Aehr Test Systems（AEHR）株式概要Aehr Test Systems, Inc.は、米国、アジア、ヨーロッパにおいて、ウェハレベル、シングルドダイ、パッケージ部品フォーム、インストールシステムにおけるテスト、バーンイン、半導体デバイスのテストソリューションを提供しています。 詳細AEHR ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績0/6財務の健全性6/6配当金0/6報酬収益は年間44.68%増加すると予測されています リスク分析US市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るAEHR Community Fair Values Create NarrativeSee what 84 others think this stock is worth. Follow their fair value or set your own to get alerts.Top Community NarrativesAR444.6% overvaluedArkus•25d agoAEHR Insiders Cashed Out $25.9M After Years of Shareholder Dilution5901ZW165.9% overvaluedZwfis•10mo agoAehr Test Systems will leverage AI for significant growth potential303116Top Community NarrativesAR444.6% overvaluedArkus•25d agoAEHR Insiders Cashed Out $25.9M After Years of Shareholder Dilution5901ZW165.9% overvaluedZwfis•10mo agoAehr Test Systems will leverage AI for significant growth potential303116View all narrativesAehr Test Systems, Inc. 競合他社PhotronicsSymbol: NasdaqGS:PLABMarket cap: US$3.1bIchor HoldingsSymbol: NasdaqGS:ICHRMarket cap: US$2.6bCohuSymbol: NasdaqGS:COHUMarket cap: US$2.2bVeeco InstrumentsSymbol: NasdaqGS:VECOMarket cap: US$3.6b価格と性能株価の高値、安値、推移の概要Aehr Test Systems過去の株価現在の株価US$99.5052週高値US$108.7552週安値US$8.31ベータ3.271ヶ月の変化35.89%3ヶ月変化245.01%1年変化971.04%3年間の変化201.88%5年間の変化4,506.48%IPOからの変化574.58%最新ニュースRecent Insider Transactions Derivative • May 14Independent Director notifies of intention to sell stockHoward Slayen intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of May. If the sale is conducted around the recent share price of US$105, it would amount to US$714k. Since September 2025, Howard's direct individual holding has decreased from 209.89k shares to 176.53k. Company insiders have collectively sold US$35m more than they bought, via options and on-market transactions in the last 12 months.ライブニュース • May 10Aehr Test Systems Sees Record AI Order and Growing Backlog Drive Surge in 2026Aehr Test Systems received a record US$41 million follow-on production order from its lead hyperscale AI customer for Sonoma burn-in systems used to test custom AI processor ASICs. Total bookings for the second half of fiscal 2026 reached more than US$92 million, and unfilled order backlog stood at US$38.7 million, nearly double the level a year earlier. The company expanded its Fremont facility and contract manufacturing capacity, completed a US$60 million equity offering, and saw insider share sales from founder Rhea J. Posedel and hedge fund Halter Ferguson. For investors, the key takeaway is the size and concentration of demand tied to a leading hyperscale AI customer. The record US$41 million order and more than US$92 million in second-half bookings indicate that burn-in systems for AI processors are becoming a more established part of semiconductor manufacturing, with Aehr participating as a supplier to this trend. The near doubling of backlog to US$38.7 million offers some visibility into future production needs, even as the most recent quarter showed declining net sales and mixed earnings. The balance sheet has also changed. The US$60 million equity raise adds capital that can support capacity investments and working capital, though it also results in dilution for existing shareholders. Insider and hedge fund selling may prompt some investors to consider the balance between profit-taking and long-term conviction, especially after a year-to-date stock move of 327% in 2026 that has outpaced larger chip companies such as Nvidia and AMD.新しいナラティブ • Apr 21AEHR Insiders Cashed Out $25.9M After Years of Shareholder DilutionHeavy insider selling, repeated dilution, and weakening fundamentals raise serious questions about shareholder alignment Aehr Test Systems (NASDAQ: AEHR) has often been presented as a high-growth semiconductor equipment story tied to silicon carbide, EV power devices, and emerging AI infrastructure demand. But behind the narrative lies a more uncomfortable reality for shareholders: years of dilution followed by a major insider cash-out during a sharp stock rally.Recent Insider Transactions • Apr 16Chief Operating Officer recently sold US$247k worth of stockOn the 9th of April, Adil Engineer sold around 4k shares on-market at roughly US$66.30 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$420k. This was Adil's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Apr 12President notifies of intention to sell stockGayn Erickson intends to sell 96k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of April. If the sale is conducted around the recent share price of US$70.58, it would amount to US$6.8m. For the year to May 2019, Gayn's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Gayn's direct individual holding has increased from 374.92k shares to 418.78k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Apr 09Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $60 million.Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $60 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering最新情報をもっと見るRecent updatesRecent Insider Transactions Derivative • May 14Independent Director notifies of intention to sell stockHoward Slayen intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of May. If the sale is conducted around the recent share price of US$105, it would amount to US$714k. Since September 2025, Howard's direct individual holding has decreased from 209.89k shares to 176.53k. Company insiders have collectively sold US$35m more than they bought, via options and on-market transactions in the last 12 months.ライブニュース • May 10Aehr Test Systems Sees Record AI Order and Growing Backlog Drive Surge in 2026Aehr Test Systems received a record US$41 million follow-on production order from its lead hyperscale AI customer for Sonoma burn-in systems used to test custom AI processor ASICs. Total bookings for the second half of fiscal 2026 reached more than US$92 million, and unfilled order backlog stood at US$38.7 million, nearly double the level a year earlier. The company expanded its Fremont facility and contract manufacturing capacity, completed a US$60 million equity offering, and saw insider share sales from founder Rhea J. Posedel and hedge fund Halter Ferguson. For investors, the key takeaway is the size and concentration of demand tied to a leading hyperscale AI customer. The record US$41 million order and more than US$92 million in second-half bookings indicate that burn-in systems for AI processors are becoming a more established part of semiconductor manufacturing, with Aehr participating as a supplier to this trend. The near doubling of backlog to US$38.7 million offers some visibility into future production needs, even as the most recent quarter showed declining net sales and mixed earnings. The balance sheet has also changed. The US$60 million equity raise adds capital that can support capacity investments and working capital, though it also results in dilution for existing shareholders. Insider and hedge fund selling may prompt some investors to consider the balance between profit-taking and long-term conviction, especially after a year-to-date stock move of 327% in 2026 that has outpaced larger chip companies such as Nvidia and AMD.新しいナラティブ • Apr 21AEHR Insiders Cashed Out $25.9M After Years of Shareholder DilutionHeavy insider selling, repeated dilution, and weakening fundamentals raise serious questions about shareholder alignment Aehr Test Systems (NASDAQ: AEHR) has often been presented as a high-growth semiconductor equipment story tied to silicon carbide, EV power devices, and emerging AI infrastructure demand. But behind the narrative lies a more uncomfortable reality for shareholders: years of dilution followed by a major insider cash-out during a sharp stock rally.Recent Insider Transactions • Apr 16Chief Operating Officer recently sold US$247k worth of stockOn the 9th of April, Adil Engineer sold around 4k shares on-market at roughly US$66.30 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$420k. This was Adil's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Apr 12President notifies of intention to sell stockGayn Erickson intends to sell 96k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of April. If the sale is conducted around the recent share price of US$70.58, it would amount to US$6.8m. For the year to May 2019, Gayn's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Gayn's direct individual holding has increased from 374.92k shares to 418.78k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Apr 09Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $60 million.Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $60 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingReported Earnings • Apr 08Third quarter 2026 earnings released: US$0.10 loss per share (vs US$0.022 loss in 3Q 2025)Third quarter 2026 results: US$0.10 loss per share (further deteriorated from US$0.022 loss in 3Q 2025). Revenue: US$10.3m (down 44% from 3Q 2025). Net loss: US$3.20m (loss widened 398% from 3Q 2025). Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.Seeking Alpha • Apr 08Aehr Test Systems: The Quiet Bottleneck In AI InfrastructureSummary Revenue declined 44% year over year to $10.3 million, but bookings surged to $37.2 million, up 6× quarter over quarter. Book-to-bill exceeded 3.5×, with backlog at $38.7 million and effective backlog reaching $50.9 million after quarter-end. Only 5–20% of ASICs and ~50% of AI accelerators use burn-in, leaving significant adoption-driven growth ahead. Q4 bookings reached $12.2 million in just 5 weeks, already doubling the entire Q2 booking level of $6.2 million. Valuation stands at ~33× FY2026 P/S, but strong demand suggests FY2027 revenue estimates near $82 million may prove conservative. Read the full article on Seeking Alphaお知らせ • Mar 30Aehr Test Systems, Inc. to Report Q3, 2026 Results on Apr 07, 2026Aehr Test Systems, Inc. announced that they will report Q3, 2026 results After-Market on Apr 07, 2026Price Target Changed • Mar 05Price target increased by 49% to US$36.33Up from US$24.33, the current price target is an average from 3 analysts. New target price is 10% below last closing price of US$40.49. Stock is up 359% over the past year. The company posted a net loss per share of US$0.13 last year.New Risk • Mar 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Significant insider selling over the past 3 months (US$646k sold).Recent Insider Transactions • Feb 16Founder & Independent Chairman recently sold US$420k worth of stockOn the 13th of February, Rhea Posedel sold around 14k shares on-market at roughly US$30.02 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Rhea's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Feb 15Founder & Independent Chairman notifies of intention to sell stockRhea Posedel intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of February. If the sale is conducted around the recent share price of US$27.89, it would amount to US$390k. Since September 2025, Rhea has owned 493.73k shares directly. Company insiders have collectively sold US$888k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Jan 27Independent Director recently sold US$143k worth of stockOn the 22nd of January, Laura Oliphant sold around 5k shares on-market at roughly US$31.40 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$154k. Insiders have been net sellers, collectively disposing of US$715k more than they bought in the last 12 months.Recent Insider Transactions Derivative • Jan 22Independent Director notifies of intention to sell stockLaura Oliphant intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of January. If the sale is conducted around the recent share price of US$31.40, it would amount to US$143k. Since September 2025, Laura has owned 16.20k shares directly. Company insiders have collectively sold US$662k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jan 17Aehr Test Systems, Inc.'s (NASDAQ:AEHR) 34% Price Boost Is Out Of Tune With RevenuesAehr Test Systems, Inc. ( NASDAQ:AEHR ) shareholders would be excited to see that the share price has had a great...Reported Earnings • Jan 09Second quarter 2026 earnings released: US$0.11 loss per share (vs US$0.035 loss in 2Q 2025)Second quarter 2026 results: US$0.11 loss per share (further deteriorated from US$0.035 loss in 2Q 2025). Revenue: US$9.88m (down 27% from 2Q 2025). Net loss: US$3.23m (loss widened 214% from 2Q 2025). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jan 09Aehr Test Systems, Inc. Reinstates Earnings Guidance for the Second Half of Fiscal 2026Aehr Test Systems, Inc. reinstated earnings guidance for the second half of fiscal 2026. For the period, which began November 29, 2025 and ends this May 29, 2026, Aehr expects revenue between $25 million and $30 million.お知らせ • Dec 30Aehr Test Systems, Inc. to Report Q2, 2026 Results on Jan 08, 2026Aehr Test Systems, Inc. announced that they will report Q2, 2026 results After-Market on Jan 08, 2026Buy Or Sell Opportunity • Nov 21Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to US$20.27. The fair value is estimated to be US$16.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Nov 20Aehr Test Systems, Inc. (NASDAQ:AEHR) Shares May Have Slumped 31% But Getting In Cheap Is Still UnlikelyAehr Test Systems, Inc. ( NASDAQ:AEHR ) shares have retraced a considerable 31% in the last month, reversing a fair...Recent Insider Transactions • Nov 07Independent Director recently sold US$154k worth of stockOn the 5th of November, Howard Slayen sold around 6k shares on-market at roughly US$25.73 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$223k. Insiders have been net sellers, collectively disposing of US$573k more than they bought in the last 12 months.Recent Insider Transactions Derivative • Oct 24Insider exercised options to buy US$2.8m worth of stock.On the 22nd of October, Vernon Rogers exercised options to buy 110k shares at a strike price of around US$2.03, costing a total of US$224k. This transaction amounted to 297% of their direct individual holding at the time of the trade. Since December 2024, Vernon's direct individual holding has increased from 19.35k shares to 147.62k. Company insiders have collectively sold US$508k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Oct 13Independent Director recently sold US$223k worth of stockOn the 9th of October, Fariba Danesh sold around 9k shares on-market at roughly US$24.79 per share. This transaction amounted to 73% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$418k more than they bought in the last 12 months.Reported Earnings • Oct 07First quarter 2026 earnings released: US$0.07 loss per share (vs US$0.023 profit in 1Q 2025)First quarter 2026 results: US$0.07 loss per share (down from US$0.023 profit in 1Q 2025). Revenue: US$11.0m (down 16% from 1Q 2025). Net loss: US$2.08m (down 416% from profit in 1Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Sep 29Aehr Test Systems, Inc. to Report Q1, 2026 Results on Oct 06, 2025Aehr Test Systems, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Oct 06, 2025お知らせ • Sep 11Aehr Test Systems, Inc., Annual General Meeting, Oct 20, 2025Aehr Test Systems, Inc., Annual General Meeting, Oct 20, 2025. Location: 400kato terrace, california 94539, fremont United StatesNew Risk • Aug 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risk Significant insider selling over the past 3 months (US$150k sold).分析記事 • Aug 28There's Reason For Concern Over Aehr Test Systems, Inc.'s (NASDAQ:AEHR) Massive 29% Price JumpDespite an already strong run, Aehr Test Systems, Inc. ( NASDAQ:AEHR ) shares have been powering on, with a gain of 29...Buy Or Sell Opportunity • Aug 25Now 44% overvalued after recent price riseOver the last 90 days, the stock has risen 148% to US$24.59. The fair value is estimated to be US$17.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.分析記事 • Aug 20Calculating The Intrinsic Value Of Aehr Test Systems, Inc. (NASDAQ:AEHR)NasdaqCM:AEHR 1 Year Share Price vs Fair Value Explore Aehr Test Systems's Fair Values from the Community and select...Recent Insider Transactions • Jul 30Independent Director recently sold US$108k worth of stockOn the 25th of July, Laura Oliphant sold around 5k shares on-market at roughly US$21.50 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$115k more than they sold in the last 12 months.Recent Insider Transactions Derivative • Jul 23Founder & Independent Chairman notifies of intention to sell stockRhea Posedel intends to sell 18k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of July. If the sale is conducted around the recent share price of US$19.83, it would amount to US$357k. Since September 2024, Rhea's direct individual holding has increased from 496.46k shares to 523.67k. Company insiders have collectively bought US$68k more than they sold, via options and on-market transactions, in the last 12 months.New Risk • Jul 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$88k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$88k sold).Buy Or Sell Opportunity • Jul 09Now 30% undervaluedOver the last 90 days, the stock has risen 63% to US$13.29. The fair value is estimated to be US$18.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.分析記事 • Jul 09Further Upside For Aehr Test Systems, Inc. (NASDAQ:AEHR) Shares Could Introduce Price Risks After 34% BounceAehr Test Systems, Inc. ( NASDAQ:AEHR ) shares have continued their recent momentum with a 34% gain in the last month...Board Change • Jul 08Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Fariba Danesh was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 30Aehr Test Systems, Inc. to Report Q4, 2025 Results on Jul 08, 2025Aehr Test Systems, Inc. announced that they will report Q4, 2025 results After-Market on Jul 08, 2025新しいナラティブ • Jun 27Aehr Test Systems will leverage AI for significant growth potentialThere are a couple of reasons that I like this stock, but I still need to look more into it, however I do currently own some shares. As of right now AEHR is in a good position with AI about to explodeReported Earnings • Apr 09Third quarter 2025 earnings released: US$0.022 loss per share (vs US$0.051 loss in 3Q 2024)Third quarter 2025 results: US$0.022 loss per share (improved from US$0.051 loss in 3Q 2024). Revenue: US$18.3m (up 142% from 3Q 2024). Net loss: US$643.0k (loss narrowed 56% from 3Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$6.85, the stock trades at a trailing P/E ratio of 9.2x. Average forward P/E is 20x in the Semiconductor industry in the US. Total loss to shareholders of 28% over the past three years.お知らせ • Mar 28Aehr Test Systems, Inc. to Report Q3, 2025 Results on Apr 08, 2025Aehr Test Systems, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 08, 2025Seeking Alpha • Mar 27Aehr Test Systems: An Earnings Show-Me Story, Optimistic For A TurnaroundSummary Aehr Test Systems has faced significant challenges, including weak silicon carbide sales and intense competition, but remains a buy due to low valuation and potential EPS growth. Despite a sharp underperformance since early 2024 and a disappointing Q2, AEHR is diversifying revenue streams and expanding into AI processors, which could drive future growth. Key risks include ongoing supply chain issues, competition, and uncertainties in the silicon carbide market, but recent positive economic data from China offers hope for a turnaround. Technically, AEHR faces resistance at $10 and bearish indicators, but a bullish response to earnings could target a long-term upside gap around $16. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$9.77, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 21x in the Semiconductor industry in the US. Total loss to shareholders of 4.4% over the past three years.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$12.47, the stock trades at a trailing P/E ratio of 16.8x. Average forward P/E is 24x in the Semiconductor industry in the US. Total returns to shareholders of 6.3% over the past three years.分析記事 • Feb 06Not Many Are Piling Into Aehr Test Systems, Inc. (NASDAQ:AEHR) Stock Yet As It Plummets 34%Aehr Test Systems, Inc. ( NASDAQ:AEHR ) shareholders won't be pleased to see that the share price has had a very rough...Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$12.46, the stock trades at a trailing P/E ratio of 16.8x. Average forward P/E is 21x in the Semiconductor industry in the US. Total returns to shareholders of 5.3% over the past three years.Price Target Changed • Jan 17Price target decreased by 24% to US$19.00Down from US$25.00, the current price target is provided by 1 analyst. New target price is 52% above last closing price of US$12.46. Stock is down 25% over the past year. The company posted earnings per share of US$1.15 last year.Seeking Alpha • Jan 16Aehr Test Systems: Selloff Was Justified But I'm Still Cautiously Optimistic (Rating Downgrade)Summary Aehr Test Systems' competitive advantage lies in its best-in-class test systems used for both EV and AI chips. The company's poor 2024 performance was due to an EV slowdown and reduced capex from its largest customer. Recent orders from AI and GaN customers signal strong growth for the second half of 2025 and increasing trust in Aehr's technology. Read the full article on Seeking AlphaReported Earnings • Jan 14Second quarter 2025 earnings released: US$0.035 loss per share (vs US$0.21 profit in 2Q 2024)Second quarter 2025 results: US$0.035 loss per share (down from US$0.21 profit in 2Q 2024). Revenue: US$13.5m (down 37% from 2Q 2024). Net loss: US$1.03m (down 117% from profit in 2Q 2024). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jan 14Aehr Test Systems Reiterates Earnings Guidance for Fiscal Year Ending May 30, 2025For the fiscal year ending May 30, 2025, Aehr Test Systems, Inc. reiterated its previously provided guidance for total revenue of at least $70 million.お知らせ • Jan 01Aehr Test Systems, Inc. to Report Q2, 2025 Results on Jan 13, 2025Aehr Test Systems, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jan 13, 2025Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$16.98, the stock trades at a trailing P/E ratio of 17.3x. Average forward P/E is 20x in the Semiconductor industry in the US. Total loss to shareholders of 27% over the past three years.Seeking Alpha • Dec 17Aehr Test Systems: With A Turnaround In Sight, It's High On My Watchlist To Build A Proper PositionSummary Aehr Test Systems' share price dropped 30% since the last update but shows potential recovery, driven by positive news on diversification and SiC segment outlook. Latest earnings beat expectations with $13M in revenue, mainly from SiC; diversification into GaN and AI segments is progressing. Secured initial AI orders, boosting stock by 21%; diversification could bring significant revenue growth, but competition may arise. Despite positive signs, I remain cautious due to SiC market recovery uncertainty and macroeconomic factors, holding off on a buy rating for now. Read the full article on Seeking Alpha分析記事 • Dec 17Improved Earnings Required Before Aehr Test Systems, Inc. (NASDAQ:AEHR) Stock's 34% Jump Looks JustifiedAehr Test Systems, Inc. ( NASDAQ:AEHR ) shares have had a really impressive month, gaining 34% after a shaky period...Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$14.49, the stock trades at a trailing P/E ratio of 14.7x. Average forward P/E is 20x in the Semiconductor industry in the US. Total loss to shareholders of 5.8% over the past three years.お知らせ • Dec 06Gewirtz & Grossman LLC Notifies Class Action Lawsuit Filed Against Aehr Test Systems, IncGewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Aehr Test Systems, Inc. and certain of its officers. This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Aehr securities between January 9, 2024 and March 24, 2024, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site. The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) contrary to prior representations to investors, Aehr was continuing to experience substantial delays in customer orders; (2) the foregoing issue was likely to have a material negative impact on the Company's revenue growth; (3) accordingly, the Company's business and/or financial prospects were overstated; and (4) as a result, the Company's public statements were materially false and misleading at all relevant times. A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/AEHR. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 332-239-2660. If you suffered a loss in Aehr you have until February 3, 2025, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff. We represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful. Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. Attorney advertising. Prior results do not guarantee similar outcomes.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$14.08, the stock trades at a trailing P/E ratio of 14.3x. Average forward P/E is 21x in the Semiconductor industry in the US. Total loss to shareholders of 45% over the past three years.分析記事 • Oct 23Aehr Test Systems' (NASDAQ:AEHR) Earnings Might Not Be As Promising As They SeemAehr Test Systems, Inc.'s ( NASDAQ:AEHR ) stock performed strongly after the recent earnings report. Investors should...分析記事 • Oct 19Aehr Test Systems, Inc.'s (NASDAQ:AEHR) Shares Bounce 30% But Its Business Still Trails The MarketAehr Test Systems, Inc. ( NASDAQ:AEHR ) shareholders are no doubt pleased to see that the share price has bounced 30...お知らせ • Oct 16Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $40 million.Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $40 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingReported Earnings • Oct 11First quarter 2025 earnings released: EPS: US$0.023 (vs US$0.16 in 1Q 2024)First quarter 2025 results: EPS: US$0.023 (down from US$0.16 in 1Q 2024). Revenue: US$13.1m (down 36% from 1Q 2024). Net income: US$660.0k (down 86% from 1Q 2024). Profit margin: 5.0% (down from 23% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Oct 11Aehr Test Systems, Inc. Reaffirms Earnings Guidance for the Fiscal Year Ending May 30, 2025Aehr Test Systems, Inc. reaffirms earnings guidance for the fiscal year ending May 30, 2025. For the fiscal year ending May 30, 2025, Aehr is reiterating its previously provided guidance for total revenue of at least $70 million and net profit before taxes of at least 10% of revenue.Seeking Alpha • Oct 11Aehr Test Systems: Enthusiastic Management But Weak Near-Term Prospects, HoldSummary Shares of wafer level test and burn-in system supplier Aehr Test Systems rallied after the close of Thursday's regular session as investors cheered better-than-expected Q1/FY2025 results. Results and backlog benefited from the recent acquisition of Incal Technologies. As usual, management remained enthusiastic about the company's diversification into new markets, including AI. However, expansion into new markets won't offset persistent weakness in the core silicon carbide system business anytime soon. While market participants are likely to celebrate perceived AI market prospects in the near-term, persistent weakness in the company's core business is keeping me sidelined for now. Read the full article on Seeking Alphaお知らせ • Oct 02Aehr Test Systems, Inc. to Report Q1, 2025 Results on Oct 10, 2024Aehr Test Systems, Inc. announced that they will report Q1, 2025 results After-Market on Oct 10, 2024お知らせ • Sep 12Aehr Test Systems, Inc., Annual General Meeting, Oct 21, 2024Aehr Test Systems, Inc., Annual General Meeting, Oct 21, 2024. Location: 400 kato terrace, california 94539, fremont United States分析記事 • Sep 07Aehr Test Systems (NASDAQ:AEHR) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$15.01, the stock trades at a trailing P/E ratio of 13.4x. Average forward P/E is 18x in the Semiconductor industry in the US. Total returns to shareholders of 131% over the past three years.Recent Insider Transactions • Aug 01Independent Director recently sold US$186k worth of stockOn the 30th of July, Fariba Danesh sold around 10k shares on-market at roughly US$18.59 per share. This transaction amounted to 70% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$967k more than they bought in the last 12 months.Price Target Changed • Jul 18Price target increased by 108% to US$25.00Up from US$12.00, the current price target is provided by 1 analyst. New target price is 33% above last closing price of US$18.83. Stock is down 61% over the past year. The company posted earnings per share of US$1.15 last year.Reported Earnings • Jul 17Full year 2024 earnings released: EPS: US$1.15 (vs US$0.52 in FY 2023)Full year 2024 results: EPS: US$1.15 (up from US$0.52 in FY 2023). Revenue: US$66.2m (up 1.9% from FY 2023). Net income: US$33.2m (up 128% from FY 2023). Profit margin: 50% (up from 22% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 17Aehr Test Systems (NasdaqCM:AEHR) agreed to acquire Incal Technology, Inc for $23.1.Aehr Test Systems (NasdaqCM:AEHR) agreed to acquire Incal Technology, Inc for $23.1 on July 15, 2024. A cash consideration of $14 million will be paid by Aehr Test Systems. The consideration consists of 0.55 million common equity of Aehr Test Systems to be issued for common equity of Incal Technology, Inc. The transaction has been approved by the board of directors of both companies and the Acquisition is expected to close within 60 days, subject to customary closing conditions. The transaction is subject to certain post-closing adjustments with respect to working capital. Latham & Watkins LLP acted as legal advisor for Aehr Test Systems.分析記事 • Jul 17Aehr Test Systems' (NASDAQ:AEHR) 27% Share Price Surge Not Quite Adding UpDespite an already strong run, Aehr Test Systems ( NASDAQ:AEHR ) shares have been powering on, with a gain of 27% in...お知らせ • Jul 17Aehr Test Systems Provides Earnings Guidance for the Fiscal Year Ending May 30, 2025Aehr Test Systems provided earnings guidance for the fiscal year ending May 30, 2025. For the period, the company expects total revenue of at least $70 million and net profit before taxes of at least 10% of revenue.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 40%After last week's 40% share price gain to US$15.75, the stock trades at a trailing P/E ratio of 29.6x. Average forward P/E is 23x in the Semiconductor industry in the US. Total returns to shareholders of 363% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$9.07 per share.お知らせ • Jul 04Aehr Test Systems to Report Q4, 2024 Results on Jul 16, 2024Aehr Test Systems announced that they will report Q4, 2024 results After-Market on Jul 16, 2024Buy Or Sell Opportunity • Jul 01Now 23% overvaluedOver the last 90 days, the stock has fallen 6.6% to US$11.10. The fair value is estimated to be US$8.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 48% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 6.6% in a year. Earnings are forecast to decline by 22% in the next year.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$10.17, the stock trades at a trailing P/E ratio of 19.1x. Average forward P/E is 23x in the Semiconductor industry in the US. Total returns to shareholders of 268% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.97 per share.Buy Or Sell Opportunity • Jun 22Now 20% overvaluedOver the last 90 days, the stock has fallen 26% to US$10.80. The fair value is estimated to be US$8.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 48% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 6.6% in a year. Earnings are forecast to decline by 22% in the next year.New Risk • Jun 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 14% per year for the foreseeable future. High level of non-cash earnings (34% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).Seeking Alpha • Jun 07Aehr Test Systems: The Bottom Might Be InSummary Aehr Test Systems may be at the bottom of its business cycle, and long-term growth potential remains. The company's financials have been impacted by slower demand and falling revenues, but stronger bookings and backlog are encouraging signs of a reversal of the slowdown. The market growth potential for AEHR is strong, the EV market should drive growth for years to come. Read the full article on Seeking Alpha分析記事 • Jun 06We Like These Underlying Return On Capital Trends At Aehr Test Systems (NASDAQ:AEHR)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$12.75, the stock trades at a trailing P/E ratio of 23.9x. Average forward P/E is 21x in the Semiconductor industry in the US. Total returns to shareholders of 381% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.78 per share.Board Change • Jun 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Fariba Danesh was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • May 01Why Aehr Test Systems (NASDAQ:AEHR) Could Be Worth WatchingAehr Test Systems ( NASDAQ:AEHR ), is not the largest company out there, but it saw a double-digit share price rise of...Buy Or Sell Opportunity • Apr 24Now 24% overvaluedOver the last 90 days, the stock has fallen 32% to US$11.14. The fair value is estimated to be US$8.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 48% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 6.6% in a year. Earnings are forecast to decline by 22% in the next year.分析記事 • Apr 18Aehr Test Systems' (NASDAQ:AEHR) Solid Earnings May Rest On Weak FoundationsAehr Test Systems' ( NASDAQ:AEHR ) robust recent earnings didn't do much to move the stock. However the statutory...New Risk • Apr 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 14% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 14% per year for the foreseeable future. High level of non-cash earnings (34% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (4.2% increase in shares outstanding). Significant insider selling over the past 3 months (US$152k sold).Reported Earnings • Apr 10Third quarter 2024 earnings released: US$0.051 loss per share (vs US$0.15 profit in 3Q 2023)Third quarter 2024 results: US$0.051 loss per share (down from US$0.15 profit in 3Q 2023). Revenue: US$7.56m (down 56% from 3Q 2023). Net loss: US$1.47m (down 136% from profit in 3Q 2023). Revenue is expected to decline by 5.7% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in the US are expected to grow by 16%. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 72% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 10Aehr Test Systems Provides Earnings Guidance for the Fiscal Year Ending May 31, 2024Aehr Test Systems provides earnings guidance for the fiscal year ending May 31, 2024. For the period, the company reiterating its previously provided guidance for total revenue of greater than $65 million and GAAP net income of approximately $11 million or more, or $0.38 per diluted share.分析記事 • Apr 01Some Confidence Is Lacking In Aehr Test Systems (NASDAQ:AEHR) As Shares Slide 30%Unfortunately for some shareholders, the Aehr Test Systems ( NASDAQ:AEHR ) share price has dived 30% in the last thirty...Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$12.40, the stock trades at a trailing P/E ratio of 17x. Average forward P/E is 21x in the Semiconductor industry in the US. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$7.15 per share.お知らせ • Mar 26Aehr Test Systems to Report Q3, 2024 Results on Apr 09, 2024Aehr Test Systems announced that they will report Q3, 2024 results on Apr 09, 2024Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$14.50, the stock trades at a trailing P/E ratio of 19.9x. Average forward P/E is 21x in the Semiconductor industry in the US. Total returns to shareholders of 464% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$7.14 per share.分析記事 • Feb 21Investors Shouldn't Overlook Aehr Test Systems' (NASDAQ:AEHR) Impressive Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Seeking Alpha • Feb 14Aehr Test Systems Faces Cyclical Headwinds (Rating Downgrade)Summary Aehr Test Systems has experienced cyclical headwinds that have affected its near-term prospects. Despite these challenges, the company's proprietary wafer-level test systems continue to benefit from rising demand for chips that require thorough testing. AEHR's XP systems, which can test multiple wafers at once, offer cost and space savings, and the company has additional growth opportunities in segments such as SiC, GaN, and SiPh. The cyclical headwinds will pass but could very well last a little longer. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$17.21, the stock trades at a trailing P/E ratio of 23.6x. Average forward P/E is 19x in the Semiconductor industry in the US. Total returns to shareholders of 450% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$7.30 per share.Recent Insider Transactions Derivative • Feb 10Founder & Independent Chairman exercised options to buy US$310k worth of stock.On the 6th of February, Rhea Posedel exercised options to buy 18k shares at a strike price of around US$3.93, costing a total of US$71k. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. Since June 2023, Rhea's direct individual holding has decreased from 571.22k shares to 477.11k. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months.株主還元AEHRUS SemiconductorUS 市場7D2.3%0.4%-0.9%1Y971.0%100.9%24.4%株主還元を見る業界別リターン: AEHR過去 1 年間で100.9 % の収益を上げたUS Semiconductor業界を上回りました。リターン対市場: AEHR過去 1 年間で24.4 % の収益を上げたUS市場を上回りました。価格変動Is AEHR's price volatile compared to industry and market?AEHR volatilityAEHR Average Weekly Movement18.2%Semiconductor Industry Average Movement10.9%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.1%安定した株価: AEHRの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: AEHRの weekly volatility ( 18% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1977136Gayn Ericksonwww.aehr.comAehr Test Systems, Inc.は、米国、アジア、欧州において、ウェハレベル、シングルドダイ、パッケージ部品フォーム、および設置型システムにおけるテスト、バーンイン、半導体デバイスのテストソリューションを提供しています。同社の製品ポートフォリオには、携帯電話やタブレット、その他のコンピューティングデバイスに使用される炭化ケイ素ベースやその他のパワー半導体、2D、3Dセンサー、メモリー半導体、プロセッサー、マイクロコントローラー、システムオンチップ、フォトニクスや集積光学デバイスなど、さまざまなデバイスをテスト、バーンイン、安定化させるフルウェハコンタクトおよびシングルドダイ／モジュールテスト＆バーンインシステムであるFOX-XPおよびFOX-NPシステムが含まれる。同社は、ロジック、メモリ、フォトニックデバイス向けの低コストな枚葉式小型テストソリューションであるFOX-CPシステムと、集積回路メーカーがFOX-Pシステム上でフルウェーハのテスト、バーンイン、安定化を行うことを可能にする、最大300mmのウェーハをテスト可能なフルウェーハコンタクタであるFOX WaferPak Contactorを提供している。さらに、FOX DiePak Carrierを提供し、シングル化されたベアダイとモジュールのテスト、バーンイン、安定化を可能にする。同社は1977年に設立され、カリフォルニア州フリーモントに本社を置いている。もっと見るAehr Test Systems, Inc. 基礎のまとめAehr Test Systems の収益と売上を時価総額と比較するとどうか。AEHR 基礎統計学時価総額US$3.34b収益（TTM）-US$11.42m売上高(TTM)US$45.26m69.2xP/Sレシオ-274.1xPER（株価収益率AEHR は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AEHR 損益計算書（TTM）収益US$45.26m売上原価US$31.35m売上総利益US$13.90mその他の費用US$25.32m収益-US$11.42m直近の収益報告Feb 27, 2026次回決算日該当なし一株当たり利益（EPS）-0.36グロス・マージン30.72%純利益率-25.23%有利子負債／自己資本比率0%AEHR の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/15 21:02終値2026/05/15 00:00収益2026/02/27年間収益2025/05/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Aehr Test Systems, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Christian SchwabCraig-Hallum Capital Group LLCEgor TolmachevFreedom BrokerDanial YermakhanFreedom Broker2 その他のアナリストを表示
Recent Insider Transactions Derivative • May 14Independent Director notifies of intention to sell stockHoward Slayen intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of May. If the sale is conducted around the recent share price of US$105, it would amount to US$714k. Since September 2025, Howard's direct individual holding has decreased from 209.89k shares to 176.53k. Company insiders have collectively sold US$35m more than they bought, via options and on-market transactions in the last 12 months.
ライブニュース • May 10Aehr Test Systems Sees Record AI Order and Growing Backlog Drive Surge in 2026Aehr Test Systems received a record US$41 million follow-on production order from its lead hyperscale AI customer for Sonoma burn-in systems used to test custom AI processor ASICs. Total bookings for the second half of fiscal 2026 reached more than US$92 million, and unfilled order backlog stood at US$38.7 million, nearly double the level a year earlier. The company expanded its Fremont facility and contract manufacturing capacity, completed a US$60 million equity offering, and saw insider share sales from founder Rhea J. Posedel and hedge fund Halter Ferguson. For investors, the key takeaway is the size and concentration of demand tied to a leading hyperscale AI customer. The record US$41 million order and more than US$92 million in second-half bookings indicate that burn-in systems for AI processors are becoming a more established part of semiconductor manufacturing, with Aehr participating as a supplier to this trend. The near doubling of backlog to US$38.7 million offers some visibility into future production needs, even as the most recent quarter showed declining net sales and mixed earnings. The balance sheet has also changed. The US$60 million equity raise adds capital that can support capacity investments and working capital, though it also results in dilution for existing shareholders. Insider and hedge fund selling may prompt some investors to consider the balance between profit-taking and long-term conviction, especially after a year-to-date stock move of 327% in 2026 that has outpaced larger chip companies such as Nvidia and AMD.
新しいナラティブ • Apr 21AEHR Insiders Cashed Out $25.9M After Years of Shareholder DilutionHeavy insider selling, repeated dilution, and weakening fundamentals raise serious questions about shareholder alignment Aehr Test Systems (NASDAQ: AEHR) has often been presented as a high-growth semiconductor equipment story tied to silicon carbide, EV power devices, and emerging AI infrastructure demand. But behind the narrative lies a more uncomfortable reality for shareholders: years of dilution followed by a major insider cash-out during a sharp stock rally.
Recent Insider Transactions • Apr 16Chief Operating Officer recently sold US$247k worth of stockOn the 9th of April, Adil Engineer sold around 4k shares on-market at roughly US$66.30 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$420k. This was Adil's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Apr 12President notifies of intention to sell stockGayn Erickson intends to sell 96k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of April. If the sale is conducted around the recent share price of US$70.58, it would amount to US$6.8m. For the year to May 2019, Gayn's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Gayn's direct individual holding has increased from 374.92k shares to 418.78k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Apr 09Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $60 million.Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $60 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Recent Insider Transactions Derivative • May 14Independent Director notifies of intention to sell stockHoward Slayen intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of May. If the sale is conducted around the recent share price of US$105, it would amount to US$714k. Since September 2025, Howard's direct individual holding has decreased from 209.89k shares to 176.53k. Company insiders have collectively sold US$35m more than they bought, via options and on-market transactions in the last 12 months.
ライブニュース • May 10Aehr Test Systems Sees Record AI Order and Growing Backlog Drive Surge in 2026Aehr Test Systems received a record US$41 million follow-on production order from its lead hyperscale AI customer for Sonoma burn-in systems used to test custom AI processor ASICs. Total bookings for the second half of fiscal 2026 reached more than US$92 million, and unfilled order backlog stood at US$38.7 million, nearly double the level a year earlier. The company expanded its Fremont facility and contract manufacturing capacity, completed a US$60 million equity offering, and saw insider share sales from founder Rhea J. Posedel and hedge fund Halter Ferguson. For investors, the key takeaway is the size and concentration of demand tied to a leading hyperscale AI customer. The record US$41 million order and more than US$92 million in second-half bookings indicate that burn-in systems for AI processors are becoming a more established part of semiconductor manufacturing, with Aehr participating as a supplier to this trend. The near doubling of backlog to US$38.7 million offers some visibility into future production needs, even as the most recent quarter showed declining net sales and mixed earnings. The balance sheet has also changed. The US$60 million equity raise adds capital that can support capacity investments and working capital, though it also results in dilution for existing shareholders. Insider and hedge fund selling may prompt some investors to consider the balance between profit-taking and long-term conviction, especially after a year-to-date stock move of 327% in 2026 that has outpaced larger chip companies such as Nvidia and AMD.
新しいナラティブ • Apr 21AEHR Insiders Cashed Out $25.9M After Years of Shareholder DilutionHeavy insider selling, repeated dilution, and weakening fundamentals raise serious questions about shareholder alignment Aehr Test Systems (NASDAQ: AEHR) has often been presented as a high-growth semiconductor equipment story tied to silicon carbide, EV power devices, and emerging AI infrastructure demand. But behind the narrative lies a more uncomfortable reality for shareholders: years of dilution followed by a major insider cash-out during a sharp stock rally.
Recent Insider Transactions • Apr 16Chief Operating Officer recently sold US$247k worth of stockOn the 9th of April, Adil Engineer sold around 4k shares on-market at roughly US$66.30 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$420k. This was Adil's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Apr 12President notifies of intention to sell stockGayn Erickson intends to sell 96k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of April. If the sale is conducted around the recent share price of US$70.58, it would amount to US$6.8m. For the year to May 2019, Gayn's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Gayn's direct individual holding has increased from 374.92k shares to 418.78k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Apr 09Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $60 million.Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $60 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Reported Earnings • Apr 08Third quarter 2026 earnings released: US$0.10 loss per share (vs US$0.022 loss in 3Q 2025)Third quarter 2026 results: US$0.10 loss per share (further deteriorated from US$0.022 loss in 3Q 2025). Revenue: US$10.3m (down 44% from 3Q 2025). Net loss: US$3.20m (loss widened 398% from 3Q 2025). Revenue is forecast to grow 40% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
Seeking Alpha • Apr 08Aehr Test Systems: The Quiet Bottleneck In AI InfrastructureSummary Revenue declined 44% year over year to $10.3 million, but bookings surged to $37.2 million, up 6× quarter over quarter. Book-to-bill exceeded 3.5×, with backlog at $38.7 million and effective backlog reaching $50.9 million after quarter-end. Only 5–20% of ASICs and ~50% of AI accelerators use burn-in, leaving significant adoption-driven growth ahead. Q4 bookings reached $12.2 million in just 5 weeks, already doubling the entire Q2 booking level of $6.2 million. Valuation stands at ~33× FY2026 P/S, but strong demand suggests FY2027 revenue estimates near $82 million may prove conservative. Read the full article on Seeking Alpha
お知らせ • Mar 30Aehr Test Systems, Inc. to Report Q3, 2026 Results on Apr 07, 2026Aehr Test Systems, Inc. announced that they will report Q3, 2026 results After-Market on Apr 07, 2026
Price Target Changed • Mar 05Price target increased by 49% to US$36.33Up from US$24.33, the current price target is an average from 3 analysts. New target price is 10% below last closing price of US$40.49. Stock is up 359% over the past year. The company posted a net loss per share of US$0.13 last year.
New Risk • Mar 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Significant insider selling over the past 3 months (US$646k sold).
Recent Insider Transactions • Feb 16Founder & Independent Chairman recently sold US$420k worth of stockOn the 13th of February, Rhea Posedel sold around 14k shares on-market at roughly US$30.02 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Rhea's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Feb 15Founder & Independent Chairman notifies of intention to sell stockRhea Posedel intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of February. If the sale is conducted around the recent share price of US$27.89, it would amount to US$390k. Since September 2025, Rhea has owned 493.73k shares directly. Company insiders have collectively sold US$888k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jan 27Independent Director recently sold US$143k worth of stockOn the 22nd of January, Laura Oliphant sold around 5k shares on-market at roughly US$31.40 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$154k. Insiders have been net sellers, collectively disposing of US$715k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Jan 22Independent Director notifies of intention to sell stockLaura Oliphant intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of January. If the sale is conducted around the recent share price of US$31.40, it would amount to US$143k. Since September 2025, Laura has owned 16.20k shares directly. Company insiders have collectively sold US$662k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jan 17Aehr Test Systems, Inc.'s (NASDAQ:AEHR) 34% Price Boost Is Out Of Tune With RevenuesAehr Test Systems, Inc. ( NASDAQ:AEHR ) shareholders would be excited to see that the share price has had a great...
Reported Earnings • Jan 09Second quarter 2026 earnings released: US$0.11 loss per share (vs US$0.035 loss in 2Q 2025)Second quarter 2026 results: US$0.11 loss per share (further deteriorated from US$0.035 loss in 2Q 2025). Revenue: US$9.88m (down 27% from 2Q 2025). Net loss: US$3.23m (loss widened 214% from 2Q 2025). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 09Aehr Test Systems, Inc. Reinstates Earnings Guidance for the Second Half of Fiscal 2026Aehr Test Systems, Inc. reinstated earnings guidance for the second half of fiscal 2026. For the period, which began November 29, 2025 and ends this May 29, 2026, Aehr expects revenue between $25 million and $30 million.
お知らせ • Dec 30Aehr Test Systems, Inc. to Report Q2, 2026 Results on Jan 08, 2026Aehr Test Systems, Inc. announced that they will report Q2, 2026 results After-Market on Jan 08, 2026
Buy Or Sell Opportunity • Nov 21Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to US$20.27. The fair value is estimated to be US$16.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Nov 20Aehr Test Systems, Inc. (NASDAQ:AEHR) Shares May Have Slumped 31% But Getting In Cheap Is Still UnlikelyAehr Test Systems, Inc. ( NASDAQ:AEHR ) shares have retraced a considerable 31% in the last month, reversing a fair...
Recent Insider Transactions • Nov 07Independent Director recently sold US$154k worth of stockOn the 5th of November, Howard Slayen sold around 6k shares on-market at roughly US$25.73 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$223k. Insiders have been net sellers, collectively disposing of US$573k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Oct 24Insider exercised options to buy US$2.8m worth of stock.On the 22nd of October, Vernon Rogers exercised options to buy 110k shares at a strike price of around US$2.03, costing a total of US$224k. This transaction amounted to 297% of their direct individual holding at the time of the trade. Since December 2024, Vernon's direct individual holding has increased from 19.35k shares to 147.62k. Company insiders have collectively sold US$508k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Oct 13Independent Director recently sold US$223k worth of stockOn the 9th of October, Fariba Danesh sold around 9k shares on-market at roughly US$24.79 per share. This transaction amounted to 73% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$418k more than they bought in the last 12 months.
Reported Earnings • Oct 07First quarter 2026 earnings released: US$0.07 loss per share (vs US$0.023 profit in 1Q 2025)First quarter 2026 results: US$0.07 loss per share (down from US$0.023 profit in 1Q 2025). Revenue: US$11.0m (down 16% from 1Q 2025). Net loss: US$2.08m (down 416% from profit in 1Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Sep 29Aehr Test Systems, Inc. to Report Q1, 2026 Results on Oct 06, 2025Aehr Test Systems, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Oct 06, 2025
お知らせ • Sep 11Aehr Test Systems, Inc., Annual General Meeting, Oct 20, 2025Aehr Test Systems, Inc., Annual General Meeting, Oct 20, 2025. Location: 400kato terrace, california 94539, fremont United States
New Risk • Aug 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risk Significant insider selling over the past 3 months (US$150k sold).
分析記事 • Aug 28There's Reason For Concern Over Aehr Test Systems, Inc.'s (NASDAQ:AEHR) Massive 29% Price JumpDespite an already strong run, Aehr Test Systems, Inc. ( NASDAQ:AEHR ) shares have been powering on, with a gain of 29...
Buy Or Sell Opportunity • Aug 25Now 44% overvalued after recent price riseOver the last 90 days, the stock has risen 148% to US$24.59. The fair value is estimated to be US$17.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Aug 20Calculating The Intrinsic Value Of Aehr Test Systems, Inc. (NASDAQ:AEHR)NasdaqCM:AEHR 1 Year Share Price vs Fair Value Explore Aehr Test Systems's Fair Values from the Community and select...
Recent Insider Transactions • Jul 30Independent Director recently sold US$108k worth of stockOn the 25th of July, Laura Oliphant sold around 5k shares on-market at roughly US$21.50 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$115k more than they sold in the last 12 months.
Recent Insider Transactions Derivative • Jul 23Founder & Independent Chairman notifies of intention to sell stockRhea Posedel intends to sell 18k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of July. If the sale is conducted around the recent share price of US$19.83, it would amount to US$357k. Since September 2024, Rhea's direct individual holding has increased from 496.46k shares to 523.67k. Company insiders have collectively bought US$68k more than they sold, via options and on-market transactions, in the last 12 months.
New Risk • Jul 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$88k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$88k sold).
Buy Or Sell Opportunity • Jul 09Now 30% undervaluedOver the last 90 days, the stock has risen 63% to US$13.29. The fair value is estimated to be US$18.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Jul 09Further Upside For Aehr Test Systems, Inc. (NASDAQ:AEHR) Shares Could Introduce Price Risks After 34% BounceAehr Test Systems, Inc. ( NASDAQ:AEHR ) shares have continued their recent momentum with a 34% gain in the last month...
Board Change • Jul 08Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Fariba Danesh was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 30Aehr Test Systems, Inc. to Report Q4, 2025 Results on Jul 08, 2025Aehr Test Systems, Inc. announced that they will report Q4, 2025 results After-Market on Jul 08, 2025
新しいナラティブ • Jun 27Aehr Test Systems will leverage AI for significant growth potentialThere are a couple of reasons that I like this stock, but I still need to look more into it, however I do currently own some shares. As of right now AEHR is in a good position with AI about to explode
Reported Earnings • Apr 09Third quarter 2025 earnings released: US$0.022 loss per share (vs US$0.051 loss in 3Q 2024)Third quarter 2025 results: US$0.022 loss per share (improved from US$0.051 loss in 3Q 2024). Revenue: US$18.3m (up 142% from 3Q 2024). Net loss: US$643.0k (loss narrowed 56% from 3Q 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$6.85, the stock trades at a trailing P/E ratio of 9.2x. Average forward P/E is 20x in the Semiconductor industry in the US. Total loss to shareholders of 28% over the past three years.
お知らせ • Mar 28Aehr Test Systems, Inc. to Report Q3, 2025 Results on Apr 08, 2025Aehr Test Systems, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 08, 2025
Seeking Alpha • Mar 27Aehr Test Systems: An Earnings Show-Me Story, Optimistic For A TurnaroundSummary Aehr Test Systems has faced significant challenges, including weak silicon carbide sales and intense competition, but remains a buy due to low valuation and potential EPS growth. Despite a sharp underperformance since early 2024 and a disappointing Q2, AEHR is diversifying revenue streams and expanding into AI processors, which could drive future growth. Key risks include ongoing supply chain issues, competition, and uncertainties in the silicon carbide market, but recent positive economic data from China offers hope for a turnaround. Technically, AEHR faces resistance at $10 and bearish indicators, but a bullish response to earnings could target a long-term upside gap around $16. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improves as stock rises 20%After last week's 20% share price gain to US$9.77, the stock trades at a trailing P/E ratio of 13.2x. Average forward P/E is 21x in the Semiconductor industry in the US. Total loss to shareholders of 4.4% over the past three years.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$12.47, the stock trades at a trailing P/E ratio of 16.8x. Average forward P/E is 24x in the Semiconductor industry in the US. Total returns to shareholders of 6.3% over the past three years.
分析記事 • Feb 06Not Many Are Piling Into Aehr Test Systems, Inc. (NASDAQ:AEHR) Stock Yet As It Plummets 34%Aehr Test Systems, Inc. ( NASDAQ:AEHR ) shareholders won't be pleased to see that the share price has had a very rough...
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to US$12.46, the stock trades at a trailing P/E ratio of 16.8x. Average forward P/E is 21x in the Semiconductor industry in the US. Total returns to shareholders of 5.3% over the past three years.
Price Target Changed • Jan 17Price target decreased by 24% to US$19.00Down from US$25.00, the current price target is provided by 1 analyst. New target price is 52% above last closing price of US$12.46. Stock is down 25% over the past year. The company posted earnings per share of US$1.15 last year.
Seeking Alpha • Jan 16Aehr Test Systems: Selloff Was Justified But I'm Still Cautiously Optimistic (Rating Downgrade)Summary Aehr Test Systems' competitive advantage lies in its best-in-class test systems used for both EV and AI chips. The company's poor 2024 performance was due to an EV slowdown and reduced capex from its largest customer. Recent orders from AI and GaN customers signal strong growth for the second half of 2025 and increasing trust in Aehr's technology. Read the full article on Seeking Alpha
Reported Earnings • Jan 14Second quarter 2025 earnings released: US$0.035 loss per share (vs US$0.21 profit in 2Q 2024)Second quarter 2025 results: US$0.035 loss per share (down from US$0.21 profit in 2Q 2024). Revenue: US$13.5m (down 37% from 2Q 2024). Net loss: US$1.03m (down 117% from profit in 2Q 2024). Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jan 14Aehr Test Systems Reiterates Earnings Guidance for Fiscal Year Ending May 30, 2025For the fiscal year ending May 30, 2025, Aehr Test Systems, Inc. reiterated its previously provided guidance for total revenue of at least $70 million.
お知らせ • Jan 01Aehr Test Systems, Inc. to Report Q2, 2025 Results on Jan 13, 2025Aehr Test Systems, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jan 13, 2025
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$16.98, the stock trades at a trailing P/E ratio of 17.3x. Average forward P/E is 20x in the Semiconductor industry in the US. Total loss to shareholders of 27% over the past three years.
Seeking Alpha • Dec 17Aehr Test Systems: With A Turnaround In Sight, It's High On My Watchlist To Build A Proper PositionSummary Aehr Test Systems' share price dropped 30% since the last update but shows potential recovery, driven by positive news on diversification and SiC segment outlook. Latest earnings beat expectations with $13M in revenue, mainly from SiC; diversification into GaN and AI segments is progressing. Secured initial AI orders, boosting stock by 21%; diversification could bring significant revenue growth, but competition may arise. Despite positive signs, I remain cautious due to SiC market recovery uncertainty and macroeconomic factors, holding off on a buy rating for now. Read the full article on Seeking Alpha
分析記事 • Dec 17Improved Earnings Required Before Aehr Test Systems, Inc. (NASDAQ:AEHR) Stock's 34% Jump Looks JustifiedAehr Test Systems, Inc. ( NASDAQ:AEHR ) shares have had a really impressive month, gaining 34% after a shaky period...
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$14.49, the stock trades at a trailing P/E ratio of 14.7x. Average forward P/E is 20x in the Semiconductor industry in the US. Total loss to shareholders of 5.8% over the past three years.
お知らせ • Dec 06Gewirtz & Grossman LLC Notifies Class Action Lawsuit Filed Against Aehr Test Systems, IncGewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Aehr Test Systems, Inc. and certain of its officers. This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Aehr securities between January 9, 2024 and March 24, 2024, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site. The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) contrary to prior representations to investors, Aehr was continuing to experience substantial delays in customer orders; (2) the foregoing issue was likely to have a material negative impact on the Company's revenue growth; (3) accordingly, the Company's business and/or financial prospects were overstated; and (4) as a result, the Company's public statements were materially false and misleading at all relevant times. A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/AEHR. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 332-239-2660. If you suffered a loss in Aehr you have until February 3, 2025, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff. We represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful. Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. Attorney advertising. Prior results do not guarantee similar outcomes.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$14.08, the stock trades at a trailing P/E ratio of 14.3x. Average forward P/E is 21x in the Semiconductor industry in the US. Total loss to shareholders of 45% over the past three years.
分析記事 • Oct 23Aehr Test Systems' (NASDAQ:AEHR) Earnings Might Not Be As Promising As They SeemAehr Test Systems, Inc.'s ( NASDAQ:AEHR ) stock performed strongly after the recent earnings report. Investors should...
分析記事 • Oct 19Aehr Test Systems, Inc.'s (NASDAQ:AEHR) Shares Bounce 30% But Its Business Still Trails The MarketAehr Test Systems, Inc. ( NASDAQ:AEHR ) shareholders are no doubt pleased to see that the share price has bounced 30...
お知らせ • Oct 16Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $40 million.Aehr Test Systems, Inc. has filed a Follow-on Equity Offering in the amount of $40 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Reported Earnings • Oct 11First quarter 2025 earnings released: EPS: US$0.023 (vs US$0.16 in 1Q 2024)First quarter 2025 results: EPS: US$0.023 (down from US$0.16 in 1Q 2024). Revenue: US$13.1m (down 36% from 1Q 2024). Net income: US$660.0k (down 86% from 1Q 2024). Profit margin: 5.0% (down from 23% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Oct 11Aehr Test Systems, Inc. Reaffirms Earnings Guidance for the Fiscal Year Ending May 30, 2025Aehr Test Systems, Inc. reaffirms earnings guidance for the fiscal year ending May 30, 2025. For the fiscal year ending May 30, 2025, Aehr is reiterating its previously provided guidance for total revenue of at least $70 million and net profit before taxes of at least 10% of revenue.
Seeking Alpha • Oct 11Aehr Test Systems: Enthusiastic Management But Weak Near-Term Prospects, HoldSummary Shares of wafer level test and burn-in system supplier Aehr Test Systems rallied after the close of Thursday's regular session as investors cheered better-than-expected Q1/FY2025 results. Results and backlog benefited from the recent acquisition of Incal Technologies. As usual, management remained enthusiastic about the company's diversification into new markets, including AI. However, expansion into new markets won't offset persistent weakness in the core silicon carbide system business anytime soon. While market participants are likely to celebrate perceived AI market prospects in the near-term, persistent weakness in the company's core business is keeping me sidelined for now. Read the full article on Seeking Alpha
お知らせ • Oct 02Aehr Test Systems, Inc. to Report Q1, 2025 Results on Oct 10, 2024Aehr Test Systems, Inc. announced that they will report Q1, 2025 results After-Market on Oct 10, 2024
お知らせ • Sep 12Aehr Test Systems, Inc., Annual General Meeting, Oct 21, 2024Aehr Test Systems, Inc., Annual General Meeting, Oct 21, 2024. Location: 400 kato terrace, california 94539, fremont United States
分析記事 • Sep 07Aehr Test Systems (NASDAQ:AEHR) Is Experiencing Growth In Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$15.01, the stock trades at a trailing P/E ratio of 13.4x. Average forward P/E is 18x in the Semiconductor industry in the US. Total returns to shareholders of 131% over the past three years.
Recent Insider Transactions • Aug 01Independent Director recently sold US$186k worth of stockOn the 30th of July, Fariba Danesh sold around 10k shares on-market at roughly US$18.59 per share. This transaction amounted to 70% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$967k more than they bought in the last 12 months.
Price Target Changed • Jul 18Price target increased by 108% to US$25.00Up from US$12.00, the current price target is provided by 1 analyst. New target price is 33% above last closing price of US$18.83. Stock is down 61% over the past year. The company posted earnings per share of US$1.15 last year.
Reported Earnings • Jul 17Full year 2024 earnings released: EPS: US$1.15 (vs US$0.52 in FY 2023)Full year 2024 results: EPS: US$1.15 (up from US$0.52 in FY 2023). Revenue: US$66.2m (up 1.9% from FY 2023). Net income: US$33.2m (up 128% from FY 2023). Profit margin: 50% (up from 22% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 17Aehr Test Systems (NasdaqCM:AEHR) agreed to acquire Incal Technology, Inc for $23.1.Aehr Test Systems (NasdaqCM:AEHR) agreed to acquire Incal Technology, Inc for $23.1 on July 15, 2024. A cash consideration of $14 million will be paid by Aehr Test Systems. The consideration consists of 0.55 million common equity of Aehr Test Systems to be issued for common equity of Incal Technology, Inc. The transaction has been approved by the board of directors of both companies and the Acquisition is expected to close within 60 days, subject to customary closing conditions. The transaction is subject to certain post-closing adjustments with respect to working capital. Latham & Watkins LLP acted as legal advisor for Aehr Test Systems.
分析記事 • Jul 17Aehr Test Systems' (NASDAQ:AEHR) 27% Share Price Surge Not Quite Adding UpDespite an already strong run, Aehr Test Systems ( NASDAQ:AEHR ) shares have been powering on, with a gain of 27% in...
お知らせ • Jul 17Aehr Test Systems Provides Earnings Guidance for the Fiscal Year Ending May 30, 2025Aehr Test Systems provided earnings guidance for the fiscal year ending May 30, 2025. For the period, the company expects total revenue of at least $70 million and net profit before taxes of at least 10% of revenue.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 40%After last week's 40% share price gain to US$15.75, the stock trades at a trailing P/E ratio of 29.6x. Average forward P/E is 23x in the Semiconductor industry in the US. Total returns to shareholders of 363% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$9.07 per share.
お知らせ • Jul 04Aehr Test Systems to Report Q4, 2024 Results on Jul 16, 2024Aehr Test Systems announced that they will report Q4, 2024 results After-Market on Jul 16, 2024
Buy Or Sell Opportunity • Jul 01Now 23% overvaluedOver the last 90 days, the stock has fallen 6.6% to US$11.10. The fair value is estimated to be US$8.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 48% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 6.6% in a year. Earnings are forecast to decline by 22% in the next year.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$10.17, the stock trades at a trailing P/E ratio of 19.1x. Average forward P/E is 23x in the Semiconductor industry in the US. Total returns to shareholders of 268% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.97 per share.
Buy Or Sell Opportunity • Jun 22Now 20% overvaluedOver the last 90 days, the stock has fallen 26% to US$10.80. The fair value is estimated to be US$8.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 48% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 6.6% in a year. Earnings are forecast to decline by 22% in the next year.
New Risk • Jun 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 14% per year for the foreseeable future. High level of non-cash earnings (34% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).
Seeking Alpha • Jun 07Aehr Test Systems: The Bottom Might Be InSummary Aehr Test Systems may be at the bottom of its business cycle, and long-term growth potential remains. The company's financials have been impacted by slower demand and falling revenues, but stronger bookings and backlog are encouraging signs of a reversal of the slowdown. The market growth potential for AEHR is strong, the EV market should drive growth for years to come. Read the full article on Seeking Alpha
分析記事 • Jun 06We Like These Underlying Return On Capital Trends At Aehr Test Systems (NASDAQ:AEHR)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$12.75, the stock trades at a trailing P/E ratio of 23.9x. Average forward P/E is 21x in the Semiconductor industry in the US. Total returns to shareholders of 381% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$8.78 per share.
Board Change • Jun 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Fariba Danesh was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • May 01Why Aehr Test Systems (NASDAQ:AEHR) Could Be Worth WatchingAehr Test Systems ( NASDAQ:AEHR ), is not the largest company out there, but it saw a double-digit share price rise of...
Buy Or Sell Opportunity • Apr 24Now 24% overvaluedOver the last 90 days, the stock has fallen 32% to US$11.14. The fair value is estimated to be US$8.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 48% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 6.6% in a year. Earnings are forecast to decline by 22% in the next year.
分析記事 • Apr 18Aehr Test Systems' (NASDAQ:AEHR) Solid Earnings May Rest On Weak FoundationsAehr Test Systems' ( NASDAQ:AEHR ) robust recent earnings didn't do much to move the stock. However the statutory...
New Risk • Apr 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 14% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 14% per year for the foreseeable future. High level of non-cash earnings (34% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (4.2% increase in shares outstanding). Significant insider selling over the past 3 months (US$152k sold).
Reported Earnings • Apr 10Third quarter 2024 earnings released: US$0.051 loss per share (vs US$0.15 profit in 3Q 2023)Third quarter 2024 results: US$0.051 loss per share (down from US$0.15 profit in 3Q 2023). Revenue: US$7.56m (down 56% from 3Q 2023). Net loss: US$1.47m (down 136% from profit in 3Q 2023). Revenue is expected to decline by 5.7% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in the US are expected to grow by 16%. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 72% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 10Aehr Test Systems Provides Earnings Guidance for the Fiscal Year Ending May 31, 2024Aehr Test Systems provides earnings guidance for the fiscal year ending May 31, 2024. For the period, the company reiterating its previously provided guidance for total revenue of greater than $65 million and GAAP net income of approximately $11 million or more, or $0.38 per diluted share.
分析記事 • Apr 01Some Confidence Is Lacking In Aehr Test Systems (NASDAQ:AEHR) As Shares Slide 30%Unfortunately for some shareholders, the Aehr Test Systems ( NASDAQ:AEHR ) share price has dived 30% in the last thirty...
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$12.40, the stock trades at a trailing P/E ratio of 17x. Average forward P/E is 21x in the Semiconductor industry in the US. Total returns to shareholders of 382% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$7.15 per share.
お知らせ • Mar 26Aehr Test Systems to Report Q3, 2024 Results on Apr 09, 2024Aehr Test Systems announced that they will report Q3, 2024 results on Apr 09, 2024
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$14.50, the stock trades at a trailing P/E ratio of 19.9x. Average forward P/E is 21x in the Semiconductor industry in the US. Total returns to shareholders of 464% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$7.14 per share.
分析記事 • Feb 21Investors Shouldn't Overlook Aehr Test Systems' (NASDAQ:AEHR) Impressive Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Seeking Alpha • Feb 14Aehr Test Systems Faces Cyclical Headwinds (Rating Downgrade)Summary Aehr Test Systems has experienced cyclical headwinds that have affected its near-term prospects. Despite these challenges, the company's proprietary wafer-level test systems continue to benefit from rising demand for chips that require thorough testing. AEHR's XP systems, which can test multiple wafers at once, offer cost and space savings, and the company has additional growth opportunities in segments such as SiC, GaN, and SiPh. The cyclical headwinds will pass but could very well last a little longer. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$17.21, the stock trades at a trailing P/E ratio of 23.6x. Average forward P/E is 19x in the Semiconductor industry in the US. Total returns to shareholders of 450% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$7.30 per share.
Recent Insider Transactions Derivative • Feb 10Founder & Independent Chairman exercised options to buy US$310k worth of stock.On the 6th of February, Rhea Posedel exercised options to buy 18k shares at a strike price of around US$3.93, costing a total of US$71k. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. Since June 2023, Rhea's direct individual holding has decreased from 571.22k shares to 477.11k. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months.
