Aehr Test Systems reports Q4 EPS (1c), two estimates (1c)
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Yahoo
04-08-2025
- Yahoo
Aehr Test Systems, Inc. (NASDAQ:AEHR) Receives Follow-on Orders
Aehr Test Systems, Inc. (NASDAQ:AEHR) is one of the Best Semiconductor Stocks to Buy Under $20. On July 22, the company announced that it received follow-on orders from its lead production AI processor customer for package part burn-in for 8 Sonoma ultra-high-power systems to be utilized for volume production test and burn-in of their AI processors. Such systems are expected to be shipped from Aehr Test Systems, Inc. (NASDAQ:AEHR)'s high-volume production facility in Fremont, California, over the upcoming 6 months. A technician overlooking a circuit board being built and tested for a semiconductor device. Aehr Test Systems, Inc. (NASDAQ:AEHR) has tagged this company as 'one of the premier large-scale data center hyperscalers.' The company opines that its Sonoma systems provide the lowest-cost solution on the market. The types of processors and applications for AI continue to evolve rapidly, moving beyond general-purpose GPU-based processors for large language models and inference to ASICs designed for specialized accelerator functions in data centers and hyperscalers. Aehr Test Systems, Inc. (NASDAQ:AEHR) also highlighted that AI processors are becoming important in autonomous vehicles, robotics, and security applications. With the company's comprehensive portfolio of reliability test and burn-in solutions tailored for AI semiconductors, there are expectations that Aehr Test Systems, Inc. (NASDAQ:AEHR) remains well-placed to capture a meaningful share of the growing market. Aehr Test Systems, Inc. (NASDAQ:AEHR) offers test solutions for testing, burning-in, and semiconductor devices in wafer-level, singulated die, package part form, and installed systems. While we acknowledge the potential of AEHR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
25-07-2025
- Yahoo
How AI Sent Aehr Test Systems Stock Surging Higher This Week
Key Points A follow-on deal from its lead customer sent the stock racing higher this week. Aehr's core end market will recover in time. 10 stocks we like better than Aehr Test Systems › Aehr Test Systems (NASDAQ: AEHR) stock rose 41.5% in the week to Friday morning, as investors continued to digest the news of follow-on orders from a major customer that management describes as "one of the premier large-scale data center hyperscalers." It's a big deal for several reasons. Here are a few of them. Aehr Test Systems' big deal As previously discussed, the name of the customer hasn't been revealed; however, it's worth noting that Aehr cites Alphabet's Google and Microsoft as customers in its most recent company presentation, and both fit the description outlined by CEO Gayn Erickson in the press release disclosing the deal. The deal is significant as it's a follow-on deal from Aehr's "lead production artificial intelligence (AI) processor customer" for eight high-power systems to be "used for volume production test and burn-in of their AI processors." Given the explosion in AI application demand and the ongoing ramp-up in capital spending on developing AI processors, Aehr's orders growth could be in an early innings stage. For reference, both Google and Microsoft are developing their AI processors. It's an exciting and relatively new market for Aehr, and discussing its potential size on the company's recent earnings call, Erickson said, "You go through the math and the market is 3 to 5x larger than the silicon carbide was." More diversified revenue and earnings By "silicon carbide," Erickson is referring to Aehr's traditional core business of SiC wafer-level burn-in (WLBI) test equipment. The SiC chip market is driven by electric vehicle (EV) investment, and SiC WLBI accounted for 90% of Aehr's revenue in its fiscal 2024 (the company's fiscal year-end is May 30), but dropped to less than 40% in fiscal 2025 due to a slowdown in EV spending. As such, the new AI-driven orders are a demonstration of Aehr's ability to open new markets while waiting for the inevitable recovery in the EV market. It adds up to make Aehr an exciting long-term growth stock. Should you buy stock in Aehr Test Systems right now? Before you buy stock in Aehr Test Systems, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Aehr Test Systems wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,774!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,942!* Now, it's worth noting Stock Advisor's total average return is 1,040% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Microsoft. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. How AI Sent Aehr Test Systems Stock Surging Higher This Week was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-07-2025
- Yahoo
Here's Why Aehr Test Systems Blasted Higher Today (Hint: It's AI Related)
Key Points Major new orders lifted the stock today. Speculation will turn to who that customer might be, but in any case, Aehr is diversifying its end markets. Its core end market is likely to return to growth in time. 10 stocks we like better than Aehr Test Systems › Shares in Aehr Test Systems (NASDAQ: AEHR) had blasted higher by more than 20% at 10 a.m. today on the news of follow-on orders for its artificial intelligence (AI) processor volume production test and burn-in solutions. New orders, new optimism? The news comes less than two weeks after the company released its fourth-quarter 2025 earnings report. Back then, CEO Gayn Erickson took a cautious approach to financial guidance for 2026, saying, "While we remain confident in Aehr's long-term growth prospects, we continue to experience some timing-related delays in order placements due to tariff-related uncertainty, particularly in our first quarter." The order delays, or at least some of them, were cleared much more quickly than Erickson may have expected. Aehr's hyperscaler customer Speculation will now turn to the identify of the "world-leading hyperscaler" that made the orders for eight of Aehr's Sonoma ultra-high-power systems, not least as the orders result in "a more than doubling of the number of production systems with this customer." It's impossible to know unless Aehr or the customer itself divulges the information. Still, a quick look at Aehr's customer list in its latest investor presentation shows Alphabet's Google and Microsoft -- good places to start looking. Image source: Getty Images. Aehr's long-term growth prospects In a sense, the customer doesn't matter as much as the fact that Aehr continues to diversify away from the currently challenged silicon carbide (SiC) wafer-level burn-in (WLBI) test solutions market and into new growth markets. The demand for SiC WLBI equipment is primarily driven by electric vehicles, and the softening of investment in EVs is slowing down demand. However, Aehr's new AI-driven markets will strengthen the company's long-term growth prospects, and it's only a matter of time before EV investment picks up again, leaving Aehr well positioned for long-term growth. Should you buy stock in Aehr Test Systems right now? Before you buy stock in Aehr Test Systems, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Aehr Test Systems wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
