Stifel Nicolaus Forecasts Strong Price Appreciation for Advanced Energy Industries (NASDAQ:AEIS) Stock

Advanced Energy Industries (NASDAQ:AEIS) had its price target raised by research analysts at Stifel Nicolaus from $270.00 to $310.00 in a research note issued on Monday, Marketbeat.com reports. The firm presently has a “buy” rating on the electronics maker’s stock. Stifel Nicolaus’ price target suggests a potential upside of 10.79% from the company’s current price.

AEIS has been the subject of several other research reports. Robert W. Baird set a $190.00 price target on Advanced Energy Industries in a report on Monday, October 27th. Citigroup raised their target price on Advanced Energy Industries from $167.00 to $255.00 and gave the stock a “buy” rating in a research note on Wednesday, November 12th. Wall Street Zen cut shares of Advanced Energy Industries from a “strong-buy” rating to a “buy” rating in a research report on Sunday, January 18th. Benchmark raised their price objective on shares of Advanced Energy Industries from $150.00 to $225.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Finally, Bank of America lifted their target price on shares of Advanced Energy Industries from $260.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. 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, Advanced Energy Industries presently has an average rating of “Moderate Buy” and an average price target of $259.50.

Advanced Energy Industries Trading Up 0.2%

Shares of AEIS opened at $279.81 on Monday. The firm’s fifty day moving average is $235.73 and its two-hundred day moving average is $196.91. The stock has a market cap of $10.56 billion, a PE ratio of 73.44, a price-to-earnings-growth ratio of 1.34 and a beta of 1.41. The company has a quick ratio of 3.01, a current ratio of 4.10 and a debt-to-equity ratio of 0.43. Advanced Energy Industries has a 52-week low of $75.01 and a 52-week high of $283.72.

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

Insider Buying and Selling

In other news, EVP Paul R. Oldham sold 8,174 shares of the firm’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $203.11, for a total transaction of $1,660,221.14. Following the completion of the transaction, the executive vice president directly owned 24,792 shares in the company, valued at $5,035,503.12. This trade represents a 24.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Tina Donikowski sold 2,257 shares of Advanced Energy Industries stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $210.33, for a total value of $474,714.81. Following the completion of the sale, the director directly owned 8,248 shares of the company’s stock, valued at $1,734,801.84. The trade was a 21.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.20% of the company’s stock.

Hedge Funds Weigh In On Advanced Energy Industries

Several institutional investors have recently bought and sold shares of the company. Geode Capital Management LLC lifted its position in shares of Advanced Energy Industries by 3.1% during the fourth quarter. Geode Capital Management LLC now owns 956,979 shares of the electronics maker’s stock worth $200,393,000 after purchasing an additional 28,549 shares in the last quarter. Bank of America Corp DE lifted its holdings in Advanced Energy Industries by 2.2% during the 2nd quarter. Bank of America Corp DE now owns 946,649 shares of the electronics maker’s stock worth $125,431,000 after buying an additional 20,573 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its position in Advanced Energy Industries by 18.3% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 719,867 shares of the electronics maker’s stock valued at $122,478,000 after buying an additional 111,467 shares during the period. GW&K Investment Management LLC grew its stake in shares of Advanced Energy Industries by 51.5% in the third quarter. GW&K Investment Management LLC now owns 699,780 shares of the electronics maker’s stock worth $119,062,000 after acquiring an additional 237,895 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of Advanced Energy Industries during the fourth quarter worth $123,403,000. 99.67% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Advanced Energy Industries

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.

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.