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Advanced Energy Industries, Inc. (AEIS)
NASDAQ:AEIS
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Advanced Energy (AEIS) Price & Analysis

850 Followers

AEIS Stock Chart & Stats

$375.60
-$6.73(-5.37%)
At close: 4:00 PM EST
$375.60
-$6.73(-5.37%)

Bulls Say, Bears Say

Bulls Say
Margin Expansion & ProfitabilitySustained gross-margin improvement reflects higher-margin new products and manufacturing efficiency with a stated target above 43%. Durable margin expansion supports stronger operating income and ROE, enabling reinvestment in R&D and capacity while providing a buffer in slower cycles.
Revenue Growth & Upgraded GuidanceRobust top-line momentum, including record data-center revenue and raised guidance, signals durable demand and design-win traction across key end markets. Higher guided growth (data center mid-30%) combined with broadening industrial bookings supports multi-quarter revenue visibility.
Extended Maturities & Liquidity StrengthRaising substantial, low-cash-cost convertible financing and exchanging near-term notes materially extends maturities and conserves cash. This structural liquidity boost funds CapEx and capacity expansion while lowering near-term interest expense and increasing strategic flexibility.
Bears Say
Weakened Free Cash Flow ConversionSharp drop in FCF and lower cash conversion versus historical 0.54–0.77x reduces financial resilience. With sizable investment plans and cyclical end markets, weaker FCF makes funding growth more dependent on external financing or equity, increasing execution risk over several quarters.
Working-Capital Build Pressuring CashRising inventory and longer collection cycles materially tie up cash and have already produced a Q1 cash outflow. If inventory and DSO remain elevated while sales mix and shipments normalize, working-capital drag could persist for multiple quarters and strain free-cash-flow targets.
Potential Dilution & Capital-Structure ComplexityExpanded share authorization plus flexible convertible instruments increase the risk of future equity issuance and dilution. Paired hedges and capped calls mitigate but add complexity; dilution risk can pressure per-share metrics and governance alignment as capacity and growth are funded.

Advanced Energy News

AEIS FAQ

What was Advanced Energy Industries, Inc.’s price range in the past 12 months?
Advanced Energy Industries, Inc. lowest stock price was $128.40 and its highest was $397.44 in the past 12 months.
    What is Advanced Energy Industries, Inc.’s market cap?
    Advanced Energy Industries, Inc.’s market cap is $11.17B.
      When is Advanced Energy Industries, Inc.’s upcoming earnings report date?
      Advanced Energy Industries, Inc.’s upcoming earnings report date is Aug 05, 2026 which is in 26 days.
        How were Advanced Energy Industries, Inc.’s earnings last quarter?
        Advanced Energy Industries, Inc. released its earnings results on May 04, 2026. The company reported $2.09 earnings per share for the quarter, beating the consensus estimate of $1.98 by $0.11.
          Is Advanced Energy Industries, Inc. overvalued?
          According to Wall Street analysts Advanced Energy Industries, Inc.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Advanced Energy Industries, Inc. pay dividends?
            Advanced Energy Industries, Inc. pays a Quarterly dividend of $0.1 which represents an annual dividend yield of 0.18%. See more information on Advanced Energy Industries, Inc. dividends here
              What is Advanced Energy Industries, Inc.’s EPS estimate?
              Advanced Energy Industries, Inc.’s EPS estimate is 2.2.
                How many shares outstanding does Advanced Energy Industries, Inc. have?
                Advanced Energy Industries, Inc. has 38,030,660 shares outstanding.
                  What happened to Advanced Energy Industries, Inc.’s price movement after its last earnings report?
                  Advanced Energy Industries, Inc. reported an EPS of $2.09 in its last earnings report, beating expectations of $1.98. Following the earnings report the stock price went down -10.697%.
                    Which hedge fund is a major shareholder of Advanced Energy Industries, Inc.?
                    Currently, no hedge funds are holding shares in AEIS
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Advanced Energy Industries, Inc.

                      Advanced Energy Industries, Inc. (AEIS) is a global leader in the design, production, sale, and support of sophisticated power conversion, measurement, and control systems. The company specializes in plasma power technologies, providing a range of solutions such as direct current (DC), pulsed DC, low-frequency alternating current (LF AC), high-voltage, and radio frequency (RF) power supplies, alongside RF matching networks, RF instrumentation products, and remote plasma sources engineered for reactive gas applications. AEIS also supplies power control modules and thermal instrumentation, which are crucial for processes including rapid thermal processing, chemical vapor deposition, epitaxy, crystal growing, chemical processing, and in the manufacturing of metal, carbon fiber, and glass, as well as various other industrial power requirements. Its portfolio encompasses high-voltage DC-DC products, essential for semiconductor wafer processing and metrology, electrostatic substrate clamping, scientific instrumentation, mass spectrometry, and X-ray systems utilized in industrial and analytical fields. Additionally, low-voltage DC-DC board-mounted solutions are provided, serving applications in healthcare, telecommunications, test and measurement, instrumentation, industrial equipment, and distributed power systems for servers and storage. The company further develops gas sensing and monitoring products for the energy sector, air quality surveillance, and automotive emission testing. It also offers embedded power solutions specifically designed for medical equipment or compliant with IEC 60950-1 standards for information technology devices. Beyond its product offerings, AEIS provides comprehensive services such as conversions, upgrades, refurbishments, and the sale of pre-owned equipment, alongside dedicated repair services to its clientele. Distribution of its products occurs through a multi-channel approach, including a direct sales team, independent sales representatives, channel partners, and a network of distributors. Established in 1981, Advanced Energy Industries, Inc. maintains its corporate headquarters in Denver, Colorado.

                      Advanced Energy (AEIS) Earnings & Revenues

                      AEIS Company Deck

                      AEIS Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call delivered multiple material positives: revenue grew 26% YoY to $511M, record data center revenue (+102% YoY), gross margin exceeded 40% (40.1%) and operating income and EPS were records, leading management to raise full-year growth targets (low- to mid-20% overall, mid-30% for data center). The company is making sizable capacity investments (Thailand plus other expansions), sees strong design-win momentum and expects continued margin expansion toward a >43% target. Near-term risks include Q2 moderation in data center driven by downstream customer constraints, an 8% sequential decline in Industrial & Medical due to factory prioritization, rising input/tariff/cost pressures, and a working capital build that produced a small Q1 cash outflow. Overall, the positive operational and financial momentum and upgraded guidance outweigh the near-term timing, supply and working-capital headwinds.View all AEIS earnings summaries

                      AEIS Stock 12 Month Forecast

                      Average Price Target

                      $424.00
                      ▲(12.89% Upside)
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                      Ownership Overview

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                      35.52% Public Companies and Individual Investors
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