Advanced Energy Industries (NASDAQ:AEIS) Shares Up 6.5% Following Analyst Upgrade

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

A number of other equities analysts have also recently issued reports on the company. TD Cowen boosted their target price on Advanced Energy Industries from $300.00 to $350.00 and gave the stock a “hold” rating in a research report on Tuesday, May 5th. Morgan Stanley began coverage on Advanced Energy Industries in a research report on Wednesday, July 22nd. They issued an “overweight” rating and a $421.00 price target for the company. Bank of America boosted their price objective on Advanced Energy Industries from $430.00 to $450.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Wells Fargo & Company raised shares of Advanced Energy Industries from an “equal weight” rating to an “overweight” rating and upped their price objective for the company from $345.00 to $465.00 in a research note on Wednesday, July 1st. Finally, Cantor Fitzgerald raised their target price on shares of Advanced Energy Industries from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Monday, June 29th. One equities research 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 stock. Based on data from MarketBeat.com, Advanced Energy Industries presently has an average rating of “Moderate Buy” and an average target price of $404.25.

Trending Headlines about Advanced Energy Industries

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.

Institutional Investors Weigh In On Advanced Energy Industries

A number of large investors have recently bought and sold shares of the business. Keybank National Association OH bought a new stake in shares of Advanced Energy Industries during the 4th quarter worth about $644,000. Campbell Newman Asset Management Inc. bought a new position in shares of Advanced Energy Industries in the 4th quarter valued at approximately $1,954,000. B. Metzler seel. Sohn & Co. AG bought a new position in shares of Advanced Energy Industries in the 4th quarter valued at approximately $2,607,000. Wolverine Asset Management LLC acquired a new stake in Advanced Energy Industries in the 4th quarter worth approximately $1,107,000. Finally, Comerica Bank lifted its holdings in Advanced Energy Industries by 46.9% in the 4th quarter. Comerica Bank now owns 19,938 shares of the electronics maker’s stock worth $4,174,000 after purchasing an additional 6,361 shares during the last quarter. 99.67% of the stock is currently owned by institutional investors.

Advanced Energy Industries Stock Up 5.6%

The stock has a market cap of $11.01 billion, a P/E ratio of 60.95, a PEG ratio of 1.21 and a beta of 1.25. The business has a 50-day simple moving average of $320.41 and a 200-day simple moving average of $319.68.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings results on Monday, May 4th. The electronics maker reported $2.09 EPS for the quarter, beating the consensus estimate of $1.97 by $0.12. Advanced Energy Industries had a return on equity of 17.99% and a net margin of 10.00%.The company had revenue of $511.00 million for the quarter, compared to the consensus estimate of $505.81 million. During the same quarter last 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. On average, analysts predict that Advanced Energy Industries, Inc. will post 7.91 earnings per share for the current fiscal year.

Advanced Energy Industries Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, June 5th. Investors of record on Monday, May 25th were paid a $0.10 dividend. The ex-dividend date was Friday, May 22nd. This represents a $0.40 dividend on an annualized basis and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio (DPR) is presently 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.