Advanced Energy Industries (NASDAQ:AEIS) Updates Q3 2026 Earnings Guidance

Advanced Energy Industries (NASDAQ:AEIS) issued an update on its third quarter 2026 earnings guidance on Monday. The company provided EPS guidance of 2.750-3.250 for the period, compared to the consensus EPS estimate of 2.340. The company issued revenue guidance of $620.0 million-$660.0 million, compared to the consensus revenue estimate of $569.8 million.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on AEIS. Cantor Fitzgerald boosted their price target on Advanced Energy Industries from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Monday, June 29th. Wall Street Zen upgraded Advanced Energy Industries from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. Susquehanna lifted their price objective on Advanced Energy Industries from $430.00 to $535.00 and gave the stock a “positive” rating in a research report on Tuesday, June 30th. Zacks Research raised Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research note on Thursday. Finally, KeyCorp upped their target price on Advanced Energy Industries from $375.00 to $415.00 and gave the company an “overweight” rating in a report on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Advanced Energy Industries has a consensus rating of “Moderate Buy” and an average price target of $404.25.

Advanced Energy Industries Stock Performance

Shares of NASDAQ AEIS traded up $6.86 during mid-day trading on Monday, hitting $296.38. 1,119,837 shares of the stock traded hands, compared to its average volume of 819,888. The company has a market cap of $11.27 billion, a price-to-earnings ratio of 62.40, a PEG ratio of 1.22 and a beta of 1.25. The stock has a fifty day moving average price of $320.41 and a 200-day moving average price of $320.33. Advanced Energy Industries has a 52 week low of $128.40 and a 52 week high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last announced its earnings results on Monday, August 3rd. The electronics maker reported $2.74 EPS for the quarter, beating analysts’ consensus estimates of $2.21 by $0.53. The firm had revenue of $574.10 million for the quarter, compared to analysts’ expectations of $544.41 million. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 17.99%. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. As a group, sell-side analysts predict that Advanced Energy Industries will post 7.91 EPS for the current fiscal year.

Key Stories Impacting Advanced Energy Industries

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

• Positive Sentiment: Q2 earnings and revenue exceeded expectations. Advanced Energy reported adjusted EPS of $2.74, above the $2.21 consensus estimate, while revenue reached $574.1 million versus expectations of approximately $544.4 million. Management said both revenue and EPS exceeded the high end of its guidance, with demand strengthening across its markets. Advanced Energy Reports Second Quarter 2026 Results
• Positive Sentiment: Third-quarter guidance was well above analyst forecasts. AEIS expects Q3 2026 EPS of $2.75–$3.25, compared with consensus of $2.34, and revenue of $620 million–$660 million, versus consensus of $569.8 million. The outlook implies continued momentum and gives investors greater confidence in near-term growth.
• Positive Sentiment: Profitability remains solid. The company reported a 17.99% return on equity and a 10.00% net margin, reinforcing the strength of its earnings performance as demand improves.
• Neutral Sentiment: Valuation and technical factors remain considerations. AEIS has a relatively high trailing P/E ratio of 62.4, and its shares are trading below their 50-day and 200-day moving averages. These factors may limit gains or increase volatility even as earnings expectations improve.

Institutional Investors Weigh In On Advanced Energy Industries

A number of hedge funds and other institutional investors have recently bought and sold shares of AEIS. Kemnay Advisory Services Inc. purchased a new position in shares of Advanced Energy Industries during the fourth quarter valued at approximately $25,000. Danske Bank A S purchased a new stake in shares of Advanced Energy Industries in the 3rd quarter worth approximately $34,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of Advanced Energy Industries in the 3rd quarter worth approximately $36,000. State of Wyoming bought a new position in Advanced Energy Industries during the 4th quarter valued at approximately $55,000. Finally, EverSource Wealth Advisors LLC increased its position in Advanced Energy Industries by 67.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 312 shares of the electronics maker’s stock valued at $41,000 after buying an additional 126 shares in the last quarter. Hedge funds and other institutional investors own 99.67% of the company’s stock.

About Advanced Energy Industries

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.