Dec. 17 at 2:25 PM
$AEHR $22.58 bid.
Holding long position
https://stocktwits.com/G101SPM/message/557548869
CHANGE EXIT TO
$30.00 FROM
$23.00.
UPDATE: Lake Street Analyst Max Michaelis added, "We believe Aehr is an attractive way to play the growing semiconductor testing market, which is experiencing increasing demand from AI, EVs, advanced logic, and memory devices. While FY26 (May) growth is muted, we expect a significant ramp in FY27, driven by continued AI traction and a recovery in the SiC and GaN markets. Additionally, we think gross margin has troughed, and we look for it to get back above 40% in FY4Q, setting the stage for meaningful EPS improvement in FY27. With the stock off 36% from its 52-week high in early October, we think the pullback offers an attractive entry point for investors. We are initiating with a Buy rating and
$29 price target."
