Advanced Energy Industries (NASDAQ:AEIS) Updates Q1 2026 Earnings Guidance

Advanced Energy Industries (NASDAQ:AEIS) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.690-2.190 for the period, compared to the consensus estimate of 1.490. The company issued revenue guidance of $480.0 million-$520.0 million, compared to the consensus revenue estimate of $467.9 million.

Advanced Energy Industries Stock Performance

Shares of NASDAQ AEIS traded up $5.99 during trading on Thursday, reaching $314.76. The stock had a trading volume of 416,335 shares, compared to its average volume of 834,211. Advanced Energy Industries has a one year low of $75.01 and a one year high of $325.68. The company has a debt-to-equity ratio of 0.43, a quick ratio of 3.01 and a current ratio of 4.10. The stock has a market cap of $11.88 billion, a PE ratio of 82.62, a P/E/G ratio of 1.29 and a beta of 1.41. The firm’s 50 day moving average price is $237.63 and its two-hundred day moving average price is $197.69.

Advanced Energy Industries (NASDAQ:AEIS) last released its quarterly earnings data on Tuesday, February 10th. The electronics maker reported $1.94 EPS for the quarter, topping analysts’ consensus estimates of $1.76 by $0.18. Advanced Energy Industries had a net margin of 8.25% and a return on equity of 16.02%. The firm had revenue of $489.40 million during the quarter, compared to the consensus estimate of $473.12 million. During the same quarter in the previous year, the company posted $1.30 earnings per share. The firm’s revenue was up 17.8% on a year-over-year basis. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. On average, research analysts forecast that Advanced Energy Industries will post 3.66 earnings per share for the current fiscal year.

Advanced Energy Industries Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Investors of record on Monday, February 23rd will be issued a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend is Monday, February 23rd. Advanced Energy Industries’s dividend payout ratio (DPR) is 10.47%.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. TD Cowen restated a “hold” rating on shares of Advanced Energy Industries in a research note on Wednesday. Wall Street Zen lowered Advanced Energy Industries from a “strong-buy” rating to a “buy” rating in a report on Sunday, January 18th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Energy Industries in a research note on Monday, December 29th. Benchmark boosted their price target on Advanced Energy Industries from $150.00 to $225.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Finally, Stifel Nicolaus increased their price target on Advanced Energy Industries from $310.00 to $325.00 and gave the stock a “buy” rating in a research note on Wednesday. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $296.50.

Insider Buying and Selling at Advanced Energy Industries

In other news, Director Tina Donikowski sold 2,257 shares of Advanced Energy Industries stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $210.33, for a total value of $474,714.81. Following the transaction, the director owned 8,248 shares of the company’s stock, valued at $1,734,801.84. The trade was a 21.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Paul R. Oldham sold 8,174 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $203.11, for a total transaction of $1,660,221.14. Following the completion of the sale, the executive vice president owned 24,792 shares in the company, valued at $5,035,503.12. The trade was a 24.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.20% of the company’s stock.

Advanced Energy Industries News Summary

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

• Positive Sentiment: Q4 results and guidance beat — AEIS reported $1.94 EPS vs. street ~1.76 and revenue of $489.4M (up ~18% YoY). Management issued Q1 EPS guidance of $1.69–2.19 and raised revenue guidance above consensus, driven by Data Center Computing strength and margin expansion. This is the primary bullish catalyst for the rally. Article Title
• Positive Sentiment: Analyst upgrades and higher price targets — multiple firms (Needham, KeyCorp and others) raised price targets and forecasts after the beat, signaling improved sell‑side conviction and supporting further upside. Article Title
• Positive Sentiment: AI / data‑center demand highlighted — company commentary and sell‑side notes point to AI/data center spending as a sustained tailwind for AEIS’s power and control products, which supports revenue growth visibility. Article Title
• Neutral Sentiment: Management outreach / conferences — AEIS will attend multiple investor conferences (Citi, Susquehanna, Morgan Stanley) this month, which may increase visibility and analyst coverage but is not a direct earnings driver. Article Title
• Neutral Sentiment: Strategic expansion talk — company is exploring industrial and medical end‑market deals per coverage, which could be positive long term but adds execution risk and won’t immediately move fundamentals. Article Title
• Negative Sentiment: Valuation and cautious research notes — AEIS trades at a rich multiple (P/E ~82) and at elevated levels versus historical averages; one firm (Wells Fargo) set an equal‑weight rating with a lower $300 target, indicating some analyst caution about near‑term upside. Article Title

Institutional Trading of Advanced Energy Industries

Large investors have recently added to or reduced their stakes in the company. Fuller & Thaler Asset Management Inc. lifted its holdings in shares of 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 valued at $89,542,000 after buying an additional 404,356 shares during the last quarter. Wellington Management Group LLP bought a new stake in Advanced Energy Industries in the third quarter worth approximately $50,173,000. Millennium Management LLC increased its stake in shares of Advanced Energy Industries by 790.8% during the 3rd quarter. Millennium Management LLC now owns 169,797 shares of the electronics maker’s stock worth $28,889,000 after purchasing an additional 150,736 shares during the last quarter. Arrowstreet Capital Limited Partnership bought a new position in shares of Advanced Energy Industries during the 3rd quarter valued at $21,082,000. Finally, Franklin Resources Inc. raised its holdings in shares of Advanced Energy Industries by 35.4% during the 3rd quarter. Franklin Resources Inc. now owns 313,658 shares of the electronics maker’s stock valued at $53,239,000 after purchasing an additional 82,060 shares in the last quarter. 99.67% of the stock is owned by institutional investors and hedge funds.

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.