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AEIS: Execution Risks In Data Center And Semiconductor Expansion Will Limit Upside

Published
03 Sep 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
84.7%
7D
6.9%

Author's Valuation

US$170.527.1% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 1.79%

Analysts have increased their price target for Advanced Energy Industries from $167.50 to $170.50, citing stronger revenue growth expectations and optimism about the company's positioning in data center computing and the recovery of the industrial sector. Analyst Commentary Recent Street research highlights renewed enthusiasm around Advanced Energy Industries, with analysts adjusting price targets upwards and expressing confidence in the company's forward trajectory.

Shared on 18 Oct 25

Fair value Increased 7.93%

AI Driven Data Centers And Semiconductors Will Spur Future Progress

Narrative Update on Advanced Energy Industries Analysts have increased their fair value estimate for Advanced Energy Industries from $155.20 to $167.50 per share, citing improved expectations for DRAM fab investment, stronger AI computing positioning, and ongoing growth in key business segments. Analyst Commentary Recent updates from equity research reflect a generally optimistic tone regarding Advanced Energy Industries' outlook.

Shared on 04 Oct 25

Fair value Increased 2.99%

AI Driven Data Centers And Semiconductors Will Spur Future Progress

Analysts have increased their fair value estimate for Advanced Energy Industries to $155.20 from $150.70. They cite stronger-than-expected data center sales and improved growth projections as the primary drivers for this upward revision.

Shared on 07 Aug 25

Fair value Increased 7.41%

AI Driven Data Centers And Semiconductors Will Spur Future Progress

With analyst reasoning not provided and all key metrics—including price target, discount rate, and revenue growth forecasts—essentially unchanged, the consensus fair value for Advanced Energy Industries remains steady at $140.30. What's in the News Issued Q3 2025 guidance: revenue expected at $440 million +/- $20 million, GAAP EPS from continuing operations at $0.82 +/- $0.25.

Shared on 08 May 25

Fair value Increased 7.96%

AI Driven Data Centers And Semiconductors Will Spur Future Progress

Shared on 30 Apr 25

Fair value Decreased 0.43%

Next-generation Platforms And eVoS, eVerest, NavX Will Foster Industry Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Next-generation Platforms And eVoS, eVerest, NavX Will Foster Industry Success

AnalystConsensusTarget has decreased profit margin from 15.3% to 13.7% and increased future PE multiple from 20.5x to 22.9x.

Shared on 17 Apr 25

Fair value Decreased 2.18%

Next-generation Platforms And eVoS, eVerest, NavX Will Foster Industry Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Next-generation Platforms And eVoS, eVerest, NavX Will Foster Industry Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 5.39%

Next-generation Platforms And eVoS, eVerest, NavX Will Foster Industry Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Next-generation Platforms And eVoS, eVerest, NavX Will Foster Industry Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Next-generation Platforms And eVoS, eVerest, NavX Will Foster Industry Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 3.21%

Next-generation Platforms And eVoS, eVerest, NavX Will Foster Industry Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.