Advanced Energy Industries (NASDAQ:AEIS) Trading 6.5% Higher After Analyst Upgrade

Advanced Energy Industries, Inc. (NASDAQ:AEIS)’s share price rose 6.5% during trading on Friday after Zacks Research upgraded the stock from a hold rating to a strong-buy rating. The stock traded as high as $304.53 and last traded at $292.0950. 314,234 shares changed hands during mid-day trading, a decline of 61% from the average daily volume of 812,854 shares. The stock had previously closed at $274.26.

Other equities analysts also recently issued reports about the company. Needham & Company LLC raised their price objective on Advanced Energy Industries from $330.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Weiss Ratings lowered shares of Advanced Energy Industries from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, May 29th. Bank of America increased their target price on Advanced Energy Industries from $430.00 to $450.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Susquehanna raised their price target on shares of Advanced Energy Industries from $430.00 to $535.00 and gave the company a “positive” rating in a research report on Tuesday, June 30th. Finally, Wall Street Zen raised shares of Advanced Energy Industries from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $404.25.

Advanced Energy Industries News Summary

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

• Positive Sentiment: AI and semiconductor optimism: Advanced Energy’s data-center computing revenue more than doubled year over year in the first quarter, while management said demand was strengthening across its markets. New power products designed for next-generation AI data centers are adding to the growth narrative. Advanced Energy Industries Gains on Semi and AI Data Center Optimism Ahead of Earnings
• Positive Sentiment: Raised longer-term estimates: Zacks Research increased its forecasts for Advanced Energy’s second-quarter 2027 EPS to $1.61 from $1.53, fourth-quarter 2027 EPS to $2.19 from $2.05, and full-year 2027 EPS to $7.03 from $6.81. Zacks Research estimate revisions
• Positive Sentiment: Favorable earnings setup: First-quarter revenue rose 26.3% year over year to $511 million, beating expectations, and non-GAAP gross margin exceeded 40%. Management’s second-quarter revenue outlook of approximately $540 million, plus or minus $20 million, is supporting investor positioning before the report. AEIS Set to Report Q2 Earnings
• Neutral Sentiment: Analyst outlook remains mixed: Recent price targets have a median of $405, well above the current trading level, but Zacks Research maintains a “Hold” rating. This leaves the August 3 earnings report as the key near-term catalyst.
• Negative Sentiment: Insider selling and execution risks: Insiders reportedly made 30 open-market sales and no purchases over the past six months. In addition, supply-chain constraints and cost pressures could limit the benefit of stronger demand if quarterly results or guidance disappoint.

Hedge Funds Weigh In On Advanced Energy Industries

Several hedge funds have recently bought and sold shares of AEIS. Root Financial Partners LLC grew its position in Advanced Energy Industries by 33.3% during the first quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker’s stock worth $35,000 after buying an additional 27 shares in the last quarter. Basecamp Wealth Advisors LLC grew its position in Advanced Energy Industries by 16.2% during the first quarter. Basecamp Wealth Advisors LLC now owns 222 shares of the electronics maker’s stock valued at $72,000 after acquiring an additional 31 shares during the last quarter. Fifth Third Wealth Advisors LLC grew its holdings in shares of Advanced Energy Industries by 4.5% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 1,191 shares of the electronics maker’s stock valued at $384,000 after purchasing an additional 51 shares during the last quarter. Cullen Frost Bankers Inc. increased its holdings in shares of Advanced Energy Industries by 40.6% in the fourth quarter. Cullen Frost Bankers Inc. now owns 194 shares of the electronics maker’s stock worth $41,000 after buying an additional 56 shares during the period. Finally, CIBC Private Wealth Group LLC increased its stake in Advanced Energy Industries by 6.8% in the 4th quarter. CIBC Private Wealth Group LLC now owns 906 shares of the electronics maker’s stock worth $190,000 after purchasing an additional 58 shares during the period. Hedge funds and other institutional investors own 99.67% of the company’s stock.

Advanced Energy Industries Price Performance

The firm’s 50 day moving average is $320.41 and its 200 day moving average is $319.68. The company has a market capitalization of $11.01 billion, a PE ratio of 60.95, a P/E/G ratio of 1.21 and a beta of 1.25.

Advanced Energy Industries (NASDAQ:AEIS) last posted its earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share for the quarter, topping 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 17.99%. The company had revenue of $511.00 million during the quarter, compared to analyst estimates of $505.81 million. During the same period in the prior year, the business posted $1.23 earnings per share. Advanced Energy Industries’s revenue for the quarter was up 26.3% on a year-over-year basis. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. As a group, analysts predict that Advanced Energy Industries, Inc. will post 7.91 EPS for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Shareholders of record on Monday, May 25th were issued a $0.10 dividend. The ex-dividend date was Friday, May 22nd. This represents a $0.40 annualized dividend and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio is 8.42%.

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.