Stock Pulse
AEHR Test Systems secured $4.7 million in follow-on production orders for its FOX-CP systems and WaferPak Contactors from a key customer in the advanced storage device market, signaling a transition to high-volume production and potentially making this customer a 10% revenue contributor [1]. This positive development comes despite previous declines in stock price due to lowered revenue guidance and a slowdown in the electric vehicle market [5]. AEHR also shipped its first FOX-XP wafer-level burn-in system to a customer in the AI processor market, opening a significant new market opportunity [6]. Despite these positive developments, Q2 FY2025 results were disappointing, with revenue down 37% year-over-year and a net loss of $1 million [7]. The company also participated in the Oppenheimer 10th Annual Emerging Growth Conference to increase visibility and attract investment [4]. Several SEC filings disclosed automatic withholding of shares for tax purposes related to vesting restricted stock units, not indicative of insider selling [8], [9], [10].