u/Milkhoneyandmoney · 35d 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 $93.49+2.6% since postedas of Sep 18, 4:30 PM ET
1d-0.7%
3d-11.3%
1w-11.9%
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