A Look At Advanced Energy Industries (AEIS) Valuation After AI Data Center And Thailand Expansion Momentum

Simply Wall St.01-08

Advanced Energy Industries (AEIS) has drawn investor attention after being named Investor’s Business Daily’s Stock of the Day, following a technical breakout linked to its AI focused data center and ...

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See our latest analysis for Advanced Energy Industries. That breakout sits on top of strong recent momentum, with a 90 day share price return of 31.32% and a 1 year total shareholder return of 83.94%, while the latest close is US$229.70. Taken together, this points to building rather than fading momentum as investors react to the AI data center and Thailand expansion story. If this AI infrastructure surge has your attention, it could be a good moment to see what else is moving across high growth tech and AI themes via high growth tech and AI stocks. With the shares at US$229.70, up sharply over the past year and trading slightly above the latest analyst price target, the real question now is whether AEIS is still undervalued or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 2% Overvalued With Advanced Energy Industries trading at US$229.70 against a most-followed fair value of about US$225, the narrative points to a modest premium that hinges on how the AI and data center story plays out over several years.  Active expansion of manufacturing capacity and ongoing investments in R&D, together with a disciplined acquisition pipeline, are enhancing AE's product breadth and customer reach, setting the stage for accelerated revenue growth, improved operating leverage, and increased long-term earnings.  Read the complete narrative. Curious what kind of revenue ramp, profit margins and future earnings multiple need to line up for that US$225 fair value to make sense? The narrative leans on faster profit growth than sales, a richer margin profile, and a re rating that still sits below sector norms. Want to see exactly how those moving parts are stitched together and what assumptions do the heavy lifting in the model? Result: Fair Value of $225 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the narrative could be knocked off course if hyperscale customers rein in data center spending, or if tariffs and semiconductor cyclicality put extra pressure on margins and demand. Find out about the key risks to this Advanced Energy Industries narrative.  Build Your Own Advanced Energy Industries Narrative If you see the setup differently or prefer to test your own assumptions, you can build a custom view of AEIS in just a few minutes: Do it your way. A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Advanced Energy Industries. Looking for more investment ideas? If AEIS is on your radar, do not stop there. Widen your search now so you are not relying on a single story or sector.  Spot potential value by scanning these 875 undervalued stocks based on cash flows that align with your return expectations and risk comfort. Ride powerful themes by checking out these 26 AI penny stocks tied to real business models linked to AI adoption. Position early in emerging trends by tracking these 79 cryptocurrency and blockchain stocks that connect listed companies to digital asset activity.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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