Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

23,577 signal articles · 333 in last 24h · 112,361 total before filter · latest 2h ago
333last 24h
2139last 7d
374● bullish (7d)
188● bearish (7d)
204publishers
AllMacro295Earnings1215M&A90Regulatory23Product13Analyst20
✕ clear all filtersticker: AEISsentiment: neutralSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Baron Discovery Fund Trimmed Advanced Energy Industries (AEIS) on Valuation and Position Size
Insider Monkey19h agoneutral
Baron Discovery Fund Trimmed Advanced Energy Industries (AEIS) on Valuation and Position Size

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here. Baron Discovery Fund appreciated by 19.08% (Institutional Shares) in the quarter, underperforming the Russell 2000 Growth Index, which gained 25.71%. This lag was primarily due to a momentum-driven “AI […]

5 Must-Read Analyst Questions From Advanced Energy’s Q2 Earnings Call
StockStory1d agoneutral
5 Must-Read Analyst Questions From Advanced Energy’s Q2 Earnings Call

Advanced Energy’s second quarter saw meaningful growth, with management attributing the positive outcome to a combination of robust demand across semiconductor and data center markets and improved factory execution. CEO Stephen Kelley highlighted that new product introductions and a more favorable product mix contributed to higher gross margins, while operational efficiency at facilities in Malaysia and the ongoing ramp-up of the Thailand factory helped capture upside. Kelley also noted that pri

Advanced Energy Industries Q2 Earnings Call Highlights
MarketBeat9d agoneutral
Advanced Energy Industries Q2 Earnings Call Highlights

Advanced Energy Industries (NASDAQ:AEIS) reported record second-quarter results that exceeded its guidance, citing stronger demand across semiconductor, data center computing, industrial and medical markets and factory execution that enabled it to capture upside during the period. Revenue rose 30%

Advanced Energy Industries (AEIS) Draws Options Attention As Its AI Growth Narrative Tests Valuation
Simply Wall St.11d agoneutral
Advanced Energy Industries (AEIS) Draws Options Attention As Its AI Growth Narrative Tests Valuation

Options activity around Advanced Energy Industries (AEIS) has picked up after the Dec. 18, 2026 $90 call ranked among the highest implied volatility equity contracts, putting the stock on traders’ radar. See our latest analysis for Advanced Energy Industries. Advanced Energy Industries’ recent 5.56% 1 day share price gain to US$289.52 comes after a period of weaker momentum, with the 30 day share price return down 18.75% and the 90 day share price return down 25.58%. Yet the year to date...

Advanced Energy Industries (AEIS) Stock Looks Fairly Priced While Broader Checks Stay Expensive
Simply Wall St.12d agoneutral
Advanced Energy Industries (AEIS) Stock Looks Fairly Priced While Broader Checks Stay Expensive

After a strong multi year run, Advanced Energy Industries now screens as roughly in line with its estimated intrinsic value. This leaves investors weighing a share price near recent highs against valuation checks that do not flag the stock as a clear bargain. Advanced Energy Industries has returned about 213% over the past 5 years, which puts recent share price weakness into the context of a strong longer term move. The launch of higher efficiency power modules can support expectations for...

Advanced Energy (AEIS) Introduces 800 V DC Converters for AI Data Centers
Insider Monkey32d agoneutral
Advanced Energy (AEIS) Introduces 800 V DC Converters for AI Data Centers

Advanced Energy Industries Inc. (NASDAQ:AEIS) is one of the best large cap stocks to buy according to analysts. On June 3, Advanced Energy Industries announced the ADH series of DC-DC converters engineered for next-generation 800 V DC AI data center power architectures. These converters provide industry-leading power density and efficiency to support the transition toward […]

Advanced Energy (AEIS) Stock May Be 14% Stretched Despite AI Data Center News
Simply Wall St.40d agoneutral
Advanced Energy (AEIS) Stock May Be 14% Stretched Despite AI Data Center News

Advanced Energy Industries has nearly tripled investors' money over the past five years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a premium rather than as a clear bargain. Advanced Energy Industries has returned 196.9% over 5 years, which puts extra focus on whether recent gains have already priced in much of the good news. Recent analyst upgrades tied to semiconductor and data center demand may support high...

Does Advanced Energy Industries (AEIS) Have Solid Growth Prospects?
Insider Monkey41d agoneutral
Does Advanced Energy Industries (AEIS) Have Solid Growth Prospects?

Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return […]

3 Unpopular Stocks We Find Risky
StockStory41d agoneutral
3 Unpopular Stocks We Find Risky

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

1 Mid-Cap Stock to Own for Decades and 2 We Brush Off
StockStory51d agoneutral
1 Mid-Cap Stock to Own for Decades and 2 We Brush Off

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

Is Advanced Energy (AEIS) Quietly Recasting Its AI Power Role With New 800 V DC-DC Platform?
Simply Wall St.59d agoneutral
Is Advanced Energy (AEIS) Quietly Recasting Its AI Power Role With New 800 V DC-DC Platform?

In early June 2026, Advanced Energy Industries filed an omnibus shelf registration covering a broad range of securities and introduced its ADH series of high‑efficiency 800 V DC-DC converters for AI data center power architectures. Together with its NDQ converters and new hot-swap control module, the ADH launch signals Advanced Energy’s intent to supply end-to-end power solutions for emerging megawatt-class AI server racks. We’ll now examine how this push into complete 800 V AI data center...