Advanced Energy Industries, Inc. (AEIS)
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Rubrik: data-resilience growth is real, but cash conversion has to carry the post-IPO case
Rubrik reported FY2026 revenue of $1.3 billion, FY2026 operating cash flow of $282.9 million, a FY2026 net loss of $348.8 million and $380.2 million of cash. The thesis depends on subscription durability, data security demand, operating leverage, cash conversi
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CrowdStrike is a premium cybersecurity platform with strong ARR and cash-flow evidence, but the sharper risk is valuation-liquidity sensitivity around catalysts, not a proven hidden lock-up squeeze.
OpenAdvanced Energy's AI power boom comes with a $1 billion zero-coupon twist
AEIS just put up 26% Q1 revenue growth, more than doubled Data Center Computing revenue, crossed a 40% non-GAAP gross-margin milestone, and priced $1.0 billion of 0% convertible notes. The upside is real; so are the customer, working-capital, and dilution ques
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