Advanced Energy Industries (NASDAQ:AEIS) Earns Buy Rating from Needham & Company LLC

Advanced Energy Industries (NASDAQ:AEIS)‘s stock had its “buy” rating reissued by analysts at Needham & Company LLC in a report released on Tuesday,Benzinga reports. They currently have a $400.00 price objective on the electronics maker’s stock. Needham & Company LLC’s price objective would indicate a potential upside of 34.96% from the stock’s current price.

AEIS has been the topic of several other reports. Wall Street Zen upgraded Advanced Energy Industries from a “hold” rating to a “buy” rating in a report on Saturday, June 27th. Cantor Fitzgerald increased their price objective on shares of Advanced Energy Industries from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Monday, June 29th. TD Cowen raised their target price on Advanced Energy Industries from $300.00 to $350.00 and gave the company a “hold” rating in a report on Tuesday, May 5th. Zacks Research upgraded shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 30th. Finally, Susquehanna increased their price target on shares of Advanced Energy Industries from $430.00 to $535.00 and gave the stock a “positive” rating in a research report on Tuesday, June 30th. One 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 company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $404.25.

Advanced Energy Industries Trading Up 2.4%

Shares of AEIS stock opened at $296.38 on Tuesday. Advanced Energy Industries has a 12-month low of $128.40 and a 12-month high of $397.44. The company has a market capitalization of $11.27 billion, a P/E ratio of 62.40, a P/E/G ratio of 1.22 and a beta of 1.29. The business’s 50 day moving average is $319.84 and its two-hundred day moving average is $320.77.

Advanced Energy Industries (NASDAQ:AEIS) last issued its quarterly earnings results on Monday, August 3rd. The electronics maker reported $2.74 EPS for the quarter, topping the consensus estimate of $2.21 by $0.53. The company had revenue of $574.10 million during the quarter, compared to analyst estimates of $544.41 million. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 17.99%. The firm’s revenue was up 30.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.50 EPS. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. On average, research analysts predict that Advanced Energy Industries will post 7.91 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Advanced Energy Industries

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Geode Capital Management LLC grew its position in shares of Advanced Energy Industries by 3.1% during the fourth quarter. Geode Capital Management LLC now owns 956,979 shares of the electronics maker’s stock worth $200,393,000 after buying an additional 28,549 shares in the last quarter. Bank of America Corp DE raised its holdings in Advanced Energy Industries by 2.2% in the second quarter. Bank of America Corp DE now owns 946,649 shares of the electronics maker’s stock valued at $125,431,000 after acquiring an additional 20,573 shares in the last quarter. Norges Bank purchased a new position in Advanced Energy Industries in the fourth quarter worth approximately $123,403,000. Franklin Resources Inc. lifted its stake in Advanced Energy Industries by 55.4% in the fourth quarter. Franklin Resources Inc. now owns 487,494 shares of the electronics maker’s stock worth $102,067,000 after acquiring an additional 173,836 shares during the last quarter. Finally, Fuller & Thaler Asset Management Inc. grew its holdings in Advanced Energy Industries by 1,734.1% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 427,674 shares of the electronics maker’s stock worth $89,542,000 after acquiring an additional 404,356 shares in the last quarter. Hedge funds and other institutional investors own 99.67% of the company’s stock.

Key Advanced Energy Industries News

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

• Positive Sentiment: Q2 results exceeded expectations. Advanced Energy reported adjusted earnings of $2.74 per share, versus the $2.19-$2.21 analyst consensus, while revenue reached $574.1 million compared with estimates near $544.4 million. EPS increased from $1.50 in the year-ago quarter, and revenue grew 30%. Advanced Energy Industries Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Third-quarter guidance was well above consensus. AEIS forecast EPS of $2.75-$3.25, compared with the $2.34 consensus estimate, and revenue of $620 million-$660 million, versus expectations of approximately $569.8 million. This implies continued momentum into the next quarter. Advanced Energy Reports Second Quarter 2026 Results
• Positive Sentiment: Management cited record performance and strengthening demand. CEO Steve Kelley said revenue and EPS exceeded the high end of company guidance, with demand improving across AEIS’s markets. The earnings call reinforced the company’s upbeat operating outlook. AEIS Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Technical and valuation considerations remain relevant. AEIS has a market capitalization of roughly $11.3 billion and a P/E ratio near 62, while its share price is below both key moving averages. Strong results may support the shares, but the elevated valuation leaves less room for execution disappointments.

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.