Aehr Test Systems Jumps 6.1% After Guiding 2027 Revenue to $130 Million-$150 Million
Updated
Updated · Yahoo Finance · Aug 11
Aehr Test Systems Jumps 6.1% After Guiding 2027 Revenue to $130 Million-$150 Million
3 articles · Updated · Yahoo Finance · Aug 11
Summary
$116 shares rose 6.1% in midday trading Tuesday, extending Aehr Test Systems' rally after the chip-test equipment maker issued bullish fiscal 2027 guidance.
$130 million to $150 million in projected 2027 revenue implies 160% to 200% year-over-year growth, supported by record Q4 bookings of $60.7 million and backlog of $100.6 million.
$18.84 million in Q4 revenue and $0.11 EPS marked a return to profitability, while AI processors and silicon photonics generated 91% of quarterly sales.
An August 4 follow-on order for a FOX-XP multi-wafer system from Aehr's lead silicon photonics customer reinforced the view that optical interconnect testing is moving into production scale-up.
A 426% year-to-date surge has also raised valuation concerns, with the stock near $116 versus a cited fair value estimate of $18, alongside insider selling and a shelf filing.
As silicon photonics drives record bookings, what hidden risks lie behind Aehr's astronomical 69x price-to-sales ratio that analysts are whispering about?
With a staggering 400% surge and insiders quietly selling, is Aehr's massive 2027 AI revenue projection a guaranteed boom or a looming trap?