12:10 PM EST, 11/10/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We lift our 12-month target price to $262 from $200, based on 33x our 2026 EPS estimate of $7.95, and reiterate our Buy rating. We raise our 2025 EPS view to $6.20 from $5.76 and 2026's to $7.95 from $6.90, reflecting AEIS's better-than-expected operational execution and sustained AI-driven demand momentum. Our target multiple expansion to 33x reflects AEIS's evolution from cyclical industrial supplier to diversified AI infrastructure enabler, with data center computing now representing 37% of revenue and growing 25%-30% in 2026. We believe the market is underappreciating AEIS's durable positioning in AI power delivery and next-generation semiconductor manufacturing. Management's Q3 beat, raised full-year guidance to 20% growth, and readiness of the Thailand facility to deliver $1B+ in incremental capacity validate our thesis that AEIS can sustain premium margins while scaling revenue.