Aehr Test Systems Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY EPS (est.)
$0.75next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Bookings Quarterly37.2MTarget: Maintain bookings momentum above $30 million per quarter to support the FY2027 revenue ramp
Effective Backlog Quarterly50.9MTarget: Grow backlog sequentially to de-risk future revenue recognition
Gross Margin Quarterly3,650.0%Target: Recover to historical levels above 40% through higher-margin FOX-XP platform mix-shift
Watch Items
- Revenue Recognition and Delivery TimelinesTrigger: Delays in shipping the record $41 million production order scheduled for FY2027Action: Re-evaluate FY2027 revenue estimates and assess potential supply chain or customer-side bottlenecks
- Customer Concentration and Vertical DiversificationTrigger: Over-reliance on the lead hyperscale AI customer or a single silicon photonics customerAction: Monitor new customer acquisition announcements and order diversification across GaN, SiC, and memory markets
- Gross Margin CompressionTrigger: Gross margins remaining in the mid-30s for consecutive quartersAction: Analyze pricing pressure, manufacturing overhead, and product mix-shift dynamics between Sonoma and FOX-XP platforms
Research as of 19 Jun 2026