2 AI Infrastructure Stocks to Watch: AEIS and DBRG

Advanced Energy Industries (AEIS) and DigitalBridge Group (DBRG) are lesser-known AI infrastructure stocks with strong momentum and growth forecasts. AEIS specializes in precision power conversion systems for semiconductors, data centers, and high-performance computing environments, while DBRG partners with and funds the development of hyperscale data centers and other infrastructure for AI applications. Both stocks trade at attractive valuations and have Zacks Rank #2 (Buy), with 27% annual earnings growth projected over the next three to five years.

Advanced Energy Industries (AEIS) and DigitalBridge Group (DBRG) are lesser-known AI infrastructure stocks that have been gaining significant attention due to their strong momentum and growth forecasts. Both companies operate in the burgeoning field of AI infrastructure, offering unique solutions that cater to the expanding needs of the technology industry.

AEIS, a specialist in precision power conversion systems, plays a crucial role in the semiconductor, data center, and high-performance computing environments. The company's products are essential for the efficient operation of these critical systems, enabling the seamless integration of advanced technologies. With a focus on innovation and reliability, AEIS has positioned itself as a key player in the AI infrastructure landscape.

DigitalBridge Group, on the other hand, is a leading global alternative asset manager that invests in digital infrastructure. The company partners with and funds the development of hyperscale data centers and other infrastructure solutions for AI applications. By investing in cutting-edge technologies, DigitalBridge helps to drive the digital economy forward, supporting the growth and success of leading hyperscale, technology, and AI companies.

Both AEIS and DBRG have shown impressive growth potential. According to financial analysts, AEIS has an estimated GF Value of $101.40 for the next year, suggesting a downside of 24.17% from the current price of $133.72 [1]. Meanwhile, DBRG has a strong track record of partnership in the digital infrastructure sector, having successfully completed the acquisition of Yondr Group, a global developer, owner, and operator of hyperscale data centers [2].

The Zacks Rank #2 (Buy) rating for both stocks indicates a favorable outlook from financial professionals. Additionally, both companies are projected to achieve 27% annual earnings growth over the next three to five years. These factors combined make AEIS and DBRG attractive investment options for those looking to capitalize on the growth of the AI infrastructure market.

In conclusion, Advanced Energy Industries and DigitalBridge Group are two promising AI infrastructure stocks with strong momentum and growth forecasts. Their unique offerings and impressive financial potential make them standout choices for investors seeking exposure to the rapidly evolving technology sector.

References:
[1] https://www.gurufocus.com/news/2950515/aeis-wells-fargo-raises-price-target-for-advanced-energy-industries-aeis-stock-news
[2] https://markets.financialcontent.com/wral/article/bizwire-2025-7-1-digitalbridge-and-la-caisse-complete-acquisition-of-yondr-group