Advanced Energy Industries (NASDAQ:AEIS) Stock Gets Price Target Trim from Robert W. Baird

Advanced Energy Industries (NASDAQ:AEIS) had its target price lowered by research analysts at Robert W. Baird from $410.00 to $330.00 in a research note issued on Tuesday, Benzinga reports. The brokerage presently has an “outperform” rating on the electronics maker’s stock. Robert W. Baird‘s price objective points to a potential upside of 51.94% from the stock’s current price.

Other analysts have also issued reports about the stock. Seaport Research Partners upgraded shares of Advanced Energy Industries from a “neutral” rating to a “buy” rating and set a $410.00 price target on the stock in a research note on Tuesday, August 4th. Wells Fargo & Company reissued an “overweight” rating and issued a $310.00 price objective on shares of Advanced Energy Industries in a research note on Tuesday. TD Cowen lifted 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, August 4th. Morgan Stanley set a $375.00 target price on shares of Advanced Energy Industries in a research note on Monday, October 26th. Finally, Citigroup reiterated a “buy” rating on shares of Advanced Energy Industries in a report on Monday, September 28th. Eleven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $387.08.

Advanced Energy Industries Trading Down 2.2%

AEIS opened at $217.19 on Tuesday. Advanced Energy Industries has a 52 week low of $187.71 and a 52 week high of $397.44. The business has a fifty day simple moving average of $265.86 and a 200-day simple moving average of $307.14. The firm has a market cap of $8.70 billion, a P/E ratio of 40.52 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 posted its quarterly earnings data on Monday, November 2nd. The electronics maker reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.04 by $0.61. Advanced Energy Industries had a return on equity of 20.75% and a net margin of 10.77%. The firm had revenue of $696.40 million for the quarter, compared to the consensus estimate of $644.85 million. During the same quarter in the previous year, the business earned $1.74 EPS. The company’s quarterly revenue was up 50.3% compared to the same quarter last year. On average, equities analysts expect that Advanced Energy Industries will post 9.55 earnings per share for the current year.

Insider Activity

In other Advanced Energy Industries news, COO Eduardo Acebedo sold 24,771 shares of the company’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $315.48, for a total transaction of $7,814,755.08. Following the sale, the chief operating officer owned 23,109 shares in the company, valued at $7,290,427.32. This represents a 51.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Elizabeth Vonne sold 632 shares of the stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $288.14, for a total value of $182,104.48. Following the completion of the sale, the executive vice president directly owned 9,177 shares in the company, valued at $2,644,260.78. This represents a 6.44% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 27,218 shares of company stock worth $8,562,008. 1.30% of the stock is owned by company insiders.

Institutional Trading of Advanced Energy Industries

Large investors have recently made changes to their positions in the company. BlackRock Inc. acquired a new position in Advanced Energy Industries during the 2nd quarter worth approximately $1,725,045,000. Bank of America Corp DE acquired a new stake in shares of Advanced Energy Industries in the 2nd quarter valued at $382,342,000. The Manufacturers Life Insurance Company acquired a new stake in shares of Advanced Energy Industries in the 2nd quarter valued at $166,162,000. Arrowstreet Capital Limited Partnership lifted its position in shares of Advanced Energy Industries by 17.0% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 335,591 shares of the electronics maker’s stock worth $108,299,000 after purchasing an additional 48,842 shares during the last quarter. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Advanced Energy Industries during the 2nd quarter worth $95,719,000. 99.67% of the stock is currently owned by hedge funds and other institutional investors.

Advanced Energy Industries News Summary

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

• Positive Sentiment: Advanced Energy reported third-quarter earnings of $3.65 per share, well above the roughly $3.04–$3.06 analyst consensus, while revenue reached $696.4 million versus expectations near $644.9 million. Earnings more than doubled from $1.74 per share a year earlier, and revenue increased 50.3%. Advanced Energy third-quarter earnings results
• Positive Sentiment: Management described the quarter as another record period, with sequential and year-over-year growth across all of its markets. Chip-equipment and data-center sales reportedly reached records, while operating costs grew much more slowly than revenue, helping the operating margin approximately double. Advanced Energy operating margin reaction
• Positive Sentiment: The strong results and management commentary initially prompted a favorable market reaction, reinforcing the company’s exposure to semiconductor manufacturing and expanding data-center demand. Advanced Energy third-quarter 2026 results
• Neutral Sentiment: Despite the earnings beat, AEIS trades at a relatively high trailing P/E of about 40.5, and its shares remain well below the 12-month high. Investors may therefore be demanding continued strong growth and additional guidance before pushing the stock higher.
• Negative Sentiment: The subsequent pullback suggests profit-taking or disappointment that the report did not provide a larger positive catalyst beyond what investors had already anticipated. No weaker quarterly results were reported in the supplied coverage. Advanced Energy Q3 2026 earnings call transcript

Advanced Energy Industries Company Profile

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.