AOSL
Alpha and Omega Semiconductor Limited
AOSL's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over AOSL overall, supported by stronger fundamentals and stronger valuation.
AOSL Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Weak | |
| Strong |
AOSL's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
AOSL PE Valuation
AOSL has no meaningful PE right now: it lost money over the past year.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR's PE is in its cheap range at 120x. If earnings grow as analysts expect, today's price would be 75x next year's earnings.
AOSL Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect AOSL's losses to shrink, with revenue growing. However, they disagree widely on these estimates.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
AOSL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.54 | +$1.74 |
| Q2 2026 | -$1.41 | +$1.89 |
| Q1 2026 | -$3.59 | -$2.81 |
| Q4 2025 | -$3.50 | -$2.70 |
| Q3 2025 | -$3.28 | -$2.61 |
| Q2 2025 | -$3.30 | -$2.91 |
| Q1 2025 | -$0.78 | -$0.49 |
| Q4 2024 | -$0.80 | -$0.22 |
AOSL lost $1.54 per share over the past year, a smaller loss than the year before.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over AOSL on earnings quality, reporting a profit while its opponent remains loss making.
AOSL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $177.8M | -2.6% |
| Q2 2026 | $170.4M | -3.5% |
| Q1 2026 | $163.8M | -0.5% |
| Q4 2025 | $162.3M | -6.3% |
| Q3 2025 | $182.5M | +0.3% |
| Q2 2025 | $176.5M | +9.4% |
| Q1 2025 | $164.6M | +9.7% |
| Q4 2024 | $173.2M | +4.8% |
AOSL's revenue grew through 2023 and has held roughly level since: $178M last quarter, down 2.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -5.1% | -2.6 points |
| Q2 2026 | -6.5% | +0.1 points |
| Q1 2026 | -8.6% | -2.1 points |
| Q4 2025 | -8.4% | -4.9 points |
| Q3 2025 | -2.5% | -2.4 points |
| Q2 2025 | -6.6% | -5.7 points |
| Q1 2025 | -6.5% | +0.5 points |
| Q4 2024 | -3.4% | -2.7 points |
AOSL's operating margin was −5.1% last quarter, down 2.6 points from the same quarter a year ago.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over AOSL on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over AOSL on profitability, with a higher operating margin.
AOSL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$3.6M | -955% |
| Q2 2026 | -$24.9M | -$7.8M |
| Q1 2026 | -$20.5M | -$19.4M |
| Q4 2025 | -$23.1M | -450% |
| Q3 2025 | $420K | -90% |
| Q2 2025 | -$17.2M | -$17M |
| Q1 2025 | -$1.1M | -105% |
| Q4 2024 | $6.6M | +$39.6M |
AOSL has burned cash in six of the last eight quarters: −$72M over the past year, against −$11M the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over AOSL on cash generation, producing positive trailing cash flow while its opponent burns cash.
AOSL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.1% | +335K shares |
| 1 year | +0.8% | +250K shares |
| 3 years | +1.7% | +500K shares |
| 5 years | +9.6% | +2.6M shares |
| Available history | +23% | +5.6M shares |
AOSL has 30M diluted shares, up 0.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | $4.2M |
| Q2 2024 | — |
| Q2 2023 | $10.8M |
| Q2 2020 | — |
| Q1 2020 | — |
| Q4 2019 | — |
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has the edge over AOSL on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
AOSL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -17.4x | Net Cash |
| Q2 2026 | -12.6x | Net Cash |
| Q1 2026 | -12.9x | Net Cash |
| Q4 2025 | -8.8x | Net Cash |
| Q3 2025 | -7.4x | Net Cash |
| Q2 2025 | -3.7x | Net Cash |
| Q1 2025 | -3.3x | Net Cash |
| Q4 2024 | -4.0x | Net Cash |
AOSL has the edge over PLTR on leverage, with a lower net debt burden relative to earnings.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has more cash than debt.
AOSL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 52.6 | Neutral |
| Stochastic | 35.8 | Neutral |
AOSL's weekly RSI is 53 (neutral) and its Stochastic is 36 (neutral).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
AOSL PE vs Technology Sector
| Metric | AOSL | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
AOSL has no meaningful PE right now: it lost money over the past year.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
AOSL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $25.9 | 18% above |
| 20 week MA | $28.5 | 7.2% above |
| 50 week MA | $28.9 | 5.6% above |
| 100 week MA | $28.2 | 8.2% above |
| 200 week MA | $28.9 | 5.6% above |
AOSL has the edge over PLTR on trend strength, trading above more of its moving averages.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR's trend is up, with a small recent dip: it's below only its 8-week average, and 106% above its 200-week average.
AOSL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $13.7 | $23.4 | +72% |
| 2021 | $23.4 | $55.3 | +136% |
| 2022 | $55.3 | $28.7 | -48% |
| 2023 | $28.7 | $26.1 | -9.3% |
| 2024 | $26.1 | $38.4 | +47% |
| 2025 | $38.4 | $20.1 | -47% |
| 2026 YTD | $20.1 | $30.5 | +52% |
AOSL has the edge over PLTR on returns for 2026, with the stronger performance.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.