RJ Hamster
GOLD ALERT
Dear Reader,
Gold has shattered records, soaring past $3,800 an ounce…
His research shows it could be triggered by a major event, eerily similar to what happened in the 1970s.
It’s NOT inflation, fed rate cut expectations, escalating geopolitical tensions, or anything you’re likely expecting.
And Doc believes you MUST own shares of his top gold stock.
He says you could 10x your money without touching a risky miner or a boring exchange-traded fund.
It’s the centerpiece of Doc’s full gameplan for this wild market, with extraordinary upside potential.
Click here for the full details on this developing gold story.
Regards,
Matt Weinschenk
Director of Research, Stansberry Research
Further Reading from MarketBeat Media
Small Cap Spike: Semi Stock AEHR Up +40% in 2026 Post-Earnings
Submitted by Leo Miller. Publication Date: 1/21/2026.
At a Glance
- Aehr Test Systems has soared in the first weeks of 2026, with the catalyst being the firm’s latest earnings.
- While the EV market puts pressure on sales, the company is seeing strong momentum in AI-driven demand.
- Aehr’s opportunity is large, but uncertainty and a high valuation still cloud the stock’s outlook.
For shares of Aehr Test Systems (NASDAQ: AEHR), it’s hard to imagine a hotter start to 2026. As of the Jan. 20 close, the stock was already up 44% year-to-date.
The most recent earnings release on Jan. 8 sent mixed signals but ultimately helped the stock jump 16% the next day. With revenues falling yet millions in new artificial intelligence (AI) orders arriving, what does the future hold for the semiconductor stock?
AEHR’s Earnings: Revenues Plummet, But Booking Projections Come in Strong
The biggest scam in the history of gold markets is unwinding (Ad)
There are 90 paper gold claims for every real ounce in COMEX vaults. Ninety promises, one ounce of metal. It’s like musical chairs with 90 players and one chair. COMEX gold inventory dropped 25 percent last year alone as gold flows East to Shanghai, Mumbai, and Moscow. On March 31st, contract holders can demand delivery. When similar situations arose in the past, markets closed and rules changed. Paper holders got crushed while mining stock holders made fortunes. One stock sits at the center of this crisis.Get the full story on this opportunity now.
On Jan. 8, Aehr reported its Q2 fiscal 2026 (FY2026) results. (Aehr’s fiscal year is offset from the calendar year.) The results painted a mixed picture: the firm recorded revenue of $9.9 million, down 27% year-over-year (YOY) and well below the $11.5 million analysts had forecast.
However, adjusted loss per share (EPS) was narrower than expected, at a $0.04 loss versus an estimated $0.08 loss.
The company’s adjusted net loss was $1.3 million, compared with net income of about $700,000 a year earlier. Notably, the company’s effective backlog rose from $17.5 million in the prior quarter to $18.3 million.
Despite the weak top line, management’s guidance was a bright spot.
Over the next two quarters combined, Aehr expects revenue of $25 million to $30 million, compared with $32.3 million in revenue generated in the back half of fiscal 2025. Aehr also projects bookings of $60 million to $80 million during this period—bookings that could convert into material revenue in fiscal 2027.
If those bookings translate into revenue in FY2027, Aehr would be back in growth mode. Based on the company’s guidance, total revenue for FY2026 is expected to be between $46 million and $51 million. Management’s optimism is largely driven by Aehr’s expanding presence in the artificial intelligence (AI) market.
AI-Optimism Fuels AEHR as SiC Takes a Backseat
Aehr said on Jan. 8 that it received over $5.5 million in additional orders for its Sonoma systems. The company said these orders came from multiple “leading-edge AI companies.” Demand for Sonoma is accelerating—less than halfway through fiscal Q3, the company had already received more orders than in all of fiscal Q2.
While Sonoma and AI-driven demand are clear growth drivers, that does not fully explain why Aehr’s revenue is still declining sharply.
Previously, Aehr saw strong demand from the electric vehicle market. Customers used its FOX-P family to stress-test power chips based on silicon carbide (SiC), driving robust revenue growth from 2021 to 2023.
SiC-based devices offer advantages over incumbent EV power-chip technologies, including potential range extensions of 5% to 10% and shorter charging times. Aehr believes that many EV makers will move toward SiC-based technology over time.
However, slower growth in the EV market has recently reduced SiC demand. Because SiC was previously Aehr’s largest revenue driver and AI-related revenue is still relatively small, the company’s overall sales have fallen.
Accordingly, Aehr says the bulk of its expected bookings are AI-driven, attributing “not very much at all” of them to SiC. The company expects initial AI customers to meaningfully expand orders in 2027 and 2028. Aehr estimates the AI test-and-burn-in market at $8 billion to $10 billion today and possibly growing to $15 billion—an addressable market where Aehr’s current revenues and bookings remain a small share, indicating substantial upside potential.
AEHR: AI-Upside Is Real for This Unproven Player
Aehr’s outlook moved materially in a positive direction after the latest updates. Still, based on FY2027 estimates, the stock trades at more than 12 times forward sales, which is not cheap.
If AI momentum continues over the next several quarters, analysts could materially lift sales estimates. There is no guarantee that will happen, or that Aehr will meet current expectations. The stock offers meaningful upside potential, but it also carries significant risks.
This email is a paid advertisement from Stansberry Research, a third-party advertiser of MarketBeat. Why did I get this email message?.
This ad is sent on behalf of Stansberry Research, 1125 N Charles St, Baltimore, MD 21201. If you would like to optout from receiving offers from Stansberry Research please click here.
If you have questions or concerns about your newsletter, feel free to email MarketBeat’s South Dakota based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
Copyright 2006-2026 MarketBeat Media, LLC. All rights protected.
345 North Reid Place, Sixth Floor, Sioux Falls, SD 57103. USA..
Check This Out: Central banks are lying to you about gold (From Behind the Markets)
