Ultime notizie per Alpha & Omega (NASDAQ:AOSL) Azioni

Alpha & Omega

Alpha & Omega Semiconductor Ltd designs, develops and supplies a portfolio of power semiconductors targeting various applications, including personal computers, flat-panel TVs, LED lighting, smartphones, battery packs, consumer and industrial motor controls and power supplies for TVs, computers, servers and telecommunications equipment. It generates revenue mainly from the sale of power semiconductors, consisting of power discretes and power ICs with a presence in Hong Kong, China, South Korea, the United States and other countries.

Alpha and Omega Semiconductor Limited - Common Shares

Alpha & Omega Semiconductor Ltd

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iShares PHLX SOX Semiconductor Sector Index Fund

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Shares of chip stocks are trading higher amid overall market strength on reports indicating China is assessing US trade talks. Additionally, jobs data may be easing some market fears. NVIDIA shares rose on reports indicating the company is working on China-tailored chips.

<h3>Gainers</h3>
<ul>
<li>Twilio (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TWLO#NYSE">TWLO</a>) shares moved upwards by 7.3% to $105.0 during Thursday's after-market session. The market value of their outstanding shares is at $16.0 billion. As per the news, the Q1 earnings report came out today. </li>
<li>GSI Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GSIT#NASDAQ">GSIT</a>) stock moved upwards by 5.73% to $3.32. The company's market cap stands at $84.9 million. As per the press release, Q4 earnings came out today. </li>
<li>Ribbon Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RBBN#NASDAQ">RBBN</a>) shares increased by 5.26% to $3.4. The market value of their outstanding shares is at $598.1 million. The company's, Q1 earnings came out 2 days ago. </li>
<li>Abits Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABTS#NASDAQ">ABTS</a>) shares increased by 4.89% to $3.0. The company's market cap stands at $7.1 million. </li>
<li>Blaize Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BZAI#NASDAQ">BZAI</a>) stock rose 4.87% to $2.58. The market value of their outstanding shares is at $262.3 million. </li>
<li>Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) shares moved upwards by 4.62% to $20.31. The market value of their outstanding shares is at $597.3 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>SmartRent (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMRT#NYSE">SMRT</a>) shares fell 20.8% to $0.76 during Thursday's after-market session. The market value of their outstanding shares is at $146.4 million. </li>
<li>Atlassian (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>) shares decreased by 15.11% to $194.47. The company's market cap stands at $50.9 billion. The company's, Q3 earnings came out today. </li>
<li>Viavi Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VIAV#NASDAQ">VIAV</a>) stock declined by 9.86% to $9.6. The market value of their outstanding shares is at $2.1 billion. As per the press release, Q3 earnings came out today. </li>
<li>BigBear.ai Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>) stock declined by 9.29% to $3.03. The market value of their outstanding shares is at $875.6 million. As per the news, the Q1 earnings report came out today. </li>
<li>Nvni Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVNI#NASDAQ">NVNI</a>) shares declined by 8.01% to $0.37. The company's market cap stands at $34.3 million. </li>
<li>Saiheat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIH#NASDAQ">SAIH</a>) shares fell 7.16% to $6.36. The market value of their outstanding shares is at $10.7 million. As per the news, the FY earnings report came out 3 days ago. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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12 Information Technology Stocks Moving In Thursday's After-Market Session

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Shares of semiconductor companies are trading higher amid overall market strength due to March's strong durable goods orders economic data, and President Trump's announcement that he met with China earlier today.

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Maxeon Solar Technologies, Ltd. - Ordinary Shares

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MAWSON INFRSTRUCTURE GRP by Mawson Infrastructure Group Inc.

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Shares of companies within the broader technology sector are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Additionally, Trump indicated the final tariff rate would be less than the current 145% but not 0%.

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TSEM

Shares of semiconductor companies are trading lower after Huawei announced it's preparing AI chips as an alternative to Nvidia. Additionally, trade restrictions and tariff concerns are weighing on stocks in the industry.

Stifel analyst Tore Svanberg maintains Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) with a Sell and lowers the price target from $30 to $18.

News

Price Target

Analyst Ratings

Stifel Maintains Sell on Alpha & Omega, Lowers Price Target to $18

Shares of chip stocks are trading lower after NVIDIA said it was recently informed by the US government that it will need a license to export chips to China. Additionally, warned that tariffs have increased uncertainty surrounding the company's outlook, which may be adding to the weakness across the board.

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Shares of chip stocks are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

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Shares of chip stocks are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Shares of chip stocks are trading lower amid an overall market reversal on US-China trade tensions.

<h3>Gainers</h3>
<ul>
<li>Wellchange Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WCT#NASDAQ">WCT</a>) stock increased by 15.8% to $0.32 during Monday's pre-market session. The company's market cap stands at $15.0 million. </li>
<li>Clearwater Analytics Hldg (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CWAN#NYSE">CWAN</a>) shares moved upwards by 15.23% to $27.0. The market value of their outstanding shares is at $6.5 billion. </li>
<li>Forward Industries (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FORD#NASDAQ">FORD</a>) stock rose 13.67% to $7.73. The company's market cap stands at $8.5 million. </li>
<li>Climb Global Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLMB#NASDAQ">CLMB</a>) stock rose 12.79% to $111.97. The market value of their outstanding shares is at $515.8 million. </li>
<li>Marin Software (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRIN#NASDAQ">MRIN</a>) stock increased by 10.52% to $1.26. The company's market cap stands at $3.9 million. </li>
<li>Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) stock increased by 9.14% to $20.17. The market value of their outstanding shares is at $593.3 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>ReAlpha Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIRE#NASDAQ">AIRE</a>) stock declined by 37.8% to $0.65 during Monday's pre-market session. The company's market cap stands at $29.9 million. </li>
<li>Kingsoft Cloud Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KC#NASDAQ">KC</a>) shares declined by 19.5% to $10.74. The market value of their outstanding shares is at $2.5 billion. </li>
<li>Zebra Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZBRA#NASDAQ">ZBRA</a>) shares fell 19.46% to $180.0. The company's market cap stands at $9.2 billion. </li>
<li>Cipher Mining (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIFR#NASDAQ">CIFR</a>) stock declined by 19.05% to $1.7. The company's market cap stands at $614.6 million. </li>
<li>Gorilla Tech Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRRR#NASDAQ">GRRR</a>) stock decreased by 18.58% to $13.72. The company's market cap stands at $253.3 million. </li>
<li>Zepp Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZEPP#NYSE">ZEPP</a>) stock decreased by 17.63% to $2.15. The market value of their outstanding shares is at $128.9 million. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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12 Information Technology Stocks Moving In Monday's Pre-Market Session

Shares of semiconductor companies are trading lower as markets react to President Trump's announcement of sweeping tariffs.

Shares of semiconductor stocks are trading lower after a Wall Street Journal report revealed that Chinese buyers have been ordering Nvidia chips despite U.S. restrictions. Additionally, President Trump confirmed Mar. 4 tariffs, which could drive further trade uncertainty.

ACMR, ALAB, AMAT, AMBA, AMD, AMKR, AOSL, ARM, ARQQ, ASML, ASX, ATO, CAMT, CRDO, ENTG, FORM, HIMX, ICHR, INTC, KLAC, KLIC, LAES, LRCX, MKSI, MTSI, MU, MXL, NN, NVDA, NVMI, NVTS, ONDS, ONTO, QUIK, RGTI, RMBS, SITM, SKYT, SMH, SMTC, SOXX, STM, TSEM, TSM, UCTT, VUZI, WOLF

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Shares of semiconductor companies are trading lower in sympathy with Nvidia, which reversed amid a possible selloff after reporting Q4 financial results.

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Shares of semiconductor companies are trading higher in anticipation of Nvidia's Q4 earnings which are scheduled to be reported after hours today. Additionally, large AI investment announcements from Apple and Meta this week may be buoying the industry.

Benchmark analyst David Williams maintains Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) with a Buy and raises the price target from $40 to $42.

Benchmark Maintains Buy on Alpha & Omega, Raises Price Target to $42

General

Alpha and Omega Semiconductor shares are trading higher after analyst Ming-Chi Kuo on social media said the company secured an Nvidia AI server order.

<a href="https://mingchikuo.craft.me/uR7eTcgEa1hWEB">https://mingchikuo.craft.me/uR7eTcgEa1hWEB</a>
Key Takeaways:
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1.
Nvidia accelerates GB300 NVL72 development and plans to pull in DrMOS/SPS orders earlier, with a total of 2025 purchases expected to surpass 150M units.
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2.
AOS confirmed as the primary DrMOS supplier for GB300 NVL72 (70% market share). AOS is expected to ship 50–60M DrMOS units in 2Q25 (vs. market consensus of mass shipments starting in 4Q25).
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3.
AOS enters the Nvidia AI server supply chain with GB300 NVL72. AOS's investment sentiment and performance are unaffected by the earlier transition from GB200 to GB300. AOS is likely to exit its losses as early as 2Q25/FY25Q4.
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Latest Industry Surveys and Updates:
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1.
GB300 NVL72 adopts graphics card-grade 5x5 DrMOS (a.k.a. SPS) to reduce costs. Key differences from GB200 NVL72 include lower current specifications, over-current limit (OCL) removal, and lower costs.
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2.
These changes result in ~30% increased DrMOS usage per GB300 NVL72 rack, but with ~50% lower ASP, leading to an overall DrMOS cost reduction of 35-40%.
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3.
Recent Nvidia validation confirms AOS as the primary DrMOS supplier with 70% market share (MPS as 2nd supplier). To ensure smooth delivery amid robust demand for AOS's production capacity, Nvidia placed orders early, with AOS expected to ship 50-60M units for 2Q25.
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4.
The controller fully manages GB300 NVL72's OCL. MPS will ship controllers that work with AOS DrMOS, with expected shipments of ~1.2M units in 2Q25. Due to specification upgrades, GB300 NVL72 requires ~60% more controllers per rack compared to GB200 NVL72.
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5.
These findings indicate Nvidia's accelerated GB300 system development, primarily responding to CSP demand.
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Analysis &amp; Conclusions:
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1.
Thanks to Nvidia's early DrMOS orders, AOS's 2025 revenue is expected to grow 10% YoY (vs. market consensus of 2-4%). The company could break even as early as 2Q25, with further profit improvements in 2H25 - beating market expectations of continued losses through 2Q-3Q25.
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2.
AOS's future growth drivers include: increased GB200 NVL72 shipments in 2026, new lower-end GB300 models and HGX/DGX B300 deliveries, and rising significantly Rubin DrMOS demand.
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3.
As the controller supplier for Nvidia's RTX 50 series GPUs, AOS is well-positioned to get GB300 NVL72 controller orders.
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4.
Recent stock price corrections for Nvidia and its supply chain, triggered by DeepSeek, also reflect concerns that GB200 NVL72 shipments may be falling short of expectations. As Nvidia accelerates the transition from GB200 to GB300, new winners and losers will emerge. Existing GB200 suppliers are not necessarily at a disadvantage, but new suppliers entering with GB300—such as AOS—are likely to garner heightened market attention.
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5.
Note that in the near term, AOS's shipments will not reflect GB300 NVL72 rack deliveries. AOS will start shipping in 2Q25 primarily because Nvidia placed early orders to ensure smooth supply.

Trading Ideas

Analyst Ming-Chi Kuo Posts "Alpha and Omega Semiconductor (AOS) Secures Its First Nvidia AI Server Order, Emerging as the Leading and Primary Beneficiary of GB300 NVL72; Poised to Exit Losses by 2Q25/FY25Q4"

<h3>Gainers</h3>
<ul>
<li>Digital Turbine (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPS#NASDAQ">APPS</a>) stock increased by 25.5% to $3.19 during Thursday's pre-market session. The company's market cap stands at $330.7 million. As per the news, the Q3 earnings report came out yesterday. </li>
<li>TTM Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTMI#NASDAQ">TTMI</a>) shares rose 21.06% to $30.0. The market value of their outstanding shares is at $3.0 billion. As per the press release, Q4 earnings came out yesterday. </li>
<li>SEALSQ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LAES#NASDAQ">LAES</a>) stock moved upwards by 17.01% to $4.47. The market value of their outstanding shares is at $351.1 million. </li>
<li>Coherent (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) shares increased by 15.43% to $104.01. The market value of their outstanding shares is at $16.0 billion. As per the press release, Q2 earnings came out yesterday. </li>
<li>Atomera (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ATOM#NASDAQ">ATOM</a>) stock increased by 13.39% to $10.5. The company's market cap stands at $302.1 million. </li>
<li>Castellum (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/CTM#AMEX">CTM</a>) stock rose 11.37% to $0.85. The market value of their outstanding shares is at $65.7 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Skyworks Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) shares declined by 28.0% to $62.7 during Thursday's pre-market session. The company's market cap stands at $10.0 billion. As per the press release, Q1 earnings came out yesterday. </li>
<li>Impinj (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PI#NASDAQ">PI</a>) shares decreased by 21.94% to $99.19. The company's market cap stands at $2.7 billion. As per the news, the Q4 earnings report came out yesterday. </li>
<li>FormFactor (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FORM#NASDAQ">FORM</a>) shares declined by 21.41% to $32.32. The company's market cap stands at $2.5 billion. As per the news, the Q4 earnings report came out yesterday. </li>
<li>Alpha &amp; Omega (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AOSL#NASDAQ">AOSL</a>) stock decreased by 11.8% to $38.22. The company's market cap stands at $1.1 billion. As per the news, the Q2 earnings report came out yesterday. </li>
<li>ePlus (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUS#NASDAQ">PLUS</a>) stock fell 8.57% to $74.0. The market value of their outstanding shares is at $1.9 billion. As per the news, the Q3 earnings report came out yesterday. </li>
<li>Arrow Electronics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARW#NYSE">ARW</a>) stock declined by 8.37% to $105.3. The market value of their outstanding shares is at $5.5 billion. As per the press release, Q4 earnings came out today. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

APPS

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PLUS

TTMI

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Press Releases

Alpha and Omega Semiconductor to Participate in the 27th Annual Needham Growth Conference on January 15, 2025 in New York City

Alpha and Omega Semiconductor to Announce Fiscal Second Quarter Financial Results on February 5, 2025

Alpha and Omega Semiconductor Reports Financial Results for the Fiscal Second Quarter of 2025 Ended December 31, 2024

At APEC 2025, Alpha and Omega Semiconductor to Feature Its Groundbreaking Controllers for AI and Robust Packaging Advancements

Alpha and Omega Semiconductor Adds Two New Advanced MOSFET Package Options for High-Current Applications

Alpha and Omega Semiconductor to Announce Fiscal Third Quarter Financial Results on May 7, 2025

At PCIM 2025, Alpha and Omega Semiconductor to Showcase Its Groundbreaking Power Management Innovations in Key Application Areas

Alpha and Omega Semiconductor Unveils Its Mega IPM-7 Series Intelligent Power Modules Engineered to Improve Application Performance and Deliver Increased Power Density

Alpha and Omega Semiconductor Introduces Gen3 1200V αSiC MOSFETs Designed to Maximize Efficiency in High Power Applications

Alpha and Omega Semiconductor Enables 48V Hot Swap in AI Servers with New High SOA MOSFET

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