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Aehr Test Systems Misses Q2 Sales but Lifts Second-Half Outlook as Shares Rebound

Management reinstated stronger second-half targets citing AI/HPC program momentum.

Overview

  • The company posted $9.88 million in revenue versus a $11.59 million estimate, with a GAAP loss of $0.04 per share matching consensus.
  • Second-half fiscal 2026 guidance was reinstated at $60 million to $80 million in bookings and $25 million to $30 million in revenue, supported by expanding AI/HPC efforts.
  • Quarterly bookings totaled $6.2 million, reported backlog was $11.8 million, and effective backlog reached $18.3 million after subsequent orders.
  • Cash, cash equivalents and restricted cash increased to $31.0 million, funding continued work in wafer-level and packaged-part burn-in platforms.
  • Shares fell 7.75% after-hours on Thursday following the report, then gained 8.55% on Friday as the tech sector strengthened.