TD Cowen Has Lowered Expectations for Advanced Energy Industries (NASDAQ:AEIS) Stock Price

Advanced Energy Industries (NASDAQ:AEIS) had its price objective reduced by analysts at TD Cowen from $370.00 to $275.00 in a report issued on Tuesday, Benzinga reports. The firm currently has a “hold” rating on the electronics maker’s stock. TD Cowen‘s target price points to a potential upside of 13.83% from the stock’s current price.

A number of other analysts have also recently commented on AEIS. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Energy Industries in a research note on Wednesday, August 26th. Seaport Research Partners raised shares of Advanced Energy Industries from a “neutral” rating to a “buy” rating and set a $410.00 price objective for the company in a report on Tuesday, August 4th. Zacks Research lowered shares of Advanced Energy Industries from a “strong-buy” rating to a “hold” rating in a research note on Friday, October 23rd. Morgan Stanley set a $375.00 target price on shares of Advanced Energy Industries in a report on Monday, October 26th. Finally, Needham & Company LLC restated a “buy” rating and set a $400.00 target price on shares of Advanced Energy Industries in a research report on Tuesday, August 4th. Eleven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $379.17.

Advanced Energy Industries Stock Performance

Advanced Energy Industries stock traded up $24.40 during midday trading on Tuesday, reaching $241.59. The stock had a trading volume of 237,166 shares, compared to its average volume of 740,034. Advanced Energy Industries has a 12 month low of $187.71 and a 12 month high of $397.44. The firm’s 50-day moving average price is $265.86 and its 200 day moving average price is $307.14. The firm has a market capitalization of $9.68 billion, a PE ratio of 45.14 and a beta of 1.31. The company has a quick ratio of 2.94, a current ratio of 3.79 and a debt-to-equity ratio of 0.78.

Advanced Energy Industries (NASDAQ:AEIS) last released its quarterly earnings data on Monday, November 2nd. The electronics maker reported $3.65 EPS for the quarter, beating the consensus estimate of $3.04 by $0.61. The business had revenue of $696.40 million for the quarter, compared to the consensus estimate of $644.85 million. Advanced Energy Industries had a net margin of 10.77% and a return on equity of 20.75%. The company’s revenue was up 50.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.74 earnings per share. As a group, research analysts predict that Advanced Energy Industries will post 9.55 earnings per share for the current fiscal year.

Insider Transactions at Advanced Energy Industries

In other news, EVP Elizabeth Vonne sold 632 shares of the firm’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $288.14, for a total value of $182,104.48. Following the completion of the transaction, the executive vice president directly owned 9,177 shares in the company, valued at approximately $2,644,260.78. This trade represents a 6.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Eduardo Acebedo sold 24,771 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $315.48, for a total transaction of $7,814,755.08. Following the completion of the transaction, the chief operating officer owned 23,109 shares of the company’s stock, valued at $7,290,427.32. This trade represents a 51.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 27,218 shares of company stock worth $8,562,008. Insiders own 1.30% of the company’s stock.

Institutional Trading of Advanced Energy Industries

Several institutional investors and hedge funds have recently bought and sold shares of AEIS. BlackRock Inc. purchased a new position in Advanced Energy Industries in the 2nd quarter worth approximately $1,725,045,000. Bank of America Corp DE purchased a new stake in shares of Advanced Energy Industries during the 2nd quarter valued at $382,342,000. The Manufacturers Life Insurance Company purchased a new stake in shares of Advanced Energy Industries during the 2nd quarter valued at $166,162,000. Bank of New York Mellon Corp purchased a new stake in shares of Advanced Energy Industries during the 2nd quarter valued at $95,719,000. Finally, Bamco Inc. NY bought a new stake in shares of Advanced Energy Industries during the 2nd quarter worth $51,966,000. 99.67% of the stock is currently owned by hedge funds and other institutional investors.

More Advanced Energy Industries News

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

• Positive Sentiment: Advanced Energy reported third-quarter EPS of $3.65, versus the $3.04 consensus estimate, while revenue reached $696.4 million, ahead of the $644.85 million forecast. Revenue increased 50.3% year over year, and EPS more than doubled from $1.74 a year earlier. Advanced Energy Industries quarterly earnings report
• Positive Sentiment: Management issued fourth-quarter guidance above Wall Street expectations, forecasting EPS of $3.60-$4.20 versus the $3.31 consensus and revenue of $710 million-$760 million versus the $693.2 million estimate. This suggests momentum is continuing into the next quarter.
• Positive Sentiment: Record sales in chip equipment and data-center markets, combined with costs growing more slowly than revenue, significantly improved operating leverage and margins. Management said revenue grew sequentially and year over year across all of its markets. Advanced Energy Reports Third Quarter 2026 Results
• Neutral Sentiment: Robert W. Baird lowered its price target from $410 to $330 but maintained an “outperform” rating. The revised target still implies substantial potential upside from the referenced $217.19 price, indicating confidence in the business but a more cautious valuation view. Robert W. Baird Advanced Energy Industries rating
• Negative Sentiment: The target reduction may temper enthusiasm because it signals that Baird sees less near-term valuation upside than previously expected, even though the analyst remains bullish.

About Advanced Energy Industries

Advanced Energy Industries, Inc develops and manufactures precision power-conversion, measurement and control technologies. Its products are designed to regulate, transform and deliver electrical power with high levels of accuracy and reliability in demanding industrial applications.

The company’s portfolio includes direct-current and alternating-current power supplies, radio-frequency power systems, high-voltage power supplies, thermal-management equipment, power control modules, and measurement and control instruments.