Alpha And Omega Semiconductor: Cheaper Stock, Unproven Earnings Durability

Alpha and Omega Semiconductor remains a Hold as margin stability and topline growth are not yet evident. AOSL's gross margins declined to ~21% in Q2 FY26, with operating losses widening and inventory days rising, highlighting ongoing execution challenges. Management is increasing R&D spending by 25% in 2026, aiming for higher-value products, but near-term earnings durability is lacking.

Seeking Alpha • Feb 12, 2026

NVEC vs. AOSL: Which Small-Cap Chip Stock Is the Better Buy?

NVE Corp's niche model, debt-free balance sheet, and lower valuation give it a risk-adjusted edge over Alpha and Omega despite slower growth prospects.

Zacks Investment Research • Feb 10, 2026

Alpha and Omega Semiconductor Limited (AOSL) Q2 2026 Earnings Call Transcript

Alpha and Omega Semiconductor Limited (AOSL) Q2 2026 Earnings Call Transcript

Seeking Alpha • Feb 6, 2026

Alpha and Omega Semiconductor Reports Financial Results for the Fiscal Second Quarter of 2026 Ended December 31, 2025

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Reports Financial Results for the Fiscal Second Quarter of 2026 Ended December 31, 2025.

Business Wire • Feb 5, 2026

Alpha and Omega Semiconductor (AOSL) Reports Q2 Loss, Beats Revenue Estimates

Alpha and Omega Semiconductor (AOSL) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to earnings of $0.09 per share a year ago.

Zacks Investment Research • Feb 5, 2026

Looking for a Fast-paced Momentum Stock at a Bargain? Consider Alpha and Omega (AOSL)

Alpha and Omega (AOSL) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.

Zacks Investment Research • Jan 30, 2026

Alpha and Omega Semiconductor (AOSL) Expected to Beat Earnings Estimates: Should You Buy?

Alpha and Omega (AOSL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Jan 29, 2026

Alpha and Omega Semiconductor Unveils its Powerful αMOS E2™ 600V Super Junction MOSFET Platform

SUNNYVALE, Calif.--(BUSINESS WIRE)--AOS' AOTL037V60DE2 600V MOSFET is designed to meet the growing demand for high efficiency and high-power density across a wide range of applications.

Business Wire • Jan 27, 2026

Alpha and Omega Semiconductor to Announce Fiscal Second Quarter Financial Results on February 5, 2026

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited ("AOS") (Nasdaq: AOSL) today announced that the company will release its financial results for the fiscal second quarter ended December 31, 2025 on Thursday, February 5, 2026, after the market closes. The press release will be followed by a conference call and live webcast at 2:00 p.m. PT / 5:00 p.m. ET, which will be open to the public. During the conference call, the company will review the financial results and discuss.

Business Wire • Jan 14, 2026

Alpha and Omega Semiconductor Enables 48V Hot Swap in AI Servers with New High SOA MOSFET in LFPAK 8x8

SUNNYVALE, Calif.--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited (AOS) (Nasdaq: AOSL), a designer, developer, and global supplier of a broad range of discrete power devices, wide band gap power devices, power management ICs, and modules, today announced its AOLV66935 a 100V High Safe Operating Area (SOA) MOSFET in an LFPAK 8x8 package. AOS' latest MOSFET is designed as an ideal solution for 48V Hot Swap architectures in AI servers. The power demands of AI servers are intensifying, prim.

Business Wire • Dec 2, 2025