Jim Cramer on Advanced Energy Industries: “I Want You to Wait Till It’s in the 280s, 290s, and Then Pull the Trigger”

You know, that truly is the question due to the fact that it’s different 1 similar the other, similar we did Forgent the different night… These are truly unbelievable stocks. But they tin travel in, and erstwhile you bargain them astatine the archetypal price, you thin to beryllium saying, ohio my god, did I drawback the top? Let’s bash this. The banal is disconnected 40 points from its high. I privation you to hold till it’s successful the 280s, 290s, and past propulsion the trigger. And if you miss it, you miss it.

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Advanced Energy Industries, Inc. (NASDAQ:AEIS) manufactures specialized hardware for regulating electrical powerfulness successful semiconductor manufacturing and information centers, and provides thermal monitoring tools, instrumentality maintenance, and strategy refurbishments. SouthernSun Asset Management, LLC stated the pursuing regarding Advanced Energy Industries, Inc. (NASDAQ:AEIS) successful its 4th fourth 2025 capitalist letter:

Advanced Energy Industries, Inc. (NASDAQ:AEIS) was a apical contributor successful the Small Cap strategy during the quarter. AEIS provides highly engineered powerfulness conversion and power solutions for semiconductor instrumentality and information centers. Shares performed good aft the institution delivered a beardown third-quarter report, exceeding the precocious extremity of guidance connected the backmost of grounds Data Center Computing gross that much than doubled year-over-year. Total gross accrued 24% twelvemonth over-year and Adjusted EPS roseate 78%, reflecting some maturation and operating leverage. Looking ahead, we spent clip with absorption and others successful and astir the abstraction during the quarter, and absorption reiterated that AI-driven request remains robust and expects Data Center Computing to turn 25–30% successful 2026 connected secured plan wins, supported by incremental capableness successful the Philippines and Mexico and a Thailand installation that is acceptable to ramp quickly. In Semiconductor, lawsuit validation of the eVerest and eVoS platforms underpins our anticipation for maturation arsenic leading-edge logic and representation spending is expected to fortify into 2026–2027. The equilibrium expanse remains beardown with a $192M nett currency position.

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