DENVER--(BUSINESS WIRE)--Advanced Energy Industries, Inc. (NASDAQ: AEIS), a global leader in highly engineered, precision power conversion, measurement, and control solutions, today announced that its board of directors has authorized a quarterly cash dividend of $0.10 per share, payable on December 5, 2025 to shareholders of record as of November 24, 2025. Future dividend declarations, as well as the record and payment dates for such dividends, are subject to review and approval by the board o. ...

Hillcrest Energy Technologies Announces Strategic Venture with Pasqua First Nation #79 and Apeiron Resources Ltd. and Private PlacementOctober 14, 2025 4:30 PM EDT | Source: Hillcrest Energy Technologies Ltd.Vancouver, British Columbia--(Newsfile Corp. - October 14, 2025) - Hillcrest Energy Technologies (CSE: HEAT) (FSE: 7HI) ("Hillcrest" or the "Company"), announces it has entered into a Memorandum of Understanding ("MOU") with Pasqua First Nation #79 ("PFN") and a Letter Agreement with Apeir ...

Core Insights - Vicor Corporation (NASDAQ: VICR) exemplifies the challenge of translating technical superiority into commercial success, having been ahead of its time in high-efficiency modular power conversion [1] Company Overview - Vicor was recognized for its innovative Factorized Power architecture, which has been a significant advancement in power conversion technology [1] Investment Perspective - The article highlights the importance of disciplined, fundamentals-driven investing, emphasizing capital preservation and long-term growth strategies [1]

DENVER--(BUSINESS WIRE)--Advanced Energy Industries, Inc. (Nasdaq: AEIS), a global leader in highly engineered, precision power conversion, measurement and control solutions, will preview its next-generation fiber optic thermometry (FOT) converter, the M-1200, at SEMICON® West 2025. Smaller, more accurate, and with a broader temperature measurement range than most contact temperature sensing devices, the M-1200 opens process development possibilities for Angstrom-Era innovation. With ultra-fast. ...

DENVER--(BUSINESS WIRE)--Advanced Energy Industries, Inc. (Nasdaq: AEIS), a global leader in highly engineered, precision power conversion, measurement and control solutions, announced expansion of its ultra-efficient non-isolated bus converter (NIBC) family with two new quarter brick modules for 48 V power conversion in advanced information and communication technology (ICT) equipment including Artificial Intelligence (AI) server, compute and networking and in industrial applications such as r. ...

Core Insights - Advanced Energy Industries (AEIS) reported strong Q2 2025 earnings, with GAAP revenue of $441.5 million, exceeding both its guidance and analyst estimates [1][2] - Non-GAAP EPS was $1.50, surpassing expectations by $0.19, reflecting significant growth in AI-driven Data Center Computing solutions and Semiconductor Equipment [1][2] - The company achieved substantial gains in gross margin and net income compared to the prior year, indicating effective manufacturing optimization [1] Financial Performance - Q2 2025 Non-GAAP EPS was $1.50, up 76.5% from $0.85 in Q2 2024 [2] - GAAP revenue reached $441.5 million, a 21.0% increase from $364.9 million in Q2 2024 [2] - Gross margin improved to 38.1%, up 2.8 percentage points from 35.3% in Q2 2024 [2] - Operating income rose to $31.6 million, a 144.9% increase from $12.9 million in Q2 2024 [2] Business Overview - Advanced Energy Industries specializes in power conversion technologies for semiconductor equipment, data centers, and industrial and medical devices [3] - The company focuses on ensuring reliable performance in mission-critical applications through its power systems [3] Strategic Focus - The company is expanding its presence in AI data center power supplies and next-generation plasma power products for semiconductor manufacturing [4] - Strategic acquisitions, such as Airity Technologies, and investments in manufacturing optimization are key to growth [4] - Success factors include winning new design slots with major customers and maintaining cost control through global manufacturing shifts [4] Segment Performance - Data Center Computing revenue nearly doubled to $141.6 million, accounting for 32% of total revenue, driven by strong demand for AI solutions [5] - Semiconductor Equipment remained the largest revenue driver at $209.5 million, or 47.5% of total revenue, with rapid customer adoption of new plasma power products [6] - Industrial and Medical revenue was $68.6 million, down 13% year-over-year but showing signs of recovery [7] - Telecom and Networking contributed $21.8 million, marking an 11% decline compared to Q2 2024 [8] Operational Efficiency - The company is investing in manufacturing optimization, with operations expanded in Mexico and a new facility in Thailand [10] - Restructuring and transition charges were $7.0 million, reflecting ongoing investments in global manufacturing [10] - Operating expenses grew at a rate below revenue growth, demonstrating a commitment to innovation [10] Capital Returns and Guidance - The company returned $22.8 million in share repurchases and paid $3.9 million in dividends [11] - For Q3 2025, management provided guidance for revenue of $420 million, with non-GAAP EPS expected at $1.45 [12] - The forecast indicates flat GAAP revenue compared to Q2 2025 but higher than prior analyst expectations [12]

Core Insights - Hillcrest Energy Technologies has published a technical white paper detailing the advantages of its Zero Voltage Switching (ZVS) technology in power inductor design, highlighting significant cost savings and size reductions [1][2][5] Market Context - AC filter inductors account for 15-25% of total system cost and volume in grid-connected power systems, presenting a critical component challenge [2][10] - The global power electronics market is projected to exceed $50 billion by 2030, indicating substantial commercial opportunities for efficiency improvements in core components [2] Research Methodology - The analysis compared conventional inductor designs with ZVS-optimized alternatives in 200 kW power range applications, focusing on LC and LCL filter topologies [3][4] Performance Analysis - ZVS-optimized inductors showed a 75% cost reduction, 4x weight reduction, and 3.3x volume reduction compared to conventional designs [5] - The ZVS systems achieved 45% lower total inductor losses, with copper losses reduced by 40% and core losses by 2.5x [5][6] Industry Applications - The research has applications in electric vehicle charging infrastructure, grid-tied renewable energy systems, and energy storage applications, where reduced component footprint and improved efficiency are critical [7][12] Commercial Development - Hillcrest is transitioning from technology development to commercial deployment, establishing Centers of Excellence for various applications [12] - The company is collaborating with Ocean Batteries to develop a 200kVA | 800V ZVS inverter prototype for marine shore power applications, targeting the European energy storage market [13] Strategic Partnerships - Hillcrest is engaged in a technology evaluation project with a global Tier 1 automotive supplier to assess the integration of ZVS technology into next-generation electric vehicle inverters [14] - The company has completed customer demonstrations showing its ZVS traction inverter prototype achieving up to 99.7% efficiency [15] Strategic Financing - Hillcrest announced a CDN $4.25 million private placement from a strategic investor, which would result in the investor holding approximately 19.9% of the company's shares [20] - The company is actively pursuing additional funding opportunities, including potential licensing arrangements [22]

Core Viewpoint - Advanced Energy Industries (AEIS) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][4]. Earnings Estimates and Stock Ratings - The Zacks rating system is solely based on a company's changing earnings picture, tracking the Zacks Consensus Estimate for EPS from sell-side analysts [2]. - The Zacks rating upgrade for Advanced Energy reflects an improvement in its earnings outlook, which is expected to positively impact its stock price [4][6]. Impact of Earnings Estimate Revisions - Changes in a company's future earnings potential, as shown by earnings estimate revisions, are strongly correlated with near-term stock price movements [5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to significant price movements based on their investment actions [5]. Advanced Energy's Earnings Outlook - Advanced Energy is projected to earn $5.16 per share for the fiscal year ending December 2025, with no year-over-year change expected [9]. - Over the past three months, the Zacks Consensus Estimate for Advanced Energy has increased by 4.6%, indicating a positive trend in earnings estimates [9]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [8]. - The upgrade of Advanced Energy to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10][11].