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AEIS logo

Advanced Energy Industries, Inc. Stock Price

NasdaqGS:AEIS Community·US$11.5b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 28 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AEIS Share Price Performance

US$287.25
130.51 (83.27%)
​
US$567.86
Fair Value
US$287.25
130.51 (83.27%)
49.4% undervalued intrinsic discount
US$567.86
Fair Value
Price US$287.25
John_Eric US$567.86
AnalystConsensusTarget US$428.73
AnalystLowTarget US$370.00
Mon, 31 Aug 26
Fair ValueUS$567.86
Share Pricen/a

AEIS Community Narratives

JO
John_Eric
John_Eric's
Fair Value
·
Fair Value US$567.86 49.4% undervalued intrinsic discount

AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.

3users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$428.73 33.0% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$370 22.4% undervalued intrinsic discount

AI Data Center Demand And New Thailand Capacity Will Eventually Disappoint

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AEIS logo
Advanced Energy Industries
49.4% undervalued intrinsic discount

AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.

View narrative
JO
John_Eric
Emerging Author
John_Eric
Published 31 Aug
Read Narrative
AEIS logo
Advanced Energy Industries
33.0% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 24 Jul
Read Narrative
AEIS logo
Advanced Energy Industries
22.4% undervalued intrinsic discount

AI Data Center Demand And New Thailand Capacity Will Eventually Disappoint

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Aug
Read Narrative
AEIS logo
Advanced Energy Industries
45.1% undervalued intrinsic discount

AI Data Center Buildout And Thailand Capacity Will Support Long Runway For This Power Leader

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AN
AnalystHighTarget
AnalystHighTarget
Updated 10 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

JO
John_Eric
AEIS logo

AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.

Fair Value: US$567.86 49.4% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
AEIS logo

AEIS: AI Data Center Power Cycle Will Drive Multi Year Upside

Fair Value: US$370 22.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
AEIS logo

AEIS: AI Data Center Power Demand Will Drive Future Upside

Fair Value: US$428.73 33.0% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential and good value.

1 Risk
4 Rewards
View Full Analysis

Advanced Energy Industries, Inc. Key Details

US$2.0b

Revenue

US$1.2b

Cost of Revenue

US$814.3m

Gross Profit

US$593.6m

Other Expenses

US$220.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
5.51
39.96%
10.83%
86.8%
View Full Analysis

About AEIS

Founded
1981
Employees
13000
CEO
Stephen Kelley
WebsiteView website
www.advancedenergy.com

Advanced Energy Industries, Inc. provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally. The company’s plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition. It also provides high and low voltage power products used in a range of applications, such as semiconductor equipment, industrial production, medical and life science equipment, data centers computing, networking, and telecommunications. In addition, the company supplies sensing, controls, and instrumentation products for advanced measurement and calibration of power and temperature. Further, it provides calibration, conversions, upgrades, and refurbishments and used equipment to companies, as well as repair and maintenance services. The company offers its products through direct sales force, direct and indirect sales channels, and distributors, as well as provides warranty and non-warranty repair services. Advanced Energy Industries, Inc. was incorporated in 1981 and is headquartered in Denver, Colorado.

Recent AEIS News & Updates

Seeking Alpha • Aug 31

Advanced Energy Industries: Making A Calm Retreat; Sell

Summary Advanced Energy receives a Sell rating due to stretched valuation, limited long-term visibility, and a lack of margin of safety. AEIS’s recent growth is driven by semiconductor and AI data center tailwinds, but historical execution has fallen short of management’s multi-year targets. The current share price of ~$285 significantly exceeds the bull case fair value range ($208.60–$228.60), implying aggressive growth is already priced in. I remain cautious given management’s limited transparency on hyperscaler customer concentration, clear growth metrics, and the stickiness of recent market share gains. Read the full article on Seeking Alpha
User avatar
New Narrative • Aug 31

AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.

Record revenue. Earnings up 83%.

Recent updates

No updates

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