On July 15, Aehr Test Systems surged 50% in regular trading. The rally was driven by a blowout fiscal Q4 earnings report combined with record-breaking order momentum.
The company reported adjusted EPS of $0.11, vastly exceeding the consensus estimate of -$0.01, representing a swing from losses a year earlier. Revenue came in at $18.835 million, above both the prior year's $14.1 million and the Street estimate of $18.686 million. Q4 orders reached a record $60.7 million, with backlog standing at $80.6 million and effective backlog surpassing $100 million. Management guided FY2027 revenue to $130-150 million, roughly tripling from approximately $50 million, citing AI chip testing, silicon photonics, and silicon carbide as key growth drivers.
Additionally, the company received a follow-on production order for its FOX-XP wafer-level burn-in system from a major data center optical transceiver supplier in June, while management confirmed that a top-tier AI chip customer completed over six months of benchmark testing, reinforcing expectations for substantial follow-on orders.
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