Apr. 26 at 7:41 PM
$AEIS RS 98 leader, fresh 52wk highs at
$396.47, +1.25% today. Semi-cap-equipment momo, 50DMA way above 200DMA (
$331 vs
$258). Beat last Q (
$1.94 vs
$1.76 est, rev +17.8% YoY), Baird raised PT to
$360. ⚠️ Q1 earnings Wed 4/29 AMC — guidance
$1.69–
$2.19 vs
$1.96 consensus. P/E ~103 leaves no room for a miss. If you're long into the print, size accordingly. Otherwise wait for the post-earnings reaction and play the trend continuation.
