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/Mis Actual Consensu

s s

Estimate

Q4 Beat $176.50 $170 mln

Revenue mln (3

Analysts

)

Q4 Beat $0.02 -$0.01

Adjusted (3

EPS Analysts

)

Q4 EPS -$2.58

Q4 24.4%

Adjusted

Gross

Margin

Q4 $2.30

Adjusted mln

operatin

g income

Q4 -$11.60

Operatin mln

g income

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 ( AOSL ) 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:

(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.)