Aehr Test Systems $AEHR Shares Sold by Sei Investments Co.

Sei Investments Co. cut its holdings in shares of Aehr Test Systems (NASDAQ:AEHR) by 27.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 23,109 shares of the semiconductor company’s stock after selling 8,812 shares during the quarter. Sei Investments Co. owned about 0.07% of Aehr Test Systems worth $857,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AEHR. Royal Bank of Canada lifted its position in Aehr Test Systems by 262.7% in the first quarter. Royal Bank of Canada now owns 50,207 shares of the semiconductor company’s stock valued at $365,000 after buying an additional 36,364 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Aehr Test Systems by 8.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 17,225 shares of the semiconductor company’s stock valued at $126,000 after acquiring an additional 1,344 shares during the last quarter. JPMorgan Chase & Co. increased its position in shares of Aehr Test Systems by 7.9% during the second quarter. JPMorgan Chase & Co. now owns 15,576 shares of the semiconductor company’s stock valued at $201,000 after acquiring an additional 1,145 shares during the last quarter. Legal & General Group Plc raised its stake in shares of Aehr Test Systems by 110.8% in the 2nd quarter. Legal & General Group Plc now owns 6,882 shares of the semiconductor company’s stock valued at $89,000 after acquiring an additional 3,617 shares during the period. Finally, Rhumbline Advisers lifted its holdings in shares of Aehr Test Systems by 3.1% in the 2nd quarter. Rhumbline Advisers now owns 41,466 shares of the semiconductor company’s stock worth $536,000 after acquiring an additional 1,254 shares during the last quarter. 69.69% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

AEHR has been the subject of a number of research analyst reports. Wall Street Zen raised shares of Aehr Test Systems from a “sell” rating to a “hold” rating in a research report on Saturday, July 18th. Jefferies Financial Group assumed coverage on Aehr Test Systems in a research report on Thursday. They issued a “buy” rating and a $175.00 target price on the stock. Craig Hallum restated a “buy” rating and set a $125.00 price target on shares of Aehr Test Systems in a research report on Wednesday, July 15th. Weiss Ratings cut Aehr Test Systems from a “sell (d)” rating to a “sell (e+)” rating in a research note on Wednesday, July 29th. Finally, Zacks Research upgraded Aehr Test Systems from a “hold” rating to a “strong-buy” rating in a report on Friday, July 17th. Two research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Aehr Test Systems currently has a consensus rating of “Buy” and an average target price of $136.67.

Aehr Test Systems Trading Down 4.6%

NASDAQ:AEHR opened at $123.30 on Friday. Aehr Test Systems has a 12-month low of $16.38 and a 12-month high of $133.35. The firm has a market cap of $4.02 billion, a PE ratio of -513.73 and a beta of 3.10. The stock has a fifty day moving average price of $92.12 and a 200 day moving average price of $71.00.

Aehr Test Systems News Roundup

Here are the key news stories impacting Aehr Test Systems this week:

• Positive Sentiment: Aehr received a $22 million follow-on order from its lead customer for wafer-level burn-in systems used with advanced AI training and inference processors. The repeat order supports demand for Aehr’s FOX systems and reinforces its opportunity in AI and high-performance computing. Aehr Receives $22 Million Follow-on Order
• Positive Sentiment: Recent operating updates showed record quarterly bookings of $60.7 million, an approximately $100.6 million backlog and fiscal 2027 revenue guidance of $130 million to $150 million. These metrics improve revenue visibility and suggest accelerating adoption of wafer-level burn-in for complex AI chips. Can Aehr’s $22 Million AI Order Unlock a Bigger WLBI Opportunity?
• Neutral Sentiment: Management will meet investors at the Needham Virtual Semiconductor and SemiCap 1×1 Conference on August 19. The event could provide additional details on customer demand, backlog conversion and the 2027 outlook, but no new financial information was announced. Aehr to Participate in Needham Conference
• Negative Sentiment: Several insiders sold shares on August 12, including CEO Gayn Erickson, COO Adil Engineer and directors Laura Oliphant and Rhea J. Posedel. The reported transactions totaled approximately 65,130 shares and $8.5 million, potentially signaling profit-taking and adding selling pressure after the stock’s rapid appreciation. Aehr CEO Stock Sale Filing
• Negative Sentiment: Analyst commentary cautioned that AEHR’s valuation has become demanding after its substantial gains. With a negative price-to-earnings ratio and high expectations already reflected in the shares, any slowdown in orders, execution or AI spending could trigger further profit-taking.

Insider Buying and Selling at Aehr Test Systems

In other Aehr Test Systems news, CEO Gayn Erickson sold 40,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $130.84, for a total transaction of $5,233,600.00. Following the completion of the transaction, the chief executive officer owned 157,723 shares in the company, valued at $20,636,477.32. The trade was a 20.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Alistair N. Sporck sold 2,000 shares of the stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $100.96, for a total transaction of $201,920.00. Following the completion of the sale, the vice president directly owned 23,547 shares in the company, valued at approximately $2,377,305.12. This represents a 7.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 88,130 shares of company stock valued at $10,997,361. 6.80% of the stock is currently owned by company insiders.

About Aehr Test Systems

Aehr Test Systems develops, manufactures and sells semiconductor test and burn-in equipment used by device manufacturers to ensure quality and reliability of integrated circuits. Its products are designed for wafer-level reliability assessment, functional test and stress screening of memory devices, system-on-chips, optical components and power semiconductors. By focusing on wafer-level burn-in and testing processes, the company helps reduce cost and improve yield for high-volume semiconductor production.

The company’s product portfolio includes FOX series wafer probe test and burn-in systems as well as ABTS burn-in ovens.