AEM Holdings Poised to Benefit From Multiyear AI Demand -- Market Talk

Dow Jones

02/26

0230 GMT - AEM Holdings is poised to benefit from multiyear artificial intelligence demand, says DBS Group Research in commentary. The company projects 2026 revenue at S$460 million-S$510 million, with the midpoint above DBS and consensus estimates. The outlook is anchored by the sustained ramp-up of its anchor AI and high-performance computing customer amid strong next-generation chip demand, the DBS analysts say. AEM could also see increased orders from Intel to ease certain capacity constraints, they add. Meanwhile, AEM's ongoing litigation case is less likely to heavily weigh given stronger 2026 guidance from the company, they add. DBS has a buy rating and is reviewing its S$2.10 target price on the stock, which rises 9.85% to S$2.23. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

February 25, 2026 21:30 ET (02:30 GMT)

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The company projects 2026 revenue at S$460 million-S$510 million, with the midpoint above DBS and consensus estimates. The outlook is anchored by the sustained ramp-up of its anchor AI and high-performance computing customer amid strong next-generation chip demand, the DBS analysts say. AEM could also see increased orders from Intel to ease certain capacity constraints, they add. Meanwhile, AEM's ongoing litigation case is less likely to heavily weigh given stronger 2026 guidance from the company, they add. DBS has a buy rating and is reviewing its S$2.10 target price on the stock, which rises 9.85% to S$2.23. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 25, 2026 21:30 ET (02:30 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AEM Holdings Poised to Benefit From Multiyear AI Demand -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAEM Holdings Poised to Benefit From Multiyear AI Demand -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-02-26 10:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0230 GMT - AEM Holdings is poised to benefit from multiyear artificial intelligence demand, says DBS Group Research in commentary. The company projects 2026 revenue at S$460 million-S$510 million, with the midpoint above DBS and consensus estimates. The outlook is anchored by the sustained ramp-up of its anchor AI and high-performance computing customer amid strong next-generation chip demand, the DBS analysts say. AEM could also see increased orders from Intel to ease certain capacity constraints, they add. Meanwhile, AEM's ongoing litigation case is less likely to heavily weigh given stronger 2026 guidance from the company, they add. DBS has a buy rating and is reviewing its S$2.10 target price on the stock, which rises 9.85% to S$2.23. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 25, 2026 21:30 ET (02:30 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4017","symbol_name":"黃金","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2614064246","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2614064246","pubTimestamp":1772073000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0230 GMT - AEM Holdings is poised to benefit from multiyear artificial intelligence demand, says DBS Group Research in commentary. The company projects 2026 revenue at S$460 million-S$510 million, with the midpoint above DBS and consensus estimates. The outlook is anchored by the sustained ramp-up of its anchor AI and high-performance computing customer amid strong next-generation chip demand, the DBS analysts say. AEM could also see increased orders from Intel to ease certain capacity constraints, they add. Meanwhile, AEM's ongoing litigation case is less likely to heavily weigh given stronger 2026 guidance from the company, they add. DBS has a buy rating and is reviewing its S$2.10 target price on the stock, which rises 9.85% to S$2.23. 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AEM Holdings is poised to benefit from multiyear artificial intelligence demand, says DBS Group Research in commentary. The company projects 2026 revenue at S$460 million-S$510 million, with the midpoint above DBS and consensus estimates. The outlook is anchored by the sustained ramp-up of its anchor AI and high-performance computing customer amid strong next-generation chip demand, the DBS analysts say. AEM could also see increased orders from Intel to ease certain capacity constraints, they add. Meanwhile, AEM's ongoing litigation case is less likely to heavily weigh given stronger 2026 guidance from the company, they add. DBS has a buy rating and is reviewing its S$2.10 target price on the stock, which rises 9.85% to S$2.23. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 25, 2026 21:30 ET (02:30 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}