Workflow
Aehr Test Systems: At Better Odds To Exit FY25 Better Than It Entered It
Aehr TestAehr Test(US:AEHR) Seeking Alphaยท2024-07-21 20:24
da-kuk Investment Thesis I published on Aehr Test Systems (NASDAQ:AEHR) in late March (before its fourth-quarter FY2024 results and outlook) with a positive thesis that the weakness had been priced into the stock and FY24 guidance, arguing that the stock is better positioned to outperform expectations as SiC demand picks up in FY25. I'm now updating my thoughts on Aehr post-earnings. I believe my positive thesis has played out, and now the market has priced in a lot of the good news, with the stock surg ...