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← @jonahlupton

$AEHR

BULLISH2026-07-15
Price around the call
↑ 2026-07-15
By horizonMaturing · ~14 trading days to go
1d
✗ -2.8%
5d
✓ +6.8%
21d
…
Original post
Jonah Lupton · 2026-07-15

I'm sure $AEHR shareholders don't love the fade today but I do... gave me the chance to start a position. $AEHR is only up +21% right now after being up +53% earlier today. $AEHR reported strong earnings yesterday afternoon for FY2026 Q4 but it was their FY2027 guidance that was truly remarkable. $AEHR said FY2027 revs will be at least $130-150M which is 160-200% YoY. Coming into the quarter the stock was trading at 25x NTM revs with the sell side expecting $85M in FY2027 revs. However, if you listened to the earnings call they dropped alot of breadcrumbs that suggest this blowout guidance is conservative and there could be meaningful upside depending on new deals closing from several significant pilot programs with large semi customers. $AEHR could have started their guidance much

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