[태그:] data center power

Advanced Energy Industries (AEIS) Data Center Power Surge: Record Semiconductor Revenue and the Path to a $429 Price Target

Advanced Energy (AEIS) posted record semiconductor revenue and 50%+ data center growth in 2026. At 22.5x forward EPS, our analysis sees ~25% upside to $429.

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Williams Companies (WMB) Data Center Natural Gas Thesis: How the $1.6B Meta Socrates Deal Underwrites 12%+ Upside

Williams Companies (WMB) data center natural gas thesis: the $1.6B Meta Socrates deal, Transco’s grip on US gas, and 12%+ upside to a $84 target.

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