Advanced Energy Industries (NASDAQ:AEIS) Sets New 12-Month High on Analyst Upgrade

Advanced Energy Industries, Inc. (NASDAQ:AEIS)’s share price hit a new 52-week high during trading on Monday after Stifel Nicolaus raised their price target on the stock from $270.00 to $310.00. Stifel Nicolaus currently has a buy rating on the stock. Advanced Energy Industries traded as high as $281.38 and last traded at $277.3650, with a volume of 22271 shares trading hands. The stock had previously closed at $273.26.

Several other brokerages have also issued reports on AEIS. Zacks Research lowered Advanced Energy Industries from a “strong-buy” rating to a “hold” rating in a research note on Thursday, January 1st. KeyCorp set a $290.00 target price on shares of Advanced Energy Industries in a research report on Thursday, January 22nd. TD Cowen reissued a “hold” rating on shares of Advanced Energy Industries in a research note on Wednesday, November 5th. Robert W. Baird set a $190.00 price target on shares of Advanced Energy Industries in a report on Monday, October 27th. Finally, Citigroup upped their price objective on shares of Advanced Energy Industries from $167.00 to $255.00 and gave the company a “buy” rating in a report on Wednesday, November 12th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $259.50.

Insiders Place Their Bets

In other Advanced Energy Industries news, Director Tina Donikowski sold 2,257 shares of Advanced Energy Industries stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $210.33, for a total transaction of $474,714.81. Following the completion of the transaction, the director owned 8,248 shares in the company, valued at approximately $1,734,801.84. The trade was a 21.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 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 value of $1,660,221.14. Following the sale, the executive vice president directly owned 24,792 shares of the company’s stock, valued at $5,035,503.12. This represents a 24.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.20% of the stock is currently owned by company insiders.

Key Advanced Energy Industries News

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

• Positive Sentiment: Q4 results beat expectations — AEIS reported $1.94 EPS (vs. ~ $1.76 consensus) and revenue of $489.4M (above estimates), with revenue up ~17.8% year-over-year, showing healthy demand and margin improvement. MarketBeat Q4 report and materials
• Positive Sentiment: Upbeat Q1 2026 guidance — Management guided to EPS of $1.69–$2.19 (well above consensus ~$1.49) and revenue of $480–$520M (above the ~$468M consensus), signaling continued top-line strength and margin confidence. (Company guidance released with earnings.)
• Positive Sentiment: Analyst support — Stifel raised its price target to $310 and maintained a buy rating, adding third‑party validation to the upside case. The Fly: Stifel price-target raise
• Neutral Sentiment: Short-interest data reported odd/zero values for the period (likely a reporting quirk) — no clear bearish pressure indicated by the provided short-interest figures.

Institutional Investors Weigh In On Advanced Energy Industries

Several institutional investors have recently bought and sold shares of AEIS. Norges Bank bought a new position in Advanced Energy Industries during the 4th quarter valued at $123,403,000. Analog Century Management LP purchased a new stake in shares of Advanced Energy Industries in the third quarter valued at about $79,507,000. Wellington Management Group LLP bought a new position in shares of Advanced Energy Industries during the third quarter valued at about $50,173,000. GW&K Investment Management LLC boosted its holdings in Advanced Energy Industries by 51.5% during the third quarter. GW&K Investment Management LLC now owns 699,780 shares of the electronics maker’s stock worth $119,062,000 after purchasing an additional 237,895 shares during the last quarter. Finally, Franklin Resources Inc. purchased a new position in Advanced Energy Industries during the second quarter worth about $30,687,000. Institutional investors own 99.67% of the company’s stock.

Advanced Energy Industries Stock Up 0.2%

The company has a current ratio of 4.10, a quick ratio of 3.01 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $10.56 billion, a P/E ratio of 73.44, a P/E/G ratio of 1.34 and a beta of 1.41. The stock’s 50-day simple moving average is $235.73 and its 200-day simple moving average is $196.91.

Advanced Energy Industries (NASDAQ:AEIS) last posted its earnings results on Tuesday, February 10th. The electronics maker reported $1.94 EPS for the quarter, topping the consensus estimate of $1.76 by $0.18. The firm had revenue of $489.40 million for the quarter, compared to analysts’ expectations of $473.12 million. Advanced Energy Industries had a net margin of 8.41% and a return on equity of 14.27%. The company’s quarterly revenue was up 17.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.30 EPS. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. As a group, research analysts predict that Advanced Energy Industries, Inc. will post 3.66 earnings per share for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The business also recently declared 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 payout ratio is 10.50%.

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.