---
title: "AEIS Advanced Energy Industries"
canonical: "https://supercyclehq.com/stock/advanced-energy-industries"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "AEIS"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Advanced Energy Industries (AEIS)

Advanced Energy Industries makes precision power conversion equipment, the systems that turn raw electricity into the exact controlled power that demanding equipment needs.

## AI Exposure Score

**60/100, Strategic.** Advanced Energy has double AI leverage: hyperscale data center power supplies surging with AI server demand, plus the precision power systems inside semiconductor manufacturing tools. Both end markets are cyclical, so the thesis depends on hyperscaler capex and chip equipment spending holding up together.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $217.19 |
| Change 1d | -2.19% |
| Change 7d | -1.78% |
| Change 30d | -28.62% |
| Change 1y | +5.79% |
| 52-week high | $388.79 |
| 52-week low | $188.60 |
| Market cap | $8.7B |
| P/E | 40.22 |
| EPS | $5.40 |
| Next earnings | 2026-11-02 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Industrials |
| Headquarters | Denver, CO |
| CEO | Stephen D. Kelley |
| Employees | 13,000 |
| Website | https://www.advancedenergy.com |
| Buildout layers | [Data Centers & Hardware](https://supercyclehq.com/category/data-centers), [Chip Equipment & Foundries](https://supercyclehq.com/category/chip-equipment) |

## What the company does

Advanced Energy Industries makes precision power conversion equipment, the systems that turn raw electricity into the exact controlled power that demanding equipment needs. It sells into four markets: semiconductor equipment, data center computing, industrial and medical, and telecom and networking, earning revenue on hardware plus service.

Two of those markets tie directly to AI. Its Data Center Computing business sells high efficiency server power supplies and rack power shelves to hyperscalers building AI capacity. Its semiconductor business supplies the plasma power systems inside chipmaking tools, which etch and deposit the layers of advanced chips. Both benefit when AI infrastructure spending rises.

Founded in 1981 in Fort Collins, Colorado, Advanced Energy is now headquartered in Denver, employs about 13,000 people, and trades on the NASDAQ.

## Role in the AI buildout

Advanced Energy sits in the Data Centers layer and the Chip Equipment layer. On one side, its power supplies and rack power shelves feed AI servers inside hyperscale facilities, a business that accelerates with every buildout wave. On the other, its precision plasma power units are embedded in the semiconductor tools that fabricate AI chips. That double exposure means it touches the buildout both where chips are made and where they are deployed.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $461,986 | 0.00% | trimmed | 2026-06-30 |

## FAQ

### What does Advanced Energy Industries do?

Advanced Energy makes precision power conversion systems. Its products power semiconductor manufacturing tools, hyperscale data center servers, industrial and medical equipment, and telecom networks, turning raw electricity into tightly controlled power for demanding applications.

### How is Advanced Energy Industries exposed to AI?

Supercycle rates Advanced Energy Strategic with an AI Exposure Score of 60 out of 100. It sells server power supplies and rack power shelves to hyperscalers building AI capacity, and precision power systems to the semiconductor equipment makers whose tools produce AI chips.

### What does its Data Center Computing business sell?

The segment sells high efficiency power supplies and rack level power shelves used inside hyperscale data centers. As AI servers draw more power per rack, operators need denser and more efficient conversion, which plays to Advanced Energy's engineering strength.

### Is AEIS a pure play AI stock?

No. Advanced Energy is rated Strategic. Its data center and semiconductor equipment businesses give it real AI leverage, but industrial, medical, and telecom markets remain a substantial part of the company and follow different cycles.

### Who leads Advanced Energy?

Stephen Kelley has been president and CEO since 2021, after leading semiconductor packaging company Amkor Technology. Advanced Energy was founded in 1981, is headquartered in Denver, Colorado, and employs about 13,000 people worldwide.

---

Source: https://supercyclehq.com/stock/advanced-energy-industries. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.