Advanced Energy Industries (NASDAQ:AEIS) Issues Q4 2026 Earnings Guidance

Advanced Energy Industries (NASDAQ:AEIS) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 3.600-4.200 for the period, compared to the consensus earnings per share estimate of 3.310. The company issued revenue guidance of $710.0 million-$760.0 million, compared to the consensus revenue estimate of $693.2 million.

Advanced Energy Industries Price Performance

Advanced Energy Industries stock opened at $238.10 on Wednesday. The company has a market capitalization of $9.54 billion, a price-to-earnings ratio of 34.26 and a beta of 1.38. The company has a current ratio of 3.79, a quick ratio of 2.94 and a debt-to-equity ratio of 0.78. Advanced Energy Industries has a 12 month low of $187.71 and a 12 month high of $397.44. The stock’s 50 day moving average is $265.13 and its 200-day moving average is $307.14.

Advanced Energy Industries (NASDAQ:AEIS) last issued its quarterly earnings data on Monday, November 2nd. The electronics maker reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.04 by $0.61. The business had revenue of $696.40 million during the quarter, compared to analysts’ expectations of $644.85 million. Advanced Energy Industries had a net margin of 12.72% and a return on equity of 25.79%. The business’s revenue was up 50.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.74 EPS. Equities research analysts expect that Advanced Energy Industries will post 9.55 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on AEIS shares. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Energy Industries in a research note on Tuesday. Morgan Stanley decreased their price target on Advanced Energy Industries from $375.00 to $368.00 and set an “overweight” rating on the stock in a research note on Tuesday. Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Energy Industries in a report on Wednesday, August 26th. Seaport Research Partners upgraded Advanced Energy Industries from a “neutral” rating to a “buy” rating and set a $410.00 price objective for the company in a research report on Tuesday, August 4th. Finally, Zacks Research downgraded Advanced Energy Industries from a “strong-buy” rating to a “hold” rating in a research report on Friday, October 23rd. Eleven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $377.75.

Insider Buying and Selling

In other news, COO Eduardo Acebedo sold 24,771 shares of the company’s stock in a transaction 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 directly owned 23,109 shares in the company, valued at approximately $7,290,427.32. This represents a 51.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Elizabeth Vonne sold 632 shares of the company’s stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $288.14, for a total transaction of $182,104.48. Following the transaction, the executive vice president owned 9,177 shares of the company’s stock, valued at $2,644,260.78. This trade represents a 6.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 27,218 shares of company stock worth $8,562,008 in the last 90 days. Company insiders own 1.30% of the company’s stock.

Key Stories Impacting Advanced Energy Industries

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

• Positive Sentiment: Third-quarter adjusted earnings were $3.65 per share versus a roughly $3.04 consensus, while revenue of $696.4 million exceeded estimates of $644.9 million and increased 50.3% year over year. Record semiconductor and data-center sales helped drive the results. Article: AEIS Q3 Earnings Beat on Semiconductor and Data Center Strength
• Positive Sentiment: Fourth-quarter guidance also topped analyst expectations: AEIS forecast EPS of $3.60–$4.20 and revenue of $710 million–$760 million, above consensus for both. Management raised its 2026 revenue-growth outlook to 40% and pointed to strong demand and further growth potential in 2027. Article: AEIS Q3 Earnings Call Highlights Strong Demand and 2027 Growth
• Neutral Sentiment: A recent article revisits whether AEIS is undervalued in light of its earnings and guidance reset, keeping valuation in focus after the results. Article: Is Advanced Energy Industries Undervalued?
• Negative Sentiment: Several firms cut their price targets, which could temper enthusiasm. Citigroup, Morgan Stanley and Baird retained bullish ratings, while TD Cowen lowered its target sharply and moved to Hold—signaling more cautious views on valuation despite the earnings beat.

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.