1 hour ago
6
Marc Guberti, The Motley Fool
Sun, June 28, 2026 astatine 10:04 AM CDT 4 min read
The banal of Aehr Test Systems (NASDAQ: AEHR) got a batch of attraction aft rallying astir 681% implicit the past year. A small implicit fractional of that summation came successful 2026 alone. Sounds similar a banal worthy a person look, right?
Let's instrumentality a look astatine what it does earlier making immoderate committedness to bargain shares. Here's an overview of Aehr Test Systems' engagement with the artificial quality (AI) roar and whether it presents a bully buying opportunity.
Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »
What does Aehr Test Systems do?
AI chipmakers similar Nvidia and Broadcom merchantability millions of chips per year, but not each of them really work; a tiny percent neglect soon aft use. Tech companies judge it arsenic a outgo of doing business, but if the nonaccomplishment complaint were precise high, it mightiness marque hyperscalers much wary.
Companies similar Aehr Test Systems code this contented by stress-testing microchip batch samples nether utmost conditions to drawback defects early. This reduces the fig of defective chips that permission factories.
The institution has been investigating its exertion done deals with hyperscalers for aggregate years and has yet started landing lucrative deals. It reported implicit $37 cardinal successful quarterly bookings successful its fiscal 2026 3rd 4th (ended Feb. 27, 2026) and said that it anticipated a "near-term follow-on accumulation order" from its apical hyperscale customer.
Less than 2 weeks later, that large booking arrived. A grounds $41 cardinal accumulation bid from that hyperscale lawsuit resulted successful second-half bookings exceeding $92 million. Aehr Test Systems besides announced "a beardown pipeline of forecasted lawsuit orders successful place."
Earlier this month, absorption announced different large win: a follow-on accumulation bid from what it described arsenic "a planetary person successful networking products and solutions," a large supplier to the information halfway optical transceiver market.
Can Aehr Test Systems rally continue?
Aehr Test Systems is gaining much attraction for its stress-testing technology, and gross maturation could accelerate significantly. The $92 cardinal successful second-half bookings is sizable erstwhile compared to the $10.3 cardinal successful third-quarter revenue.
The $41 cardinal accumulation bid from the pb hyperscaler shows however rapidly the backlog and wide gross tin grow. Each bid of that caliber volition person a seismic interaction connected revenue, and absorption is positioning itself to woo aggregate hyperscalers.
English (CA) · 
English (US) · 
Spanish (MX) ·