$AEHR

9 theses
bullish 0%neutral 0%bearish 100%
Avg return (1m)
-21.4%
Win rate (1m)
89% (9 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Nov 13, 4:45 PM ET
$AEHRr/ValueInvestingStock Analysisbearish
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—
original post →
$AEHRSEC Form 4bearish
Sold 5,994 @ $141.34 avg · $847,217 · 2026-08-14

Form 4: ROGERS VERNON sold AEHR

ROGERS VERNON (Exec VP of Sales & Mktg. at AEHR TEST SYSTEMS) reported an open-market sale of 5,994 shares of AEHR at an average $141.34, roughly $847,217, in a Form 4 filed 2026-08-18.

At post $123.25Now $56.98-53.8% since postedas of Nov 13, 4:45 PM ET
1d-12.4%
3d-17.5%
1w-22.4%
1m-26.5%
3m—
6m—
1y—
View filing on SEC.gov →
$AEHRSEC Form 4bearish
Sold 5,700 @ $133.03 avg · $758,264 · 2026-08-14

Form 4: SLAYEN HOWARD T sold AEHR

SLAYEN HOWARD T (Director at AEHR TEST SYSTEMS) reported an open-market sale of 5,700 shares of AEHR at an average $133.03, roughly $758,264, in a Form 4 filed 2026-08-14.

At post $134.06Now $56.98-57.5% since postedas of Nov 13, 4:45 PM ET
1d—
3d+8.6%
1w-24.1%
1m-29.4%
3m-54.5%
6m—
1y—
View filing on SEC.gov →
$AEHRSEC Form 4bearish
POSEDEL RHEA J · Director at AEHR TEST SYSTEMS · 92d ago1 prior · 100% at 3mo
Sold 5,973 @ $140.00 avg · $836,220 · 2026-08-14

Form 4: POSEDEL RHEA J sold AEHR

POSEDEL RHEA J (Director at AEHR TEST SYSTEMS) reported an open-market sale of 5,973 shares of AEHR at an average $140.00, roughly $836,220, in a Form 4 filed 2026-08-14.

At post $134.06Now $56.98-57.5% since postedas of Nov 13, 4:45 PM ET
1d—
3d+8.6%
1w-24.1%
1m-29.4%
3m-54.5%
6m—
1y—
View filing on SEC.gov →
$AEHRSEC Form 4bearish
Sold 9,672 @ $127.72 avg · $1,235,288 · 2026-08-13

Form 4: SALAMONE ALBERTO sold AEHR

SALAMONE ALBERTO (EVP, PPBI BUSINESS at AEHR TEST SYSTEMS) reported an open-market sale of 9,672 shares of AEHR at an average $127.72, roughly $1,235,288, in a Form 4 filed 2026-08-14.

At post $134.06Now $56.98-57.5% since postedas of Nov 13, 4:45 PM ET
1d—
3d+8.6%
1w-24.1%
1m-29.4%
3m-54.5%
6m—
1y—
View filing on SEC.gov →
$AEHRSEC Form 4bearish
Sold 40,000 @ $130.84 avg · $5,233,718 · 2026-08-12

Form 4: Erickson Gayn sold AEHR

Erickson Gayn (President and CEO at AEHR TEST SYSTEMS) reported an open-market sale of 40,000 shares of AEHR at an average $130.84, roughly $5,233,718, in a Form 4 filed 2026-08-13.

At post $123.30Now $56.98-53.8% since postedas of Nov 13, 4:45 PM ET
1d+8.7%
3d+8.7%
1w-14.1%
1m-23.2%
3m-46.7%
6m—
1y—
View filing on SEC.gov →
$AEHRSEC Form 4bearish
POSEDEL RHEA J · Director at AEHR TEST SYSTEMS · 93d ago1 prior · 100% at 3mo
Sold 8,413 @ $130.00 avg · $1,093,690 · 2026-08-12

Form 4: POSEDEL RHEA J sold AEHR

POSEDEL RHEA J (Director at AEHR TEST SYSTEMS) reported an open-market sale of 8,413 shares of AEHR at an average $130.00, roughly $1,093,690, in a Form 4 filed 2026-08-13.

At post $123.30Now $56.98-53.8% since postedas of Nov 13, 4:45 PM ET
1d+8.7%
3d+8.7%
1w-14.1%
1m-23.2%
3m-46.7%
6m—
1y—
View filing on SEC.gov →
$AEHRSEC Form 4bearish
Sold 20,000 @ $131.51 avg · $2,630,120 · 2026-08-12

Form 4: SCOTT GEOFFREY GATES sold AEHR

SCOTT GEOFFREY GATES (Director at AEHR TEST SYSTEMS) reported an open-market sale of 20,000 shares of AEHR at an average $131.51, roughly $2,630,120, in a Form 4 filed 2026-08-13.

At post $123.30Now $56.98-53.8% since postedas of Nov 13, 4:45 PM ET
1d+8.7%
3d+8.7%
1w-14.1%
1m-23.2%
3m-46.7%
6m—
1y—
View filing on SEC.gov →
$AEHRSEC Form 4bearish
Sold 15,000 @ $131.02 avg · $1,965,374 · 2026-08-12

Form 4: ENGINEER ADIL sold AEHR

ENGINEER ADIL (Chief Operating Officer at AEHR TEST SYSTEMS) reported an open-market sale of 15,000 shares of AEHR at an average $131.02, roughly $1,965,374, in a Form 4 filed 2026-08-13.

At post $123.30Now $56.98-53.8% since postedas of Nov 13, 4:45 PM ET
1d+8.7%
3d+8.7%
1w-14.1%
1m-23.2%
3m-46.7%
6m—
1y—
View filing on SEC.gov →

End of results.