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 morning. The company provided EPS guidance of 2.750-3.250 for the period, compared to the consensus 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.

Advanced Energy Industries Price Performance

AEIS opened at $296.38 on Tuesday. The stock has a 50-day moving average price of $319.84 and a 200-day moving average price of $320.77. The firm has a market cap of $11.27 billion, a PE ratio of 62.40, a P/E/G ratio of 1.22 and a beta of 1.29. Advanced Energy Industries has a 1 year low of $128.40 and a 1 year high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings results on Monday, August 3rd. The electronics maker reported $2.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.21 by $0.53. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 17.99%. The company had revenue of $574.10 million for the quarter, compared to analysts’ expectations of $544.41 million. During the same quarter in the previous year, the business posted $1.50 EPS. Advanced Energy Industries’s revenue was up 30.0% compared to the same quarter last year. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS. As a group, sell-side analysts anticipate that Advanced Energy Industries will post 7.91 EPS for the current year.

Analysts Set New Price Targets

AEIS has been the topic of a number of recent analyst reports. Weiss Ratings cut shares of Advanced Energy Industries from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, May 29th. Robert W. Baird boosted their price target on Advanced Energy Industries from $360.00 to $380.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 5th. Morgan Stanley began coverage on Advanced Energy Industries in a report on Wednesday, July 22nd. They set an “overweight” rating and a $421.00 price target on the stock. TD Cowen lifted their price objective on Advanced Energy Industries from $300.00 to $350.00 and gave the stock a “hold” rating in a report on Tuesday, May 5th. Finally, Wells Fargo & Company raised shares of Advanced Energy Industries from an “equal weight” rating to an “overweight” rating and raised their price target for the company from $345.00 to $465.00 in a report on Wednesday, July 1st. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $404.25.

Advanced Energy Industries News Roundup

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

• Positive Sentiment: Q2 results exceeded expectations. Advanced Energy reported adjusted earnings of $2.74 per share, versus the $2.19-$2.21 analyst consensus, while revenue reached $574.1 million compared with estimates near $544.4 million. EPS increased from $1.50 in the year-ago quarter, and revenue grew 30%. Advanced Energy Industries Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Third-quarter guidance was well above consensus. AEIS forecast EPS of $2.75-$3.25, compared with the $2.34 consensus estimate, and revenue of $620 million-$660 million, versus expectations of approximately $569.8 million. This implies continued momentum into the next quarter. Advanced Energy Reports Second Quarter 2026 Results
• Positive Sentiment: Management cited record performance and strengthening demand. CEO Steve Kelley said revenue and EPS exceeded the high end of company guidance, with demand improving across AEIS’s markets. The earnings call reinforced the company’s upbeat operating outlook. AEIS Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Technical and valuation considerations remain relevant. AEIS has a market capitalization of roughly $11.3 billion and a P/E ratio near 62, while its share price is below both key moving averages. Strong results may support the shares, but the elevated valuation leaves less room for execution disappointments.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of AEIS. Royal Bank of Canada raised its holdings in Advanced Energy Industries by 16.5% in the 1st 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 during the period. Advisors Asset Management Inc. lifted its position 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 valued at $51,000 after purchasing an additional 174 shares in the last quarter. AQR Capital Management LLC bought a new stake in Advanced Energy Industries during the first quarter valued at about $468,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew 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 valued at $2,123,000 after purchasing an additional 970 shares during the period. Finally, United Services Automobile Association purchased a new stake in Advanced Energy Industries in the first quarter worth about $228,000. Hedge funds and other institutional investors own 99.67% of the company’s stock.

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.