Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

Aehr Test Systems (AEHR)

NasdaqCM - NasdaqCM Real Time Price. Currency in USD
Add to watchlist
18.02+1.41 (+8.49%)
At close: 04:00PM EDT
17.85 -0.17 (-0.94%)
After hours: 07:56PM EDT
Advertisement

Yahoo Finance will soon be upgrading our Conversations message board platform to provide a better experience for our users. Only comments published since April 21, 2021 will be visible on Yahoo Finance after the upgrade. If you wish to download and save any of your older comments, please submit a request via the Privacy Dashboard by no later than Aug. 15, 2022.

Sign in to post a message.
  • A
    Assumption88888
    New estimates. On Yahoo they have 62m in revenues for 2023 (current fiscal) with 52 cents but they added 99m for 2024 with $1.04 earnings. So I guess CH updated since they are the only ones that cover Aehr. With all conferences Aehr has been at, additional coverage is not out of the questions. Watch for more insider sales. If they start selling here, there must be nothing unusual material going on unless its in a 10b
  • C
    Chris
    I sold out at $14 and happened to see it up so much today even with MU and NVDA reporting chip issues. Any comments on why this is still running up and if you think it's good to get back in or wait for a dip?
  • e
    edward
    M&A.
  • J
    Joey Tortellini
    It will be interesting to see if the stock goes to $20’ish and they do a raise under the premise a facility expansion or new facility is needed for product demand and new hire needs. It will be at that point we know for sure they landed one or a few good deals without announcing it. I give this a 30% chance which is quite high. We’ll see. I would welcome it and believe the reaction would be positive.
  • G
    G
    This Board is among the BEST on Yahoo.. you guys actually talk corporate and sector specifics and prospects, and that's valuable. I appreciate it.
    Bullish
  • D
    Dennis
    Management during the last conference call talked about a market that could grow 25x by the end of the decade. And that's just for EVs. Doesn't count solar or any other industries.
  • D
    Dennis
    EVs and Solar rely on Silicon Carbide. Those are two huge growth areas. More EVs and more Solar means more Silicon Carbide production. Which mean more testing. Don't over think it.
  • R
    Ronald
    Great buy on this intraday pullback.
  • G
    George
    Infineon's Q3 2022 earnings call was yesterday and the transcript is now out. The CEO cited final talks with a "well-known American EOM" for multi-year supply of SiC onboard chargers worth "mid-triple-digit million Euros." No mention of SiC order backlog. In Q&A, the CEO was confronted with the fact that while IFNNY is a leader in IGBT, they are falling behind in SiC. his responses included: "Of course, in an allocation situation, there is always opportunities for new players to get in... we do have a very good position in the IGBT part of it, and we are building up the same position in the silicon carbide. We do see long-term that, of course, silicon carbide will dominate the inverter... You know our current position in the market. And I think the final market shares will only be sorted out by the end of the decade. And then we are very well positioned with Kulim expansion, which is on track... "

    Recall Sblax's and my recent comments about IFNNY. I don't see them being an AEHR customer anytime soon because they don't use burn-in to screen their SiC devices. I'd say the relevance of these earnings call highlights is (1) the reinforcement that SiC market is still supply constrained and won't be affected by a potential recession, and (2) it reinforces ON's taking market share and ON's competitive advantages, which of course is good for AEHR.

    WOLF's earnings call is on August 15, I believe.
  • G
    George
    I just noticed on LinkedIn that AEHR has an opening for another HR person, I guess, to assist the relatively new HR person they hired 1.5 years ago. Seems to me they are gearing up for substantial growth. According to LinkedIn the current headcount is 88 (assuming they all have a LinkedIn account). The same 4 jobs have been posted on their website for many, many months. My guess is they are building a shortlist of potential newhires and will pull the trigger when the time is right. Sadly, with all the red tape in California, they probably need more HR support per employee than in other parts of the country.
  • D
    Dennis
    Good report from ON Semi today.
  • G
    G
    The ON Semi CEO was on CNBC today and mentioned the focus on Silicon Carbide; saying it's going to be very expansive for the next 'decade or two'; not merely short-term. That also sounds favorable for AEHR. For the moment I suspect it will move up into the ~15-20 range and then pop record highs on the next large contract.
    Bullish
  • G
    G
    So; the Chips Act passing helped; the ON results today help; but I just wonder if there's something else afoot now; maybe it's a big client order (or more); but also what about a takeover given the small market cap?
  • H
    HarryBoxer
    Aehr Test Systems (AEHR) swing trade took off on Monday, jumping 1.81, or 12.12%, to 16.75, on 1.1 million shares traded. It has now been up 10 days in a row, going from about 9 3/4 to Monday’s high at 18.00, nearly doubling in two weeks. Coming out of that wedge, the big volume was the trigger. It is overextended. My target was 19-191/2. Since we reached 18 on Monday, I want to caution everyone about how much further upside is needed before it pulls back and consolidates. But it looks pretty good.
  • J
    Jeffrey L
    Must be another big contract about to be released? All this up volume after hours cannot just be about the clean energy act.
    Bullish
  • J
    Joey Tortellini
    I love this little blurb deep in the prepared remarks:
    “ We're very confident in our ability to meet the customer forecasted demand plus considerable upside. I also want to emphasize that we purchased additional material and have a supply chain in place to significantly grow beyond our revenue guidance for the fiscal year. We will have better visibility in the second half of the fiscal year and exactly what that looks like. And once we get closer to understanding the actual capacity needs and requests of our customers, we'll provide an update.” —- Gayn on recent CC
  • n
    nick
    this thing is going crazy. i been holding 750 shares for over a year not selling now something is cooking
  • J
    Jt
    He talks about AEHR in this video https://www.youtube.com/watch?v=vufhL5v3MPc
    PowerStocks: This Company Reported Over +400% EPS Increase $TSLA $SPY $QQQ
    www.youtube.com
    Bullish
  • J
    Josh
    166% revenue growth with no signs of stopping? What else can you ask for.
    Bullish
  • G
    G
    Technically AEHR is obviously poised to pop into the 'teens on any significant contract news. Regardless, the fundamental prospects (especially as the major 'fab' co's now have their Chips Act passed) are enormous. I'm surprised AEHR isn't yet back into the 'teens.
Advertisement
Advertisement