- Aehr Test Systems experiences a notable revenue shift with AI processor burn-in sales increasing significantly.
- Analyst price targets suggest a potential downside, yet the GF Value indicates considerable upside.
- The company is positioned as "Outperform" by multiple brokerage firms, reflecting strong market sentiment.
Aehr Test Systems (AEHR, Financial) recently announced a remarkable transformation in its revenue composition. The company observed a substantial decline in silicon carbide wafer level burn-in revenue, plummeting from over 90% in fiscal 2024 to under 40% in fiscal 2025. Conversely, there was a significant surge in artificial intelligence processor burn-in revenue, increasing from 0% to over 35% of total revenue. This shift has been aided by the delivery of the industry's pioneering wafer level burn-in system for AI processors, thereby expanding potential markets for its FOX-XP systems.
Wall Street Analysts' Insights
Presently, two Wall Street analysts have set their one-year price targets for Aehr Test Systems (AEHR, Financial), with an average target price of $12.75. The forecasts include a high estimate of $14.00 and a low estimate of $11.50. Notably, this average target implies a potential downside of 15.95% from the current trading price of $15.17. Investors seeking more detailed forecast data can visit the Aehr Test Systems (AEHR) Forecast page.
Brokerage firms' consensus recommendation places Aehr Test Systems (AEHR, Financial) at an average brokerage recommendation of 2.3, translating to an "Outperform" rating. This rating is derived from a scale of 1 to 5, where 1 represents a Strong Buy and 5 indicates a Sell.
Evaluating GF Value
According to GuruFocus estimates, the one-year estimated GF Value for Aehr Test Systems (AEHR, Financial) is $20.63, implying a notable upside of 35.99% from the current price of $15.17. The GF Value is GuruFocus' valuation metric, reflecting the fair value at which the stock should trade, calculated based on the stock's historical trading multiples, past business growth, and projected future performance. To explore more comprehensive data, interested investors can visit the Aehr Test Systems (AEHR) Summary page.
