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AEAEHR

Aehr Test Systems

$AEHR·$3.4B·Semiconductors·Technology
$100.78+2.3%YTD+379.4%1Y+231.0%
Price updated 3h ago·X counts updated 2d ago
AEAEHR
$AEHRAehr Test Systems
$100.78+2.33%437 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AEHR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

437X posts · last 7 days
Sep 12Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AEHR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 78% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-29

Aehr Test Systems holders are aggressively bullish heading into Oct 1 earnings, framing AEHR as the purest AI-infra small cap after a pivot from 90% EV to 90% AI, with 3x revenue guidance and $100M+ backlog. Bulls flag the reclaim of the 9/21/50/100 daily MAs with volume and triple blue diamonds pointing to a $105 resistance break; no bear voice.

Read what X is saying about $AEHR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AEHR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-28

The move is getting stronger, with heavier trading behind it.

Aehr Test is the wafer-burn-in supplier every AI accelerator needs — real customer, real 396% YTD move, and the multiple to match.

Aehr Test Systems makes wafer-level and package-level burn-in test systems — the physical stress-test step every AI accelerator has to pass before it ships. The stock is up 396% year-to-date on the neocloud/hyperscaler XPU ramp thesis, and the tape is extending, not digesting.

  • The revenue trajectory implies a step-change: analysts see revenue moving from ~$50M this fiscal year to $135M in fiscal 2027 as new hyperscaler XPU customers ramp — that's a near-3x in one year, with EPS crossing from -$0.13 to $0.76.
  • The valuation is where hot-momentum shows: 68x sales on a business still running -34% operating margin — the multiple is priced for the FY27 ramp to actually land, and any customer-timing slip gets punished hard.
  • The insider tape is quiet: only routine in-kind vesting by two officers at $76 — no cluster of selling into the strength, which for a 4x-in-a-year name is unusually clean.

October 5 earnings and any color on FY27 revenue visibility plus named hyperscaler XPU customer wins decides the next leg — a re-affirmed FY27 ramp with customer-specific dollar detail extends the acceleration; a soft AI-customer print or a hyperscaler-timing slip is what turns the current momentum into a fast round-trip.

Agrees with X sentimentAgrees with the neocloud-thesis grouping — Aehr genuinely is a piece of the wafer-and-package-burn-in physical requirement AI accelerator ramps create, and pairing with AAOI/MU/LITE is directionally right — but the crowd is running victory laps on a name up 4x this year; the exit is going to be harder than the entry was.

What to watch: October 5 earnings — FY27 revenue visibility, named hyperscaler XPU customer wins and burn-in unit sales trajectory; a re-affirmed FY27 with customer-specific dollar detail extends acceleration, a soft AI-customer print turns momentum into a round-trip.

On the calendar: 2026-10-05 — Q1 fiscal 2027 earnings

Read the AI verdict on $AEHR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $AEHR

Direct beneficiary — Makes wafer-level burn-in test systems for silicon carbide semiconductors used in EV powertrains and charging infrastructure.; CoWoS/SoIC packaging is the Blackwell supply constraint, making OSATs a direct AI capex valve.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+88.1%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 $0.11

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

11-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$49.9M$49.3M – $50.5M-$0.13-$0.14 – -$0.132
FY26$49.9M$48.4M – $51.2M-$0.13-$0.14 – -$0.133
FY27$135.2M$134.6M – $135.7M$0.76$0.72 – $0.792
FY27$85.1M$82.6M – $87.4M$0.15$0.15 – $0.163
FY28$135.9M$135.3M – $136.6M$0.73$0.71 – $0.752
FY28$123.5M$122.1M – $124.8M$0.30$0.29 – $0.311
FY29$210.3M$206.4M – $214.6M$1.35$1.32 – $1.391
FY29$159.4M$154.7M – $163.8M$0.96$0.92 – $0.991
FY30$255.3M$250.6M – $260.5M$1.59$1.55 – $1.631
FY30$196.1M$190.2M – $201.4M$1.14$1.10 – $1.181
FY31$288.1M$282.8M – $294.0M$1.65$1.61 – $1.691

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.0.8×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.62%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.+3.5%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.+44.7%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 today6.8% 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.β3.075-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 17Vernon RogersExec VP of Sales & Mktg.4.0K sh$574KSellAug 14Vernon RogersExec VP of Sales & Mktg.2.0K sh$273KSellAug 14Howard T SlayenDirector5.7K sh$758KSellAug 14Rhea J PosedelDirector6.0K sh$836KSellAug 13Alberto SalamoneEVP, PPBI BUSINESS9.7K sh$1.2MSellAug 12Adil EngineerCOO15.0K sh$2.0MSellAug 12Laura OliphantDirector1.7K sh$228KSellAug 12Gayn EricksonCEO40.0K sh$5.2MSellAug 12Rhea J PosedelDirector8.4K sh$1.1MSellAug 12Scott Geoffrey GatesDirector20.0K sh$2.6M
1–10 of 40
+ 75 other (49 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.

+ 11 other (4 13Gs · 1 ARS · 1 proxy · 1 10-K) in window

Recent news

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

Aehr Test Systems (AEHR) Earnings Expected to Grow: Should You Buy?zacks.com·2d agoAehr Test Systems to Participate in 18th Annual CEO Investor Summit 2026 in San Franciscoaccessnewswire.com·2d agoContrasting MKS (NASDAQ:MKSI) and Aehr Test Systems (NASDAQ:AEHR)defenseworld.net·5d agoQorvo (NASDAQ:QRVO) vs. Aehr Test Systems (NASDAQ:AEHR) Head-To-Head Surveydefenseworld.net·5d agoAehr Test Systems: Momentum Will Push It Up Once Again If Q1 Report Is Solidseekingalpha.com·6d 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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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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