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Advanced Energy Industries, Inc.

AEIS · NASDAQ

AEIS just put up 26% Q1 revenue growth, more than doubled Data Center Computing revenue, crossed a 40% non-GAAP gross-margin milestone, and priced $1.0 billion of 0% convertible notes. The upside is real; so are the customer, working-capital, and dilution questions.

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Latest ReportMay 14, 2026Advanced Energy's AI power boom comes with a $1 billion zero-coupon twistView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Advanced Energy's AI power boom comes with a $1 billion zero-coupon twist

AEIS just put up 26% Q1 revenue growth, more than doubled Data Center Computing revenue, crossed a 40% non-GAAP gross-margin milestone, and priced $1.0 billion of 0% convertible notes. The upside is real; so are the customer, working-capital, and dilution questions.

May 14, 2026Research reportSlides available
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Advanced Energy Industries, Inc.Energy's AI power boom comes with a $1 billion zero-coupon twistMay 14, 2026
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Advanced Energy's AI power boom comes with a $1 billion zero-coupon twistAEIS just put up 26% Q1 revenue growth, more than doubled Data Center Computing revenue, crossed a 40% non-GAAP gross-margin milestone, and priced $1.0 billion of 0% convertible notes. The upside is real; so are the customer, working-capital, and dilution questions.NASDAQMay 14, 2026Research reportReadSlides