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

Advanced Energy Industries (NASDAQ:AEIS) updated its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 3.600-4.200 for the period, compared to the consensus 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.

Analyst Ratings Changes

AEIS has been the subject of several recent research reports. Robert W. Baird lowered their price objective on Advanced Energy Industries from $410.00 to $330.00 and set an “outperform” rating for the company in a research report on Tuesday. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Energy Industries in a report on Wednesday, August 26th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Energy Industries in a research note on Tuesday, September 22nd. Morgan Stanley set a $375.00 price target on shares of Advanced Energy Industries in a report on Monday, October 26th. Finally, Seaport Research Partners upgraded shares of Advanced Energy Industries from a “neutral” rating to a “buy” rating and set a $410.00 price target for the company in a report on Tuesday, August 4th. Eleven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Advanced Energy Industries currently has a consensus rating of “Moderate Buy” and an average target price of $379.17.

Advanced Energy Industries Trading Up 11.1%

Shares of AEIS traded up $24.15 during mid-day trading on Tuesday, hitting $241.34. 254,259 shares of the company’s stock traded hands, compared to its average volume of 740,034. The business’s 50-day moving average price is $265.86 and its 200-day moving average price is $307.14. Advanced Energy Industries has a 1 year low of $187.71 and a 1 year high of $397.44. The firm has a market capitalization of $9.67 billion, a P/E ratio of 44.93 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 results on Monday, November 2nd. The electronics maker reported $3.65 earnings per share 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 analysts’ expectations of $644.85 million. Advanced Energy Industries had a net margin of 10.77% and a return on equity of 20.75%. The firm’s revenue for the quarter was up 50.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.74 earnings per share. As a group, sell-side analysts forecast that Advanced Energy Industries will post 9.55 EPS for the current fiscal year.

Insider Transactions at Advanced Energy Industries

In other Advanced Energy Industries news, EVP Elizabeth Vonne sold 908 shares of Advanced Energy Industries stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $332.68, for a total transaction of $302,073.44. Following the sale, the executive vice president directly owned 10,712 shares of the company’s stock, valued at approximately $3,563,668.16. The trade was a 7.81% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Eduardo Acebedo sold 24,771 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $315.48, for a total value of $7,814,755.08. Following the transaction, the chief operating officer owned 23,109 shares in the company, valued at $7,290,427.32. This trade represents a 51.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 27,218 shares of company stock valued at $8,562,008. 1.30% of the stock is owned by insiders.

Advanced Energy Industries News Roundup

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.