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AEIS Unclassified Latest YouTube: Q2 2026 Published 2026-08-04

AEIS

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

AEIS (Advanced Energy): The AI Power Beat That Wasn’t AI — 93% Came From Semi-Cap. Q2 2026

Published 2026-08-04

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q2 2026
2026-08-04
Podcast available
Yes
Current price
$341.39
+15.39 (+4.72%)
Trailing / Forward P/E
69.39x
Forward: 27.29x
Market cap / Volume
Volume:
Revenue / Earnings Growth
26.3%
Earnings: 144.8%
Margins
14.3% op
Gross: 39.0% · Net: 10.0%
Balance sheet
1.59x current
Debt / Equity: 49.3
52-week range / Beta
$128.40 - $397.44
Beta: 1.32
Analyst target
$430.82
Upside: 26.2%
Cash / shareholder return
0.36% FCF yield
Dividend yield: 0.13%

Company context

Industry: Electrical Equipment & Parts
Country: United States
Employees:
Price to book: 9.37x
Return on equity: 14.7%
Advanced Energy Industries, Inc. provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally. The company's plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition. It also provides high and low voltage power products used in a range of applications, such as semiconductor equipment, industrial production, medical and life science equipment, data centers computing, networking, and telecommunications. In addition, the company supplies sensing, controls, and instrumentation products for advanced measurement and calibration of power and temperature. Further, it provides calibration, conversions, upgrades, and refurbishments and used equipment to companies, as well as repair and maintenance services. The company offers its products through direct sales force, direct and indirect sales channels, and distributors, as well as provides warranty and non-warranty repair services. Advanced Energy Industries, Inc. was incorporated in 1981 and is headquartered in Denver, Colorado.

Price chart

Market context for AEIS

Competitive view

AEIS vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

AEIS latest YouTube video thumbnail YouTube
AEIS
AEIS
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Palantir Technologies latest YouTube video thumbnail YouTube
Palantir Technologies
PLTR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
AEIS
$13.67B
AEIS
SSNC
$19.02B
SS&C Technologies Holdings Inc.
PLTR
$390.88B
Palantir Technologies
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
AEIS
69.4x
AEIS
SSNC
22.8x
SS&C Technologies Holdings Inc.
PLTR
182.8x
Palantir Technologies
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
AEIS
27.3x
AEIS
SSNC
10.5x
SS&C Technologies Holdings Inc.
PLTR
77.7x
Palantir Technologies
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
AEIS
26.3%
AEIS
SSNC
10.3%
SS&C Technologies Holdings Inc.
PLTR
84.7%
Palantir Technologies
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
AEIS
144.8%
AEIS
SSNC
34.7%
SS&C Technologies Holdings Inc.
PLTR
325.0%
Palantir Technologies
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
AEIS
14.3%
AEIS
SSNC
24.6%
SS&C Technologies Holdings Inc.
PLTR
46.2%
Palantir Technologies
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
AEIS
39.0%
AEIS
SSNC
48.1%
SS&C Technologies Holdings Inc.
PLTR
84.1%
Palantir Technologies
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
AEIS
10.0%
AEIS
SSNC
13.2%
SS&C Technologies Holdings Inc.
PLTR
43.7%
Palantir Technologies
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
AEIS
14.7%
AEIS
SSNC
12.6%
SS&C Technologies Holdings Inc.
PLTR
32.6%
Palantir Technologies
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
AEIS
0.4%
AEIS
SSNC
6.8%
SS&C Technologies Holdings Inc.
PLTR
0.5%
Palantir Technologies
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
AEIS
49.34x
AEIS
SSNC
115.90x
SS&C Technologies Holdings Inc.
PLTR
2.48x
Palantir Technologies
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
AEIS
1.59x
AEIS
SSNC
1.06x
SS&C Technologies Holdings Inc.
PLTR
6.91x
Palantir Technologies
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
AEIS
1.32
AEIS
SSNC
1.09
SS&C Technologies Holdings Inc.
PLTR
1.56
Palantir Technologies
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
AEIS
0.1%
AEIS
SSNC
1.4%
SS&C Technologies Holdings Inc.
PLTR
Palantir Technologies
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
AEIS
26.2%
AEIS
SSNC
13.9%
SS&C Technologies Holdings Inc.
PLTR
14.2%
Palantir Technologies

Related research

Non-quarter videos featuring AEIS

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-08-03

AEIS: The AI Power Beat That Wasn't AI #shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for AEIS

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-08-04
Published youtube podcast complete
AEIS (Advanced Energy): The AI Power Beat That Wasn’t AI — 93% Came From Semi-Cap. Q2 2026
Quarterly earnings-analysis entry for AEIS. Use the links on the right to open the video or podcast episode.