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AOSL

๐Ÿ’ป Technology

Alpha and Omega Semiconductor Limited

Conservative #1142Aggressive #1330Moderate RiskHigh 84
$22.63+2.63%
Day High$22.80
Day Low$22.00
Volume0.2M
Mkt Cap$673M
52W Low $1652W High $34
Market Cap
$666M
P/E Ratio
N/A
Rev Growth
5.9%
Sector avg: 14.8%
Earnings Growth
-775.2%
Profit Margin
-15.1%
Sector avg: -110.0%
Debt/Equity
0.04

Why This Score

AOSL scores 28.7 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Minimal leverage (D/E 0.04) provides financial flexibility and downside protection.
  • High conviction (84/100) โ€” fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 2-point penalty for execution risk.
  • Above-average volatility (14.7%) may not suit conservative risk tolerance.

Minor adjustments (-2.8 points) applied. AOSL's rank of #1142 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score28.7
Fundamental Score32.6
ML Score12.0

Score by Horizon

3 Month
30.7
6 Month
34.3
Primary
1 Year
36.1

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
29
Negative
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
60
Grade B
Base
26.5
SHAP
+1.2
Factors
+0.2
Conviction
+1.7
Divergence
-0.8
Final
28.7
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)43.0
Technical (Momentum, Weinstein, Volatility)42.0
External (Sentiment, Analyst, Macro)57.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-10.1% to -4.9%
Medium-term
-13.4% to -5.8%
Long-term
-16.7% to -6.8%

ML Model Core Features100 trained inputs โ†’ ML Score: 12

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+0.0%
Coverage0 analysts
Market Sentiment
Sentiment Score29.3/100
News Volume1 articles
Technical Stage
Weinstein Stage4 โ€” Declining
12M Momentum-0.3%
6M Momentum-0.2%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-3.9%
Momentum ConsistencyStrong (0.84)
Relative Strength vs Sector-28.8%
Trend Strength (ADX Proxy)Moderate (1.7)
Momentum Quality-0.174
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
2%
Low risk
Sector RevGr Rank
P36
Revenue growth vs Technology peers
Sector PE Rank
P78
Valuation vs Technology peers
Sector FCF Rank
P4
Free cash flow vs Technology peers
Growth Deviation
-0.1ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 50 relative to sector peers50/100
Machine learning model ranks this stock at the 42th percentileP42
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +1.2pt (features align with model priorities)โ€”
Blend: 91% fund (50.4) + 9% ML (41.2) + SHAP(+1.2) = 50.8โ€”
Factor quality: +0.2pt (multi-factor composite)โ€”
Risk assessment: moderate. Annualized volatility 14.7%. Max drawdown 31% (-9.3 pts). Price momentum -25% (-4.0 pts)Moderate
Market cap adjustment: -15.0 points ($0.7B market cap)-15.0 pts
Conviction bonus: +1.7pt (conviction=84)โ€”
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -5 pointsGrade B
Quality concern: High accrual ratio (106.4%) โ€” earnings quality concernFlag

Sector Peer Comparison(Technology โ€” Rank #252 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
AOSL28.7N/A5.9%-15.1%$666M
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%โ€”

Market Sentimentvia FMP

Analyst Consensus
Buy11 analysts
Buy: 5Hold: 5Sell: 1
Price Target
$22consensus
Low $22Median $22High $22
-2.8% to consensus target

Company Overviewvia FMP

Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications in Hong Kong, China, South Korea, the United States, and internationally. It offers power discrete products, including metal-oxide-semiconductor field-effect transistors (MOSFET), SRFETs, XSFET, electrostatic discharge, protected MOSFETs, high and mid-voltage MOSFETs, and insulated gate bipolar transistors for use in smart phone chargers, battery packs, notebooks, desktop and servers, data centers, base stations, graphics card, game boxes, TVs, AC adapters, power supplies, motor control, power tools, e-vehicles, white goods and industrial motor drives, UPS systems, solar inverters, and industrial welding. The company also provides power ICs that deliver power, as well as control and regulate the power management variables, such as the flow of current and level of voltage. Its power ICs are used in flat panel displays, TVs, Notebooks, graphic cards, servers, DVD/Blu-Ray players, set-top boxes, and networking equipment. In addition, the company offers aMOS5 MOSFET for quick charger, adapter, PC power, server, industrial power, telecom, and datacenter applications; and Transient Voltage Suppressors for laptops, televisions, and other electronic devices. Further, it provides EZBuck regulators; SOA MOSFET for hot swap applications; RigidCSP for battery management; and Type-C power delivery protection switches. The company was incorporated in 2000 and is headquartered in Sunnyvale, California.

CEO
Stephen Chunping Chang
Employees
2,332
Beta
1.99
Industry
Semiconductors
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
52.3
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-33.8%
High: $34.16
From 52W Low
+42.3%
Low: $15.9
Moving Averages
10-Day
$22.10
Above
20-Day
$22.00
Above
50-Day
$21.50
Above
200-Day
$24.60
Below
60-Day Support
$17.01
60-Day Resistance
$23.75
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 โ€” DecliningScore: 21/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Price vs 200 SMA
-8%
200 SMA Slope (60d)
-3.97%
Falling
Volume Ratio
0.82x
10d avg vs 50d avg
Days in Stage
77
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ2 2025Q1 2025Q4 2025Q3 2025
Revenue$162M$183M$176M$165M
Gross Profit$35M$43M$41M$35M
Operating Income$-14M$-5M$-12M$-11M
Net Income$-13M$-2M$-77M$-11M
EPS (Diluted)$-0.45$-0.07$-2.58$-0.37
Gross Margin21.5%23.5%23.4%21.4%
Operating Margin-8.4%-2.5%-6.6%-6.5%
Net Margin-8.2%-1.2%-43.7%-6.6%

Why This Stock

TechnologyValuation below sector median

Tradability FilterGrade B โ€” 60/100Score impact: -6.4pt

Volume
68
376K avg/day
Dollar Vol
56
$8M/day
Float
55
25M shares
Mkt Cap
33
$666M
Range
100
115% spread
Composite Liquidity Score60/100
FDCBA

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
83.0%
Outstanding Shares
30M
Bid-Ask Spread
115.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.