Alpha and Omega Semiconductor (AOSL) reported fiscal fourth-quarter revenue of $170.4 million for the period ended June 30, 2026, down 3.5% from a year earlier and up 4.0% from the prior quarter.
The company posted a GAAP net loss of $13.1 million, or $0.43 per diluted share. AOS said it ended the quarter with $180.8 million in cash and cash equivalents.
- Fiscal Q4 GAAP gross margin was 23.1%, compared with 23.4% a year earlier and 21.1% in the prior quarter.
- GAAP operating loss was $11.0 million, compared with $11.6 million a year earlier and $14.1 million in the prior quarter.
- Fiscal 2026 revenue was $678.9 million, compared with $696.2 million in fiscal 2025.
- Fiscal 2026 GAAP net loss was $42.3 million, or $1.41 per diluted share.
- For fiscal Q1 ending Sept. 30, 2026, AOS expects revenue of $176 million, plus or minus $10 million.
$AOSL Insider Trading Activity
$AOSL insiders have traded $AOSL stock on the open market 16 times in the past 6 months. Of those trades, 1 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $AOSL stock by insiders over the last 6 months:
- YIFAN LIANG (CFO and Corp Secretary) has made 0 purchases and 4 sales selling 35,142 shares for an estimated $1,112,373.
- STEPHEN CHUNPING CHANG (Chief Executive Officer) has made 0 purchases and 4 sales selling 20,478 shares for an estimated $691,435.
- MIKE F CHANG purchased 33,727 shares for an estimated $640,813
- BING XUE (EVP-WW Sales & Bus Development) has made 0 purchases and 5 sales selling 14,947 shares for an estimated $572,751.
- CLAUDIA CHEN has made 0 purchases and 2 sales selling 4,061 shares for an estimated $160,536.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AOSL Hedge Fund Activity
We have seen 112 institutional investors add shares of $AOSL stock to their portfolio, and 73 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STATE STREET CORP added 945,898 shares (+67.5%) to their portfolio in Q2 2026, for an estimated $44,769,352
- BOSTON PARTNERS removed 689,143 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $15,271,408
- BLACKROCK, INC. added 351,752 shares (+9.0%) to their portfolio in Q2 2026, for an estimated $16,648,422
- WELLINGTON MANAGEMENT GROUP LLP removed 331,145 shares (-32.3%) from their portfolio in Q1 2026, for an estimated $7,338,173
- TWO SIGMA INVESTMENTS, LP added 274,894 shares (+98.8%) to their portfolio in Q1 2026, for an estimated $6,091,651
- JACOBS LEVY EQUITY MANAGEMENT, INC added 229,163 shares (+183.7%) to their portfolio in Q1 2026, for an estimated $5,078,252
- DIMENSIONAL FUND ADVISORS LP removed 228,782 shares (-14.6%) from their portfolio in Q2 2026, for an estimated $10,828,252
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
