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Alpha and Omega Semiconductor Limited (AOSL)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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31.80+0.36 (+1.15%)
At close: 4:00PM EDT
32.05 +0.25 (+0.79%)
After hours: 07:28PM EDT
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  • P
    Powerpc_marker
    This Analyst Sees 82% Upside In Alpha & Omega Semiconductor - Read Why
    Benchmark analyst David Williams initiated coverage of Alpha & Omega Semiconductor Ltd
    with a Buy and $55 price target, implying an 82.2% upside.
    The current robust demand environment has accelerated structural improvements. Williams believes Alpha & Omega has now reached a "fundamental inflection point" as it has achieved scale to support a long-term path of double-digit revenue growth.
    Revenue is becoming increasingly diversified, and new products are providing significant content expansion, Williams added.
  • P
    Powerpc_marker
    Benchmark Initiates Coverage On Alpha & Omega with Buy Rating, Announces Price Target of $55
  • K
    KeepTryin
    Investors are starting to get the message, AOSL is in a sweet spot with its power products. Demand is much higher than supply and this is across all suppliers. Pricing power is in their camp and this will be reflected when they announce their earnings. If they can show even a slight improvement, the stock price should hit mid 30’s which is still undervalued VS other semiconductor companies. I hope that the true value will be realized at some point, we should be over 40.00 when that happens.
  • P
    Powerpc_marker
    AOSL is still undervalued and should break new 52 week high soon, Do not forget AOSL has own fabs. That is very advangeous because AOSL can control own price and pick high margin products during semiconductor shortage periods.
  • P
    Powerpc_marker
    Alpha & Omega price target raised to $52 from $48 at B. Riley 05/06/21
    AOSL B. Riley analyst Craig Ellis raised the firm's price target on Alpha & Omega to $52 from $48 and keeps a Buy rating on the shares following the "strong beat and raise" quarter.
  • W
    William
    Nice run for AOSL & I really appreciate the non-rabid Yahoo thread.
  • T
    TH
    I sold all my micron this morning and moved the money to AOSL.
  • d
    davebugs
    Doubled my small position today at 30.53 so now overall down 1%

    We'll see how it goes fo rwhen I may add more.

    It's the start of tax loss selling season - my favorite time to start new positions or add to old ones. So I may not have any more new money for AOSL.
  • P
    Powerpc_marker
    The reasons I like AOSL are (1) it has own Fabs and can freely allocate capacity to high margin products in this semiconductor shortage/constraint environment; (2) Its market cap is too low and trading with 1x sale ; (3) forward PE and trailing PE is too low ( FY 2021, PE=28.68/2.93=9.79; FY 2022, PE=28.68/3.4=8.43; FY2023, PE=28.68/3.64=7.87); (4) good balance sheet and no net debt; (5) analyst' Price target is 39.50; (6) the insiders hold lots of shares: 20.51% of Shares Held by All Insider ; 58.85% of Shares Held by Institutions
  • P
    Powerpc_marker
    Both B. Riley and Benchmark analysts gave AOSL targets above 50$. It is the turn of AOSL to run.
  • K
    KeepTryin
    It feels like AOSL is being manipulated, it gets slammed for no reason and then recovers. It requires more patience on our part and the fortitude not to sell. Earnings will improve again making the stock cheaper and more attractive to a potential buyer of the company. This would be a 50.00 plus dollar stock if that were to happen. This is a value stock and shareholders will be rewarded.
  • K
    KeepTryin
    I like that AOSL is buying back stock however the float is thin already and this makes it thinner which institutions DON'T like. Having said that, the word is getting out that pretty much ALL semiconductor suppliers will benefit from very high demand for MOSFET's and power semiconductors in general. The next 2 quarters are in the bag , profits will rise again which I believe will drive this stock much higher. Customers are locking in orders for all of 2022 and they're willing to pay upfront, the CEO said this on the last earnings call. This speaks volumes and also tells you that demand will be strong for some time to come. I averaged down a few weeks ago and I'm glad I did. GLTA
  • P
    Powerpc_marker
    AOSL has repurchased about 6.8 million shares . It is a smart investment, Now the company only has around 26 million shares outstanding. Below is from company's 8K:

    As of June 30, 2021, the Company had repurchased an
    aggregate of 6,784,648 shares for a total cost of $67.3 million, at an average
    price of $9.92 per share, excluding fees and related expenses, since inception
    of the program. No repurchased shares have been retired. Of the 6,784,648
    repurchased shares, 159,645 shares with a weighted average repurchase price of
    $10.15 per share, were reissued at an average price of $5.24 per share for
    option exercises and vested restricted stock units ("RSU"). As of June 30, 2021,
    $13.4 million remain available under the share repurchase program.
  • K
    KeepTryin
    Business for AOSL has never been better, demand is exceeding supply by a large amount. They can definitely demand higher prices from non strategic customers. My bet is that they will blow away numbers again this quarter which will drive the stock higher. They're in a great spot with product that is in very high demand by the EV car makers.
  • P
    Powerpc_marker
    It is the turn of small cap semiconductor companies especially like undervalued AOSL. AOSL will reach new 52-week high soon.
  • P
    Powerpc_marker
    635k shorted shares have to be covered. Go AOSL!
  • K
    KeepTryin
    It appears to be on a solid upward trend, under appreciated beginning to get some attention.
  • P
    Powerpc_marker
    Alpha & Omega Q4 Adj. EPS $0.95 Beats $0.76 Estimate, Sales $177.30M Beat $170.30M Estimate

    4:02 pm ET August 11, 2021 (Benzinga) Print
    Alpha & Omega (NASDAQ:AOSL) reported quarterly earnings of $0.95 per share which beat the analyst consensus estimate of $0.76 by 25 percent. This is a 227.59 percent increase over earnings of $0.29 per share from the same period last year. The company reported quarterly sales of $177.30 million which beat the analyst consensus estimate of $170.30 million by 4.11 percent. This is a 44.86 percent increase over sales of $122.39 million the same period last year.
  • P
    Powerpc_marker
    It is time for undervalued small cap semiconductor comply like AOSL to shine. My ACLS is on fire today.
  • P
    Powerpc_marker
    Alpha & Omega price target raised to $52 from $48 at B. Riley
    B. Riley analyst Craig Ellis raised the firm's price target on Alpha & Omega to $52 from $48 and keeps a Buy rating on the shares following the "strong beat and raise" quarter.