Stock Track | Alpha & Omega Plummets 6.04% Despite Nvidia AI Supply Deal

Stock Track

02-08

Alpha & Omega Semiconductor (AOSL) stock plummeted 6.04% on Friday despite initially surging on news of securing a key supply deal with Nvidia (NVDA) for the GB300 NVL72 AI server platform.

The semiconductor company's shares initially rallied as much as 6.35% to $44.37 in morning trading. Analyst Ming-Chi Kuo confirmed that Alpha & Omega will be the primary DrMOS supplier for Nvidia's AI servers, holding a 70% market share.

However, the stock later reversed course amid broader market pressures and profit-taking. Alpha & Omega ended the session at $40.43, down 3.09% from the previous close. Despite the pullback, Kuo projected the company's 2025 revenue growth at 10% year-over-year, exceeding market consensus, and suggested it could break even as early as Q2 2025.

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