Aeries Technology Soars on AI-Driven Transformation: A Cramer-Approved Play for the Private Equity Boom

Wesley ParkTuesday, Jun 17, 2025 8:34 am ET
29min read

The market for operational transformation is about to get turbocharged—thanks to a bold strategic move by

Aeries Technology
(NASDAQ: AERT). The company's appointment of Elias Mendoza as Chief Growth and Strategy Officer isn't just a leadership shuffle; it's a calculated play to capture a $1.3 trillion opportunity in private equity-backed digital modernization. Let's unpack why this could be a game-changer—and why investors should take notice.

The Leadership Pivot: Mendoza's X-Factor

Mendoza's resume reads like a who's-who of corporate strategy and private equity. Former Partner and COO at Siris Capital, ex-VP of Corporate Development at IBM, and an M&A maestro at Morgan Stanley—he's spent decades turning companies into profit machines. While his direct AI experience isn't explicit, his track record of driving value creation in portfolio companies (think: M&A, operational restructuring, and global scaling) positions him perfectly to lead Aeries' push into AI-driven transformation.

This isn't just about coding algorithms. It's about aligning AI with business outcomes—reducing costs, boosting EBITDA, and delivering ROI for private equity firms desperate to deploy their “dry powder.” As CEO Ajay Khare put it: “Mendoza's expertise will unlock measurable growth.” Translation? Aert isn't just a tech vendor—it's a strategic partner for PE-backed firms seeking to future-proof their assets.

The $1.3 Trillion Prize: Why Private Equity is Betting Big on AI

Private equity firms are sitting on a record $1.3 trillion in uninvested capital—and they're hungry for scalable, profitable opportunities. Aeries is capitalizing on this by offering Global Capability Centers (GCCs), which blend AI, automation, and nearshore talent to slash costs and boost efficiency. Take their recent partnership with cybersecurity giant Fortra: Aeries is building GCCs in India and Mexico to power Fortra's workforce expansion and operational scaling.

This isn't just a one-off deal. It's a blueprint for growth. By leveraging GCCs, Aeries can:
- Offer PE-backed companies instant access to skilled talent pools.
- Deploy AI-driven solutions to automate repetitive tasks and free up capital.
- Scale operations in low-cost regions without sacrificing quality.

The result? A win-win: PE firms get the ROI they crave, and Aeries earns recurring revenue from high-margin services.

Data Dive: AERT's Stock—Ready to Take Off?

Let's check the numbers. Since its 2023 IPO, AERT has been a rollercoaster, but its fundamentals are primed for upside.

Key Catalysts for Growth:
1. Market Tailwinds: The $1.3T PE dry powder isn't going anywhere.
2. Operational Focus: CEO Khare's realignment prioritizes North America and cost efficiency.
3. Partnerships Paying Off: The Fortra deal is just the start—more GCC collaborations could follow.

Risks to Watch

No investment is risk-free. Aerties faces hurdles like:
- Nasdaq Listing Pressure: Maintaining its stock price above the threshold is critical.
- Global Economic Uncertainty: Inflation, geopolitical tensions, or a tech slowdown could curb demand.
- Execution Risks: Delivering on AI promises requires flawless execution.

But here's the kicker: Aeries is playing in a niche—PE-backed operational transformation. With limited direct competitors and a leadership team that's all-in on this strategy, the upside could outweigh the risks.

Cramer's Bottom Line: Buy the Dip, but Keep an Eye on the Horizon

This is a high-reward, high-risk bet, but for investors willing to take on volatility, AERT could be a multi-bagger if it delivers on its GCC/AI strategy. Here's the plan:
- Buy on dips below $25 (as of mid-2025).
- Set a target: $40+ if the PE demand and partnerships pan out.
- Bail if: The stock dips below $20, or if Aeries misses key revenue milestones.

Mendoza's appointment isn't just about today—it's about positioning Aeries as the go-to partner for PE firms in the AI era. This is a stock to watch closely.

Final Call: Bullish, but with a seatbelt on.

Stay tuned to Nasdaq—this one's worth the ride.