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AEAEHR

Aehr Test Systems

$AEHR·$3.4B·Semiconductors·Technology
$134.06+8.7%YTD+422.8%1Y+564.4%
Mentions · last 7 days
2026-08-08: 30 posts2026-08-09: 78 posts2026-08-10: 103 posts2026-08-11: 140 posts2026-08-12: 315 posts2026-08-13: 132 posts2026-08-14: 229 posts1,030+77%
Price updated 23h ago·X counts updated 22h ago
AEAEHR
$AEHRAehr Test Systems
$134.06+8.73%1.0k posts+77%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AEHR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-08-15

Catching its breath after a run — could pick back up or fade from here.

The AI-burn-in story is real, but the CEO just sold $5M into the run and the whole C-suite followed him.

Aehr Test Systems makes wafer-level burn-in test equipment — machines chip companies use to stress-test silicon carbide power semiconductors and now AI-processor packaging before shipment. The equity has run 564% year-over-year on a lead AI-customer story, and now the insider selling is arriving en masse.

The two things happening at once:

  • The commercial story is accelerating: a fresh $22M follow-on order from Aehr's lead AI-processor customer for wafer-level burn-in capacity, Q4 FY26 EPS came in at $0.11 versus a -$0.01 estimate (+1,200% surprise), and the setup is a textbook flag consolidation above the 21-week EMA.
  • Insider selling is the loudest counter-signal: CEO Gayn Erickson sold $5.2M on August 12, plus Chairman Adil Engineer sold $2.0M, VP Alberto Salamone sold $1.2M, and multiple directors joined — that's coordinated open-market selling by the entire C-suite immediately after a 500%+ rally.
  • Valuation now assumes the ramp continues: 68x sales for a semi-test equipment vendor with only 2 analysts covering means price is discounting a monster FY27 ($126M consensus). A bearish analyst initiation today is a rare tell in this euphoric a tape.

The story works if a second named AI-processor customer signs or FY27 guides above $126M. What flips it: C-suite selling extending into distribution, or the next print re-showing the revenue decline pattern that dominated the first three quarters of the fiscal year.

What to watch: October 5 Q1 FY27 earnings and any second named AI-processor customer over the next 8 weeks: a second customer signs and a FY27 guide raise above $126M sustains the run; a repeat of the earlier-year revenue decline pattern with the C-suite already selling and $60 is the realistic downside.

On the calendar: 2026-10-05 — Q1 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment68 posts analyzed · as of 2026-08-14

Aehr Test Systems chatter is bullish. The catalyst is a $22M follow-on order from AEHR's lead AI-processor customer for wafer-level burn-in capacity, and the stock is breaking out over $106 with weekly 21EMA support intact. Prior 300% run has consolidated into a massive base; posters call the setup a textbook flag. Some technicians warn of a 'retail trap' after the run and would prefer buys back in the $60s. But volatility contraction and last quarter's +1,200% YoY earnings growth keep the tape decisively bullish.

Read the AI verdict + X sentiment for $AEHR

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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes wafer-level burn-in test systems for silicon carbide semiconductors used in EV powertrains and charging infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $AEHR.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $AEHR

Neutral — Makes wafer-level burn-in test systems for silicon carbide semiconductors used in EV powertrains and charging infrastructure; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-264.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-8.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-34.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
68.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-8.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 14, 2026$0.11$-0.01+1200.0%
Q1 2026Apr 7, 2026$-0.05$-0.07+28.6%
Q4 2025Jan 8, 2026$-0.04$-0.08+50.0%
Q3 2025Oct 6, 2025$0.01$0.010.0%
Next earningsMon, Oct 5·consensus EPS $0.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$10.3M-43.7%32.7%-41.0%$-0.10$-2.9M
Q2 FY26$9.9M-26.5%25.7%-49.2%$-0.11$-1.9M
Q1 FY26$11.0M-16.4%33.9%-37.1%$-0.07$-1.7M
Q4 FY25$14.1M-15.1%30.3%-16.6%$-0.10$-5.1M

Forward consensus

10-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$49.9M$48.8M – $51.1M-$0.13-$0.14 – -$0.132
FY26$49.9M$48.4M – $51.2M-$0.13-$0.14 – -$0.133
FY27$125.9M$123.3M – $129.0M$0.63$0.61 – $0.651
FY27$85.1M$82.6M – $87.4M$0.15$0.15 – $0.163
FY28$211.3M$206.9M – $216.5M$1.38$1.35 – $1.432
FY28$123.5M$122.1M – $124.8M$0.30$0.29 – $0.311
FY29$275.6M$269.8M – $282.3M$2.27$2.21 – $2.341
FY29$159.4M$154.7M – $163.8M$0.96$0.92 – $0.991
FY30$196.1M$192.0M – $200.9M$1.14$1.11 – $1.181
FY30$196.1M$190.2M – $201.4M$1.14$1.10 – $1.181

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.90%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+43.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+133.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 30.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today10.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.095-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 14Howard T SlayenDirector5.7K sh$758KSellAug 14Rhea J PosedelDirector6.0K sh$836KSellAug 13Alberto SalamoneEVP, PPBI BUSINESS9.7K sh$1.2MSellAug 12Gayn EricksonCEO40.0K sh$5.2MSellAug 12Rhea J PosedelDirector8.4K sh$1.1MSellAug 12Scott Geoffrey GatesDirector20.0K sh$2.6MSellAug 12Adil EngineerCOO15.0K sh$2.0MSellAug 12Laura OliphantDirector1.7K sh$228KSellAug 10Alistair N SporckVP Contactor Business Unit1.0K sh$108KSellAug 4Alistair N SporckVP Contactor Business Unit2.0K sh$202K
1–10 of 38
+ 73 other (47 inkinds · 13 awards · 9 gifts · 4 exempts) in window

See when $AEHR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationJul 27S-3ASR
AI summary

Aehr Test Systems (California; Fremont, CA), a semiconductor wafer-level test and burn-in equipment company, filed an automatic shelf registration (S-3ASR) on July 27, 2026, establishing the ability to issue securities on a delayed or continuous basis. As an S-3ASR, the registration became effective immediately upon filing. No specific dollar amount or securities type is stated in the excerpt; the shelf enables future equity or debt issuances as market conditions allow.

8-KMaterial agreementApr 88-K — Item 1.01: Material agreement
AI summary

AEHR entered into a equity distribution agreement (8-K Item 1.01, dated 2026-04-08). Size: approximately $60,000,000. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)Apr 8424B5
AI summary

AEHR filed a 424B5 prospectus supplement dated 2026-04-08, representing an active capital markets transaction. Priced at $52.16 per share. This represents immediate dilution to existing shareholders.

8-KCharter amendmentApr 78-K — Item 2.02: Earnings release · Item 5.03: Charter amendment
AI summary

AEHR reported third quarter ended February 27, 2026. A copy of the financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 9 other (5 13Gs · 1 10-K · 1 earnings 8-K · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Aehr Test Systems' CEO Sells Shares Worth $5.2 Million After a 564% Rally in Price. Here's a Closer Look at the Transaction.fool.com·1d agoAehr Test Systems Soars Again Friday. Shares Now Up More than 500% On the Year.247wallst.com·1d agoThis Aehr Test Systems Analyst Begins Coverage On A Bearish Note; Here Are Top 4 Initiations For Fridaybenzinga.com·1d agoHere Are Friday’s Top Wall Street Analyst Research Calls: Cinemark, Digital Realty, Fox Corporation, Krystal Biotech, LTC Properties, Roku, Sandisk, T-Mobile US, Wayfair, and More247wallst.com·2d agoAehr Test Systems $AEHR Shares Acquired by California State Teachers Retirement Systemdefenseworld.net·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

Semiconductor OnshoringAdvanced Packaging & AI InterconnectAI Power Delivery

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