | Target: $38 |
| Aug 13, 2026 | Williams Trading | Target | Target: $42 | Target: $45 |
| Aug 13, 2026 | Needham | Reiterate | Rating: —Target: $50 | Target: $45 |
| Jun 25, 2026 | Lake Street | Initiate | Rating: —Target: — | Target: $58 |
| Jun 24, 2026 | Stifel Nicolaus | Target | Target: $36 | Target: $42 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $180.77B · Total debt $27.98B · Total assets $963.56B · Shareholders' equity $797.90B
- Revenue
- $170.4M
- Operating income
- −$11.0M
- Net income
- −$13.1M
No dividends on record.
| Institutions | ≈ 77.23% | 23.12M shares | |
|---|---|---|---|
| 230 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 22.19% | 6.64M shares | |
| 15 holders · as of Sep 11, 2026 | |||
| Other | ≈ 0.58% | 174.2K shares | |
| remainder | |||
29.93M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Mike F. Chang, Ph.D.Insider | 14.58% | 4.36M | filed Feb 11, 2022 |
BlackRock, Inc.Institution | 14.22% | 4.26M | as of Jun 30, 2026 |
State Street CorpInstitution | 7.84% | 2.35M | as of Jun 30, 2026 |
Manufacturers Life Insurance Company, theInstitution | 4.59% | 1.38M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 4.46% | 1.34M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 16, 2026 | Bing Xue | officer: EVP-WW Sales & Bus Development | −875 | $33.99 |
| Jun 16, 2026 | Bing Xue | officer: EVP-WW Sales & Bus Development | −4,916 | $47.09 |
| May 22, 2026 | Claudia Chen | director | −4,061 | $39.53 |
| May 18, 2026 | Bing Xue | officer: EVP-WW Sales & Bus Development | −4,916 | $41.00 |
| Apr 16, 2026 | Bing Xue | officer: EVP-WW Sales & Bus Development | −1,832 | $31.21 |
- ON Semiconductor
Direct power-device and module rival with SiC and MOSFET scale
- STMicroelectronics (ADR)
Power and energy portfolio overlaps in MOSFETs, GaN, and drivers
- Vishay Intertechnology
Catalog-scale rival in MOSFETs, discretes, power ICs, and modules
- Monolithic Power Systems
Power IC specialist in computing, storage, communications, and industrial
- Texas Instruments
Broad analog and power-management IC rival with massive catalog reach
- Diodes
Discrete, MOSFET, SiC, and power-management catalog overlap
- Power Integrations
High-voltage conversion and GaN overlap in power supplies and AI power
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Alpha and Omega Semiconductor | $27.89 | −1.37% | $846.4M | — | — | 1.2 | −3.5% |
| ON Semiconductor | $73.90 | +0.41% | $28.65B | 47.2 | 19.0 | 4.6 | +9.2% |
| STMicroelectronics (ADR) | $52.26 | −2.15% | $47.67B | 104.7 | 26.3 | 3.6 | +24.4% |
| Vishay Intertechnology | $32.48 | −1.99% | $4.68B | 133.0 | 23.4 | 1.1 | +16.6% |
| Monolithic Power Systems | $1,319.37 | −4.44% | $67.83B | 84.6 | 40.9 | 20.7 | +47.6% |
| Texas Instruments | $270.96 | −0.17% | $247.86B | 41.2 | 28.5 | 12.7 | +22.8% |
| Diodes | $94.91 | −1.08% | $4.41B | 51.9 | 20.5 | 2.7 | +21.7% |
| Power Integrations | $50.79 | −1.31% | $2.87B | 115.7 | 30.3 | 6.4 | +2.7% |
| Median | 84.6 | 26.3 | 4.6 | +21.7% |