Advanced Energy Industries (NASDAQ:AEIS) Releases Q1 2026 Earnings Guidance

Advanced Energy Industries (NASDAQ:AEIS) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.690-2.190 for the period, compared to the consensus earnings per share estimate of 1.490. The company issued revenue guidance of $480.0 million-$520.0 million, compared to the consensus revenue estimate of $467.9 million.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Zacks Research downgraded shares of Advanced Energy Industries from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. Needham & Company LLC upped their target price on Advanced Energy Industries from $225.00 to $290.00 and gave the stock a “buy” rating in a research note on Friday, January 16th. Robert W. Baird set a $190.00 target price on Advanced Energy Industries in a report on Monday, October 27th. Susquehanna raised Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 12th. Finally, Stifel Nicolaus increased their target price on shares of Advanced Energy Industries from $270.00 to $310.00 and gave the stock a “buy” rating in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $259.50.

Advanced Energy Industries Trading Up 0.2%

NASDAQ:AEIS traded up $0.64 during mid-day trading on Tuesday, hitting $279.81. 943,295 shares of the company’s stock were exchanged, compared to its average volume of 828,162. Advanced Energy Industries has a fifty-two week low of $75.01 and a fifty-two week high of $283.72. The company has a current ratio of 4.10, a quick ratio of 3.01 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $10.56 billion, a P/E ratio of 73.44, a PEG ratio of 1.31 and a beta of 1.40. The company has a 50 day simple moving average of $234.35 and a 200-day simple moving average of $195.93.

Advanced Energy Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Monday, February 23rd will be given a dividend of $0.10 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Monday, February 23rd. Advanced Energy Industries’s dividend payout ratio (DPR) is 10.50%.

Insider Buying and Selling

In other news, EVP Paul R. Oldham sold 8,174 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $203.11, for a total value of $1,660,221.14. Following the sale, the executive vice president directly owned 24,792 shares of the company’s stock, valued at approximately $5,035,503.12. This represents a 24.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Tina Donikowski sold 2,257 shares of the stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $210.33, for a total value of $474,714.81. Following the sale, the director owned 8,248 shares of the company’s stock, valued at approximately $1,734,801.84. The trade was a 21.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is currently owned by insiders.

Key Headlines Impacting Advanced Energy Industries

Here are the key news stories impacting Advanced Energy Industries this week:

• Positive Sentiment: Q4 results beat expectations: AEIS reported EPS of $1.94 (vs. ~ $1.76–$1.77 consensus) and revenue of $489.4M (vs. ~ $473M expected), with a reported net margin of ~8.4% and ROE ~14.3%. This stronger operating performance is the primary driver of the stock’s gain. Advanced Energy shares jump as Q4 results top expectations
• Positive Sentiment: Management issued raised Q1 2026 guidance: EPS $1.69–$2.19 vs. consensus $1.49, and revenue $480M–$520M vs. consensus ~$468M — signaling continued topline strength and margin confidence into the year. (Guidance announced with the Q4 release.)
• Positive Sentiment: Analyst lift: Stifel raised its price target to $310 and maintained a Buy, giving additional institutional validation to the earnings/guidance beat and supporting further upside sentiment. AEIS price target raised by Stifel
• Neutral Sentiment: Pre-earnings commentary noted demand tailwinds (AI-driven data center spending) offsetting tariff pressures; that backdrop helps explain stronger results but is not new information. AEIS earnings preview
• Neutral Sentiment: Short-interest data reported as showing a large increase but contains inconsistent/zero values and NaNs — appears to be noisy or unreliable and unlikely to have driven meaningful market reaction.
• Negative Sentiment: Valuation is elevated: AEIS trades at a high forward multiple (current reported trailing P/E ~73), which could limit upside if future growth or margins disappoint. Investors should weigh the strong beat/guidance against rich valuation and monitor whether guidance is sustained in upcoming quarters.

Institutional Investors Weigh In On Advanced Energy Industries

Hedge funds and other institutional investors have recently made changes to their positions in the business. EverSource Wealth Advisors LLC raised its stake in shares of Advanced Energy Industries by 67.7% in the second quarter. EverSource Wealth Advisors LLC now owns 312 shares of the electronics maker’s stock worth $41,000 after purchasing an additional 126 shares during the last quarter. Advisors Asset Management Inc. raised its holdings in shares of Advanced Energy Industries by 47.7% in the first quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock valued at $51,000 after purchasing an additional 174 shares during the last quarter. Danske Bank A S bought a new position in shares of Advanced Energy Industries during the third quarter valued at about $34,000. Measured Wealth Private Client Group LLC bought a new position in shares of Advanced Energy Industries during the third quarter valued at about $36,000. Finally, Blair William & Co. IL boosted its holdings in Advanced Energy Industries by 16.3% during the third quarter. Blair William & Co. IL now owns 2,221 shares of the electronics maker’s stock worth $378,000 after purchasing an additional 311 shares during the last quarter. 99.67% of the stock is owned by institutional investors.

Advanced Energy Industries Company Profile

Advanced Energy Industries, Inc is a global technology company specializing in precision power conversion, measurement, and control solutions. The company designs and manufactures a broad portfolio of products including high-voltage power supplies, RF and microwave generators, digital power controllers, reactive gas control systems, and thin film measurement instruments. These solutions enable advanced processes in semiconductor fabrication, flat panel display manufacturing, industrial coating, data storage, telecommunications and medical device production.

Founded in 1981 and headquartered in Fort Collins, Colorado, Advanced Energy has grown through strategic product development and international expansion.