Alpha and Omega Q4 revenue beats expectations

Alpha and Omega Semiconductor

06/08/2025 21:08

Overview

Alpha and Omega Q4 revenue rises 9.4% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for Q4 beats estimates at $0.02 per share

Company reports GAAP net loss of $77.1 mln for Q4

Outlook

Company expects Q1 revenue of $183 mln, plus or minus $10 mln

AOS anticipates Q1 GAAP gross margin of 23.8%, plus or minus 1%

Non-GAAP gross margin for Q1 expected at 24.4%, plus or minus 1%

AOS sees Q1 GAAP operating expenses around $47.5 mln, plus or minus $1 mln

Result Drivers

COMPUTING STRENGTH - Revenue driven by record levels in AI and graphics, alongside PC-related pull-ins due to tariff uncertainties, per CEO Stephen Chang

WEARABLES MOMENTUM - Continued momentum in wearables contributed to fiscal Q4 results, according to CEO Stephen Chang

TOTAL SOLUTIONS STRATEGY - CEO Stephen Chang emphasizes growing impact of total solutions strategy across high-performance applications

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$176.50 mln
$170 mln (3 Analysts)
Q4 Adjusted EPS
Beat
$0.02
-$0.01 (3 Analysts)
Q4 EPS
-$2.58
Q4 Adjusted Gross Margin
24.4%
Q4 Adjusted operating income
$2.30 mln
Q4 Operating income
-$11.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy"

Wall Street's median 12-month price target for Alpha and Omega Semiconductor Ltd is $32.00, about 18.5% above its August 5 closing price of $26.07

The stock recently traded at 98 times the next 12-month earnings vs. a P/E of 43 three months ago

Press Release: ID:nBw81lmpDa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)