The analyst reiterates a bullish stance on AEHR, highlighting a follow-on order and the company's status as a fully-qualified supplier, indicating confidence in operational and technological leadership.
Follow-on order from lead SiPho customer, successful system installations and demos, important production milestone as customer ramps manufacturing, and delivery on promised orders.
Breaking: $AEHR receives ANOTHER follow-on order from their lead SiPho customer for Wafer Level Burn-In system. It's uncanny how I reiterated my bullishness just 12 hours before the announcement... This means that Aehr are now officially a fully-qualified supplier with the customer. With the systems having been successfully installed and demo'd. CEO said: "This represents an important production milestone as the customer ramps up manufacturing of its silicon photonics products." Aehr promised more follow-on orders from this customer earlier in the year, and they've successfully delivered. Impressive leadership, both operationally and technologically imo.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -4.7% | -5.2% |
| 1 week | +10.5% | +10.6% |
| 1 month | — | — |
| 3 months | — | — |
| 6 months | — | — |