AOSL Earnings

AOSL reported its FY2026Q2 earnings on 2026-02-05, showcasing a revenue of 0.00 against an estimate of 160.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected -0.04 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following AOSL's FY2026Q2 earnings announcement on 2026-02-05, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, AOSL's stock price tends to shift by an average of +4.41% in the 10 days leading up to earnings and -5.34% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate AOSL’s annual revenue to reach 161.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -3.27% and EPS estimates Revise Downward by -4.28% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between AOSL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Downward by -3.27%, while EPS estimates moved Revise Downward by -4.28% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AOSL's stock price typically moves by +4.41% in the 10 days before its earnings and -5.34% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.00 and revenue of 161.00M.

The earnings call presents mixed signals: while the company shows growth potential in AI and smartphones, there are concerns about margin degradation, delayed AI revenue, and ASP erosion. The Q&A highlights management's confidence in strategic investments but also reveals uncertainties about demand and pricing. Given the small market cap, the stock may react more strongly, but the overall sentiment is balanced by both positive growth strategies and negative short-term challenges, leading to a neutral stock price prediction.