Added to YB: 2026-08-10
Pitch date: 2026-08-06
AEHR [neutral]
Aehr Test Systems, Inc.
-3.83%
current return
Author Info
No bio for this author
Company Info
Aehr Test Systems, Inc. provides test solutions for testing, burn-in, and semiconductor devices at wafer level, singulated die, and package level in the United States, Asia, Europe, and the Middle East.
Market Cap
$3.3B
Pitch Price
$101.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
-319.30
P/E
-432.97
EV/Sales
63.50
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Will AEHR Win HBM Business… And How Much Could It Add To Future Revenue?
AEHR (overview): Wafer-level burn-in play on HBM known-good-die problem. Mgmt excludes memory from FY27 guide ($130-150M). Probability-weighted memory rev could add $300M by 2028→$1.2B rev/$12 EPS by FY30. Trades >100x FY27 EPS—optionality priced in, symmetric risk/reward. Risks: Teradyne Magnum 7H competition (20x resources), long memory sales cycles, unproven Nvidia qual reward for WLBI.
Read full article (7 min)