AOSL Q2 2026 Earnings Call Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Should l Buy AOSL?
Source: seekingalpha
- Financial Performance Overview: AOSL reported total revenue of $162.3 million for Q2, down 6.3% year-over-year and 11.1% sequentially, with a non-GAAP gross margin of 22.2% and a non-GAAP loss per share of $0.16, indicating challenges amid seasonal market fluctuations and inventory digestion.
- Share Repurchase Signal: The company executed a $13.9 million share repurchase during the quarter as part of a $30 million program, signaling management's confidence in the strategic direction and aiming to enhance shareholder value.
- Increased R&D Investment: Management plans to increase R&D spending by 25% in 2026, focusing on high-performance markets such as AI and medium-voltage MOSFETs, aiming for higher BOM content and sustainable margins in the future.
- Future Outlook: Management anticipates that the March quarter will mark a low point for revenue and margins, with a return to growth expected in the June quarter and a more significant acceleration in 2027, reflecting optimism about new platforms and programs.
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Analyst Views on AOSL
Wall Street analysts forecast AOSL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AOSL is 24.33 USD with a low forecast of 24.00 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
1 Buy
2 Hold
0 Sell
Moderate Buy
Current: 22.510
Low
24.00
Averages
24.33
High
25.00
Current: 22.510
Low
24.00
Averages
24.33
High
25.00
About AOSL
Alpha and Omega Semiconductor Limited is a designer, developer and global supplier of a broad portfolio of power semiconductors. Its portfolio of products targets high-volume applications, including personal computers, graphic cards, game consoles, flat panel televisions (TV), home appliances, power tools, smart phones, battery packs, consumer and industrial motor controls and power supplies for TVs, computers, servers and telecommunications equipment. Its product portfolio consists of two categories: power discrete and power ICs that serve the large and diverse analog market for power semiconductors. Its power discrete products consist of low, medium and high voltage power MOSFETs. Its power ICs deliver power and control and regulate the power management variables, such as the flow of current and level of voltage. Its portfolio of power semiconductors includes approximately 2,700 products. It conducts its operations in the United States of America, Hong Kong, China, and South Korea.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Share Repurchase Signal: The company executed a $13.9 million share repurchase during the quarter as part of a $30 million program, signaling management's confidence in the strategic direction and aiming to enhance shareholder value.
- Increased R&D Investment: Management plans to increase R&D spending by 25% in 2026, focusing on high-performance markets such as AI and medium-voltage MOSFETs, aiming for higher BOM content and sustainable margins in the future.
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- Financial Performance Overview: AOSL reported total revenue of $162.3 million for Q2, down 6.3% year-over-year and 11.1% sequentially, with a non-GAAP gross margin of 22.2% and a non-GAAP loss per share of $0.16, indicating challenges amid seasonal market fluctuations and inventory digestion.
- Share Repurchase Signal: The company executed a $13.9 million share repurchase during the quarter as part of a $30 million program, signaling management's confidence in the strategic direction and aiming to enhance shareholder value.
- Increased R&D Investment: Management plans to increase R&D spending by 25% in 2026, focusing on high-performance markets such as AI and medium-voltage MOSFETs, aiming for higher BOM content and sustainable margins in the future.
- Future Outlook: Management anticipates that the March quarter will mark a low point for revenue and margins, with a return to growth expected in the June quarter and a more significant acceleration in 2027, reflecting optimism about new platforms and programs.
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- Revenue Performance: The company reported revenue of $162.3 million, a 6.3% year-over-year decline, although it beat expectations by $1.63 million, reflecting weak market demand that could impact future investment decisions.
- Future Outlook: For fiscal Q3 2026, revenue is expected to be approximately $160 million, with a range of ±$10 million, and a GAAP gross margin forecast of 20.2%, suggesting that cost control efforts may affect profitability.
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