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Technology Stocks : AEHR - Semi Test Equipment related to auto chips
AEHR 26.01+3.6%Oct 31 9:30 AM EDT
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To: Return to Sender who wrote (42)7/22/2025 10:56:16 AM
From: Elroy1 Recommendation

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Yeah, I saw that. Previously AEHR used to often announce the dollar size of orders. Trying to figure out what it means financially.

"We are excited to receive these follow-on volume production orders for multiple Sonoma systems, representing a more than doubling of the number of production systems with this customer..."

So, I guess that means if they have 6 systems currently in production with this customer, the new order is for 7 systems or more? That's good (that they have orders), and it's for shipment in the next six months, so perhaps they'll get more orders from this customer in months 7-12 from now.

It's a nice start. Not sure it justifies the valuation ($600m market cap against trailing sales of $60m), but if they get some more traction like this on the other new product segments, this stock could work out well. I think they've said silicon carbide (40% of last year's sales) may decline in the next 12 months, so it's still looking pricey, but maybe the market doesn't care.

I guess if they gain traction with customers like this the sales continue for years and years, maybe? Not really sure. Anyways, I'm still holding my $21 shares from many years ago, but not sure whether I'll continue to hold.
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