Advanced Energy Industries (NASDAQ:AEIS) Price Target Raised to $350.00 at TD Cowen

Advanced Energy Industries (NASDAQ:AEIS) had its target price increased by TD Cowen from $300.00 to $350.00 in a research note issued on Tuesday,Benzinga reports. The brokerage presently has a “hold” rating on the electronics maker’s stock. TD Cowen’s price target suggests a potential downside of 0.83% from the company’s current price.

A number of other equities research analysts have also recently weighed in on the stock. Citigroup lifted their price target on shares of Advanced Energy Industries from $330.00 to $385.00 and gave the company a “buy” rating in a research report on Friday, March 20th. Stifel Nicolaus lifted their price target on shares of Advanced Energy Industries from $310.00 to $325.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Zacks Research cut shares of Advanced Energy Industries from a “strong-buy” rating to a “hold” rating in a research report on Thursday, April 9th. KeyCorp lifted their price target on shares of Advanced Energy Industries from $375.00 to $415.00 and gave the company an “overweight” rating in a research report on Tuesday. Finally, Bank of America raised their price objective on shares of Advanced Energy Industries from $260.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Eight research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $355.50.

Advanced Energy Industries Trading Down 8.8%

Advanced Energy Industries stock traded down $34.12 during midday trading on Tuesday, hitting $352.92. 1,099,880 shares of the stock were exchanged, compared to its average volume of 711,368. Advanced Energy Industries has a fifty-two week low of $106.48 and a fifty-two week high of $397.44. The stock has a market capitalization of $13.36 billion, a price-to-earnings ratio of 92.75, a PEG ratio of 2.85 and a beta of 1.40. The stock’s 50-day simple moving average is $341.89 and its 200 day simple moving average is $269.24.

Advanced Energy Industries (NASDAQ:AEIS) last released its quarterly earnings data on Monday, May 4th. The electronics maker reported $2.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.96 by $0.13. Advanced Energy Industries had a net margin of 8.25% and a return on equity of 15.72%. The firm had revenue of $511.00 million during the quarter, compared to analysts’ expectations of $505.81 million. During the same period last year, the business earned $1.23 earnings per share. Advanced Energy Industries’s revenue 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 anticipate that Advanced Energy Industries will post 7.05 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Brian Shirley sold 1,234 shares of Advanced Energy Industries stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $310.19, for a total value of $382,774.46. Following the completion of the transaction, the director owned 5,584 shares in the company, valued at $1,732,100.96. The trade was a 18.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Stephen Douglas Kelley sold 50,000 shares of Advanced Energy Industries stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $316.62, for a total transaction of $15,831,000.00. Following the completion of the transaction, the chief executive officer owned 80,376 shares of the company’s stock, valued at $25,448,649.12. This represents a 38.35% 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 over the last ninety days. 1.30% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Royal Bank of Canada raised its holdings in Advanced Energy Industries by 16.5% during the first quarter. Royal Bank of Canada now owns 11,155 shares of the electronics maker’s stock worth $1,063,000 after purchasing an additional 1,578 shares in the last quarter. Advisors Asset Management Inc. raised its holdings in Advanced Energy Industries by 47.7% during the first quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock worth $51,000 after purchasing an additional 174 shares in the last quarter. AQR Capital Management LLC acquired a new stake in Advanced Energy Industries during the first quarter worth approximately $468,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Advanced Energy Industries by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 22,278 shares of the electronics maker’s stock worth $2,123,000 after purchasing an additional 970 shares in the last quarter. Finally, United Services Automobile Association acquired a new stake in Advanced Energy Industries during the first quarter worth approximately $228,000. Hedge funds and other institutional investors 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 — EPS $2.09 (above consensus) and revenue $511M; management reported non‑GAAP gross margin above 40%, signaling improving profitability. Advanced Energy Reports First Quarter 2026 Results
• Positive Sentiment: Needham raised its price target to $400 and reiterated a Buy rating, showing optimism on upside versus the current price. Benzinga: Needham Raise The Fly: Needham Raise
• Positive Sentiment: Robert W. Baird raised its target to $380 and keeps an Outperform rating, another sign of analyst confidence in medium‑term revenue and margin trends. Tickerreport: Baird Raise
• Neutral Sentiment: Full Q1 call materials and transcript are available for deeper detail on product demand, backlog and margin drivers. (Use these to confirm management commentary on inventory and working capital timing.) Q1 2026 Earnings Call Transcript Q1 Slide Deck
• Negative Sentiment: Q2 guidance was mixed: EPS guide of $1.93–$2.43 (low end slightly below consensus) and revenue $520M–$560M; the conservative low‑end EPS and midpoint near consensus left limited near‑term upside. Q2 Guidance (Slide Deck)
• Negative Sentiment: Market commentary flagged a Q1 operating cash outflow driven by a $48M inventory build to support demand — investors see short‑term cash and working‑capital risk if demand or supply timing slips. QuiverQuant: Q2 Outlook & Inventory Concerns
• Negative Sentiment: Wells Fargo raised its target only slightly to $345 and kept an Equal Weight rating — its target implies limited upside (and modest downside from current levels), adding to mixed analyst signals. Benzinga: Wells Fargo Update
• Negative Sentiment: Notable insider selling activity has been reported (multiple executive sales over recent months), which can weigh on sentiment even if unrelated to fundamentals. QuiverQuant: Insider & Institutional Activity

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.