AEIS Advanced Energy Industries Inc.

Advanced Energy reports Monday: consensus sees Q3 revenue $646M, up 40% y/y, and EPS $3.06, up 76%. Its data center computing business is guided to grow at least 50% in 2026. AI power density is becoming its own trade. $AEIS $NVDA

$AEIS vs $JBL vs $KLAC vs $NVT - You scoop up just one AI infra stock during the remainder of the AI-is-toxic sell-off (for long term). Which one do you choose?

$AEIS Q3 revenue jumped 50 percent and the release splits it by market, with semi equipment up 64 percent and data center computing up 49 percent. The 10-Q splits it by ship to country instead, and Mexico took 179.2 million dollars in the quarter, up from 72.4 million a year earlier, a 25.7 percent share that edged past the United States at 25.4 percent. Over nine months Mexico is at 436.3 million dollars vs 155.2 million.

$AEIS reported earnings today after the close and beat EPS estimates: $3.65 adjusted EPS vs $3.04 expected, according to Stock Meadow.

🚨 $AEIS | Advanced Energy Q3 2026 Earnings Q3 Results • Adjusted EPS: $3.65 vs. $3.04 expected, beat by $0.61 (+20.1%). • Revenue: $696.4M vs. $644.9M expected, beat by 8.0%. • Revenue grew 50.3% YoY. Q4 2026 Guidance • Adjusted EPS: $3.60 to $4.20 vs. $3.42 consensus, above expectations. • Revenue: $710M to $760M vs. $693.6M consensus, above expectations. Future Consensus Estimates • Q4 2026: EPS $3.42 | Revenue $693.6M • FY26: EPS $11.27 | Revenue $2.42B • FY27: EPS $15.39 | Revenue $3.02B

$AEIS Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $3.65 up 109.77% YoY • Reported revenue of $696.4M up 50.31% YoY • Advanced Energy Industries' Q4 2026 guidance is revenue of $735M +/- $25M, GAAP EPS from continuing operations of $3.30 +/- $0.30, and non-GAAP EPS of $3.90 +/- $0.30.

$AEIS reports earnings today after the close. I'm bullish heading into the report: AEIS has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow.

$AEIS at some point this year this was outperforming the SPX by 80%+, now is underperforming it by 5%+, is that bulish behaviour?