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Aehr Test Systems misses Q4 revenue estimates

ReutersJul 8, 2025 8:19 PM


Overview

  • Aehr Test Systems reports fiscal Q4 net revenue of $14.1 mln, missing expectations, per LSEG data

  • Co expands into AI processors and gallium nitride (GaN) semiconductors for future growth

  • Maintains "cautious approach" due to tariff-related uncertainty


Outlook

  • Co anticipates order growth across all segments with possible exception of silicon carbide

  • Aehr Test Systems maintains cautious approach due to tariff-related uncertainty, per President and CEO Gayn Erickson

  • Company sees significant growth opportunities in AI and GaN markets

  • Aehr Test Systems not reinstating specific guidance beyond stated expectations


Result Drivers

  • AI PROCESSORS EXPANSION - Co launched first production wafer level burn-in system for AI processors, attracting interest from leading processor companies

  • GAN SEMICONDUCTORS - Secured first production order for GaN devices, highlighting growing adoption and future opportunities


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Sales

Miss

$14.09 mln

$14.80 mln (2 Analysts)

Q4 Adjusted Net Income

Beat

-$248,000

-$417,000 (2 Analysts)

Q4 Net Income

-$2.90 mln

Q4 Adjusted Income from Operations

Miss

-$553,000

-$56,000 (1 Analyst)

Q4 Adjusted Pretax Profit

-$335,000


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the semiconductor equipment & testing peer group is "buy"

  • Wall Street's median 12-month price target for Aehr Test Systems is $12.75, about 16.2% below its July 7 closing price of $14.82

  • The stock recently traded at 80 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nACS5L5pZa

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