Alpha and Omega Semiconductor, Ltd. (AOSL)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
$25.20+3.07%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · AOSL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on stabilizing revenue and achieving modest growth through expanding Advanced Computing and Communications segments.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $162.3 million in 2026-Q2 to $170.4 million in 2026-Q4, a 4.0% increase. Management consistently emphasized modest revenue growth driven by Advanced Computing and Communications segments, indicating delivering progress on this priority.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Advanced Computing is now a clear and growing contributor to both revenue and earnings... expect modest revenue growth for the calendar year.”
“We believe the December and March quarters marked a near-term bottom for both revenue and margins... expect modest revenue growth for the calendar year.”
“We expect improving product mix and increasing contributions from higher-performance applications to drive sequential improvement beginning in the June quarter.”
Continue efforts to reduce operating losses and improve operating income through cost management and product mix improvements.
Stated as a priority in 3 of last 3 quarters. Non-GAAP operating loss improved from $8.7 million in 2026-Q3 to $4.8 million in 2026-Q4, and GAAP operating loss improved from $14.1 million to $11.0 million over the same period. Management's focus on reducing losses and improving operating income shows delivering progress.
“Non-GAAP operating loss was $4.8 million as compared to $8.7 million from last quarter.”
“Non-GAAP operating loss was $8.7 million as compared to $5.2 million of operating loss for the prior quarter.”
“Non-GAAP operating loss was $5.2 million, down from $2.5 million operating income in prior quarter.”
Improve cash flow from operating activities to support financial stability and investment capacity.
Stated as a priority in 3 of last 3 quarters. Cash flow used in operating activities increased slightly from $8.3 million in 2026-Q3 to $10.0 million in 2026-Q4, while cash and cash equivalents remained strong at $180.8 million. The trajectory shows mixed progress with cash flow usage increasing but liquidity maintained.
“Consolidated cash flow used in operating activities was $10.0 million, compared to $8.3 million in prior quarter.”
“Consolidated cash flows used in operating activities was $8.3 million, compared to $8.1 million in prior quarter.”
“Consolidated cash flows used in operating activities was $8.1 million, compared to $10.2 million in prior quarter.”
Invest in R&D and product development to grow sales in higher-performance applications and improve product mix.
Stated as a priority in 3 of last 3 quarters. Management consistently emphasized expanding higher-performance applications and improving product mix as drivers of growth. While no direct financial metrics isolate this, revenue and gross margin trends support a positive trajectory aligned with this priority.
“We continue to execute on our strategy to become a provider of application-specific total solutions, expanding into higher-performance applications.”
“We are encouraged by the growing contribution from higher-performance applications and improving product mix.”
“We expect improving product mix and increasing contributions from higher-performance applications to drive sequential improvement.”
Enhance board expertise by appointing an independent director with experience in business development and supply chain.
Newly stated in 2026-07-10. The company appointed Joshua Chien as an independent director to strengthen the board with expertise in business development and supply chain. This is a one-time event with no direct financial metrics but supports governance and strategic execution.
Over the trailing year it converted 114.17x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=3128).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.