Advanced Energy Industries (NASDAQ:AEIS – Get Free Report) had its price target upped by analysts at Citigroup from $385.00 to $410.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the electronics maker’s stock. Citigroup’s target price would indicate a potential upside of 14.18% from the stock’s previous close.
A number of other equities analysts have also recently weighed in on AEIS. Wall Street Zen upgraded Advanced Energy Industries from a “hold” rating to a “buy” rating in a report on Saturday, March 7th. Robert W. Baird raised their target price on Advanced Energy Industries from $360.00 to $380.00 and gave the company an “outperform” rating in a research note on Tuesday. Susquehanna raised their target price on Advanced Energy Industries from $375.00 to $430.00 and gave the company a “positive” rating in a research note on Tuesday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Energy Industries in a research note on Friday, March 27th. Finally, Stifel Nicolaus raised their target price on Advanced Energy Industries from $310.00 to $325.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Eight investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Advanced Energy Industries presently has a consensus rating of “Moderate Buy” and an average price target of $358.00.
Get Our Latest Analysis on AEIS
Advanced Energy Industries Price Performance
Advanced Energy Industries (NASDAQ:AEIS – Get Free Report) last posted its quarterly earnings data on Monday, May 4th. The electronics maker reported $2.09 EPS for the quarter, beating analysts’ consensus estimates of $1.97 by $0.12. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 18.25%. The company had revenue of $511.00 million during the quarter, compared to the consensus estimate of $505.81 million. During the same quarter in the prior year, the company posted $1.23 EPS. The company’s quarterly revenue was up 26.3% compared to the same quarter last year. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. As a group, research analysts forecast that Advanced Energy Industries will post 7.14 earnings per share for the current fiscal year.
Insider Activity at Advanced Energy Industries
In related news, EVP Paul R. Oldham sold 4,314 shares of Advanced Energy Industries stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $315.99, for a total transaction of $1,363,180.86. Following the transaction, the executive vice president directly owned 22,217 shares of the company’s stock, valued at $7,020,349.83. The trade was a 16.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Elizabeth Karpinski Vonne sold 966 shares of Advanced Energy Industries stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $369.40, for a total value of $356,840.40. Following the transaction, the executive vice president directly owned 11,616 shares in the company, valued at approximately $4,290,950.40. The trade was a 7.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 58,478 shares of company stock valued at $18,567,013. 1.30% of the stock is owned by corporate insiders.
Institutional Inflows and Outflows
A number of hedge funds have recently bought and sold shares of AEIS. Norges Bank acquired a new position in Advanced Energy Industries during the fourth quarter worth about $123,403,000. Analog Century Management LP purchased a new position in Advanced Energy Industries in the 3rd quarter worth about $79,507,000. Fuller & Thaler Asset Management Inc. increased its stake in Advanced Energy Industries by 1,734.1% in the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 427,674 shares of the electronics maker’s stock worth $89,542,000 after purchasing an additional 404,356 shares in the last quarter. Wellington Management Group LLP purchased a new position in Advanced Energy Industries in the 3rd quarter worth about $50,173,000. Finally, GW&K Investment Management LLC increased its stake in Advanced Energy Industries by 51.5% in the 3rd quarter. GW&K Investment Management LLC now owns 699,780 shares of the electronics maker’s stock worth $119,062,000 after purchasing an additional 237,895 shares in the last quarter. 99.67% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about Advanced Energy Industries
Here are the key news stories impacting Advanced Energy Industries this week:
- Positive Sentiment: Q1 results beat expectations — AEIS reported non-GAAP EPS of $2.09 vs. ~$1.97 consensus and revenue of $511M (up ~26% y/y); management also delivered non-GAAP gross margin above 40%, supporting the bullish case. Advanced Energy Reports First Quarter 2026 Results
- Positive Sentiment: Data-center demand is accelerating — commentary and analyst pieces highlight that data-center revenue roughly doubled, a key growth vector tied to AI infrastructure spending. Advanced Energy: Data Center Revenue Doubles
- Positive Sentiment: Analysts are raising targets — several shops (Needham, Baird among them) lifted price targets and some reiterated buy/outperform ratings, reflecting confidence in near-term growth. Analyst Coverage & Price Target Moves
- Neutral Sentiment: Management signaled earnings momentum on the Q1 call and issued Q2 guidance (revenue $520M–$560M; EPS $1.93–$2.43) — revenue guidance is in line with consensus but the EPS band leaves room for interpretation. Q1 Slide Deck / Press Materials
- Neutral Sentiment: Board authorized a small quarterly cash dividend (record May 25; payable June 5) — modest yield but signals capital return discipline.
- Negative Sentiment: Q2 guidance nuance and inventory build spooked traders — the low end of the EPS range was slightly below some Street models, and Q1 showed an operating cash outflow tied to a ~$48M inventory increase to support demand, raising short‑term quality‑of‑earnings and working-capital questions. AEIS slides as Q2 outlook underwhelms
- Negative Sentiment: Late-session profit-taking / market repricing — several reports note the stock sold off after the report as investors digested guidance, cash flow dynamics and recent insider selling activity. Advanced Energy Industries Tops Views, But Stock Tumbles Late
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.
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