In this article, we will look at the 14 Best Semiconductor Equipment Stocks to Invest In Now.
On March 2, Tom Lee, Fundstrat Global Advisors’ head of research, appeared on CNBC’s ‘Squawk Box’ to discuss the latest market trends and the effects of the U.S.-Israel conflict with Iran on the markets. He stated that while nobody likes to see headlines of explosions, it is not going to affect the fundamentals of the US. In the past, markets kind of sell off in the buildup and then tend to do better once the battle begins, and he thinks this is going to be similar.
However, experts are going to worry that the US-Israel conflict with Iran could encompass a larger conflict, possibly a World War 3. In the absence of that, in terms of the market, he thinks the worst of the sell-off will happen this week, and March will actually be an up month for the stock market.
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Lee further stated that oil is going to create a price shock as it ends up in so much of the economic supply chain. In the past, oil shocks were more at risk of tipping a weak economy into recession, but that is not where we are right now. He thus thinks that instead of being hawkish, the Fed might be dovish.
With these trends in view, let’s look at the best semiconductor equipment stocks to invest in now.
Our Methodology
We sifted through the Finviz stock screener to compile a list of the best semiconductor equipment stocks and selected the top 14 most popular among elite hedge funds as of Q3 2025. We sourced the hedge fund data from Insider Monkey’s database. The stocks are ranked in ascending order of hedge fund sentiment.
Note: All data was recorded on March 3.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
14 Best Semiconductor Equipment Stocks to Invest In Now
14. inTEST Corporation (NYSE:INTT)
inTEST Corporation (NYSE:INTT) is one of the best semiconductor equipment stocks to invest in now. On March 2, Northland lifted the price target on inTEST Corporation (NYSE:INTT) to $14 from $10 while maintaining a Market Perform rating on the shares. The rating update came after the company reported better-than-expected fiscal Q4 results and offered “solid” FY26 guidance.
inTEST Corporation (NYSE:INTT) reported financial results for fiscal Q4 2025 on February 27, reporting orders of $37.5 million, driven by continued strength in Auto/EV and Life Sciences. Backlog rose 9.4% sequentially, while gross margin expanded 350 basis points sequentially to 45.4%. Management reported that the company derived nearly 80% of its revenue from non-semiconductor end markets.
Revenue for fiscal Q4 rose $6.6 million over the third quarter, driven primarily by a gradual improvement in the customer capital spending environment across most end-markets, along with approximately $2.0 million in shipments that slipped out of the third quarter. inTEST Corporation (NYSE:INTT) reported that the net increase was primarily due to gains in Industrial, Defense/Aerospace, and Life Sciences, offset by continued weakness in Semi.
inTEST Corporation (NYSE:INTT) supplies precision-engineered solutions for manufacturing and testing across a range of markets, including semiconductors, defense, automotive, aerospace, electronics, fiber optic, telecom, medical, and machining. The company’s operations are divided into the Thermal Products and Electromechanical Solutions (EMS) business segments.
13. Aehr Test Systems, Inc. (NASDAQ:AEHR)
Aehr Test Systems, Inc. (NASDAQ:AEHR) is one of the best semiconductor equipment stocks to invest in now. Aehr Test Systems, Inc. (NASDAQ:AEHR) was upgraded to Outperform from Market Perform by William Blair on March 2, with the firm estimating the stock’s fair value between $50 and $70 per share. It told investors that the company has secured multiple design wins for both its package-level burn-in and wafer-level burn-in across at least two major customers, and that the firm’s proprietary model for burn-in tools for AI processors in 2030 forecasts a $1.5 billion to $2.3 billion total addressable market range. Blair estimates a 30% market share reflects a fair value of $50 to $70 per share for Aehr Test Systems, Inc. (NASDAQ:AEHR).
In a separate development, Aehr Test Systems, Inc. (NASDAQ:AEHR) announced on February 26 that it received a $14 million order from its lead AI processor customer for FOX™ systems, WaferPak™ contactors, and Automated WaferPak Auto Aligners for wafer-level burn-in of AI processors used in data center training and inference applications. Management reported that the order includes several new fully automated FOX-XP wafer-level test and burn-in systems, each configured to test nine 300mm wafers in parallel, along with a set of the company’s proprietary FOX WaferPak full-wafer Contactors and a fully integrated FOX WaferPak Auto Aligner. The products are set to be shipped within the next six months.
Aehr Test Systems, Inc. (NASDAQ:AEHR) designs, markets, manufactures, and sells test and burn-in equipment used in the semiconductor industry. The company’s products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures.
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