MQS Management LLC Acquires New Holdings in Advanced Energy Industries, Inc. $AEIS

MQS Management LLC bought a new position in shares of Advanced Energy Industries, Inc. (NASDAQ:AEIS) in the third quarter, HoldingsChannel reports. The firm bought 2,822 shares of the electronics maker’s stock, valued at approximately $480,000.

Other institutional investors have also recently bought and sold shares of the company. Royal Bank of Canada boosted its holdings in shares of Advanced Energy Industries by 16.5% in the first quarter. Royal Bank of Canada now owns 11,155 shares of the electronics maker’s stock valued at $1,063,000 after buying an additional 1,578 shares during the period. Advisors Asset Management Inc. lifted its position in Advanced Energy Industries by 47.7% in the 1st quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock valued at $51,000 after acquiring an additional 174 shares in the last quarter. AQR Capital Management LLC acquired a new position in Advanced Energy Industries in the 1st quarter worth $468,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in Advanced Energy Industries by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 22,278 shares of the electronics maker’s stock worth $2,123,000 after purchasing an additional 970 shares in the last quarter. Finally, United Services Automobile Association acquired a new stake in shares of Advanced Energy Industries in the 1st quarter valued at about $228,000. Institutional investors own 99.67% of the company’s stock.

Advanced Energy Industries News Summary

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

• Positive Sentiment: Q4 results beat and guidance raised — AEIS reported $1.94 EPS (vs. ~$1.76 est.) and $489.4M revenue (+17.8% YoY). Management issued Q1 FY2026 EPS guidance of $1.69–$2.19 and revenue guidance above consensus, signaling continued demand and margin expansion. This drove immediate bullish reaction. Advanced Energy Q4 Earnings Beat, Revenues Up Y/Y
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms (Needham, KeyCorp, others) raised price targets and ratings after the strong quarter, signaling increased sell‑side conviction and supporting upside momentum. Analysts Increase Forecasts After Strong Q4
• Positive Sentiment: End-market tailwinds (AI/Data Centers, industrial & medical) — Company commentary and coverage highlight stronger Data Center computing demand, AI-related opportunities, and pursuit of industrial/medical deals, which support multi‑quarter revenue growth expectations. AI-Fueled Upswing Advanced Energy Eyes Industrial And Medical Deals
• Neutral Sentiment: Investor outreach scheduled — AEIS will present at several conferences (Citi, Susquehanna, Morgan Stanley), which could amplify the quarter’s message but are informational rather than immediate catalysts. Investor Conferences Participation
• Neutral Sentiment: Earnings call materials and transcripts available — Slide deck and call transcripts give more color on product mix and margin drivers for those modeling forward quarters. Useful for diligence but not a new catalyst. Earnings Slide Deck Earnings Call
• Neutral Sentiment: Short interest reporting shows no meaningful data (zeros / reporting artifacts) — not a credible bearish signal based on the available filings.
• Negative Sentiment: Valuation concern — coverage notes the stock’s valuation is elevated after the run; elevated multiples increase the risk of profit‑taking if growth disappoints or guidance for later quarters softens. Advanced Energy Eyes Industrial And Medical Deals As Valuation Stays Elevated

Insider Activity at Advanced Energy Industries

In other news, EVP Paul R. Oldham sold 8,174 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $203.11, for a total transaction of $1,660,221.14. Following the completion of the sale, the executive vice president owned 24,792 shares in the company, valued at $5,035,503.12. The trade was a 24.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Tina Donikowski sold 2,257 shares of the business’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $210.33, for a total value of $474,714.81. Following the completion of the sale, the director owned 8,248 shares of the company’s stock, valued at $1,734,801.84. This trade represents a 21.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.20% of the company’s stock.

Analyst Upgrades and Downgrades

AEIS has been the topic of a number of recent research reports. Robert W. Baird set a $190.00 target price on Advanced Energy Industries in a research report on Monday, October 27th. Bank of America raised their price target on Advanced Energy Industries from $260.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Benchmark upped their price objective on Advanced Energy Industries from $150.00 to $225.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Wells Fargo & Company increased their price objective on Advanced Energy Industries from $225.00 to $300.00 and gave the company an “equal weight” rating in a report on Wednesday. Finally, Susquehanna boosted their target price on shares of Advanced Energy Industries from $300.00 to $375.00 and gave the stock a “positive” rating in a report on Wednesday. Eight equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $284.00.

Advanced Energy Industries Stock Up 10.7%

AEIS stock opened at $308.77 on Thursday. Advanced Energy Industries, Inc. has a 1-year low of $75.01 and a 1-year high of $325.69. The business’s 50 day simple moving average is $237.63 and its 200 day simple moving average is $197.69. 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 $11.65 billion, a PE ratio of 80.83, a PEG ratio of 1.29 and a beta of 1.41.

Advanced Energy Industries (NASDAQ:AEIS) last released its quarterly earnings data on Tuesday, February 10th. The electronics maker reported $1.94 EPS for the quarter, topping analysts’ consensus estimates of $1.76 by $0.18. Advanced Energy Industries had a net margin of 8.25% and a return on equity of 16.02%. The firm had revenue of $489.40 million during the quarter, compared to analysts’ expectations of $473.12 million. During the same period in the previous year, the business posted $1.30 earnings per share. The company’s revenue for the quarter was up 17.8% compared to the same quarter last year. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. As a group, research analysts anticipate that Advanced Energy Industries, Inc. will post 3.66 EPS for the current year.

Advanced Energy Industries Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Monday, February 23rd will be issued a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Monday, February 23rd. Advanced Energy Industries’s dividend payout ratio is currently 10.47%.

Advanced Energy Industries 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.