** Shares of semiconductor designer Alpha and Omega Semiconductor AOSL.O up 4.0% at $30.50
** Brokerage B Riley Securities raise PT for AOSL to $40 from $35, implying a 36.4% upside to its last close
** B Riley says AOSL could see "acceleration with incremental AI wins or abating competitor pricing"
** Brokerage says fundamental backdrop in 2H25 suggests a "multi-speed tone with hot AI demand, but higher volume PC, smartphone, consumer, and wearables demand inflecting more selectively"
** 2 of 3 brokerages recommend a rating of "buy" while other recommends "hold"; stock has a median PT of $32 - LSEG-compiled data
** Up to last close, stock has fallen 20.8% this year
(Reporting by Arnav Mishra in Bengaluru)
((Arnav.Mishra@thomsonreuters.com;))