AEIS Advanced Energy Industries Inc Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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11:33
Sep 12
Sep 12
DC/AC converter makers benefit from fuel cells.
Fuel cells and solar generate DC power, but the grid and most equipment use AC, so companies providing DC/AC conversion equipment benefit as fuel cells, solar, and ESS are deployed. He names Advanced Energy Industries (AEIS) and Power Integrations (POWI) as companies to examine.
MED
04:31
Aug 14
Aug 14
Applied capacity expansion carries material overbuild risk.
Watch semicap component suppliers as Applied's capacity expansion plan is a high-beta positive but carries overbuild risks.
MED
17:38
Aug 05
Aug 05
Top-line positive, margins pressured for subsystem suppliers
Watch precision subsystem suppliers; VPG precision-component order momentum supports revenue, but cost and fixed-price backlog dynamics keep near-term margin conversion cautious.
MED
17:38
Aug 05
Aug 05
Watch AEIS AI ramp margin dilution risk.
Watch Advanced Energy for AI-demand margin conversion risk. Record orders and high book-to-bill can create cost absorption and pricing lag before incremental profit appears; no author position.
MED
13:06
Aug 04
Aug 04
A news wire reports a broad list of price target increases from multiple analysts across dozens.
A news wire reports a broad list of price target increases from multiple analysts across dozens of stocks, with no directional commentary from the account itself.
12:00
Jun 09
Jun 09
Delta and Advanced Energy gain from AI power needs.
Delta Electronics and Advanced Energy supply power supplies for AI servers. Each new Nvidia chip/rack uses 50-125% more power, driving ASPs up 40% per year for the next four years with higher margins. This is a clear beneficiary of the AI infrastructure buildout where demand outstrips supply.
MED
00:05
May 15
May 15
Long critical subsuppliers benefiting from WFE OEM constraints, stronger backlogs.
Long critical subsuppliers benefiting from WFE OEM constraints, stronger backlogs, and improved pricing terms as the supply chain becomes the gating factor.
HIGH
16:11
Apr 29
Apr 29
Long Advanced Energy, Vertiv, nVent, Eaton, Johnson Controls.
Long Advanced Energy, Vertiv, nVent, Eaton, Johnson Controls, and Trane on data center power/cooling infrastructure expansion.
HIGH
19:12
Apr 22
Apr 22
Long AEIS as a beneficiary of the Defense Production Act for domestic infrastructure.
Long AEIS as a beneficiary of the Defense Production Act for domestic infrastructure, providing power control electronics.
HIGH
06:40
Apr 08
Apr 08
AEIS PSU lead times now 16-32 weeks
Reports AEIS power-supply lead times extended to 16-32 weeks; supply-chain datapoint, no stated directional view.
MED
18:56
Jan 30
Jan 30
Precision growth and strategic execution investment framework.
Watch AEIS based on its precision growth and strategic execution investment framework.
MED
16:56
Jan 29
Jan 29
Watch AEIS pending further author research.
Watch AEIS as the author likes the company and industry but has not yet conducted deep research.
MED
About AEIS Analyst Coverage
Buzzberg tracks AEIS (Advanced Energy Industries Inc) across 6 sources. 2 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (17%). 12 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Tad, TheValueist, DeItaone.