Alpha and Omega SemiconductorAOSL
Market Cap: $930M
About: Alpha & Omega Semiconductor Ltd designs, develops and supplies a portfolio of power semiconductors targeting various applications, including personal computers, flat-panel TVs, LED lighting, smartphones, battery packs, consumer and industrial motor controls and power supplies for TVs, computers, servers and telecommunications equipment. It generates revenue mainly from the sale of power semiconductors, consisting of power discretes and power ICs with a presence in Hong Kong, China, South Korea, the United States and other countries.
Employees: 2,332
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
108% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 24
70% more capital invested
Capital invested by funds: $427M [Q1] → $728M (+$301M) [Q2]
18% more funds holding
Funds holding: 141 [Q1] → 167 (+26) [Q2]
8% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 48
1% more call options, than puts
Call options by funds: $3.94M | Put options by funds: $3.89M
0.66% less ownership
Funds ownership: 68.56% [Q1] → 67.9% (-0.66%) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Stifel Tore Svanberg 46% 1-year accuracy 22 / 48 met price target | 12%upside $36 | Sell Maintained | 18 Jul 2024 |
B. Riley Securities Craig Ellis 19% 1-year accuracy 7 / 37 met price target | 56%upside $50 | Buy Maintained | 11 Jul 2024 |
Benchmark David Williams 31% 1-year accuracy 11 / 36 met price target | 31%upside $42 | Buy Maintained | 28 Jun 2024 |
B. Riley Securities Craig Ellis 19% 1-year accuracy 7 / 37 met price target | 25%upside $40 | Buy Maintained | 20 Jun 2024 |