Ac t i o n | 21 Jul 2026 23:44:51 ET │ 18 pages Advanced Energy Industries, Inc (AEIS.O) Preview + 800V DC Implications CITI'S TAKE AEIS reports Jun-Q results after the market close on 8/3. We believe investors focus is on: 1) Updates on full year outlook, which was low-to-mid 20s Y/Y growth in Semi, and mid-30s growth in Data Center; 2) Pricing upside; and 3) 800V DC transition implications, where our analysis shows that AEIS SAM opportunity can grow at 20% CAGR till 2030 (Fig 4). We model Jun-Q largely in ...