Wedge Capital Management L L P NC Sells 21,114 Shares of Alpha and Omega Semiconductor Limited $AOSL

Wedge Capital Management L L P NC decreased its holdings in shares of Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) by 18.8% in the 2nd quarter, Holdings Channel reports. The fund owned 91,440 shares of the semiconductor company’s stock after selling 21,114 shares during the period. Wedge Capital Management L L P NC’s holdings in Alpha and Omega Semiconductor were worth $4,328,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Royal Bank of Canada boosted its stake in shares of Alpha and Omega Semiconductor by 7.4% in the 1st quarter. Royal Bank of Canada now owns 11,939 shares of the semiconductor company’s stock valued at $297,000 after purchasing an additional 820 shares in the last quarter. AQR Capital Management LLC acquired a new position in Alpha and Omega Semiconductor during the 1st quarter worth approximately $471,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Alpha and Omega Semiconductor by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,167 shares of the semiconductor company’s stock valued at $352,000 after purchasing an additional 624 shares during the last quarter. Strs Ohio bought a new position in Alpha and Omega Semiconductor in the 1st quarter valued at approximately $70,000. Finally, Creative Planning acquired a new stake in Alpha and Omega Semiconductor in the second quarter valued at approximately $248,000. Institutional investors own 78.97% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on AOSL shares. Wall Street Zen cut shares of Alpha and Omega Semiconductor from a “hold” rating to a “sell” rating in a research note on Saturday, July 25th. Stifel Nicolaus increased their price target on Alpha and Omega Semiconductor from $36.00 to $42.00 and gave the company a “hold” rating in a research note on Wednesday, June 24th. Weiss Ratings restated a “sell (d-)” rating on shares of Alpha and Omega Semiconductor in a research report on Friday, July 17th. Needham & Company LLC began coverage on Alpha and Omega Semiconductor in a report on Friday, May 1st. They issued a “buy” rating and a $50.00 target price for the company. Finally, Lake Street Capital initiated coverage on Alpha and Omega Semiconductor in a research report on Thursday, June 25th. They issued a “buy” rating and a $58.00 target price for the company. Three research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $40.00.

Alpha and Omega Semiconductor Price Performance

Shares of AOSL opened at $36.28 on Thursday. The business has a 50-day moving average of $38.29 and a 200-day moving average of $32.50. The company has a market capitalization of $1.09 billion, a price-to-earnings ratio of -10.19 and a beta of 2.60. Alpha and Omega Semiconductor Limited has a 1 year low of $17.01 and a 1 year high of $54.34.

Alpha and Omega Semiconductor (NASDAQ:AOSL) last announced its earnings results on Wednesday, August 12th. The semiconductor company reported ($0.13) EPS for the quarter, beating the consensus estimate of ($0.24) by $0.11. The business had revenue of $170.37 million for the quarter, compared to analysts’ expectations of $168.00 million. Alpha and Omega Semiconductor had a negative return on equity of 4.30% and a negative net margin of 15.51%.The firm’s revenue was down 3.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.02 earnings per share. As a group, sell-side analysts anticipate that Alpha and Omega Semiconductor Limited will post -1.5 EPS for the current year.

Insider Activity

In other news, EVP Bing Xue sold 4,916 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $47.09, for a total value of $231,494.44. Following the sale, the executive vice president directly owned 123,660 shares of the company’s stock, valued at approximately $5,823,149.40. This represents a 3.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 16.70% of the company’s stock.

Alpha and Omega Semiconductor News Roundup

Here are the key news stories impacting Alpha and Omega Semiconductor this week:

• Positive Sentiment: Quarterly results beat estimates: AOSL reported a quarterly loss of $0.13 per share, narrower than the Zacks consensus loss of $0.23 and last year’s $0.02 profit. Revenue reached $170.4 million, above the $168 million analyst estimate. Alpha and Omega Semiconductor Reports Q4 Loss, Beats Revenue Estimates
• Positive Sentiment: Sequential operating improvement: Fiscal fourth-quarter revenue increased 4% from the prior quarter, while GAAP gross margin improved to 23.1% from 21.1% and the operating loss narrowed to $11 million from $14.1 million.
• Positive Sentiment: Cash position remains solid: The semiconductor company ended the quarter with $180.8 million in cash and cash equivalents, providing financial flexibility while it works toward returning to profitability.
• Neutral Sentiment: Fiscal first-quarter outlook is mixed: AOSL expects revenue of $166 million to $186 million, with a midpoint of $176 million. That is close to, but below, the $180.6 million consensus estimate, making the guidance neither a clear upside nor a major warning.
• Neutral Sentiment: Analyst stance remains cautious: Alpha and Omega Semiconductor has a consensus analyst rating of “Hold,” suggesting limited conviction despite the earnings beat.
• Negative Sentiment: Losses and annual revenue decline continue: GAAP net loss was $13.1 million, or $0.43 per diluted share, while fiscal 2026 revenue fell 2.5% to $678.9 million from $696.2 million. The company also posted negative profitability metrics.
• Negative Sentiment: Insider selling may weigh on sentiment: Company insiders recorded 15 sales and only one purchase over the past six months, including sales by the CEO, CFO and an executive vice president.

Alpha and Omega Semiconductor Profile

Alpha and Omega Semiconductor Limited (NASDAQ: AOSL) is a designer and supplier of power semiconductor components used in power management applications across a range of electronic systems. The company offers a broad portfolio of discrete and integrated power devices, including power MOSFETs, rectifiers, voltage regulators, and power management ICs. These products are optimized for high efficiency, compact form factors and thermal performance, catering to the growing demands of energy-sensitive applications in computing, consumer electronics, communications and industrial markets.

Since its founding in 2000, Alpha and Omega Semiconductor has leveraged in-house design expertise and strategic partnerships with manufacturing facilities to deliver scalable, high-volume production.