Zacks Research Has Optimistic Outlook of AEIS Q2 Earnings

Advanced Energy Industries, Inc. (NASDAQ:AEIS) – Equities researchers at Zacks Research boosted their Q2 2026 EPS estimates for shares of Advanced Energy Industries in a note issued to investors on Wednesday, May 20th. Zacks Research analyst Team now forecasts that the electronics maker will post earnings of $1.63 per share for the quarter, up from their previous estimate of $1.28. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Advanced Energy Industries’ current full-year earnings is $7.65 per share. Zacks Research also issued estimates for Advanced Energy Industries’ Q3 2026 earnings at $1.72 EPS, FY2026 earnings at $7.09 EPS, Q1 2027 earnings at $1.78 EPS, Q2 2027 earnings at $1.53 EPS, Q3 2027 earnings at $1.45 EPS, Q4 2027 earnings at $2.05 EPS, FY2027 earnings at $6.81 EPS, Q1 2028 earnings at $1.71 EPS and FY2028 earnings at $6.53 EPS.

Other equities research analysts have also issued reports about the stock. KeyCorp lifted their price target on shares of Advanced Energy Industries from $375.00 to $415.00 and gave the company an “overweight” rating in a report on Tuesday, May 5th. Needham & Company LLC lifted their target price on shares of Advanced Energy Industries from $330.00 to $400.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Susquehanna lifted their target price on shares of Advanced Energy Industries from $375.00 to $430.00 and gave the stock a “positive” rating in a research report on Tuesday, May 5th. Robert W. Baird lifted their target price on shares of Advanced Energy Industries from $360.00 to $380.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 5th. Finally, Stifel Nicolaus lifted their target price on shares of Advanced Energy Industries from $310.00 to $325.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $358.00.

Advanced Energy Industries Stock Performance

Shares of Advanced Energy Industries stock opened at $324.86 on Monday. The firm has a market capitalization of $12.35 billion, a PE ratio of 68.39, a price-to-earnings-growth ratio of 1.46 and a beta of 1.40. The firm’s 50 day moving average is $345.01 and its 200 day moving average is $282.62. Advanced Energy Industries has a 1 year low of $112.25 and a 1 year high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings results on Monday, May 4th. The electronics maker reported $2.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.97 by $0.12. The company had revenue of $511.00 million for the quarter, compared to analyst estimates of $505.81 million. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 17.99%. The firm’s revenue was up 26.3% on a year-over-year basis. During the same period in the previous year, the firm posted $1.23 EPS. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS.

Advanced Energy Industries Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Monday, May 25th will be given a dividend of $0.10 per share. The ex-dividend date is Friday, May 22nd. This represents a $0.40 annualized dividend and a yield of 0.1%. Advanced Energy Industries’s dividend payout ratio (DPR) is currently 8.42%.

Insider Buying and Selling at Advanced Energy Industries

In related news, Director Brian Shirley sold 1,234 shares of Advanced Energy Industries stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $310.19, for a total transaction of $382,774.46. Following the sale, the director directly owned 5,584 shares in the company, valued at $1,732,100.96. This trade represents a 18.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Paul R. Oldham sold 4,314 shares of Advanced Energy Industries stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $315.99, for a total transaction of $1,363,180.86. Following the sale, the executive vice president owned 22,217 shares in the company, valued at approximately $7,020,349.83. This represents a 16.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 56,514 shares of company stock valued at $17,933,796 in the last quarter. 1.30% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Root Financial Partners LLC raised its holdings in shares of Advanced Energy Industries by 33.3% in the first quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker’s stock valued at $35,000 after purchasing an additional 27 shares during the last quarter. Azzad Asset Management Inc. ADV lifted its position in shares of Advanced Energy Industries by 0.4% during the third quarter. Azzad Asset Management Inc. ADV now owns 10,720 shares of the electronics maker’s stock valued at $1,824,000 after purchasing an additional 45 shares in the last quarter. Allworth Financial LP lifted its position in shares of Advanced Energy Industries by 9.2% during the third quarter. Allworth Financial LP now owns 582 shares of the electronics maker’s stock valued at $99,000 after purchasing an additional 49 shares in the last quarter. Fifth Third Wealth Advisors LLC lifted its position in shares of Advanced Energy Industries by 4.5% during the first quarter. Fifth Third Wealth Advisors LLC now owns 1,191 shares of the electronics maker’s stock valued at $384,000 after purchasing an additional 51 shares in the last quarter. Finally, Cullen Frost Bankers Inc. lifted its position in shares of Advanced Energy Industries by 40.6% during the fourth quarter. Cullen Frost Bankers Inc. now owns 194 shares of the electronics maker’s stock valued at $41,000 after purchasing an additional 56 shares in the last quarter. Institutional investors and hedge funds own 99.67% of the company’s stock.

Key Headlines Impacting Advanced Energy Industries

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

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $7.09 from $6.10, suggesting stronger expected profitability for Advanced Energy Industries (NASDAQ: AEIS).
• Positive Sentiment: The firm increased FY2027 EPS estimates to $6.81 from $6.09, reinforcing a more favorable longer-term earnings view for the company.
• Positive Sentiment: Analysts also lifted near-term quarterly estimates for Q2 2026, Q3 2026, Q1 2027, Q2 2027, and Q4 2027, which may help investor sentiment around the stock.
• Neutral Sentiment: Zacks Research trimmed its Q1 2028 EPS estimate to $1.71 from $1.89, indicating some caution further out in the forecast period.
• Neutral Sentiment: The FY2028 EPS estimate was lowered to $6.53 from $6.85, partially offsetting the upbeat revisions elsewhere.

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.