- AEIS had a mixed fourth quarter, with better revenue and weaker margins, and guidance doesn't suggest improvement until the second half of 2022.
- The biggest concern for me remains evidence of potential share loss, with other comparable companies showing strong results in the same (or similar) semiconductor markets.
- AEIS isn't a lost cause, but the Street will need better revenue and margin performance to reconsider the name; making the undervaluation here a potential value trap in the near term.
For further details see:
Advanced Energy Industries Needs To Reassure The Street And Rebuild Sales Momentum