Monty Rakusen Note: I have covered Aehr Test Systems (NASDAQ:AEHR) previously, so investors should view this as an update to my earlier articles on the company. Shares of wafer level test and burn-in system supplier Aehr Test Systems, or "Aehr" have rallied by more than 80% since my last update on the company four months ago. While the company's core silicon carbide wafer level test and burn-in business remains challenged by lower-than-expected BEV production growth, investor sentiment has improved quit ...

Favorable quarterly results from several buy-rated stocks have rolled in this week with now appearing to be an ideal time to invest in their growth.These three top-rated stocks stand out in particular as earnings estimate revisions are likely to trend higher following their quarterly reports on Tuesday. Interactive Brokers (IBKR) Zacks Rank #1 (Strong Buy)Higher trading volumes helped securities exchange operator Interactive Brokers reach records in quarterly revenue and net interest income of $1.23 billion ...

Quarterly results exceeded analysts' estimates.Yesterday after market close, Aehr Test Systems (AEHR 23.52%) reported fiscal fourth-quarter financials, easily surpassing analysts' expectations and forecasting improving market conditions up ahead.Investors took note, sending Aehr shares up 22% as of noon ET.Better-than-expected resultsAehr makes semiconductor testing equipment helpful for chips designed for high-stress environments like electric vehicles (EVs). The stock was a big winner in 2023 as excitemen ...

This chip equipment maker, which is a play on the EV market, just made an AI chip-focused acquisition, which is expected to be immediately accretive to its earnings.Aehr Test Systems (AEHR 2.50%) stock surged 13.4% in after-hours trading on Tuesday, following the semiconductor test and reliability qualification equipment supplier's release of its results for its fourth quarter of fiscal 2024 (ended May 31). The stock's rise is attributable to Aehr's fiscal year 2025 revenue guidance beating Wall Street's co ...

Semiconductor stocks are absolutely on fire right now. Investors are drawn to the promise of the chip sector, especially as it provides the raw computing power necessary to power the artificial intelligence revolution.The industry’s benchmark fund, the VanEck Semiconductor ETF (NYSEARCA:SMH), has soared over 75 percent over the past 12 months. And individual AI-related chip companies have posted even larger gains.This might make it seem like it’s too late to find bargains in the industry. And yet, the chip ...

财务数据和关键指标变化 - 全年收入创历史新高,达到66.2亿美元,同比增长2% [11] - 全年GAAP净利润为3.32亿美元,每股1.12美元,其中包括约2.08亿美元的递延税资产确认 [11] - 全年非GAAP净利润为3.58亿美元,每股1.21美元 [39] - 第四季度收入为1.66亿美元,同比下降25% [40] - 第四季度毛利率为50.9%,同比下降 [41] - 第四季度营业费用为590万美元,与去年基本持平 [42] 各条业务线数据和关键指标变化 - 硅碳化物功率半导体测试和老化是公司业务的关键驱动因素 [12][13][14][15][16][19] - 人工智能处理器测试和老化是新的重要市场机会 [20][21][22][23][24][25] - 闪存、硬盘驱动器、氮化镓等其他新兴市场也是公司关注的重点 [29][30][35][36] 各个市场数据和关键指标变化 - 硅碳化物市场仍是公司的重点,预计未来两年内将获得更多新客户 [13][14][15][16][19] - 人工智能处理器市场是新的巨大机会,公司通过收购Incal Technology进一步增强了在该领域的实力 [23][24][25][26][27] - 闪存、硬盘驱动器、氮化镓等新兴市场也有较大发展潜力 [29][30][35][36] 公司战略和发展方向及行业竞争 - 公司将继续专注于半导体测试和老化领域,并积极拓展新兴市场机会 [9][12][37] - 通过收购Incal Technology,公司进一步增强了在高功率半导体测试领域的实力,有利于抓住人工智能处理器市场的快速增长 [23][24][25][26][27] - 公司在硅碳化物、氮化镓等新兴材料测试领域保持领先地位,有望持续获得更多客户订单 [13][14][15][16][35][36] 管理层对经营环境和未来前景的评论 - 管理层对硅碳化物市场的长期发展前景保持乐观,认为其将成为公司未来重要的收入来源 [13][14][15][16][19] - 管理层看好人工智能处理器市场的发展前景,认为这是公司的新兴重点市场 [20][21][22][23][24][25] - 管理层对公司在新兴市场如闪存、硬盘驱动器、氮化镓等的机会也表示乐观 [29][30][35][36] 其他重要信息 - 公司宣布将收购Incal Technology,进一步增强在高功率半导体测试领域的实力 [23][24][25][26][27] - 公司调整了财年结束日期,从5月31日改为5月最后一个周五 [46] - 公司预计2025财年总收入将达到至少70亿美元,其中包括Incal Technology的收购贡献 [47] 问答环节重要的提问和回答 问题1 **Christian Schwab 提问** Incal Technology的收购对公司2025财年的收入贡献有多大? [50] **Gayn Erickson 回答** Incal Technology在过去12个月的收入约为1.2亿美元,公司对其未来的收入贡献采取了较为保守的预测 [51][52] 问题2 **Jed Dorsheimer 提问** 2025财年公司的收入增长是否主要来自硅碳化物市场,还是也会有其他新兴市场的贡献? [66] **Gayn Erickson 回答** 公司预计2025财年新兴市场如人工智能处理器、闪存、硬盘驱动器、氮化镓等将占到总收入的30%以上,硅碳化物仍将是主要贡献 [67][68][69] 问题3 **Larry Chlebina 提问** 公司在完成人工智能处理器测试技术后,是否有机会进一步拓展到异构PC芯片等高量产应用? [134] **Gayn Erickson 回答** 公司认为在异构集成和多芯片模块测试领域存在很大机会,未来可能会尝试将人工智能处理器测试技术拓展到其他高性能计算芯片 [135][136][137][138][139][140]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 9, 2024 AEHR TEST SYSTEMS (Exact name of registrant as specified in its charter) California 000-22893 94-2424084 (State or other jurisdiction of incorporation) (IRS Employer Identification No.) (Commission File Number) 400 KATO TERRACE FREMONT, CA 94539 (Address of principal executive offi ...

The semiconductor equipment company's fourth-quarter sales and earnings exceeded expectations.As a test and quality control equipment manufacturer for the semiconductor industry, Aehr Test Systems (AEHR -1.82%) and its investors know all about the industry's cyclicality. Customers cut chip orders dramatically in bad times, only to hike them aggressively in good times. That's reflected in the stock price volatility, which implies risk; this week, the risk was on the upside.Why Aehr Test Systems stock outperf ...

Aehr Test Systems provided preliminary financial results better than expected thanks to potential new markets.In today's video, I discuss recent updates impacting Aehr Test Systems (AEHR 24.01%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of July 10, 2024. The video was published on July 10, 2024. ...

The company said its fiscal fourth quarter will come in better than expected.Aehr Test Systems (AEHR 26.50%) has had a difficult 2024 but is feeling positive about the coming quarters. Shares of Aehr traded up 30% as of 10 a.m. ET after the company said it expects fiscal 2024 revenue and net income to exceed previous guidance.Good news after a bad quarterAehr makes semiconductor testing equipment for several industries and applications. Its tools are a must-have for makers of chips destined for high-stress ...