Robert W. Baird Forecasts Strong Price Appreciation for Advanced Energy Industries (NASDAQ:AEIS) Stock

Advanced Energy Industries (NASDAQ:AEIS) had its price objective lifted by research analysts at Robert W. Baird from $360.00 to $380.00 in a research note issued to investors on Tuesday, Marketbeat Ratings reports. The brokerage currently has an “outperform” rating on the electronics maker’s stock. Robert W. Baird’s price objective points to a potential downside of 1.82% from the stock’s previous close.

AEIS has been the subject of a number of other research reports. Citigroup upped their price objective on shares of Advanced Energy Industries from $330.00 to $385.00 and gave the stock a “buy” rating in a research report on Friday, March 20th. Zacks Research downgraded shares of Advanced Energy Industries from a “strong-buy” rating to a “hold” rating in a report on Thursday, April 9th. Needham & Company LLC raised their price objective on shares of Advanced Energy Industries from $290.00 to $330.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Energy Industries in a research report on Friday, March 27th. Finally, Wall Street Zen raised Advanced Energy Industries from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. Eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Advanced Energy Industries currently has an average rating of “Moderate Buy” and a consensus target price of $341.00.

Advanced Energy Industries Trading Down 0.5%

Advanced Energy Industries stock opened at $387.03 on Tuesday. The stock has a 50 day moving average of $341.89 and a two-hundred day moving average of $269.24. Advanced Energy Industries has a twelve month low of $106.48 and a twelve month high of $397.44. The stock has a market capitalization of $14.65 billion, a price-to-earnings ratio of 101.32, a PEG ratio of 2.85 and a beta of 1.40.

Advanced Energy Industries (NASDAQ:AEIS) last released its earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.96 by $0.13. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.The business had revenue of $511.00 million for the quarter, compared to analyst estimates of $505.81 million. During the same quarter in the previous year, the company posted $1.23 earnings per share. The company’s revenue for the quarter 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. Equities analysts predict that Advanced Energy Industries will post 7.05 earnings per share for the current year.

Insider Activity

In related news, Director Lanesha Minnix sold 1,000 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $316.62, for a total value of $316,620.00. Following the sale, the director directly owned 4,585 shares of the company’s stock, valued at approximately $1,451,702.70. This trade represents a 17.91% 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 on Thursday, April 16th. The shares were sold at an average price of $369.40, for a total transaction of $356,840.40. Following the completion of the transaction, the executive vice president owned 11,616 shares in the company, valued at approximately $4,290,950.40. This trade represents a 7.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 58,478 shares of company stock valued at $18,567,013 in the last 90 days. Insiders own 1.30% of the company’s stock.

Institutional Investors Weigh In On Advanced Energy Industries

Large investors have recently made changes to their positions in the business. Root Financial Partners LLC boosted its stake in shares of Advanced Energy Industries by 33.3% in the first quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker’s stock valued at $35,000 after purchasing an additional 27 shares during the period. Azzad Asset Management Inc. ADV grew its position in shares of Advanced Energy Industries by 0.4% during the 3rd quarter. Azzad Asset Management Inc. ADV now owns 10,720 shares of the electronics maker’s stock valued at $1,824,000 after buying an additional 45 shares during the last quarter. Allworth Financial LP lifted its holdings in Advanced Energy Industries by 9.2% in the third quarter. Allworth Financial LP now owns 582 shares of the electronics maker’s stock worth $99,000 after acquiring an additional 49 shares during the last quarter. Fifth Third Wealth Advisors LLC grew its stake in 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 worth $384,000 after buying an additional 51 shares during the last quarter. Finally, Cullen Frost Bankers Inc. boosted its position in shares of Advanced Energy Industries by 40.6% during 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. Institutional investors and hedge funds own 99.67% of the company’s stock.

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 $2.09 (vs. ~$1.96 consensus) and revenue $511M (up 26% YoY), showing solid top‑line growth and an earnings beat. BusinessWire: Advanced Energy Reports First Quarter 2026 Results
• Positive Sentiment: Gross margin improvement — management highlighted non‑GAAP gross margin above 40% for the quarter, a key operating improvement that supports higher profitability going forward. BusinessWire: Advanced Energy Reports First Quarter 2026 Results
• Neutral Sentiment: Complete disclosure available — the earnings slide deck and full call transcript were published, useful for drilling into segment trends and backlog details. Investors can review the presentation and call for management commentary on end markets. Seeking Alpha: Q1 Results – Earnings Call Presentation Seeking Alpha: Q1 2026 Earnings Call Transcript
• Negative Sentiment: Q2 guidance disappointed the market — AEIS gave Q2 non‑GAAP EPS guidance of $1.93–$2.43 vs. a consensus ~$1.94; the low end of the range is slightly below street expectations, which capped near‑term upside and prompted profit‑taking. MarketBeat: AEIS Guidance & Links
• Negative Sentiment: Cash flow and inventory build raised quality‑of‑earnings concerns — Q1 operating cash flow was a modest outflow tied to seasonal payables and a $48M inventory increase to support demand; investors worried about working‑capital drag. QuiverQuant: AEIS slides as Q2 outlook underwhelms
• Negative Sentiment: Market reaction and positioning — coverage notes a late‑day tumble and heavy insider selling disclosure in recent periods; after a strong run to near the 12‑month high, investors appear to be trimming exposures on signs of near‑term growth moderation. MSN: Advanced Energy 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.