Alpha and Omega SemiconductorAOSL
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 Q3 regulatory filings by fund managers ($100M+ AUM)
19% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 32
2% more funds holding
Funds holding: 167 [Q2] → 171 (+4) [Q3]
5% more call options, than puts
Call options by funds: $3.82M | Put options by funds: $3.62M
1% less capital invested
Capital invested by funds: $737M [Q2] → $727M (-$10.3M) [Q3]
5% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 55
1.12% less ownership
Funds ownership: 68.71% [Q2] → 67.59% (-1.12%) [Q3]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Stifel Tore Svanberg 70% 1-year accuracy 32 / 46 met price target | 36%downside $27 | Sell Maintained | 6 Nov 2024 |
Benchmark David Williams 66% 1-year accuracy 31 / 47 met price target | 6%downside $40 | Buy Reiterated | 6 Nov 2024 |
B. Riley Securities Craig Ellis 36% 1-year accuracy 22 / 61 met price target | 11%upside $47 | Buy Maintained | 5 Nov 2024 |
Financial journalist opinion
Based on 3 articles about AOSL published over the past 30 days
