Advanced Energy Industries (NASDAQ:AEIS) Releases Q3 2026 Earnings Guidance

Advanced Energy Industries (NASDAQ:AEIS) issued an update on its third quarter 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 2.750-3.250 for the period, compared to the consensus EPS estimate of 2.340. The company issued revenue guidance of $620.0 million-$660.0 million, compared to the consensus revenue estimate of $569.8 million.

Analysts Set New Price Targets

A number of research firms recently commented on AEIS. Needham & Company LLC reaffirmed a “buy” rating and issued a $400.00 price target on shares of Advanced Energy Industries in a report on Tuesday. Cantor Fitzgerald reissued an “overweight” rating on shares of Advanced Energy Industries in a report on Tuesday. TD Cowen upped their price objective on shares of Advanced Energy Industries from $350.00 to $370.00 and gave the company a “hold” rating in a report on Tuesday. Robert W. Baird boosted their price target on shares of Advanced Energy Industries from $360.00 to $380.00 and gave the company an “outperform” rating in a research report on Tuesday, May 5th. Finally, Seaport Research Partners raised shares of Advanced Energy Industries to a “buy” rating in a report on Tuesday. 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. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $409.50.

Advanced Energy Industries Trading Down 0.1%

Shares of NASDAQ AEIS opened at $340.92 on Wednesday. The business has a 50-day moving average of $319.87 and a 200-day moving average of $321.50. The firm has a market capitalization of $12.97 billion, a price-to-earnings ratio of 71.77, a PEG ratio of 1.24 and a beta of 1.29. Advanced Energy Industries has a 12 month low of $128.40 and a 12 month high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last posted its quarterly earnings data on Monday, August 3rd. The electronics maker reported $2.74 earnings per share for the quarter, beating the consensus estimate of $2.21 by $0.53. The firm had revenue of $574.10 million for the quarter, compared to analysts’ expectations of $544.41 million. Advanced Energy Industries had a net margin of 10.77% and a return on equity of 21.15%. The business’s quarterly revenue was up 30.0% on a year-over-year basis. During the same quarter last year, the company posted $1.50 EPS. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. On average, analysts predict that Advanced Energy Industries will post 7.91 earnings per share for the current year.

Institutional Trading of Advanced Energy Industries

Several hedge funds have recently added to or reduced their stakes in AEIS. Fuller & Thaler Asset Management Inc. lifted its stake in shares of Advanced Energy Industries by 1,734.1% in 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 acquiring an additional 404,356 shares during the last quarter. Wellington Management Group LLP purchased a new stake in shares of Advanced Energy Industries during the third quarter valued at approximately $50,173,000. Arrowstreet Capital Limited Partnership grew its holdings in shares of Advanced Energy Industries by 131.4% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 286,749 shares of the electronics maker’s stock worth $60,037,000 after purchasing an additional 162,841 shares during the last quarter. Millennium Management LLC boosted its position in Advanced Energy Industries by 790.8% during the 3rd quarter. Millennium Management LLC now owns 169,797 shares of the electronics maker’s stock valued at $28,889,000 after buying an additional 150,736 shares during the period. Finally, Sora Investors LLC increased its position in shares of Advanced Energy Industries by 473.0% in the fourth quarter. Sora Investors LLC now owns 175,528 shares of the electronics maker’s stock valued at $36,750,000 after acquiring an additional 144,894 shares during the period. 99.67% of the stock is owned by institutional investors.

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.