A Look At Aehr Test Systems (AEHR) Valuation After New AI Data Center Contract

Simply Wall St.02-14

Aehr Test Systems (AEHR) is back in focus after securing a production contract to supply its Sonoma ultra high power test and burn in systems for next generation AI processors used in hyperscale data ...

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See our latest analysis for Aehr Test Systems. The contract news has arrived alongside strong momentum, with a 90 day share price return of 41.79% and a 1 year total shareholder return of 169.03%, although the 3 year total shareholder return is a 17.01% loss. If this AI contract has caught your attention, it could be worth scanning the wider opportunity set in chips and accelerators through our list of 34 AI infrastructure stocks. With AEHR now trading around US$28.84, slightly above an average analyst price target of US$24.67, and with recent returns already strong, the key question is whether the AI contract still leaves upside on the table or whether the market is already pricing in potential future growth. AdvertisementPreferred Price-to-Sales of 16.6x: Is it justified? AEHR is trading at a P/S of 16.6x, which is well above both its peers and broader US semiconductor averages, despite the company still being unprofitable. The P/S ratio compares the company’s market value to its revenue. A higher figure usually means the market is placing a richer value on each dollar of sales. For AEHR, that richer value is being set against forecast revenue growth of 27.71% per year while net income remains negative and is expected to stay in loss territory over the next 3 years. Compared with the US Semiconductor industry average P/S of 6.1x and a peer average of 5.8x, AEHR’s 16.6x looks stretched. It is also well above the estimated fair P/S ratio of 6.5x, a level the market could potentially move toward if expectations cool or revenue growth does not match current enthusiasm. Explore the SWS fair ratio for Aehr Test Systems Result: Price-to-Sales of 16.6x (OVERVALUED) However, there are clear pressure points, including AEHR’s recent net income loss of US$8.856m and the risk that current AI-driven expectations for its systems prove too optimistic. Find out about the key risks to this Aehr Test Systems narrative.  Build Your Own Aehr Test Systems Narrative If you see the numbers differently or prefer to work through the data yourself, you can build a custom story around AEHR in just a few minutes, starting with Do it your way. A great starting point for your Aehr Test Systems research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision. Ready for more investment ideas beyond AEHR? AEHR might be the headline today, but casting a wider net with high quality ideas can help you spot opportunities you would otherwise miss.  Target quality at a discount by scanning our list of 53 high quality undervalued stocks that combine strong fundamentals with prices the market may be overlooking. Strengthen your income playbook by checking out 13 dividend fortresses, a collection of 5%+ yield opportunities where consistency is a key focus. Protect your downside by reviewing 85 resilient stocks with low risk scores, featuring companies that score well on resilience so you can pursue returns without ignoring risk.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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