Aehr股价在第一季度业绩公布后上涨，前景肯定

Aehr Test Systems (NASDAQ:AEHR) shares gained roughly 15% Friday morning after the semiconductor firm reported better-than-expected first quarter results.

For the quarter ended August 30, 2024, the company generated $0.07 per diluted share in adjusted earnings on revenues of $13.1M that fell 36% from $20.6 million in Q1 last year. The results exceeded analysts' consensus on both the top and bottom-lines.

WaferPak continued to represent a significant recurring revenue stream for the business, accounting for 92% of its total revenue in the first quarter. "Silicon carbide wafer level burn-in test systems and full wafer contactors are poised to be key contributors to revenue again this year. We are also forecasting material bookings and revenue contributions from several other markets this fiscal year, as we are successfully executing on our strategy to expand our test and burn-in products into other large and fast-growing markets such as artificial intelligence processors, gallium nitride power semiconductors, hard disk drive components and flash memory devices, CEO Gayn Erickson said.

In the post earnings call, the company noted that it is in negotiations with its first gallium nitride (GaN) semiconductor customer for volume production wafer level test and burn-in of their devices.

Aehr also said that the ongoing evaluation of its FOX-XP solution by a potential AI accelerator customer is “progressing very well.” If successful, Aehr expects the customer to adopt its solution for production of their next-generation AI processors, beginning this fiscal year.

Guidance: Aehr Test Systems (AEHR) reiterated its previously provided guidance for total revenue of at least $70M (consensus estimate: $71.20M) and net profit before taxes of at least 10% of revenue for the year ending May 30, 2025.

The company ended Q1 with zero debt and cash, cash equivalents and restricted cash of $40.8M, down from $49.3M at the end of Q4 last year. It plans to file a new S3 registration statement with the SEC soon to support potential future financing needs.

More on Aehr Test Systems

• Aehr Test Systems: Enthusiastic Management But Weak Near-Term Prospects, Hold
• Aehr Test Systems, Inc. (AEHR) Q1 2025 Earnings Call Transcript
• Aehr Test Systems: A Buy On EV Stabilization And Diversification
• Aehr Test Systems Q1 2025 Earnings Preview
• Aehr Test rises after Craig-Hallum upgrades on diversifying opportunities; Q4 beat, strong outlook