Alpha and Omega Semiconductor
Supplies discrete devices and power ICs for computing, consumer, communication, and industrial systems.
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Profile
Designs and supplies power semiconductors for computing, consumer, communication, and industrial applications. The business centers on power discrete devices and power ICs, with computing the largest recent end market and manufacturing split across internal and partner capacity.
Designs, develops, and supplies power semiconductors, including Power MOSFET, IGBT, IPM, wide-bandgap devices, modules, power management ICs, gate drivers, TVS protection, and digital power products. The portfolio serves computing, consumer electronics, communication, power supply, and industrial applications.
Revenue is organized as one operating segment, with power discrete products and power ICs as the main product categories. Computing has recently been the largest end market, while consumer, communication, and industrial demand shape the rest of the mix.
Execution depends on integrating semiconductor process technology, product design, and advanced packaging know-how. Manufacturing and supply draw on the Oregon Fab, third-party foundries, Shanghai packaging and testing sites, and the Chongqing JV supply relationship.
Company facts
Categories
Key statistics
Year to date +19.1% · Average volume (30d) 586.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Stifel Nicolaus | Target | $42 | $38 | ||
| Aug 13, 2026 | Williams Trading | Target | $42 | $45 | ||
| Aug 13, 2026 | Needham | Reiterate | Buy | $50 | $45 | |
| Jun 25, 2026 | Lake Street | Initiate | Buy | $58 | ||
| Jun 24, 2026 | Stifel Nicolaus | Target | $36 | $42 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q4 FY26 | −$0.24 | −$0.13 | +45.8% | $168.0M | $170.4M | +1.4% | −15.60% |
| May 6, 2026Q3 FY26 | −$0.34 | −$0.28 | +17.6% | $160.1M | $163.8M | +2.3% | −24.10% |
| Feb 5, 2026Q2 FY26 | −$0.08 | −$0.16 | −100.0% | $160.7M | $162.3M | +1.0% | −5.11% |
| Nov 5, 2025Q1 FY26 | $0.10 | $0.13 | +30.0% | $177.7M | $182.5M | +2.7% | −27.49% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $164.6M | $176.5M | $182.5M | $162.3M | $163.8M | $170.4M | |
| Gross profit | $35.2M | $41.3M | $42.8M | $34.8M | $34.5M | $39.3M | |
| Operating income | −$10.7M | −$11.6M | −$4.6M | −$13.6M | −$14.1M | −$11.0M | |
| Net income | −$10.8M | −$77.1M | −$2.1M | −$13.3M | −$13.8M | −$13.1M | |
| Diluted EPS | −$0.37 | −$2.58 | −$0.07 | −$0.45 | −$0.46 | −$0.43 | |
| Gross margin | 21.4% | 23.4% | 23.5% | 21.5% | 21.1% | 23.1% | |
| Operating margin | -6.5% | -6.6% | -2.5% | -8.4% | -8.6% | -6.4% |
Fiscal years (4-quarter sums)FY22 $777.6M · FY23 $691.3M · FY24 $657.3M · FY25 $696.2M · FY26 $678.9M
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $180.77B · Total debt $27.98B · Total assets $963.56B · Shareholders' equity $797.90B
Dividends
No dividends on record.
Ownership
Shares outstanding 29.93M · Float 24.14M · 80.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.26M | 14.22% | 13F | Aug 7, 2026 |
| State Street Corp | 2.35M | 7.84% | 13F | Aug 7, 2026 |
| Manufacturers Life Insurance Company, the | 1.38M | 4.59% | 13F | Aug 14, 2026 |
| Dimensional Fund Advisors LP | 1.34M | 4.46% | 13F | Aug 11, 2026 |
| Vanguard Portfolio Management LLC | 1.11M | 3.71% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 16, 2026 | Bing Xue | officer: EVP-WW Sales & Bus Development | −875 | $33.99 |
| Jun 16, 2026 | Bing Xue | officer: EVP-WW Sales & Bus Development | −4,916 | $47.09 |
| May 22, 2026 | Claudia Chen | director | −4,061 | $39.53 |
| May 18, 2026 | Bing Xue | officer: EVP-WW Sales & Bus Development | −4,916 | $41.00 |
| Apr 16, 2026 | Bing Xue | officer: EVP-WW Sales & Bus Development | −1,832 | $31.21 |
Peers
- ON Semiconductor
Direct power-device and module rival with SiC and MOSFET scale
- STMicroelectronics (ADR)
Power and energy portfolio overlaps in MOSFETs, GaN, and drivers
- Vishay Intertechnology
Catalog-scale rival in MOSFETs, discretes, power ICs, and modules
- Monolithic Power Systems
Power IC specialist in computing, storage, communications, and industrial
- Texas Instruments
Broad analog and power-management IC rival with massive catalog reach
- Diodes
Discrete, MOSFET, SiC, and power-management catalog overlap
- Power Integrations
High-voltage conversion and GaN overlap in power supplies and AI power
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Alpha and Omega Semiconductor | $24.57 | −0.18% | $737.2M | — | — | 1.1 | −3.5% |
| ON Semiconductor | $72.80 | +0.29% | $28.27B | 46.5 | 18.6 | 4.6 | +9.2% |
| STMicroelectronics (ADR) | $49.33 | −0.10% | $44.07B | 96.8 | 24.8 | 3.3 | +24.4% |
| Vishay Intertechnology | $30.55 | −0.03% | $4.32B | 122.6 | 21.8 | 1.0 | +16.6% |
| Monolithic Power Systems | $1,258.47 | +0.18% | $61.72B | 77.0 | 39.0 | 18.9 | +47.6% |
| Texas Instruments | $258.44 | −0.09% | $236.20B | 39.3 | 27.2 | 12.1 | +22.8% |
| Diodes | $88.00 | −0.02% | $4.04B | 47.6 | 19.0 | 2.5 | +21.7% |
| Power Integrations | $51.52 | +0.05% | $2.87B | 115.8 | 30.7 | 6.4 | +2.7% |
| Median | 77.0 | 24.8 | 4.6 | +21.7% |