Aehr Test Systems (AEHR)

• Market cap: $243M
• 1 day: -2.17%
• 5 days: -2.05%
• 1 month: -10.38%
• 3 months: -34.94%
• 6 months: -46.89%
• Year to date: -50.94%
• 1 year: -23.11%
• 5 years: 369.36%
• 10 years: 283.02%
• Sector: Technology
• Industry: Semiconductor Equipment & Materials

About: Aehr Test Systems is engaged in test systems for burning-in and testing logic, optical, and memory integrated circuits. Increased quality and reliability needs of the Automotive and Mobility integrated circuit markets. The Company operates in one business segment, the designing, manufacturing, marketing and selling of advanced test and burn-in products to the semiconductor manufacturing industry in several geographic areas. The company provides production solutions across the product manufacturing flow to improve yield and reliability and has developed and introduced several inventive products, including the ABTSTM and FOX-PTM families of test and burn-in systems and FOX WaferPakTM Aligner, FOX-XP WaferPak Contactor, FOX DiePak Carrier and FOX DiePak Loader.

Employees: 115

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

30% more capital invested

Capital invested by funds: $267M [Q3] → $347M (+$80.2M) [Q4]

5% more funds holding

Funds holding: 126 [Q3] → 132 (+6) [Q4]

0.27% more ownership

Funds ownership: 70.22% [Q3] → 70.49% (+0.27%) [Q4]

1% less call options, than puts

Call options by funds: $24.3M | Put options by funds: $24.5M

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]