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

Sei Investments Co. decreased its holdings in shares of Aehr Test Systems (NASDAQ:AEHR) by 27.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 23,109 shares of the semiconductor company’s stock after selling 8,812 shares during the quarter. Sei Investments Co.’s holdings in Aehr Test Systems were worth $857,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in AEHR. Wellington Management Group LLP increased its stake in Aehr Test Systems by 129.9% in the fourth quarter. Wellington Management Group LLP now owns 830,664 shares of the semiconductor company’s stock valued at $16,771,000 after purchasing an additional 469,400 shares during the last quarter. Invesco Ltd. lifted its position in shares of Aehr Test Systems by 1,137.2% during the 3rd quarter. Invesco Ltd. now owns 366,570 shares of the semiconductor company’s stock worth $11,037,000 after buying an additional 336,940 shares during the last quarter. Next Century Growth Investors LLC lifted its position in shares of Aehr Test Systems by 99.9% during the 4th quarter. Next Century Growth Investors LLC now owns 552,506 shares of the semiconductor company’s stock worth $11,155,000 after buying an additional 276,160 shares during the last quarter. Halter Ferguson Financial Inc. boosted its holdings in shares of Aehr Test Systems by 41.7% in the 4th quarter. Halter Ferguson Financial Inc. now owns 642,129 shares of the semiconductor company’s stock valued at $12,965,000 after buying an additional 189,117 shares in the last quarter. Finally, Squarepoint Ops LLC boosted its holdings in shares of Aehr Test Systems by 1,321.9% in the 4th quarter. Squarepoint Ops LLC now owns 100,199 shares of the semiconductor company’s stock valued at $2,023,000 after buying an additional 108,399 shares in the last quarter. 69.69% of the stock is owned by institutional investors and hedge funds.

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 stock’s 50 day simple moving average is $92.12 and its 200-day simple moving average is $71.00. The firm has a market cap of $4.02 billion, a P/E ratio of -513.73 and a beta of 3.10.

Wall Street Analysts Forecast Growth

AEHR has been the topic of a number of recent 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. Weiss Ratings downgraded shares of Aehr Test Systems from a “sell (d)” rating to a “sell (e+)” rating in a research note on Wednesday, July 29th. Zacks Research upgraded shares of Aehr Test Systems from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. Jefferies Financial Group began coverage on Aehr Test Systems in a report on Thursday. They set a “buy” rating and a $175.00 price objective on the stock. Finally, Freedom Capital upgraded Aehr Test Systems from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Two equities research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Aehr Test Systems presently has an average rating of “Buy” and an average price target of $136.67.

Insider Transactions at Aehr Test Systems

In other Aehr Test Systems news, COO Adil Engineer sold 15,000 shares of the business’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $131.02, for a total value of $1,965,300.00. Following the transaction, the chief operating officer directly owned 46,977 shares of the company’s stock, valued at approximately $6,154,926.54. The trade was a 24.20% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Gayn Erickson sold 40,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $130.84, for a total transaction of $5,233,600.00. Following the transaction, the chief executive officer owned 157,723 shares of the company’s stock, valued at approximately $20,636,477.32. The trade was a 20.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 88,130 shares of company stock worth $10,997,361 over the last quarter. 6.80% of the stock is currently owned by corporate insiders.

Aehr Test Systems News Summary

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.

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.