u/Milkhoneyandmoney · 80d agono track record yet
AEHR: good business, but has the stock gotten ahead of it?
AEHR has a real growth story with strong bookings and revenue guidance, but the stock has outpaced fundamentals. Trading above 20x FY27 revenue on a cash-adjusted basis with concentrated customer revenue (51% from three customers), cancellation risk, and limited deposit backing suggests the market has priced in too much upside too quickly.
At post $91.12Now $56.98-37.5% since postedas of Nov 13, 4:45 PM ET
1d-0.7%
3d-11.3%
1w-11.9%
1m+14.6%
3m—
6m—
1y—