Will have to listen to the call....50% growth for next year would be about what Craig Hallum estimated. It all sounds fine and the report is probably enough to put a floor in on the stock price....but still does not seem like any mega order is imminent.
Guidance of 50% revenue increase for FY2018 is terrific, not just the number itself but also the company's willingness to provide guidance for the first time ever!
Transistor Aging Intensifies At 10/7nm And Below -Semiconductor Engineering
Device degradation becomes limiting factor in IC scaling, and a significant challenge in advanced SoCs.
I wonder if Hallum will give us an upgrade or at least reiterate their buy?
Last time I found any update from Hallum was in Oct 2016 when they initiated a buy at $5
Another big ABTS order (3.8 Million) Still waiting on the FOX orders. Surprised they announced this close to earnings/ Looks like revenues will be very strong also in second half of calendar year
Still no orders, but we have this:
FREMONT, Calif., July 10, 2017 (GLOBE NEWSWIRE) -- Aehr Test Systems (AEHR), a worldwide supplier of semiconductor test and burn-in equipment, today announced that Gayn Erickson, President and CEO, and Ken Spink, CFO, will participate in the Ninth Annual CEO Investor Summit taking place Wednesday, July 12, 2017 in San Francisco, California.
“We look forward to discussing how our advanced test and burn-in systems are helping companies that supply devices into the automotive sensor, mobile communications, IC, and Internet of Things markets meet the higher quality and reliability needs of these markets,” said Erickson. “Our systems enable the test and burn-in of packaged parts, modules, wafers and even systems, supporting the rapidly changing advanced packaging used by our customers.”
OK, it's been almost 2 months since the last order announcement. The $1.9M ABTS on May 8. Perhaps they are just waiting for the earnings release CC to let us know what's going on.
When, oh when will TSMC begin to ship those hundreds of millions of A11s to FOXCONN to make possible iPhone 8 sales in September and to trigger AEHR sales NOW!!! When? ?
Still in wait and see mode but not really interested in buying shares until I see a clear roadmap to over 40 million a year in revenue. It does seem like we should be getting more order announcements soon if the new products are getting any traction.
Thoughts on the move to $4.50 during after hours? Thought it would continue to drift down until the next news release.
Time for some new good news
Anyone going to the Craig-Hallum Institutional Investor Conference?
Fremont, CA (May 25, 2017) - Aehr Test Systems (NASDAQ: AEHR), a worldwide supplier of semiconductor test and burn-in equipment, today announced that Gayn Erickson, President and CEO, will participate at the 14th Annual Craig-Hallum Institutional Investor Conference taking place May 31, 2017 at The Depot Renaissance Minneapolis Hotel in Minneapolis, MN. Mr. Erickson will be hosting small group and one-on-one meetings with institutional investors at the conference. A copy of the investor presentation that he will use at the conference will be posted in the Investor Relations section of Aehr Test’s website at www.aehr.com.
Aehr Test Systems | Worldwide Leader in IC Burn-in and Test Systems
RUSSELL Addition. AEHR got booted from the RUSSELL last year (The Russell Micro-cap Index) They should be getting added back in next month after rankings come in. Its called the Annual Reconstitution. AEHR should easily get back in and may get us a little Index fund buying. No much for sale for sure. Still waiting for the dream order
Here is a decent site for institutional holdings. AEHR is finally getting a few new holders.
AEHR / Aehr Test Systems - Institutional Ownership - Fintel.io
Fintel.io provides advanced investment research tools for finance professionals. Current coverage includes activist filings, institutional holdings, insider trading activity, and global headline news of over 60,000 companies worldwide.
ABTS order today for $1.9M. Sounds like it will hit revs in Q1. If so, my list shows about $6.4M for Q1. Still waiting for the big XP order though.
Apr. 4 order of $3.7 M for this Q. Apr. 6. $800K for ABTS chambers. May 8. $1.9M ABTS Burn ins Total $6.4 so far