Added to YB: 2024-10-11
Pitch date: 2024-10-10
AEHR [bullish]
Aehr Test Systems, Inc.
+3.64%
current return
Author Info
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Company Info
Aehr Test Systems, Inc. provides test solutions for testing, burning-in, and semiconductor devices in wafer level, singulated die, package part form, and installed systems worldwide.
Market Cap
EUR 464.0M
Pitch Price
EUR 15.11
Price Target
N/A
Dividend
N/A
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The AEHR Test Systems Investment Thesis (and thoughts for tomorrow's earnings)
AEHR: Q2 earnings tomorrow, expect $13M rev. SiC/GaN opportunities w/ ON Semi, VW. HDD ramp w/ Seagate Q2 2025. AI processor testing results expected. Memory benchmark ongoing. Multiple growth catalysts: SiC/GaN, HDD, AI, memory. Large cash position. Stock down 80% from highs, poised for potential rebound on order flow.
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