Core Insights - Advanced Energy Industries (AEIS) is set to announce its fourth-quarter 2025 results on February 10, with expected revenues of $470 million (+/- $20 million) and non-GAAP earnings of $1.75 per share (+/- 25 cents) [1][11] Revenue Expectations - The Zacks Consensus Estimate for AEIS's fourth-quarter revenues is currently at $473.6 million, reflecting a 14% growth compared to the same quarter last year [2] - The consensus estimate for earnings is $1.76 per share, indicating a 35.4% increase from the previous year's reported figure [2] Historical Performance - AEIS has consistently exceeded the Zacks Consensus Estimate for earnings over the past four quarters, achieving an average surprise of 18.28% [3] Market Trends and Influences - AEIS shares have increased by 142.2% over the past 12 months, driven by heightened demand in the semiconductor and data center computing markets, particularly due to AI-driven demand from hyperscalers [5] - The company anticipates a modest sequential increase in data center computing revenues, while semiconductor revenues are expected to decline slightly [6] Segment Performance - AEIS expects growth in Industrial & Medical revenues and sequential growth in the Telecom and Networking sectors, supported by strong demand for its high-power density products [7] - AI-related programs are projected to boost revenues in the Telecom and Networking segments [7] Margin Outlook - Gross margin is expected to be impacted by higher tariffs, with an anticipated range of 39% to 40%, including a 100 basis point tariff effect [8] Earnings Model Insights - According to the Zacks model, AEIS currently has an Earnings ESP of 0.00% and a Zacks Rank of 2 (Buy), indicating a lower likelihood of an earnings beat [9]