Is Surging Datacenter Power Conversion Demand Altering The Investment Case For Advanced Energy Industries (AEIS)?

Simply Wall St.

01/25

Recently, Advanced Energy Industries reported stronger-than-expected quarterly results, with revenue growth and margin improvement supported by rising demand in data center computing and semiconductor...

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At the same time, the company’s datacenter power conversion business has more than doubled year-to-date, underscoring how rapidly this newer growth engine is scaling within its portfolio. Next, we’ll examine how the rapid expansion of Advanced Energy’s datacenter power conversion business shapes the company’s broader investment narrative. Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.AdvertisementWhat Is Advanced Energy Industries' Investment Narrative?To own Advanced Energy Industries today, you have to believe that its precision power franchise can keep turning solid demand in data center computing and semiconductors into durable earnings, even after a very strong share price run. The latest rally, all-time high, and analyst target hikes reinforce that the near-term narrative is centered on the rapidly scaling datacenter power conversion business, which has more than doubled year-to-date and is now a key short-term catalyst alongside upcoming Q4 2025 results. At the same time, the past concerns around slower long-term revenue growth, compressed margins, and a high valuation multiple have not disappeared; if growth in newer engines slows, those issues could resurface quickly. The recent news supports the growth story, but it also raises the bar for execution. However, investors should also be aware of one financial risk that recent enthusiasm has not solved.\n\nAdvanced Energy Industries' shares are on the way up, but they could be overextended by 19%. Uncover the fair value now.Exploring Other PerspectivesAEIS 1-Year Stock Price Chart Simply Wall St Community members’ fair value estimates span roughly US$221 to US$229 across 2 views, well below recent trading. Set against the strong run-up and execution risks discussed earlier, this gap shows why it can be useful to weigh multiple perspectives before deciding how much of AEIS’s current momentum you want to rely on.Explore 2 other fair value estimates on Advanced Energy Industries - why the stock might be worth 16% less than the current price!Build Your Own Advanced Energy Industries NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Advanced Energy Industries research is our analysis highlighting 2 key rewards that could impact your investment decision.Our free Advanced Energy Industries research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Advanced Energy Industries' overall financial health at a glance.Want Some Alternatives?Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:Outshine the giants: these 24 early-stage AI stocks could fund your retirement.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.The latest GPUs need a type of rare earth metal called Dysprosium and there are only 32 companies in the world exploring or producing it. Find the list for free.  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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