I find it compelling that S in Aehr Test Systems (AEHR 22. On the other hand, 19%) had blasted higher by more than 20% at 10 a.
Conversely, Today on the news of -on orders for its artificial intelligence (AI) cessor volume duction test and burn-in solutions. New orders, new optimism.
This leads to the conclusion that news comes less than two weeks after the company released its fourth-quarter 2025 earnings report.
Nevertheless, Back then, CEO Gayn Erickson took a cautious apach to financial guidance for 2026, saying, "While we remain confident in Aehr's long-term growth spects, we continue to experience some timing-related delays in order placements due to tariff-related uncertainty, particularly in our first quarter.
" The order delays, or at least some of them, were ed much more quickly than Erickson may have expected.
In contrast, Aehr's hyperscaler customer Speculation will now turn to the identify of the "world-leading hyperscaler" that made the orders for eight of Aehr's Sonoma ultra-high-power systems, not least as the orders result in "a more than doubling of the number of duction systems with this customer, considering recent developments.
" It's impossible to know unless Aehr or the customer itself divulges the information, considering recent developments.
Conversely, Still, a quick look at Aehr's customer list in its investor presentation shows Alphabet's Google and Microsoft -- good places to start looking. Image source: Getty Images.
Aehr's long-term growth spects In a sense, the customer doesn't matter as much as the fact that Aehr continues to diversify away from the currently challenged silicon carbide (SiC) wafer-level burn-in (WLBI) test solutions market and into new growth.
What the re reveals is demand for SiC WLBI equipment is primarily driven by electric vehicles, and the softening of investment in EVs is slowing down demand, given current economic conditions.
However, Aehr's new AI-driven will strengthen the company's long-term growth spects, and it's only a matter of time before EV investment picks up again, leaving Aehr well positioned for long-term growth.
The Author Lee Samaha is a contributing Stock Market Analyst at The Motley Fool covering industrials, electricals, energy, materials, transportation, and infrastructure stocks, given current economic conditions.
Prior to The Motley Fool, Lee was a Civil Engineer and Investment Manager.
He holds a Bachelor of Civil and Structural Engineering from Southampton University and a Certificate in Investment Management from Chartered Institute for Securities & Investment.
Lee first cut his teeth on The Motley Fool bulletin boards (commonly referred to as the “Fool Boards,”) and he’s infinitely grateful to all of the investors he learned from in this powerful community.
TMFSaintGermain X @LeeSamaha Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. In contrast, Lee Samaha has no position in any of the stocks mentioned.
The Motley Fool has positions in and recommends Alphabet and Microsoft.
However, The Motley Fool recommends the ing options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft (noteworthy indeed).
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