Alpha & Omega Semiconductor, Ltd.

Company Details:

Company Symbol: AOSL
Sector: Semiconductors
Company Rating:
URL: http://www.aosmd.com

Related Research

  • 09/12/17 Morning Note B. Riley AM Note: DCO, Semiconductors (AOSL, AVGO, INTC, MRVL, NVDA, SWKS)
  • 08/10/17 Update AOSL ($18.10, Buy; $30.00 PT): Sales Outperform The Street While GM Surge To Mult-Year Highs; PT Is $30.00, Buy
  • 08/10/17 Morning Note B. Riley AM Note: AOSL, ARTX, CLRO, FSNN, HCHC, JCP, LITE, LRCX, PCOM, PDVW, RELY, VIAV, VRS, VSAT
  • 08/07/17 Morning Note B. Riley AM Note: AMC, AOSL, ARTX, AUXO, CNK, CYTX, DRAD, NLST, ON, NVDA, PRMW, RELY, VPG, VRS, VSAT; Internet (APPS, GDDY, TRUE)
  • 08/07/17 Update AOSL ($16.47, Buy; $30.00 PT): Expect Strong Print+Guide To Deliver Target Financial Model; PT Is $30.00, Reiterate Buy
  • 07/13/17 Morning Note B. Riley AM Note: AMAT, AOSL, FORM, FSNN, HCHC, INTC, KLIC, MCHP, MRVL, NVDA, ON, RGC, SANW, SMTC, SWKS
  • 06/15/17 Morning Note B. Riley AM Note: ACLS, ADI, AOSL, FNSR, ON
  • 06/13/17 Morning Note B. Riley AM Note: AOSL, APPS, AVGO, IMAX, INTC, IVAC, JCP, JIVE (discontinuation), MRVL, ON
  • 05/12/17 Morning Note B. Riley AM Note: AOSL, CHKE, CYTX, DCO, DKS, FL, HIBB, IDCC, INPX (downgrade), INTC, MCFT, MRVL, ON, RELY, UFAB, VIVE, WYY
  • 05/04/17 Morning Note B. Riley AM Note: AOSL, CNK, CVU, DHX, FN, FORM, GRPN, HDSN, IDCC, KLIC, LOV, NPTN, NSIT, PCOM, RNWK, RUBI, SRI, STMP, TACT, TIVO, WEYS, ZUMZ
  • 05/04/17 Update AOSL ($18.00, Buy; $30.00 PT): Strong Beat+Raise Confounds Recent Supply Constraint Fears; PT Remains $30.00; Buy
  • 05/01/17 Morning Note B. Riley AM Note: AMC, DHX, DRAD, IDCC, NLS, PCOM, RNWK, SIMO, TYPE (downgrade), VFC, VIAV, VNCE; Internet (ABTL, AKAM, BCOV, GDDY, GRPN, LFGR, RUBI, WEB), Semiconductors (AOSL, ON, SQNS), Semi. Cap. Equipment (ACLS, FORM, KLIC)
  • 05/01/17 Update Industry Update - Semiconductor Week #4 Preview: SQNS, AOSL, And ON
  • 03/23/17 Morning Note B. Riley AM Note: AOSL, AVGO, BV, DHXB (initiation), EVLV, GDDY, INTC, KTOS, MRVL, SWKS; Internet (ABTL, TRUE)
  • 03/08/17 Update AOSL ($17.55, Buy; $30.00 PT): Stock Pull-Back Lacks Fundamental Catalysts, Creates Entry Opportunity; Add To AOSL
  • 03/08/17 Morning Note B. Riley AM Note: AOSL, AUXO (initiation), CVU, DKS, EKSO, LGF.A, NTRI, NVDA, NVTR, OOMA, RLH, SWKS, TRUE
  • 02/09/17 Update AOSL ($20.83, Buy; $30.00 PT): Another Beat/Raise As Execution Shines; Supply Constraints Appear Benign; PT To $30.0
  • 02/09/17 Morning Note B. Riley AM Note: AOSL, BLKB, CAMT, FORM, LGF.A, LLNW, OSIS, PCMI, RNWK, TYL; Boardsports (DECK, NKE, VFC), Footwear (BOOT, COLM, DECK, RCKY, VFC, WEYS, WWW)
  • 02/06/17 Update Industry Update: Semiconductors Week #4 Preview: MCHP, AOSL, NVDA, And ON, Plus INTC A-Day And TXN Cap Mgt
  • 02/06/17 Morning Note B. Riley AM Note: AVGO, CLX, IPHI, KIRK, SBH, SWKS, TUES, VSAT; Internet (AKAM, APPS, LLNW, P, WEB, YELP), Semiconductors (AOSL, INTC, MCHP, NVDA, ON, TXN), Semi. Cap. Equipment (CAMT, FORM)
  • 11/23/16 Morning Note B. Riley AM Note: ADI, AOSL, CLS, DSW, EVLV, INTC, KIRK, MAT, MRVL, OOMA; Footwear (COLM, CROX, DECK, VFC, WEYS, WWW), Boardsports (DECK, NKE, VFC)
  • 11/14/16 Update Industry Update: Semiconductors - Taiwan October Sales Semiconductor Laterals And Initial Post-Election Sector Implications (AOSL, AVGO, INTC, MRVL, SWKS)
  • 11/14/16 Morning Note B. Riley AM Note: FL, GSM, HEAR, HIBB, JCP, MAMS, SENS, UFAB; Boardsport (DECK, NKE, VFC), Footwear (COLM, DECK, RCKY, VFC, WEYS, WWW), Semiconductors (AOSL, AVGO, INTC, MRVL, SWKS), Semi. Cap. Equipment (AMAT, KLIC, LRCX)
  • 11/04/16 Update AOSL ($20.40, Buy; $28.00 PT): Another Beat/Raise; Secular Tailwinds And Execution Continues To Improve; PT To $28.0
  • 11/04/16 Morning Note B. Riley AM Note: ABTL, AOSL, CARB, CFMS, CTSO, CVU, DCO, DHX, FARM, FN, GUID, IMMR, KE, KW, LGF, MAT, NPTN, PBH, REIS, RNWK, ROG, SENS, STMP, SWKS, TIVO, TREC, TRUE, UEIC, VPG, WEB, WYY; B. Riley & Co. Focus List Update
  • 10/31/16 Update Industry Update - Semiconductor Week #3 Results Preview: Expectations For EXAR, AOSL, SWKS, ON, MCHP
  • 10/13/16 Morning Note B. Riley AM Note: ADI, AOSL, INTC, ISIL, LLTC, MXIM, ON, PII, RDI, ROG, SMTC, SWKS, TXN; Consumer Products (AVP, CL, CLX, COTY, EL, FLWS, FTD, IPAR, JAKK, KMB, MAT, NTRI, NWL, PBH, PG, PRGO, SBH), EMS (BHE, CLS, FLEX, IEC, JBL, KTCC, KE, PLXS, SANM, SPA)
  • 09/30/16 Update Industry Update - Semiconductors: Reported QCOM Talks For NXPI Rekindle Focus On Semi Sector M&A Possibilities (AOSL, EXAR, SLAB, SMTC, SQNS)
  • 09/30/16 Morning Note B. Riley AM Note: ADI, CAMP, JBL, KE, KEM; Optical Components (AXTI, FNSR, LITE), Semiconductors (AOSL, EXAR, SLAB, SMTC, SQNS), The Weiser Consumer (COTY, MAT, PBH, PRGO, TUP)
  • 09/28/16 Morning Note B. Riley AM Note: ACLS, AOSL, NKE, SIX
  • 09/28/16 Update AOSL ($21.09, Buy; $26.00 PT): Increasingly Confident In Company-Specific Growth; Increase PT From $20.50 To $26.00
  • 09/13/16 Morning Note B. Riley AM Note: ABTL, FARM, ISIL, JBL, KTOS, NVDA, OSIS, PII, PRGO; Semiconductors (AOSL, AVGO, INTC, ISIL,MRVL, NVDA, SWKS)
  • 09/13/16 Update Industry Update - Semiconductors: Solid August Taiwan Supply Chain Data A Healthy Backdrop For Semiconductor Sector (AOSL, AVGO, INTC, ISIL,MRVL, NVDA, SWKS)
  • 08/17/16 Update Semi Check In On Taiwan July Sales, New Gaming Products, And Recent Wireless Concerns
  • 08/11/16 Morning Note B. Riley AM Note: AMAT, AOSL (upgrade), ASML, IEC, KLAC, LOV, LRCX, RELY, RTEC, STMP; Retail Apparel (AEO, GES, JCP, KIRK, TLYS, TUES); Focus List (ABTL, BV, DKS, ISIL, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI)
  • 08/11/16 Update AOSL ($14.89, Buy; $20.50 PT): Beat/Raise Results In Structural Profit Inflection; Upgrade To Buy With PT To $20.50
  • 08/09/16 Update AOSL ($14.63, Neutral; $12.50 PT): Signs Of Steadying Revenue Execution In Qtr And Outlook; PT To $12.50, Retain Neutral
  • 08/09/16 Morning Note B. Riley AM Note: AOSL, ARTX, DTSI, ELNK, FNJN, HEAR, III, IPHI, MCHP, NCMI, NPTN, ON, OSIS, PFSW, ROG, STMP, SYRX, WYY; Footwear (CROX, DECK, RCKY, VFC, WEYS, WWW)
  • 07/13/16 Morning Note B. Riley AM Note: AMC, IMAX, NAME, RUBI; Semiconductors (AOSL, AVGO, INTC, ISIL, MRVL, NVDA, ON, SWKS), The Weiser Consumer (COTY, EL, IPAR, PBH, PG, WDFC)
  • 07/13/16 Update BIndustry Update: Semiconductors - Robust June Taiwan Networking And PC Hardware Sales A Semiconductor Plus (AOSL, AVGO, INTC, ISIL, MRVL, NVDA, ON, SWKS)
  • 07/12/16 Morning Note B. Riley AM Note: AOSL, INTC, ISIL, KTOS, MRVL, NVDA, ON, RELY, RLH, RTEC, SKX, SQNS; Boardsports (DECK, NKE, VFC), Footwear (COLM, CROX, DECK, VFC, WWW)
  • 06/27/16 Update Industry Update - Semi’s And Cap Equipment: Beyond Brexit, Framing Trough And Recovery Parameters (AVGO, MRVL, MXIM, NVDA, SWKS, TXN)
  • 05/05/16 Morning Note B. Riley AM Note: ACW, AOSL, CLX, CSOD, DTSI, EL, EMKR, GDDY, HDSN, III, KE, KLIC, KTOS, LITE, MBUU, MCHP, NCMI, NSSC, OCLR, PCOM, PFSW, SPA, SRI, TACT, TST, VSAT, WEYS, XOXO, ZUMZ
  • 05/05/16 Update AOSL ($12.57, Neutral; $12.50 PT): Signs Of Steadying Revenue Execution In Qtr And Outlook; PT To $12.50, Retain Neutral
  • 05/02/16 Update Industry Update: Semi Week #3 Results Preview (AOSL, MCHP, ON)
  • 05/02/16 Morning Note B. Riley AM Note: AMC, ARC, AXTI, DRAD, FN, IL, JCP, KTOS, NEWP, NTRI, NWL, OCLR, PRMW, REIS, ROVI, RWNK, SWKS, TACT, TUES, TYPE, VFC, VIAV, VSAT; Exhibitors, Optical (CIEN, FNSR, IPHI), Semis/SemiCap (ACLS, CAMT, MCHP ), Software (CALD, CSOD, GUID, NTCT)
  • 03/16/16 Update Industry Update: Semi Check-In - Inventory Benign; Taiwan Feb Sls Pos For Comms But Negative For PC’s (AOSL, ADI, AVGO, EXAR, INTC, ISIL, LLTC, MRVL, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN)
  • 02/04/16 Morning Note B. Riley AM Note: AOSL, ARTX, BRKS, DHX, EXAR, FARM, GIG, IVAC, KLIC, KTOS, MCHP, SLAB, SPA, STMP, SUP, ZUMZ
  • 02/04/16 Update AOSL ($9.51, Neutral; $10.50 PT): Signs Of Steadying Execution In A Solid Qtr And Outlook; PT To $10.50, Retain Neutral
  • 02/01/16 Update Industry Update - Semi Week #4 Results Preview: Better Than Feared Results And Outlooks Likely To Persist With SLAB, EXAR, MCHP, AOSL, And ON
  • 02/01/16 Morning Note B. Riley AM Note: CL, DHX, DWA, NWL, SIMO, TNAV, TUES; Semiconductors (AOSL, EXAR, MCHP, SLAB), Semi. Cap. Equipment (ACLS, BRKS, IVAC, KLIC, RTEC, UTEK)
  • 12/28/15 Morning Note B. Riley AM Note: GSM; Box Office (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RLD, RGC), Semiconductors & Semi. Cap. Equipment (ACLS, ADI, AMAT, AOSL, ASML, BRCM, BRKS, CAMT, COHU, CSCD, EXAR, FORM, INTC, ISIL, IVAC, KLAC, KLIC, LLTC, LRCX, MCHP, MRVL, MTSN)
  • 12/28/15 Update Industry Update: Semi And Cap Eqp - FCF Analysis Suggests Another Intense Year Of M&A In C16
  • 11/16/15 Update Industry Update - Semiconductors & Semi Cap Equipment: Summarizing Changes In Stock Conviction
  • 11/06/15 Morning Note B. Riley AM Note: ABTL, AOSL, BRKS, CALD, CNK, COTY, CROX, CVU, DMD, DWA, EMKR, EXAR, FARM, GSM, KE, KTOS, KW, LITE, NVDA, PBH, PLXS, RELY, RNWK, STMP, SWKS, TACT, TROX, TRUE, UEIC; Internet (APPS, NAME)
  • 11/06/15 Update AOSL ($9.39, Neutral; $10.25 PT): Mixed/In-Line Has Gives+Takes But Improving Operations, PT To $10.25
  • 11/02/15 Update Industry Update - Semiconductor Week #4 Results Preview: AOSL, EXAR, MCHP, NVDA, And SWKS
  • 09/29/15 Update Semiconductors & Semi. Cap. Equipment: Scenario Analysis For 2016 As 3Q15 Ends On A Soft Note
  • 09/29/15 Morning Note B. Riley AM Note: CAMP, ELNK, MWW, NLS, RLD, ROVI; Internet (BCOV, DMD, GOOGL, LLNW, NAME, XOXO), Semiconductors (AOSL, ADI, BRCM, EXAR, INTC, ISIL, LLTC, MRVL, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN), The Weiser Consumer (FLWS, FTD, PRGO)
  • 08/12/15 Update AOSL ($7.35, Neutral; $8.50 PT): Lower Outlook, But Operating Performance Holding Up, PT To $8.50
  • 08/12/15 Morning Note AM Notes: AOSL, ARTX, LITE, VIAV; Boardsport Report (ZQK), Shoe Review (COLM, CROX, DECK, RCKY, VFC, WWW)
  • 08/10/15 Earnings Preview AOSL ($7.46, Neutral; $9.00 PT): Fear Miss/Lower, But Cash Generation Could Remain Positive; PT is $9.0
  • 08/10/15 Morning Note Morning Notes: AOSL, ARTX, GRPN, IPAR, LGF, LITE, NILE, PBH, RDEN, VIAV; Industry Update: Outdoor Show 2015 (COLM, CROX, VFC, WWW)
  • 06/09/15 Update AOSL ($8.83, Neutral; $9.00 PT): Announced $30MM Dutch Tender Offer A Substantial Cash Return Event
  • 06/09/15 Morning Note Morning Notes: AKAM, AOSL, BEBE, CSGP, P, SWKS, YELP; The Weiser Consumer (AVP, JAKK, PBH, PRGO, TUP)
  • 05/06/15 Update AOSL ($8.21, Neutral; $9.00 PT): Revenues Holding Up Fairly Well But Gross Margins Fading, PT To $9.00
  • 05/04/15 Update Industry Update - Semi+Semi Cap Week #4 Preview: IVAC, KLIC, ACLS, AOSL, MCHP, And NVDA
  • 03/30/15 Update Industry Update: Semi And Capital Eqp - Reviewing Estimate Dynamics Into Earnings Preview Season
  • 03/05/15 Update Industry Update - Semi And Cap Equipment Sector Update: Revisiting C15 SOX Outlook And Re-Affirming +15% YY Forecast With Key Underlying Drivers Surprisingly Favorable
  • 02/04/15 Morning Note B. Riley & Co. Morning Notes: AFOP, AOSL, BRCM, CALD, DCO, IMMR, OCLR, PBH, PCOM, PLNR, PRGO, SBH, TROX, YELP; Consumer Products Weekly (AVP, IPAR, KMB, MAT, PG, PRGO, TUP)
  • 02/04/15 Update AOSL ($8.99, Neutral; $10.00 PT): Hopes For 5.0%+ C15 YY Growth, But We Are Cautious; PT To $10.00
  • 02/02/15 Morning Note B. Riley & Co. Morning Notes: MAT, NWL, PLNR, Focus List Update, Semiconductors & Semi. Cap. Equipment (AOSL, BRCM, BRKS, EXAR, ISSI, ISIL, LRCX, MCHP, ONNN, SLAB, TXN), Semi. Cap. Equipment (ACLS, MTSN, RTEC, UTEK)
  • 02/02/15 Update Industry Update - Semi+Semi Cap Week #4 Preview: AOSL, SLAB, TXN (Cap Mgt), EXAR, BRKS, ONNN
  • 01/12/15 Morning Note B. Riley & Co. Morning Notes: IMAX, NTRI, SHOO, VNCE, VOXX; CES Notes (EGHT, ELNK, GTRQ, IMMR, SIMO, SWIR, VSAT), Semiconductors & Semi. Cap. Equipment (AOSL, ADI, AMAT, ASML, BRCM, BRKS, EXAR, ISSI, INTC, ISIL, KLAC, LRCX, LLTC)
  • 01/12/15 Update Industry Update: Semi And Cap Eqp C15 Outlook - Expect A 15% SOX Gain, With Bumps Along The Way
  • 12/16/14 Update Industry Update: Semis And Cap Eqp - View From Asia Corroborates Seasonal Chip Order Activity
  • 11/07/14 Update AOSL ($9.52, Neutral; $10.50 PT): Signs Of Product Traction But We Remain Patient; PT To $10.50
  • 11/06/14 Morning Note B. Riley & Co. Morning Notes: AOSL, API, BEBE, CNK, CTP, FC, GSM, GUID, IDSY, KLIC, KTOS, LGF, NAME, NPTN, NVDA, ODP, PBH, PCOM, PRGO, PRMW, ROVI, SGGH, SRI, SWKS, TROX, TST, UEIC, VSAT, WWWW, XOXO
  • 11/02/14 Update Industry Update: Semi+Semi Cap Eye On Earnings - Post Downturn Re-Focus On C15’s Co-Specifics
  • 10/13/14 Update Industry Update: Semi And Capital Eqp: Answering Key Questions To Put The Downturn In Context
  • 10/09/14 Update Industry Update: Semi And Capital Eqp - The Same As It Ever Was…Or Is It Different This Time?
  • 09/29/14 Morning Note B. Riley & Co. Morning Notes: FINL, GSM, INTC, YHOO; Consumer Products Weekly (CLX, DIS, DWA, HAS, JAKK, MAT, NWL, PG, SPB), Media (DWA, IMAX, LGF, RLD), Semiconductors & Semi. Cap. Equipment (AOSL, ADI, AMAT, ASML, BRCM, BRKS, EXAR, ISSI, INTC, ISIL)
  • 09/29/14 Update Industry Update: Semi And Capital Eqp: Focus On Est Revision Direction Into Earnings Preview Season
  • 09/18/14 Update Industry Update - Semiconductor And Cap Equipment: Checking Inventory As 3Q14 Concludes
  • 09/17/14 Morning Note B. Riley & Co. Morning Notes: AAPL, AKAM, AXTI, DLB, EMKR, IVAC, PCOM, STMP, TIVO, VNCE; Semiconductors & Semi. Cap. Equipment (AOSL, ADI, EXAR, ISSI, ISIL, LLTC, MXIM, MCHP, ONNN, SMTC, TXN)
  • 09/16/14 Morning Note B. Riley & Co. Morning Notes: CONN, SRI, TIVO; Semiconductors & Semi. Cap. Equipment (AOSL, ADI, AMAT, ASML, BRCM, BRKS, EXAR, ISSI, INTC, ISIL, KLAC, LRCX, LLTC, MCHP, MRVL, MTSN, MXIM, NVDA, ONNN, SNDK, SMTC, SLAB, SWKS, TXN)
  • 09/16/14 Update Industry Update - Semi And Cap Eqp: FCF Analysis Suggests Intense M&A Could Persist Into C15
  • 09/12/14 Update AOSL ($10.82, Neutral; $11.00 PT): More Confident Business Is Stable; Price Target From $8.50 To $11.0
  • 09/12/14 Morning Note B. Riley & Co. Morning Notes: ABTL, AOSL, CHKE, CNVR, DTSI, JAKK, NTRI, P, REMY, RLD, ROVI, RSH; Beauty Sector, Focus List Update, Optical Components (API, AFOP, EMKR, FN, FNSR, GIG, IIVI, JDSU, NPTN, OCLR, OPLK)
  • 08/13/14 Update AOSL ($9.22, Neutral; $8.50 PT): Signs Of Stability But Follow Through Needed; Tgt To $8.50 From $7.50
  • 08/13/14 Morning Note B. Riley & Co. Morning Notes: AOSL, ARTX, CLRO, IPAR, JDSU, SRI, VSAT
  • 08/11/14 Update B. Riley & Co. Industry Update - Semiconductors And Capital Equipment
  • 08/06/14 Update AOSL ($9.21, Neutral; $7.50 PT): Expect In-Line-To-Better Print, In-Line Outlook; Prefer ISIL In Small Caps
  • 08/06/14 Morning Note B. Riley & Co. Morning Notes: ABTL, AOSL, CNK, CNVR, CSCD, ELNK, EVOL, GRPN, GUID, IEC, IIVI, LLNW, NCMI, NILE, ODP, PCOM, PG, PRMW, RLD, TROX, XOXO; Consumer Products Weekly
  • 06/26/14 Update B. Riley & Co. Industry Update - Semiconductor And Cap Eqp: Market-Leading YTD Rally, But Results Season Looms
  • 06/13/14 Update Industry Update - Semi And Cap Eqp C14 Outlook Update: SOX 615 Exceeded, Upside To 670 Probable
  • 06/02/14 Update Industry Update - Semiconductors & Semi. Cap. - Beyond “Sell In May” Powerful Precedent For Strong 2H Upside If 2Q Ends Higher
  • 05/07/14 Update AOSL ($7.20, Neutral; $7.50 PT): Signs Of Stability But Follow Through Needed; Tgt To $7.50 From $7.00
  • 05/07/14 Morning Note B. Riley & Co. Morning Notes: ACLS, AOSL, CNK, CNVR, DMD, ELNK, EVOL, GUID, JIVE, LLNW, MANH, MCHP, MOVE, OCLR, ODP, PCOM, PLNR, TROX
  • 05/05/14 Morning Note B. Riley & Co. Morning Notes: CPSI, EL, ELNK, EVOL, FN, GUID, MSTR, NWL, PLNR, SNAK, SUP; Box Office, Consumer Products, Semiconductors & Semi. Cap. Equipment