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Research Alert: CFRA Maintains Buy Opinion On Shares Of Advanced Energy Industries Inc.
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Research Alert: CFRA Maintains Buy Opinion On Shares Of Advanced Energy Industries Inc.
Sep 23, 2025 10:49 AM

01:40 PM EDT, 09/23/2025 (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 $200 from $160, based on 29x our 2026 EPS view, in line with electronic manufacturing services peers. We raise our 2025 EPS view to $5.76 from $5.28 and 2026's to $6.90 from $6.38. We increase our target multiple to reflect AEIS's evolution from cyclical supplier to AI infrastructure enabler. We believe data center computing's 80% growth will sustain through 2026 as hyperscalers deploy GPU clusters requiring AEIS's 98% efficient power modules. Semiconductor equipment recovery accelerates in 2H 2026, with eVoS and eVerest plasma solutions ramping. We think Industrial & Medical recovery combines with manufacturing consolidation to drive margin expansion of 200 bps-300pbs. Management's qualification pipeline and Tier 1 design wins support sustained share gains. Our Buy rating reflects conviction that these segment catalysts and AEIS's technological differentiation create multiple pathways to exceed growth expectations.

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