Baker's TakeAehr Test Systems Shares Jump 26% After-Hours on $100.6M Backlog and Guidance Tripling Estimates
By
Mr Bagel
Aehr Test Systems saw its stock surge 26% in after-hours trading following a surprise Q4 earnings beat and the disclosure of record quarterly bookings, according to ChartMill. The company reported an effective backlog of approximately $100.6 million, setting the stage for a fiscal 2027 revenue forecast that tripled analyst consensus.
"Aehr's effective backlog sits at $100.6 million, covering roughly 67% to 77% of its fiscal 2027 revenue target." That backlog, noted in SEC filings cited by ts2.tech, provides substantial visibility into the company's ambitious growth plan for the coming fiscal year.
The fiscal 2027 revenue guidance of $130 million to $150 million far exceeded Wall Street expectations, as ChartMill reported that the outlook "triples analyst estimates." The forecast is fueled by surging demand for AI processors and silicon photonics, along with power semiconductor applications, according to both ChartMill and seekingalpha.com.
"FY2027 revenue guidance of $130-150M triples analyst estimates." Seekingalpha.com added that the record backlog was "driven by growing demand across AI processors, silicon photonics, and power semiconductors," reinforcing the breadth of the catalyst behind Aehr's wafer-level and package-level burn-in solutions.
The stock had already closed the regular session up 5.9% at $72.01, ts2.tech reported, before the after-hours jump pushed shares to roughly $92. GuruFocus also highlighted the company's strong Q4 revenue and record bookings, confirming the broad market reaction to the earnings release.
The reporting
5 outlets covered this story. Each links to the original.
Comments
Sign in to join the conversation.
No comments yet. Be the first.