Datacenter Power Has Recharged Advanced Energy Industries (Rating Downgrade)

2025-11-12 16:16:20 ET

It took a little while, but Advanced Energy Industries ( AEIS ) did eventually get that solid recovery in revenue growth that was necessary to spark share price appreciation. The interesting “but” is that it the core semiconductor business has been somewhat disappointing since my last update a year ago, due in large part to an unsteady recovery in semiconductor capital equipment spending, and it has been the company’s datacenter business that has driven the rejuvenation in the business and share price....

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