Zacks Research Issues Positive Estimate for AEIS Earnings

Advanced Energy Industries, Inc. (NASDAQ:AEIS) – Research analysts at Zacks Research increased their Q3 2026 earnings per share (EPS) estimates for Advanced Energy Industries in a research report issued on Monday, August 24th. Zacks Research analyst Team now expects that the electronics maker will post earnings per share of $2.68 for the quarter, up from their prior forecast of $1.72. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Advanced Energy Industries’ current full-year earnings is $9.18 per share. Zacks Research also issued estimates for Advanced Energy Industries’ Q4 2026 earnings at $2.60 EPS, FY2026 earnings at $9.28 EPS, Q1 2027 earnings at $1.91 EPS, Q2 2027 earnings at $1.95 EPS, Q3 2027 earnings at $1.98 EPS, Q4 2027 earnings at $2.69 EPS, FY2027 earnings at $8.52 EPS, Q1 2028 earnings at $1.99 EPS, Q2 2028 earnings at $1.76 EPS and FY2028 earnings at $8.78 EPS.

Advanced Energy Industries (NASDAQ:AEIS) last issued its earnings results on Monday, August 3rd. The electronics maker reported $2.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.21 by $0.53. The firm had revenue of $574.10 million during the quarter, compared to analyst estimates of $544.41 million. Advanced Energy Industries had a net margin of 10.77% and a return on equity of 20.75%. The business’s revenue was up 30.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.50 earnings per share. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS.

Other research analysts have also recently issued research reports about the company. KeyCorp increased their price objective on Advanced Energy Industries from $375.00 to $415.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 5th. Bank of America upped their target price on Advanced Energy Industries from $430.00 to $450.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Morgan Stanley increased their price target on Advanced Energy Industries from $421.00 to $439.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 4th. Robert W. Baird raised their price target on Advanced Energy Industries from $360.00 to $380.00 and gave the company an “outperform” rating in a research note on Tuesday, May 5th. Finally, Needham & Company LLC restated a “buy” rating and issued a $400.00 price objective on shares of Advanced Energy Industries in a report on Tuesday, August 4th. 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’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $409.50.

Advanced Energy Industries Price Performance

Advanced Energy Industries stock opened at $275.43 on Wednesday. The company has a debt-to-equity ratio of 0.78, a current ratio of 3.79 and a quick ratio of 2.94. The stock has a market cap of $11.03 billion, a price-to-earnings ratio of 51.39 and a beta of 1.29. The firm has a 50-day moving average of $317.25 and a two-hundred day moving average of $327.07. Advanced Energy Industries has a 1 year low of $144.09 and a 1 year high of $397.44.

Advanced Energy Industries Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Monday, August 24th will be issued a dividend of $0.10 per share. The ex-dividend date is Monday, August 24th. This represents a $0.40 dividend on an annualized basis and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio is currently 7.46%.

Insider Buying and Selling at Advanced Energy Industries

In related news, COO Eduardo Bernal Acebedo sold 24,771 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $315.48, for a total transaction of $7,814,755.08. Following the completion of the transaction, the chief operating officer owned 23,109 shares in the company, valued at $7,290,427.32. The trade was a 51.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Elizabeth Karpinski Vonne sold 908 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $332.68, for a total value of $302,073.44. Following the sale, the executive vice president owned 10,712 shares in the company, valued at $3,563,668.16. The trade was a 7.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.30% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Royal Bank of Canada lifted its stake in shares of Advanced Energy Industries by 16.5% during the first quarter. Royal Bank of Canada now owns 11,155 shares of the electronics maker’s stock worth $1,063,000 after buying an additional 1,578 shares during the period. Advisors Asset Management Inc. raised its stake in Advanced Energy Industries by 47.7% in the 1st quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker’s stock worth $51,000 after acquiring an additional 174 shares during the last quarter. AQR Capital Management LLC purchased a new position in Advanced Energy Industries in the 1st quarter worth $468,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Advanced Energy Industries by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 22,278 shares of the electronics maker’s stock worth $2,123,000 after acquiring an additional 970 shares during the period. Finally, United Services Automobile Association acquired a new stake in Advanced Energy Industries during the 1st quarter worth about $228,000. Institutional investors and hedge funds own 99.67% of the company’s stock.

Advanced Energy Industries News Summary

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

• Positive Sentiment: Zacks raised its Q3 2026 EPS estimate to $2.68 from $1.72 and its FY2026 estimate to $9.28 from $7.68. The revised full-year forecast is also above the broader consensus estimate of $9.18, indicating stronger near-term earnings expectations.
• Positive Sentiment: Longer-term estimates were upgraded as well: FY2027 EPS increased to $8.52 from $7.03, while FY2028 EPS rose to $8.78 from $6.83. Zacks also lifted estimates for several individual quarters, including Q4 2027 to $2.69 from $2.19 and Q2 2028 to $1.76 from $1.31.
• Positive Sentiment: Zacks Research maintains a “Strong-Buy” rating on AEIS. The upgrades may reinforce investor confidence that demand—particularly from artificial-intelligence and other high-performance computing applications—can support future growth.
• Neutral Sentiment: Reported short-interest data showed zero shares sold short both before and after the latest reporting date, making the figures unusable for assessing short-covering or bearish positioning.
• Neutral Sentiment: Hedge-fund ownership reportedly increased 52% in the second quarter, although Baron Discovery Fund sold approximately 60% of its AEIS position near $375. The conflicting institutional signals provide limited directional guidance. Hedge Funds Have Flooded Into This AI Power Stock But Baron Dumped 60% of Its Stake
• Negative Sentiment: Despite the improved outlook, AEIS carries a relatively high valuation, with a reported price-to-earnings ratio above 50. Its shares also remain below their 50-day and 200-day moving averages, leaving the stock vulnerable to profit-taking if future results fail to meet the elevated expectations.

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.