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AEHR vs UCTT
Which Stock Would AI Choose? Aehr Test Systems (AEHR) vs. Ultra Clean Holdings (UCTT) Stock Comparison
Key Takeaways
- Both AEHR and UCTT have delivered explosive year-to-date (YTD) gains amid surging AI-driven semiconductor demand, with AEHR up over 360% and UCTT up more than 210%.
- AEHR, a leader in wafer-level semiconductor burn-in testing, has secured record orders including $41 million from a hyperscale AI customer.
- UCTT supplies critical subsystems and components for semiconductor equipment, boosted by its AI-focused UCT 3.0 expansion plan.
- Recent market activity shows AEHR with sharper short-term momentum, including multi-day surges tied to AI chip testing demand, while UCTT exhibits steadier gains.
- Both face high volatility in the semiconductor sector but differ in scale, with UCTT's larger revenue base providing relative stability.
- Tickeron's analysis suggests UCTT as a stronger short-term pick based on price growth comparisons.
Introduction
Aehr Test Systems (AEHR) and Ultra Clean Holdings (UCTT) operate in the semiconductor equipment space, capitalizing on the explosive growth in AI infrastructure and advanced chip production. This comparison is particularly relevant for traders and investors eyeing opportunities in the semiconductor supply chain, where demand for testing, burn-in, subsystems, and components is accelerating. Recent market shifts highlight their relative performance, growth drivers, and positioning amid broader sector tailwinds like hyperscale data centers and photonics. Understanding these dynamics aids in assessing momentum plays versus more established exposures in a volatile environment.
AEHR Overview and Recent Performance
Aehr Test Systems designs, manufactures, and sells advanced test and burn-in systems for semiconductor devices, specializing in wafer-level solutions for silicon carbide (SiC), gallium nitride (GaN), photonics, and AI processors. Its FOX family of systems enables high-power testing critical for EVs, power semiconductors, and data center optics.
In recent weeks, AEHR stock has surged dramatically, posting YTD gains exceeding 360% and monthly rises over 130%, fueled by major AI-related orders. Highlights include a record $41 million production order from a leading hyperscale AI customer and new wins in silicon photonics for data center interconnects. These developments have driven sentiment shifts, with shares jumping 15-59% on specific news, though an insider sale of 8,000 shares tempers some optimism. High beta (2.29) reflects elevated volatility amid low current profitability.
UCTT Overview and Recent Performance
Ultra Clean Holdings develops and supplies critical subsystems, components, and ultra-high purity cleaning services for semiconductor capital equipment, including gas delivery systems, assemblies, and process chamber parts. Serving chipmakers and equipment firms, it addresses contamination challenges in advanced manufacturing.
UCTT shares have climbed sharply in recent market activity, with YTD performance around 210% and weekly/monthly gains of 7-26%, propelled by AI adoption. Key catalysts include the UCT 3.0 expansion plan targeting AI growth and raised price targets from analysts. Despite a Q4 earnings miss, Q4 revenue hit $506.6 million on semiconductor demand. Steady volume and efficiency improvements support positive sentiment, though ongoing losses persist in a cyclical sector.
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Head-to-Head Comparison
AEHR focuses on specialized test and burn-in equipment for high-power wafers, contrasting UCTT’s broader subsystems and cleaning solutions for fab tools. Growth drivers overlap in AI data centers, photonics, and SiC power semis, but AEHR benefits from niche order wins while UCTT leverages scale in gas/liquid delivery.
Recent momentum favors AEHR’s sharper surges versus UCTT’s consistent climbs. Risk factors include sector cyclicality and losses for both, with AEHR’s smaller $45 million revenue and higher beta amplifying volatility compared to UCTT’s $2 billion top line. Market sentiment tilts toward AI catalysts, positioning AEHR for upside in testing demand but UCTT for diversified equipment exposure.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward UCTT for its relative stability, larger revenue base, and favorable short-term price growth outlook amid sustained AI semiconductor demand. While AEHR shows superior recent momentum from hyperscale orders, UCTT’s broader positioning and analyst upgrades suggest higher probability of consistent outperformance in the near term, barring major sector shifts.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEHR is a Hold and UCTT is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AEHR’s FA Score shows that 1 FA rating(s) are green whileUCTT’s FA Score has 1 green FA rating(s).
- AEHR’s FA Score: 1 green, 4 red.
- UCTT’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AEHR’s TA Score shows that 5 TA indicator(s) are bullish while UCTT’s TA Score has 4 bullish TA indicator(s).
- AEHR’s TA Score: 5 bullish, 1 bearish.
- UCTT’s TA Score: 4 bullish, 4 bearish.
Price Growth
AEHR (@Electronic Production Equipment) experienced а -2.20% price change this week, while UCTT (@Electronic Production Equipment) price change was +8.36% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -0.28%. For the same industry, the average monthly price growth was +8.67%, and the average quarterly price growth was +129.72%.
Reported Earning Dates
AEHR is expected to report earnings on Jul 21, 2026.
UCTT is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Electronic Production Equipment (-0.28% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
| AEHR | UCTT | AEHR / UCTT | |
| Capitalization | 3.22B | 5.01B | 64% |
| EBITDA | -11.6M | -34.5M | 34% |
| Gain YTD | 461.317 | 385.748 | 120% |
| P/E Ratio | 19.45 | 39.89 | 49% |
| Revenue | 45.3M | 2.07B | 2% |
| Total Cash | 36.9M | 324M | 11% |
| Total Debt | 10M | 780M | 1% |
AEHR | UCTT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 39 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 59 Fair valued | |
PROFIT vs RISK RATING 1..100 | 19 | 29 | |
SMR RATING 1..100 | 95 | 98 | |
PRICE GROWTH RATING 1..100 | 34 | 34 | |
P/E GROWTH RATING 1..100 | 72 | 100 | |
SEASONALITY SCORE 1..100 | 90 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
UCTT's Valuation (59) in the Electronic Production Equipment industry is in the same range as AEHR (87). This means that UCTT’s stock grew similarly to AEHR’s over the last 12 months.
AEHR's Profit vs Risk Rating (19) in the Electronic Production Equipment industry is in the same range as UCTT (29). This means that AEHR’s stock grew similarly to UCTT’s over the last 12 months.
AEHR's SMR Rating (95) in the Electronic Production Equipment industry is in the same range as UCTT (98). This means that AEHR’s stock grew similarly to UCTT’s over the last 12 months.
AEHR's Price Growth Rating (34) in the Electronic Production Equipment industry is in the same range as UCTT (34). This means that AEHR’s stock grew similarly to UCTT’s over the last 12 months.
AEHR's P/E Growth Rating (72) in the Electronic Production Equipment industry is in the same range as UCTT (100). This means that AEHR’s stock grew similarly to UCTT’s over the last 12 months.
| AEHR | UCTT | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 68% |
| Stochastic ODDS (%) | 2 days ago 90% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 84% | 2 days ago 75% |
| MACD ODDS (%) | 2 days ago 83% | 2 days ago 76% |
| TrendWeek ODDS (%) | 2 days ago 88% | 2 days ago 79% |
| TrendMonth ODDS (%) | 2 days ago 88% | 2 days ago 80% |
| Advances ODDS (%) | 6 days ago 90% | 2 days ago 73% |
| Declines ODDS (%) | 14 days ago 82% | 23 days ago 74% |
| BollingerBands ODDS (%) | N/A | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 89% | 2 days ago 84% |
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AEHR and
Correlation & Price change
A.I.dvisor indicates that over the last year, AEHR has been loosely correlated with ONTO. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if AEHR jumps, then ONTO could also see price increases.
| Ticker / NAME | Correlation To AEHR | 1D Price Change % | ||
|---|---|---|---|---|
| AEHR | 100% | -1.71% | ||
| ONTO - AEHR | 59% Loosely correlated | +4.23% | ||
| UCTT - AEHR | 58% Loosely correlated | +1.45% | ||
| AMAT - AEHR | 57% Loosely correlated | +3.74% | ||
| COHU - AEHR | 57% Loosely correlated | +1.04% | ||
| NVMI - AEHR | 56% Loosely correlated | +1.35% | ||
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UCTT and
Correlation & Price change
A.I.dvisor indicates that over the last year, UCTT has been closely correlated with ICHR. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if UCTT jumps, then ICHR could also see price increases.
| Ticker / NAME | Correlation To UCTT | 1D Price Change % | ||
|---|---|---|---|---|
| UCTT | 100% | +1.45% | ||
| ICHR - UCTT | 73% Closely correlated | +1.07% | ||
| ONTO - UCTT | 72% Closely correlated | +4.23% | ||
| RMBS - UCTT | 71% Closely correlated | -0.59% | ||
| LRCX - UCTT | 71% Closely correlated | +5.27% | ||
| COHU - UCTT | 69% Closely correlated | +1.04% | ||
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