Tudor Investment Corp ET AL Decreases Stock Holdings in Aehr Test Systems $AEHR

Tudor Investment Corp ET AL trimmed its position in Aehr Test Systems (NASDAQ:AEHR) by 18.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 178,040 shares of the semiconductor company’s stock after selling 39,004 shares during the quarter. Tudor Investment Corp ET AL’s holdings in Aehr Test Systems were worth $5,361,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in the company. FNY Investment Advisers LLC purchased a new position in shares of Aehr Test Systems in the third quarter worth $95,000. Sunbelt Securities Inc. purchased a new position in Aehr Test Systems during the 3rd quarter valued at $27,000. Harvest Investment Services LLC purchased a new position in Aehr Test Systems during the 3rd quarter valued at $815,000. NewEdge Advisors LLC increased its position in Aehr Test Systems by 35,364.4% during the 3rd quarter. NewEdge Advisors LLC now owns 15,959 shares of the semiconductor company’s stock valued at $481,000 after purchasing an additional 15,914 shares during the period. Finally, XTX Topco Ltd increased its position in Aehr Test Systems by 61.8% during the 3rd quarter. XTX Topco Ltd now owns 22,328 shares of the semiconductor company’s stock valued at $672,000 after purchasing an additional 8,531 shares during the period. 69.69% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on AEHR. Lake Street Capital began coverage on shares of Aehr Test Systems in a research report on Wednesday, December 17th. They set a “buy” rating on the stock. Weiss Ratings reissued a “sell (d)” rating on shares of Aehr Test Systems in a research report on Wednesday, January 21st. William Blair raised shares of Aehr Test Systems from a “market perform” rating to an “outperform” rating in a research report on Monday, March 2nd. Finally, Craig Hallum raised shares of Aehr Test Systems from a “hold” rating to a “buy” rating and set a $68.00 price objective on the stock in a research report on Wednesday. Three investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Aehr Test Systems has a consensus rating of “Hold” and a consensus target price of $68.00.

Key Aehr Test Systems News

Here are the key news stories impacting Aehr Test Systems this week:

• Positive Sentiment: Company reported a smaller-than-expected quarterly loss (beat EPS estimates) which relieved near-term earnings concerns and helped push the stock higher. Why Aehr Test Systems Stock Skyrocketed Today
• Positive Sentiment: Large bookings surge: the company reported ~$37.2M in quarterly bookings and an effective backlog of $50.9M, and is targeting the high side of $45M–$50M for FY2026 — this materially improves revenue visibility. Aehr Test Systems (AEHR) Stock Soars 27% on Massive Bookings Inflection and AI Orders
• Positive Sentiment: Company press release and earnings call highlighted bookings driven by AI, silicon photonics and data-center customers — supports a multi-quarter revenue runway if orders convert. Aehr Test Systems Reports Over $37 Million in Quarterly Bookings Driven by Strong AI and Data Center Infrastructure Demand
• Positive Sentiment: Multiple articles frame Aehr as a strategic, under-the-radar play in AI infrastructure (burn‑in/test systems for chips), which can drive re-rating if the narrative gains traction with institutional investors. Aehr Test Systems: The Quiet Bottleneck In AI Infrastructure
• Neutral Sentiment: Company filed a $60M ATM equity distribution agreement — provides capital to fund growth and backlog conversion but may dilute existing shareholders if shares are issued. Aehr Test Systems Launches $60 Million ATM Offering
• Neutral Sentiment: Unusually large call‑option volume was reported — signals speculative bullish positioning that can amplify intraday moves but doesn’t change fundamentals. Traders Buy Large Volume of Call Options on Aehr Test Systems (NASDAQ:AEHR)
• Negative Sentiment: Revenue missed consensus for the quarter (reported $10.31M vs. ~$10.85M est.), a reminder that bookings must convert to shipments and revenue — investors may worry about near‑term top‑line execution. Aehr Test Systems (AEHR) Reports Q3 Loss, Misses Revenue Estimates
• Negative Sentiment: Some outlets noted the stock had slipped in after‑hours trading earlier after the report — highlights profit‑taking risk and sensitivity to execution details. Aehr Test Systems misses revenue projections. Its stock falls after hot streak.

Insider Transactions at Aehr Test Systems

In other news, Director Laura Oliphant sold 4,546 shares of the company’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $31.40, for a total value of $142,744.40. Following the sale, the director directly owned 18,432 shares of the company’s stock, valued at $578,764.80. This represents a 19.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Rhea J. Posedel sold 13,998 shares of the company’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $30.02, for a total transaction of $420,219.96. Following the completion of the transaction, the director owned 456,979 shares in the company, valued at approximately $13,718,509.58. The trade was a 2.97% decrease in their position. The disclosure for this sale is available in the SEC filing. 6.80% of the stock is owned by corporate insiders.

Aehr Test Systems Price Performance

NASDAQ:AEHR opened at $63.16 on Thursday. The firm’s 50-day moving average price is $35.92 and its 200-day moving average price is $28.92. The company has a market capitalization of $1.93 billion, a PE ratio of -210.53 and a beta of 2.28. Aehr Test Systems has a 1-year low of $6.90 and a 1-year high of $66.28.

Aehr Test Systems (NASDAQ:AEHR) last released its earnings results on Tuesday, April 7th. The semiconductor company reported ($0.05) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.07) by $0.02. The firm had revenue of $10.31 million for the quarter, compared to the consensus estimate of $10.85 million. Aehr Test Systems had a negative net margin of 16.63% and a negative return on equity of 4.57%. Equities analysts anticipate that Aehr Test Systems will post 0.1 EPS for the current fiscal year.

About Aehr Test Systems

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.