Hello my dears,
in reference to the just published and exciting post by @Derspekulant1 .
I would like to introduce you to a very exciting company that I immediately associated with his post.
He writes that you have to pay attention to the socket with AI. 🔌
He has hit the nail on the head. With data centers, it's not enough to plug the cable into the socket and off you go, just like with our computer at home.
Because modern AI data centers are no longer satisfied with the dirty electricity we use. Just like in semiconductor production, the water doesn't just have to be clean, it has to be more than clean.
(reminds me a little of Clementine, older people will remember the commercial. But another topic)
The electricity for modern data centers must also be pure and clean.
And here comes Advanced Energy Industries $AEIS (+0,87%) comes into play.
My dears, I personally find the company very exciting. Firstly because of its growing business model.
But also the Fundamental key figures:
- falling P/E ratio , PEG below 1
- EBIT margin in double digits and rising
- Free cash flow increasing
- Debt not present
- increasing turnover
- Net income increases better in relation to sales, and growth is in the good double-digit range
What do you think of the company and the great multiples?
In terms of the chart, I would still wait for a correction.
Precision energy supplier earns twice as much from the AI boom. Data Center - sales can double and should grow by a further 30%
About Advanced Energy
Advanced Energy (Nasdaq: AEIS) is a global leader in the design and manufacture of advanced, precision energy conversion, measurement and control solutions for mission-critical applications and processes. AE's power solutions enable customer innovation in complex applications for a variety of industries, including semiconductor equipment, industrial, manufacturing, telecommunications, data center computing and healthcare. With technical expertise and responsive service and support worldwide, the company builds collaborative partnerships to meet technology advancements, drive customer growth and innovate the future of energy. Advanced Energy has dedicated four decades to perfecting energy for its global customers and is headquartered in Denver, Colorado, USA.
Advanced Energy Industries (AEIS) provides high-precision energy systems and measurement technology and generates more than half of its revenue in the semiconductor industry. It also supports critical applications and processes in the industrial, medical, data center and telecommunications sectors. Advanced Energy generates over 70% of its turnover with products that have been specially developed for individual customers and can only be supplied by them. CEO Steve Kelley recently emphasized: "Customers are adopting our industry-leading technologies in their next-generation platforms, which we believe will lead to sales growth and significant market share gains." The serviceable market potential is expected to increase from USD 10.5 billion to USD 15.5 billion by 2030.
As the undisputed market leader in plasma power supply products for etch and deposition processes for next-generation logic and memory chips, new products can drive market share gains. Deliveries for qualification phases increased from 250 to 350 quarter-on-quarter. Significant growth contributions are expected in 2026 with planned production launches.
Several new hyperscaler programs will enter the production phase this year. The company is consolidating its factories and brand presence on a new digital platform to improve margins. This should enable not only a doubling of revenue to USD 3 billion by 2030, but also a more than quadrupling of earnings to USD 15 per share.
Advanced Energy turns "dirty" grid electricity into stable, meterable energy - necessary for nanometer chips and AI servers. The semiconductor oligopoly generates predictable revenues, while data center power supplies grew by 107% in 2025. Advanced Energy solves a basic physical problem in the high-tech industry: electricity as it comes out of the socket or power station is too "dirty" and imprecise for modern high-tech. The company builds hardware that converts raw electrical energy into extremely stable, precisely metered voltages.
The company offers repair services and customer support through its global support organization. Support services include warranty and non-warranty repairs, calibration, upgrades and overhauls of the company's products.
Number of employees: 13,000
After hitting a low of less than USD 80 last year, Advanced Energy Industries (AEIS) shares are likely to exceed the USD 300 mark on Wednesday (February 11, 2026) following the presentation of quarterly figures. What is behind this rally? AI chips are becoming ever more powerful and hungry. In order to efficiently distribute this energy in the smallest possible space (rack) and manage heat, the transition to higher voltages (48V -> 800V) is physically imperative. At the same time, chip production requires ever more precise energy surges (plasma).
SEMICONDUCTOR EQUIPMENT,
INDUSTRIAL Server Power
Medical Power MEDICAL
DATA CENTER COMPUTING
Proprietary power supply solutions for high-priced markets
IMPORTANT FEATURES OF AE:
- Broad portfolio of leading technologies
- Applications with long service life
- >70% of sales from individually sourced designs
- Strong new product and design wins gaining momentum
Sustainable competitive advantages
- Industry-leading energy technologies for advanced processes
- Largest technical team with around 1,500 energy designers and development engineers
- Most comprehensive application knowledge
- Operational excellence with award-winning execution and quality
- Most comprehensive portfolio of precision energy products
Technology leadership and market-leading positions
Industrial Power
- Large portfolio of high-quality and configurable solutions that support a wide range of industrial applications
Medical Power
- Enabling therapeutic, diagnostic and patient-centered innovation
Semi Process Power
- in plasma power, enabling sub-2 nm logic and 3D device architectures
Data Center Power
- Best-in-class energy efficiency, density and reliability to support performance-hungry AI applications
Multiple macro drivers
- Artificial intelligence is driving increased power consumption in data centers and demand for advanced silicon technology
- Energy efficiency: need to reduce power consumption and increase efficiency of large capital equipment
- Industrial automation supports the need for improved, cost-effective and high-quality production
- 1 trillion dollar semiconductor market(1) Increasing use of semiconductor technology in many industries
- Electrification: Increasing demand for precise power supply solutions in industrial applications
- Medical innovation Customized and certified power solutions that enable medical innovation
According to forecasts by McKinsey & Company and SEMI, the global semiconductor industry is projected to grow to over $1 trillion dollars by around 2030
Growth target raised to > 1.3x WFE CAGR, driven by increased etch/deposition activity and energy intensity, market share gains in plasma power and success in other energy applications
Products
- Plasma Power Produkte
- AC-DC-Netzteile
- DC-DC-Wandler Produkte
- Hochspannungsverstärker
- Hochspannungs-Stromversorgungen
- Thyristor-Leistungssteller
- Sensorik und Messtechnik
- Modified Standard and Custom Power Solutions
Advanced Energy introduces 401M mid-infrared pyrometer for precise semiconductor process control
Oct. 07, 2025 11:00 a.m. Eastern Standard Time
Advanced Energy Introduces 401M Mid-Infrared Pyrometer for Precise Semiconductor Process Control
Accelerating growth in industry and medicine
Target > 2x market growth driven by accelerated product launches, expanded customer accessibility and increasing design wins.
SELECTED ACQUISITIONS
- Airity
- Artesyn
- SL Power
- Luma Sense
- HiTek Power
Ultra Volt
Geographical sales distribution 2025:
All Others USD 656 million
USA USD 541 million
Mexico USD 253 million
Japan USD 218 million
Taiwan USD 130 million
Advanced Energy reports results for the fourth quarter and full year 2025
Feb 10, 2026, 4:01 pm Eastern Standard Time
- Fourth quarter revenue was $489 million, at the high end of guidance
- GAAP earnings (fourth quarter EPS) from continuing operations were $1.31; non-GAAP EPS was $1.94, both at the high end of guidance
- 2025 revenue grew 21% to $1.80 billion
- Data Center Computing revenue grew 107% to a record level
- 2025 GAAP EPS from continuing operations was $3.87; non-GAAP EPS was $6.41, an increase of 73% year-over-year
- Cash flow from continuing operations was a record $235 million
Advanced Energy Reports Fourth Quarter and Full Year 2025 Results
- Solid revenue growth driven by new products, market share gains and acquisitions
- Expanded offering of high value opportunities across multiple end markets
- Superior profitability with clearly defined path to increase non-GAAP gross margin to approximately 43%
USD in millions2USD
Estimates
Year Sales Change
2024 1.482 -10,49 %
2025 1.799 21,37 %
2026 2.147 19,38 %
2027 2.431 13,23 %
2028 2.654 9,15 %
Year EBIT Change
2024 150,5 -27,19 %
2025 284 88,7 %
2026 402,2 41,63 %
2027 508,7 26,49 %
2028 586,3 15,24 %
Year Net result Change
2024 54,21 -57,74 %
2025 148,4 173,73 %
2026 287,2 93,52 %
2027 371,9 29,51 %
2028 514,9 38,43 %
Year Free cash flow Change in capex
2024 73,96 -50 % 56,79
2025 125,9 70,23 % 107,4
2026 192,5 52,9 % 131,4
2027 226,5 17,66 % 115,9
2028 134,3
Year EBIT margin ROE
2024 10,16 % 4,62 %
2025 15,79 % 19,1 %
2026 18,73 % 20,84 %
2027 20,92 % 21,53 %
2028 22,09 % 23,1 %
Year Earnings per share Change
2024 1,43 -57,94 %
2025 3,84 168,53 %
2026 6,967 81,44 %
2027 8,904 27,6 %
2028 12,56 41,06 %
Year Dividend Yield
2025 0,4 0,19 %
2026 0,392 0,12 %
2027 0,3879 0,12 %
Year P/E ratio PEG
2024 80,9 -1,4x
2025 54.5x 0x
2026 45.1x 0.6x
2027 35.3x 1.3x
2028 25x 0.6x
Market value 11,858
Number of shares (in thousands) 37,751
Date of publication 10,02,2026
Performance
1 week +10.92 %
1 month +20.00 %
6 months +103.08 %
1 year +121.85 %
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