Alpha and Omega Semiconductor Limited (AOSL)

Alpha and Omega Semiconductor Incorporated • Alpha and Omega Semiconductor (Cayman) Ltd. • Alpha and Omega Semiconductor (Shanghai) Co., Ltd. • Alpha & Omega Semiconductor (Shenzhen) Limited • Alpha & Omega Semiconductor (Hong Kong) Limited • Alpha & Omega Semiconductor (Macau), Ltd. • Alpha & Omega Semiconductor (Taiwan) Limited • Alpha & Omega Semiconductor (Germany) GmbH • Agape Package Manufacturing Ltd. • Agape Limited ...

SEC advisor number

801-45517

FINRA CRD number

105548

AUM ?

$29.45 mm (as of 16 Jun 23)

Accounts

246 (as of 16 Jun 23)

Employees

10 (1 investment advisory or research)

Address

Alpha and Omega Semiconductor Limited
475 OAKMEAD PARKWAY
SUNNYVALE
CA 94085

Phone

408-830-9742

Brochures

AOSL stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$37.00

Low target

$27.00

High target

$47.00

Latest filings (excl ownership)

View all

8-K

Changes in Registrant's Certifying Accountant

25 Nov 24

8-K

Submission of Matters to a Vote of Security Holders

5 Nov 24

Results of Operations and Financial Condition

4 Nov 24

ARS

2024 FY

Annual report to shareholders

25 Sep 24

DEFA14A

Additional proxy soliciting materials

25 Sep 24

23 Aug 24

Registration of securities for employees

8 May 24

Transcripts

View all

AOSL

Earnings call transcript

2025 Q1

4 Nov 24

AOSL

Earnings call transcript

2024 Q4

7 Aug 24

AOSL

Earnings call transcript

2024 Q3

7 May 24

AOSL

Earnings call transcript

2024 Q2

6 Feb 24

AOSL

Earnings call transcript

2024 Q1

6 Nov 23

AOSL

Earnings call transcript

2023 Q4

9 Aug 23

AOSL

Earnings call transcript

2023 Q4

9 Aug 23

AOSL

Earnings call transcript

2023 Q3

4 May 23

AOSL

Earnings call transcript

2023 Q2

6 Feb 23

AOSL

Earnings call transcript

2023 Q1

4 Nov 22

Latest ownership filings

View all

Bing Xue

13 Dec 24

144

Notice of proposed sale of securities

Notice of proposed sale of securities

Notice of proposed sale of securities

4 Dec 24

144

Notice of proposed sale of securities

3 Dec 24

Financial summary

Financial statements Chart AOSL financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jun 24	Jun 23	Jun 22	Jun 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	176.22 mm	176.22 mm	176.22 mm	176.22 mm	176.22 mm	176.22 mm
Cash burn (monthly)	(no burn)	1.46 mm	84.00 k	1.12 mm	(no burn)	(no burn)
Cash used (since last report)	n/a	4.08 mm	234.38 k	3.11 mm	n/a	n/a
Cash remaining	n/a	172.14 mm	175.99 mm	173.11 mm	n/a	n/a
Runway (months of cash)	n/a	117.6	2095.1	155.2	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q2 2024

AOSL institutional ownership history Ownership history

72.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	169	124	+36.3%
Opened positions	67	33	+103.0%
Closed positions	22	24	-8.3%
Increased positions	45	40	+12.5%
Reduced positions	39	36	+8.3%

13F shares	Current	Prev Q	Change
Total value	713.46 bn	391.20 bn	+82.4%
Total shares	20.05 mm	18.83 mm	+6.5%
Total puts	99.60 k	15.80 k	+530.4%
Total calls	78.90 k	33.90 k	+132.7%
Total put/call ratio	1.3	0.5	+170.8%

Largest owners	Shares	Value	Change
BLK BlackRock	3.73 mm	$139.32 bn	-0.8%
Vanguard	2.17 mm	$81.11 bn	+2.1%
Dimensional Fund Advisors	2.04 mm	$76.27 bn	-3.0%
Manufacturers Life Insurance Company, The	1.28 mm	$48.01 bn	+15.2%
STT State Street	1.01 mm	$37.62 bn	-24.1%
Wellington Management	810.43 k	$30.29 bn	+12.2%
FMR	587.78 k	$21.97 bn	-12.1%
Gagnon Neil	566.53 k	$34.31 mm	0.0%
Geode Capital Management	547.42 k	$20.46 bn	+6.6%
First Eagle Investment Management	471.64 k	$17.63 bn	+5.6%

Largest transactions	Shares	Bought/sold	Change
STT State Street	1.01 mm	-318.87 k	-24.1%
272 Capital	0.00	-232.10 k	EXIT
Charles Schwab Investment Management	224.61 k	+224.61 k	NEW
Point72 Asset Management	224.48 k	+224.48 k	NEW
Oberweis Asset Management	180.00 k	+180.00 k	NEW
Manufacturers Life Insurance Company, The	1.28 mm	+169.62 k	+15.2%
Jacobs Levy Equity Management	149.10 k	+149.10 k	NEW
Portolan Capital Management	138.00 k	+138.00 k	NEW
Millennium Management	137.28 k	+137.28 k	NEW
GS The Goldman Sachs Group, Inc.	168.95 k	+119.91 k	+244.5%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

AOSL insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
12 Dec 24	Xue Bing	Common Share	Sell	Dispose S	No	Yes	47.38	1,883	89.22 k	127,103
5 Dec 24	Claudia Chen	Common Share	Sell	Dispose S	No	Yes	52.44	1,837	96.33 k	26,572
5 Dec 24	Claudia Chen	Common Share	Sell	Dispose S	No	Yes	51.63	1,200	61.96 k	28,409
5 Dec 24	Claudia Chen	Common Share	Sell	Dispose S	No	Yes	50.27	2,586	130.00 k	29,609
4 Dec 24	Liang Yifan	Common Shares	Sell	Dispose S	No	Yes	50.4368	5,089	256.67 k	265,175
4 Dec 24	Liang Yifan	Common Shares	Sell	Dispose S	No	Yes	50.049	12,791	640.18 k	270,264
4 Dec 24	Liang Yifan	Common Shares	Sell	Dispose S	No	Yes	48.0552	9,247	444.37 k	283,055
4 Dec 24	Liang Yifan	Common Shares	Sell	Dispose S	No	Yes	47.5638	3,877	184.40 k	292,302
3 Dec 24	Xue Bing	Common Share	Sell	Dispose S	No	Yes	41	875	35.88 k	128,986
3 Dec 24	Lucas S. Chang	Common Share	Sell	Dispose S	No	No	42.02	5,051	212.24 k	25,204