AEHR to Attend Lake Street Best Ideas Growth Conference영어 원문
Company announces participation in Sept 10 conference, may provide business updates
첫날 -4.9% · 5일 후 +24.2%
M&A·자금조달
Bank of New York Mellon Makes New Stake in AEHR영어 원문
Institutional 13F filing reveals new position, showing increased institutional interest
첫날 -4.9% · 5일 후 +24.2%
M&A·자금조달악재
After Insider Sale, Stock Falls 10 Straight Days, Down Nearly 50%영어 원문
Post-insider-sale decline persists, short interest 14%, oversold conditions deepen
첫날 -3.4% · 5일 후 +24.8%
›전개 과정 2회
2026-09-01VP of Sales sells shares but retains majority, insider activity noted
2026-09-02Post-insider-sale decline persists, short interest 14%, oversold conditions deepen
기타
AEHR +126% in Half Month, Then -40%, Sentiment-Driven영어 원문
Moves far exceed fundamentals, positioning-driven
첫날 -4.7% · 5일 후 -11.9%
›전개 과정 2회
2026-08-26Multiple sources confirm rapid drop from $147 high to ~$91.5, down >35%
2026-08-28Moves far exceed fundamentals, positioning-driven
기업호재
Silicon Photonics Orders to Support 15-20% of FY2027 Revenue영어 원문
Customer ramps and new orders back growth, though stock pulled back ~30% from highs
첫날 -1.8% · 5일 후 -14.6%
애널리스트호재
Jefferies Initiates AEHR at Buy, PT $175영어 원문
AI >90% of revenue; only vendor offering both wafer- and package-level burn-in
첫날 +8.7% · 5일 후 -24.1%
애널리스트
CEO Sells $5.2M Stake After 564% Rally영어 원문
40k shares sold from trust; direct position unchanged
첫날 +4.0% · 5일 후 +28.9%
›전개 과정 2회
2026-07-31Zacks cites solid earnings estimate revisions; traders note burn-in test bottleneck before AI packaging; multiple sources cite role in photonics supply chain
2026-08-1440k shares sold from trust; direct position unchanged
내부자 매도
내부자 매도 1120만 달러 (내부자 5명)
첫날 +10.3% · 5일 후 -16.5%
기업
VP Sells 1,000 Shares for ~$108K영어 원문
Sale equals 3% of holdings; stock up 484% in a year
첫날 +10.3% · 5일 후 -16.5%
기업호재
AEHR Receives $22M Follow-On Order for AI Processor Wafer-Level Burn-In Systems영어 원문
Lead AI processor customer expands capacity; rising interest in wafer-level burn-in for advanced AI and HPC devices
첫날 +10.3% · 5일 후 -16.5%
제품호재
AEHR Secures Follow-On FOX-XP Order from Silicon Photonics Customer영어 원문
No new facts today; reiteration of prior order event without independent new sources.
첫날 +19.8% · 5일 후 +6.6%
›전개 과정 2회
2026-08-04Order includes 9 WaferPak blades, expected to ship in H1 2027, signaling manufacturing scale-up
2026-08-05No new facts today; reiteration of prior order event without independent new sources.
M&A·자금조달악재
AEHR files mixed shelf offering영어 원문
Price undisclosed, stock down >4% AH, extending recent losses
첫날 -9.7% · 5일 후 +57.0%
›전개 과정 2회
2026-07-28Company files mixed shelf registration for potential future securities offerings
2026-07-28Price undisclosed, stock down >4% AH, extending recent losses
애널리스트호재
AEHR Added to Zacks Rank #1 (Strong Buy) List영어 원문
Zacks added AEHR to its Strong Buy list based on earnings estimate revisions, indicating upward analyst expectations.
첫날 -4.6% · 5일 후 +0.2%
기타호재
AEHR +301% YTD Among Top 2026 Performers영어 원문
Multiple independent sources rank AEHR as the 2nd best performer of 2026 with +301% YTD, validating its AI-driven growth narrative
첫날 -4.6% · 5일 후 +0.2%
애널리스트호재
AEHR Upgraded to Buy, PT Raised to $110 After Earnings영어 원문
Seeking Alpha notes narrative shift from EV supplier to diversified AI growth story, but blue-sky bull case still has concerns
첫날 -3.7% · 5일 후 -5.8%
›전개 과정 3회
2026-07-17Freedom Broker sees FY27 guidance as firm conversion schedule backed by record bookings and strong backlog.
2026-07-17Stock surged after earnings but gave back most gains, sentiment weakened
2026-07-18Seeking Alpha notes narrative shift from EV supplier to diversified AI growth story, but blue-sky bull case still has concerns
실적
AEHR to Report Earnings on July 14영어 원문
Q4 revenue up 33.7% YoY, record bookings, stock surges 40%+ after hours, analysts raise targets
첫날 -6.3% · 5일 후 +13.7%
›전개 과정 4회
2026-07-13Multiple independent sources confirm AEHR reports earnings Tuesday, a key semi event this week.
2026-07-14Multiple sources confirm Jul 14 earnings, citing AI demand and silicon photonics shipments
2026-07-15Q4 EPS $0.11 beat, bookings $61M, backlog $100M, FY27 rev guide $130-150M vs $85M est
2026-07-15Q4 revenue up 33.7% YoY, record bookings, stock surges 40%+ after hours, analysts raise targets
실적
실적 발표영어 원문
FY26 revenue was $50 million, down 15% year-over-year; FY27 guidance of $130-150 million represents 160-200% growth
첫날 +5.9% · 5일 후 +37.4%
8-K 공시
8-K: 실적 공시
첫날 +5.9% · 5일 후 +37.4%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
21건
기타
AEHR ranks among top 2026 performers with +363% YTD영어 원문
Multiple independent sources list it among top performers, raising market attention
첫날 +3.7% · 5일 후 +1.6%
애널리스트호재
Oppenheimer Initiates AEHR at Outperform영어 원문
PT $120, citing AI-driven inflection in semi testing demand
첫날 -1.8% · 5일 후 -3.5%
기타호재
Citi Note: Optical Interconnect Demand Bullish for AEHR영어 원문
AEHR to Attend Lake Street Best Ideas Growth Conference영어 원문
Company announces participation in Sept 10 conference, may provide business updates
첫날 -4.9% · 5일 후 +24.2%
M&A·자금조달
Bank of New York Mellon Makes New Stake in AEHR영어 원문
Institutional 13F filing reveals new position, showing increased institutional interest
첫날 -4.9% · 5일 후 +24.2%
이전 이벤트 16건›
M&A·자금조달악재
After Insider Sale, Stock Falls 10 Straight Days, Down Nearly 50%영어 원문
Post-insider-sale decline persists, short interest 14%, oversold conditions deepen
첫날 -3.4% · 5일 후 +24.8%
›전개 과정 2회
2026-09-01VP of Sales sells shares but retains majority, insider activity noted
2026-09-02Post-insider-sale decline persists, short interest 14%, oversold conditions deepen
기타
AEHR +126% in Half Month, Then -40%, Sentiment-Driven영어 원문
Moves far exceed fundamentals, positioning-driven
첫날 -4.7% · 5일 후 -11.9%
›전개 과정 2회
2026-08-26Multiple sources confirm rapid drop from $147 high to ~$91.5, down >35%
2026-08-28Moves far exceed fundamentals, positioning-driven
기업호재
Silicon Photonics Orders to Support 15-20% of FY2027 Revenue영어 원문
Customer ramps and new orders back growth, though stock pulled back ~30% from highs
첫날 -1.8% · 5일 후 -14.6%
애널리스트호재
Jefferies Initiates AEHR at Buy, PT $175영어 원문
AI >90% of revenue; only vendor offering both wafer- and package-level burn-in
첫날 +8.7% · 5일 후 -24.1%
애널리스트
CEO Sells $5.2M Stake After 564% Rally영어 원문
40k shares sold from trust; direct position unchanged
첫날 +4.0% · 5일 후 +28.9%
›전개 과정 2회
2026-07-31Zacks cites solid earnings estimate revisions; traders note burn-in test bottleneck before AI packaging; multiple sources cite role in photonics supply chain
2026-08-1440k shares sold from trust; direct position unchanged
내부자 매도
내부자 매도 1120만 달러 (내부자 5명)
첫날 +10.3% · 5일 후 -16.5%
기업
VP Sells 1,000 Shares for ~$108K영어 원문
Sale equals 3% of holdings; stock up 484% in a year
첫날 +10.3% · 5일 후 -16.5%
기업호재
AEHR Receives $22M Follow-On Order for AI Processor Wafer-Level Burn-In Systems영어 원문
Lead AI processor customer expands capacity; rising interest in wafer-level burn-in for advanced AI and HPC devices
첫날 +10.3% · 5일 후 -16.5%
제품호재
AEHR Secures Follow-On FOX-XP Order from Silicon Photonics Customer영어 원문
No new facts today; reiteration of prior order event without independent new sources.
첫날 +19.8% · 5일 후 +6.6%
›전개 과정 2회
2026-08-04Order includes 9 WaferPak blades, expected to ship in H1 2027, signaling manufacturing scale-up
2026-08-05No new facts today; reiteration of prior order event without independent new sources.
M&A·자금조달악재
AEHR files mixed shelf offering영어 원문
Price undisclosed, stock down >4% AH, extending recent losses
첫날 -9.7% · 5일 후 +57.0%
›전개 과정 2회
2026-07-28Company files mixed shelf registration for potential future securities offerings
2026-07-28Price undisclosed, stock down >4% AH, extending recent losses
애널리스트호재
AEHR Added to Zacks Rank #1 (Strong Buy) List영어 원문
Zacks added AEHR to its Strong Buy list based on earnings estimate revisions, indicating upward analyst expectations.
첫날 -4.6% · 5일 후 +0.2%
기타호재
AEHR +301% YTD Among Top 2026 Performers영어 원문
Multiple independent sources rank AEHR as the 2nd best performer of 2026 with +301% YTD, validating its AI-driven growth narrative
첫날 -4.6% · 5일 후 +0.2%
애널리스트호재
AEHR Upgraded to Buy, PT Raised to $110 After Earnings영어 원문
Seeking Alpha notes narrative shift from EV supplier to diversified AI growth story, but blue-sky bull case still has concerns
첫날 -3.7% · 5일 후 -5.8%
›전개 과정 3회
2026-07-17Freedom Broker sees FY27 guidance as firm conversion schedule backed by record bookings and strong backlog.
2026-07-17Stock surged after earnings but gave back most gains, sentiment weakened
2026-07-18Seeking Alpha notes narrative shift from EV supplier to diversified AI growth story, but blue-sky bull case still has concerns
실적
AEHR to Report Earnings on July 14영어 원문
Q4 revenue up 33.7% YoY, record bookings, stock surges 40%+ after hours, analysts raise targets
첫날 -6.3% · 5일 후 +13.7%
›전개 과정 4회
2026-07-13Multiple independent sources confirm AEHR reports earnings Tuesday, a key semi event this week.
2026-07-14Multiple sources confirm Jul 14 earnings, citing AI demand and silicon photonics shipments
2026-07-15Q4 EPS $0.11 beat, bookings $61M, backlog $100M, FY27 rev guide $130-150M vs $85M est
2026-07-15Q4 revenue up 33.7% YoY, record bookings, stock surges 40%+ after hours, analysts raise targets
실적
실적 발표영어 원문
FY26 revenue was $50 million, down 15% year-over-year; FY27 guidance of $130-150 million represents 160-200% growth
