Aehr Test Systems, Inc. AEHR
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Full analysis: 19 Jul 2026
Latest news check: 3 Aug 2026
General analysis — not personal advice.
BUY
7/10
Confidence
Consider increasing position 10–20% on dips
Strong confirmed backlog and raised analyst estimates support the constructive signal.
Market sentiment
8/10
↑
Trend: Improving
The market reacts positively to the confirmed backlog and raised earnings estimates.
Price context
The stock trades around 79.98 USD after pulling back from highs near 110 USD. The level reflects a consolidation phase where backlog and AI growth remain the key drivers.
Risk assessment
4/10
Dilution:
Low
Strong cash position and low debt, no imminent financing need
Jurisdiction:
Low
US-based company with low political risk
Execution:
Medium
Must prove ability to scale production per guidance
Cash flow:
24 mo
About the company
Aehr Test Systems develops and sells test and burn-in systems for semiconductors at wafer and package level. The company focuses on silicon carbide for EVs, silicon photonics and AI processors. Operations are in a growth phase with strong diversification toward AI and data centers.
Sector:
Semiconductor test equipment
Type:
Tech
Next report
5 Oct 2026
Q1
Catalysts
Oct 2026
New silicon photonics production orders
High
Horizon:
Bull case
Confirmed backlog above 100 MUSD and robust guidance for AI and photonics revenue provide solid visibility.
Bear case
The stock has pulled back from elevated levels and may face resistance if production scaling is delayed.
Signal rationale (informational)
Strong confirmed backlog and raised analyst estimates support the constructive signal.
Recent news
- The FY2026 10-K confirms a 100.6 MUSD backlog entering FY2027. Analysts at Lake Street, Craig-Hallum and Freedom Broker raised price targets to 110–125 USD.
Key figures
Revenue
Q4 2026
USD 18.8M
Revenue TTM
FY 2026
USD 50.0M
Net income
Q4 2026
USD 1.4M
Cash
FY 2026
USD 117M
Price & valuation
Last close
USD 117
1 week
+17.5 %
3 months
+10.2 %
12 months
+481.3 %
From 52w high
0.0 %
From 52w low
+574.2 %
Exchange
NASDAQ
Type
Technology
Sector
Semiconductor test equipment
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.