AEHR Stock Jumps After $5.5M AI Orders and Restored $25–30M Revenue Guidance
Aehr Test Systems shares surged after the company disclosed more than $5.5 million in new AI-related system orders and reinstated its revenue guidance for the second half of fiscal 2026, according to a company update.
Management now expects H2 fiscal 2026 revenue to range between $25 million and $30 million, reversing earlier uncertainty that followed a weaker-than-expected quarterly performance.
The update points to renewed momentum in AI infrastructure and semiconductor testing demand, an area closely watched as an early indicator of broader AI data center and compute deployment.
AI-Related Orders
The newly announced orders are tied to Aehr’s Sonoma ultra high power systems, which are used to test and burn-in advanced AI CPUs and GPUs. According to the company, the orders came from multiple AI-focused customers, including leading technology firms and a major Bay Area research laboratory.
Aehr noted that current-quarter Sonoma orders have already exceeded the total order volume of the entire previous quarter, highlighting a sharp acceleration in demand.
Revenue Guidance Restored
Alongside the order update, management reinstated its previously withdrawn guidance for the second half of fiscal 2026, projecting revenue in the range of $25 million to $30 million. The guidance had been removed following a soft quarter that raised questions about the timing of AI-related customer spending.
Market Reaction
AEHR shares reacted immediately following the announcement, opening higher and extending gains as buying interest returned. The rally followed a period of sustained weakness in the stock after the company’s prior earnings report disappointed investors.
Market participants viewed the improved order momentum as evidence that delayed AI infrastructure investments may be re-entering the supply chain, easing concerns about a prolonged slowdown.
Why It Matters for AI and Semiconductor Markets
The update carries broader implications beyond Aehr Test Systems’ near-term earnings.
Demand for AI chip testing equipment is widely viewed as an early signal of future AI data center and semiconductor investment cycles, often preceding large-scale infrastructure deployment by several quarters.
Aehr’s disclosure that current-quarter AI orders already exceed the prior quarter’s total suggests that previously delayed AI spending may be re-entering the supply chain, easing concerns of a prolonged slowdown in AI-related capital expenditures.
The reinstated $25–30 million revenue guidance for H2 fiscal 2026 also improves visibility after recent uncertainty, reinforcing investor confidence in the timing and durability of AI-driven demand recovery.
For markets, the development feeds into broader narratives around AI infrastructure normalization, semiconductor cycle stabilization, and shifting expectations for technology-sector capital spending in 2025 and beyond.
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