On July 21, Aehr Test Systems rose 11.96% in regular trading, trading at $91.765/share, with turnover of $81.78 million. The rally was driven by continued momentum from the company's Q4 earnings beat and broad strength across the semiconductor equipment sector.

The company reported Q4 adjusted EPS of $0.11, significantly beating the consensus estimate of -$0.01. Quarterly new bookings reached a record $60.7 million, pushing total backlog above $100 million. Management issued FY2027 revenue guidance of $130-$150 million, representing nearly triple year-over-year growth, with AI data center business expected to comprise 70% of revenue. Analysts subsequently raised target prices to $125, nearly doubling prior levels.

The company has undergone a dramatic business transformation — two years ago over 95% of revenue came from EV silicon carbide testing, while AI accelerator, CPU, and network processor wafer-level burn-in now contributes 71% of annual revenue.

Within the Semiconductor Equipment sector, the overall sector rallied strongly. Among individual stocks, Teradyne up 9.67%, Applied Materials up 7.02%, KLA-Tencor up 4.08%, Lam Research up 3.79%, ASML Holding up 3.62%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)