Overview
- The company reported second-quarter fiscal 2026 revenue of $9.88 million and a loss of $0.04 per share, missing the Street’s revenue estimate and declining year over year.
- Quarterly bookings were $6.2 million, with backlog at $11.8 million at quarter end and effective backlog expanding to $18.3 million after subsequent orders.
- Management reinstated its outlook, guiding for second-half fiscal 2026 revenue of $25 million to $30 million and bookings of $60 million to $80 million.
- In the current third quarter to date, Aehr received more than $5.5 million in Sonoma AI diagnostic system orders, already exceeding the product’s total from the prior quarter.
- Shares fell roughly 7.75% in after-hours trading following the report, then rose about 8.55% on Friday as investors weighed AI-related orders and the refreshed outlook.