- AOSL grew revenue and EPS by 58% and 600% respectively and the forecast sees AOSL continuing its multi-year expansion.
- AOSL is growing very fast, but a lack of clarity surrounding its future plans could raise concerns that growth may slow down.
- AOSL has outperformed semis and the S&P 500 with a gain of 18% YTD, but it has also lost most of its gains in 2021 with the stock moving lower.
- Multiples have moved lower along with the stock, creating an opportunity for those who missed out on getting in on AOSL at an earlier date.
For further details see:
A Lot To Like At Alpha And Omega Semiconductor Even If Not Everything Is Perfect