An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.
In plain words · Advanced Energy Industries, Inc.
VERDICT
The label
Markup
read at $329.54
Advanced Energy Industries Inc holds its Markup at $329.54.
PHPhase · the trend structure carries the Markup label
INInsiders · no filings inside 60 days, left as found
POPositioning · no disclosures inside 60 days, left as found
OPOptions · no verdict drawn today, left as found
SCScreen · passes the values gate
edge confirmed
edge broken
edge forming
Each arm is one independent read. Conviction is not a single call, it is how many edges converge.
INVESTOR
The investor read · the season, not the day
As held on the ledger · 2026-08-13
Phase
Markup
Quantitative state
Consolidating, no directional conviction, held for 2 days
Price
$329.54
Valuation
60.69 trailing · 21.69 forward price to earnings
Values screen
PASS· score 70.0
Beta
1.32
OPPORTUNITY
The opportunity · what the numbers say it is worth
Read at
$329.54
60.69 P/E · 21.69 fwd
Our fair value
$358.15
9% discount
Analyst target (avg)
$412.50
+25% to current
Target low $370.00Analyst target rangeTarget high $535.00
▲ current $329.54 · | average target
Price history & projections · where it has been, where the models see it going
The valuation journey · where the price sits against fair value and the Street
Current
$329.54
you are here
Conservative
$333.00
+1%
Analyst avg
$412.50
+25%
Our fair value
$358.15
+9%
Analyst high
$535.00
+62%
Green marks levels above today's price, red below; the shaded band is the gap between the price and our fair value.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Revenue growth
30.00%
Profit margin
10.77%
Debt to equity
94.57
Analyst consensus
Strong Buy · 12 covering
Fair value and rating are our own model estimates; target range reflects third-party analyst estimates. Analysis, not advice.
SCREEN
The values screen, explained · five checks, plain English
This company clears both standards. There are two widely recognised ways to check whether a company is suitable for a Muslim investor. Here is how it did on each:
The common standard· AAOIFI Used by most halal investing apps✓ PASSES
Our stricter standard· asset-based The one Titan applies✓ PASSES
Business activityIts core business isn't built on prohibited lines — no gambling, alcohol, tobacco, weapons, or interest-based lending.Pass
Debt loadInterest-bearing debt is just 26.7% of its assets, well under the one-third ceiling — it does not run on borrowed money.Pass
Interest-bearing cashCash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.Pass
ReceivablesMoney owed to the company is 43.9% of assets, under the 49% limit.Pass
Revenue purityOnly 1.5% of revenue comes from non-compliant sources — under the 5% line.Pass
Every security is read against two recognised standards: our stricter asset-based screen (ratios measured against total assets) and the more widely used market-value standard (measured against market capitalisation). Where they agree we say so plainly; where they part ways — almost always on the debt check — we show both readings and mark it, because that disagreement is the finding, not a fault. We report the score; you and your scholar make the call.
PLAIN
The business, in plain words · what the numbers mean
Power Controls for the Chip Makers
Every wafer that becomes a processor needs power delivered with surgical precision, and Advanced Energy builds the boxes that do it. Revenue is up 26 percent, margins sit at 10 percent, and return on equity reaches 15 percent, yet the shares trade at 23.5 times forward earnings with only a narrow moat around the business. That combination leaves no real margin of safety once the cycle turns, so we pass.
The semiconductor equipment world is brutally cyclical. A narrow moat means customers can switch suppliers when budgets tighten, and a 15 percent return on equity does not buy much protection when orders slow. The 10 analysts may see a $412 target, but their optimism often peaks right before the downturn arrives.
Ethical screens clear without issue, yet the lack of durable advantage keeps the opportunity rating at none. Analysis, not advice.
Screened names in the same industry · explore each on its own page.
TRADER
The trader read · the latest dated commentary
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 19.8% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C. Technically it is holding around 15% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 142%. Our forward projection puts the odds of a 10% gain over the next month near 39%. The street (10 analysts) rates it buy, with a mean price target of $394. Entered 2026-07-20 · Distribution
JOURNAL
The dated journal · newest first, never edited
2026-07-20Distribution$284.05-19.8%Entry 5
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 19.8% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C. Technically it is holding around 15% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 142%. Our forward projection puts the odds of a 10% gain over the next month near 39%. The street (10 analysts) rates it buy, with a mean price target of $394.
2026-07-18Distribution$354.37+0.0%Entry 4
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C. Technically it is holding around 15% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 142%. Our forward projection puts the odds of a 10% gain over the next month near 39%. The street (10 analysts) rates it buy, with a mean price target of $394.
2026-07-16Distribution$354.37+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C. Technically it is holding around 15% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 142%. Our forward projection puts the odds of a 10% gain over the next month near 39%. The street (10 analysts) rates it buy, with a mean price target of $394.
2026-07-03Distribution$354.37+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Distribution$354.37Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
RETURNS
What holding actually paid · price plus dividends
If $1,000 had been placed · historical, not a promise
Period
Price then
Price return
Divs per share
$1,000 became
Total return
1 month
$354.86
-13.6%
$0.10
$864
-13.6%
2 months
$379.52
-19.2%
$0.10
$808
-19.2%
3 months
$305.73
+0.3%
$0.10
$1,003
+0.3%
6 months
$223.97
+36.9%
$0.20
$1,369
+36.9%
1 year
$126.69
+141.9%
$0.40
$2,423
+142.3%
2 years
$104.77
+192.5%
$0.80
$2,933
+193.3%
3 years
$104.10
+194.4%
$1.20
$2,956
+195.6%
5 years
$102.68
+198.5%
$2.00
$3,004
+200.4%
Historical returns from market close data. Past performance does not guarantee future results.
SEALED
This entry now belongs to the ledger. Whatever AEIS does next, these words stay.
Advanced Energy Industries Inc · AEIS · Markup · $329.54
Recorded 2026-08-13 · before the outcome · scored mechanically
