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Advanced Energy

AEIS Technology Unknown Updated July 31, 2026
$289.73
52W $128.40 – $397.44
52/100
$11.01B
57.2
1.25
AI Committee Verdict
Watch
Conviction: Contested · 43% agreement · 7 analysts
+34.5%
-0.3%
111.16:1
Contested

Is AEIS Bullish or Bearish?

Mixed. Innellis AI committee rates Advanced Energy (AEIS) Watch with a composite score of 52/100 , based on 7 analysts with 43% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.29 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.71 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 145.3% yoy. Risk Analyst remains cautious — bollinger bandwidth of 22.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • EPS growing 145.3% YoY — Growth
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.35 means this name should amplify a favorable market regime — Macro
  • News sentiment is positive (+0.21 across 14 articles, 14d) — News
Bear Case
  • P/E of 54.1 is expensive by classic value standards — Value
  • Price-to-book of 5.8x prices in significant intangible value — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Bollinger bandwidth of 22.6% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
52/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 72%
of 172 Technology peers
Value Analyst bearish
40 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 54.1 is expensive by classic value standards
Growth Analyst bullish
66 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 145.3% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
54 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 22.6% signals elevated volatility
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.21 across 14 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 51.8 to 51.7.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +2 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Technical Analyst: score 46->54 (+8).
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
49.0
Neutral
MACD Histogram
-1.279
Bearish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Lh Ll
Support
$288.83
Resistance
$389.58
Bollinger %B
0.43
Inside Bands
Price vs Moving Averages
EMA 9
$285.91 Above
EMA 21
$298.66 Below
EMA 50
$314.70 Below
EMA 200
$285.03 Above

Fundamental Analysis

Valuation
34
Growth
78
Profitability
0
Financial Health
83
Cash Flow
36
Valuation
P/E Ratio 57.2×
P/B Ratio 7.88×
PEG Ratio 0.36
Dividend Yield 0.00%
52W High $397.44
52W Low $128.40
Quality & Growth
ROE 10.9%
ROA 5.8%
Gross Margin 38.7%
Operating Margin 11.3%
Revenue Growth YoY
Debt / Equity 0.49
AI Fundamental Assessment
P/E ratio of 57.2 (rich relative to a 15-40x range); Price-to-book of 7.9x; PEG ratio of 0.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.4%; Current ratio of 1.59 (healthy short-term liquidity); Debt-to-equity of 0.49; Free cash flow margin of 0.3% (thin cash generation); Free cash flow per share is positive (1.81); Most recent quarter beat estimates by 3.5%; 4 consecutive earnings beats; EPS growth decelerating (+11.5% -> +7.7% QoQ); Analyst estimates rising over recent quarters
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Explore AEIS Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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