8-K ·Filed Apr 7, 2026
8-K Item 2.02: Earnings release
Actionable Insight ◆ Mixed
Despite revenue miss, strong bookings suggest future revenue growth. Traders should monitor next quarter's revenue and backlog conversion.
Final — all horizons settled through T+60d ⚠ clustered
AEHR ▲ +10.77% at T+60d
NEUTRAL call +10.77% · α vs SPY +0.31% · entry $63.16 → $69.96
T+1d
+9.02%
call +9.02% · α +8.45%
$68.86
settled 7mo ago
T+5d
+15.93%
call +15.93% · α +12.41%
$73.22
settled 7mo ago
T+20d
+44.38%
call +44.38% · α +35.83%
$91.19
settled 6mo ago
T+60d
+10.77%
call +10.77% · α +0.31%
$69.96
settled 4mo ago
Price Chart
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Executive Summary
AEHR reported Q3 revenue of $10.3M, missing consensus by 4.6%, but beat EPS estimates by 28.6% with a loss of $0.05. Bookings surged to $37.2M, indicating strong demand in AI and data center markets. Guidance for the second half of fiscal 2026 was reiterated.
Key Financial Metrics
EPS
−$0.05
est −$0.07 · +28.6%
Revenue
$10.3M
est $10.8M · -4.5% · -43.7% YoY
Rating
beat
Guidance
$25 million to $30 million
maintained
Gross Margin
32.65%
Key Facts
- Q3 revenue of $10.3M missed consensus of $10.8M by 4.6%
- EPS of $-0.05 beat consensus of $-0.07 by 28.6%
- Bookings surged to $37.2M, a book-to-bill ratio of over 3.5x
- Reiterated guidance for second half of fiscal 2026: revenue between $25M and $30M
Financial Impact
Revenue miss of $0.5M, EPS beat of $0.02, bookings beat of $26.4M
revenueepsbookings
Risk Factors
- Revenue miss indicates current quarter weakness
- High bookings may not convert to revenue as expected
Market Snapshot
Exchange
Nasdaq
Sector
Instruments For Meas & Testing of Electricity & Elec Signals
Investment Themes
Software & IT
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001654954-26-003310 |
| Document: aehr_8k.htm | 0001654954-26-003310 |
| Document: 0001654954-26-003310-index-headers.html | 0001654954-26-003310 |
| Document: 0001654954-26-003310-index.html | 0001654954-26-003310 |
| Document: 0001654954-26-003310.txt | 0001654954-26-003310 |
| 8-K Data (Synthetic) | 0001654954-26-003310 |
25 reports for AEHR
33% Hit rate @ T+60 Went positive at some point 8 of 16 best @ T+60▲ +149.65%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 6w ago | Institutional Cluster | $93.81 | awaiting T+60 | — | $56.60 (−39.67%) |
Aug 18, 2026 9w ago | Insider Cluster | $123.25 | awaiting T+60 | — | $56.60 (+54.08%) |
Aug 14, 2026 10w ago | Insider Cluster | $145.61 | awaiting T+60 | — | $56.60 (+61.13%) |
Aug 13, 2026 10w ago | Insider Cluster | $134.06 | awaiting T+60 | — | $56.60 (+57.78%) |
Aug 13, 2026 10w ago | Insider Cluster | $134.06 | awaiting T+60 | — | $56.60 (+57.78%) |
Aug 13, 2026 10w ago | Insider Cluster | $134.06 | awaiting T+60 | — | $56.60 (−57.78%) |
Aug 11, 2026 10w ago | Insider Cluster | $117.18 | awaiting T+60 | — | $56.60 (−51.70%) |
Aug 6, 2026 11w ago | Insider Cluster | $103.07 | awaiting T+60 | — | $56.60 (−45.09%) |
Apr 22, 2026 26w ago | Insider Cluster | $95.51 $98.91 | ▲ +3.56% | ▼ −2.06% | $56.60 (−40.74%) |
Apr 21, 2026 26w ago | Insider Cluster | $97.36 $77.36 | ▼ −20.54% | ▼ −24.88% | $56.60 (−41.87%) |
Showing 10 of 25
US Market Status
Market Closed — Opens Tue (16h 11m)
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