Shares of Aehr Test Systems (NASDAQ:AEHR – Get Free Report) gapped up before the market opened on Wednesday after the company announced better than expected quarterly earnings. The stock had previously closed at $50.25, but opened at $57.35. Aehr Test Systems shares last traded at $63.6090, with a volume of 4,386,114 shares trading hands.
The semiconductor company reported ($0.05) EPS for the quarter, beating the consensus estimate of ($0.07) by $0.02. Aehr Test Systems had a negative net margin of 16.63% and a negative return on equity of 4.57%. The business had revenue of $10.31 million for the quarter, compared to analysts’ expectations of $10.85 million.
Aehr Test Systems News Summary
Here are the key news stories impacting Aehr Test Systems this week:
- Positive Sentiment: Management raised its FY2026 revenue target to the high end of $45M–$50M and said effective backlog reached $50.9M, signaling stronger forward demand than current-quarter revenue implies. Aehr targets high side of $45M-$50M FY2026 revenue
- Positive Sentiment: Company reported $37.2M in quarterly bookings (book-to-bill >3.5x), driven by AI and data-center demand — a development that supports multi-quarter revenue visibility. Aehr Test Systems Reports Over $37 Million in Quarterly Bookings
- Positive Sentiment: Unusually large call-option activity signaled strong speculative/bullish positioning into earnings, which helped fuel the pre-earnings rally. Traders Buy Large Volume of Call Options on Aehr Test Systems
- Neutral Sentiment: The company reported (GAAP) EPS of ($0.05), beating consensus by ~$0.02, but still a loss; management commentary and the full earnings transcript provide details on demand mix and timing. Earnings release & transcript
- Negative Sentiment: Revenue of $10.31M missed analyst estimates (~$10.85M), and several outlets note the company’s revenue decline vs. prior periods — a key reason for the post-report selloff. Aehr Test Systems misses revenue projections
- Negative Sentiment: Coverage of the mixed quarter (EPS beat but revenue miss) and notes that the stock had been “hot” going into results contributed to profit-taking and the intraday decline. Aehr Test Systems Posts Mixed Quarterly Report
Wall Street Analyst Weigh In
Get Our Latest Research Report on AEHR
Insider Buying and Selling at Aehr Test Systems
In other news, Director Rhea J. Posedel sold 13,998 shares of the firm’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $30.02, for a total value of $420,219.96. Following the transaction, the director directly owned 456,979 shares in the company, valued at $13,718,509.58. This trade represents a 2.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Laura Oliphant sold 4,546 shares of the firm’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $31.40, for a total value of $142,744.40. Following the completion of the transaction, the director owned 18,432 shares in the company, valued at $578,764.80. This represents a 19.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 6.80% of the stock is owned by company insiders.
Institutional Investors Weigh In On Aehr Test Systems
Several hedge funds have recently bought and sold shares of the company. William Blair Investment Management LLC acquired a new stake in shares of Aehr Test Systems during the third quarter worth $26,920,000. Wellington Management Group LLP raised its holdings in shares of Aehr Test Systems by 129.9% during the fourth quarter. Wellington Management Group LLP now owns 830,664 shares of the semiconductor company’s stock worth $16,771,000 after acquiring an additional 469,400 shares during the period. Invesco Ltd. raised its holdings in shares of Aehr Test Systems by 1,137.2% during the third quarter. Invesco Ltd. now owns 366,570 shares of the semiconductor company’s stock worth $11,037,000 after acquiring an additional 336,940 shares during the period. Next Century Growth Investors LLC raised its holdings in shares of Aehr Test Systems by 99.9% during the fourth quarter. Next Century Growth Investors LLC now owns 552,506 shares of the semiconductor company’s stock worth $11,155,000 after acquiring an additional 276,160 shares during the period. Finally, Halter Ferguson Financial Inc. raised its holdings in shares of Aehr Test Systems by 41.7% during the fourth quarter. Halter Ferguson Financial Inc. now owns 642,129 shares of the semiconductor company’s stock worth $12,965,000 after acquiring an additional 189,117 shares during the period. 69.69% of the stock is currently owned by institutional investors and hedge funds.
Aehr Test Systems Stock Up 19.9%
The business’s fifty day moving average is $35.22 and its 200 day moving average is $28.68. The firm has a market capitalization of $1.85 billion, a price-to-earnings ratio of -201.93 and a beta of 2.28.
Aehr Test Systems Company Profile
Aehr Test Systems develops, manufactures and sells semiconductor test and burn-in equipment used by device manufacturers to ensure quality and reliability of integrated circuits. Its products are designed for wafer-level reliability assessment, functional test and stress screening of memory devices, system-on-chips, optical components and power semiconductors. By focusing on wafer-level burn-in and testing processes, the company helps reduce cost and improve yield for high-volume semiconductor production.
The company’s product portfolio includes FOX series wafer probe test and burn-in systems as well as ABTS burn-in ovens.
Featured Articles
Receive News & Ratings for Aehr Test Systems Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Aehr Test Systems and related companies with MarketBeat.com's FREE daily email newsletter.
