-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
We lift our target to $415 from $362, 38x our revised 2027 EPS ($10.92, up from $10.65; 2026 maintained at $8.56), reflecting our belief it should trade more in line with AI-exposed peers (35x-45x) than industrial automation peers (22x-27x), as AEIS is well positioned to benefit from demand for AI infrastructure and data center power solutions. In our view, earnings are poised to accelerate in 2027 as AEIS gains traction in the higher-margin Data Center Computing segment throughout this year. The company has expanded its hyperscaler customer base, with a second wave of major cloud providers now adopting AEIS solutions. We believe this broadening customer footprint, combined with the production ramp of design wins, positions the Data Center segment to sustain elevated growth rates while driving favorable product mix shifts. Additionally, the Thailand manufacturing facility is delivering productivity improvements, while next-generation semiconductor products are providing volume production with premium pricing.