Wow, unreal $Aehr Test(AEHR.US) Q4 earnings and FY

Wow, unreal $Aehr Test(AEHR.US) Q4 earnings and FY2027 outlook, +26% after-hours.

I have high conviction that Aehr is well positioned for many years of very strong growth:

- Multiple customers entering/expanding production

- Huge backlog

- Opportunities in new markets e.g. NAND and HBM applications for their WLBI system roadmap.

-> Q4 2026 earnings:

Revenue: $18.8M vs. Est. $18.7M

EPS: $0.11 vs. Est. ($0.01)

Bookings: $61M

Backlog: $101M

-> FY27 Guidance:

Revenue: up to $150M vs. Est. $85M (+200% YoY)

- WLBI demand from AI applications is expected to accelerate.

- AEHR also engaged with additional AI processor suppliers that are evaluating WLBI to improve product reliability and reduce yield loss from production burn-in.

With qualification testing for their WLBI exceeding all of their major customers' expecations.

With their major customers ultimately saying that they want to buy even more systems from Aehr.

"The potential revenue opportunity from any one of these devices is significant to Aehr in terms of near and long-term revenue streams related to the WLBI systems."

Then on their package-level burn-in systems:

- Record follow-on orders recently from Aehr's lead hyperscale customer.

- Customer wants to buy more PLBI systems.

- Aehr also engaged w/ multiple new customers for PLBI qualification incl. AI customers and robotics.

So overall, very significant TAM expansion if they can capture new customers across AI and robotics. And since they pass qualification cycles with ease, I have high confidence that they'll capture these newer markets also, driven by years and years of in-house process knowledge + patents.

I've mentioned a few times, but Aehr's lead SiPho customer is also ramping w/ follow-on orders over the last year. And more orders coming soon from them for additional WLBI systems.

"Our newest major silicon photonics customer...has provided us a forecast for additional systems this calendar year as it ramps capacity to support next-generation hyperscale data center deployments."

All basically meaning that SiPho + optical test and burn-in market has huge potential to grow significantly and be a major long-term growth driver for Aehr.

And very interesting to see the CEO mention the memory market roadmap for their WLBI systems also!

"We continue to work with multiple memory suppliers to align our solutions to meet the production needs of these companies' new capacity coming online."

Very exciting times for Aehr, and they remain one of my higher conviction names all throughout the AI supercycle.

High demand for Aehr solutions + Great execution = Bullish