Research Analysts Set Expectations for AEIS Q4 Earnings

Advanced Energy Industries, Inc. (NASDAQ:AEIS) – Research analysts at Zacks Research reduced their Q4 2025 earnings per share (EPS) estimates for shares of Advanced Energy Industries in a report released on Tuesday, July 15th. Zacks Research analyst R. Department now expects that the electronics maker will post earnings of $1.16 per share for the quarter, down from their previous estimate of $1.17. The consensus estimate for Advanced Energy Industries’ current full-year earnings is $3.66 per share. Zacks Research also issued estimates for Advanced Energy Industries’ Q1 2026 earnings at $0.84 EPS, Q4 2026 earnings at $1.96 EPS, FY2026 earnings at $4.90 EPS and Q1 2027 earnings at $1.10 EPS.

Advanced Energy Industries (NASDAQ:AEIS) last released its earnings results on Wednesday, April 30th. The electronics maker reported $1.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.97 by $0.26. The company had revenue of $404.60 million for the quarter, compared to analysts’ expectations of $392.36 million. Advanced Energy Industries had a return on equity of 10.70% and a net margin of 4.73%. The firm’s quarterly revenue was up 23.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.58 EPS.

A number of other equities research analysts have also issued reports on the company. Stifel Nicolaus reaffirmed a “buy” rating and issued a $130.00 target price (down previously from $135.00) on shares of Advanced Energy Industries in a research note on Thursday, May 1st. Citigroup increased their target price on Advanced Energy Industries from $138.00 to $140.00 and gave the company a “buy” rating in a report on Monday, May 5th. Robert W. Baird increased their target price on Advanced Energy Industries from $124.00 to $132.00 and gave the company an “outperform” rating in a report on Thursday, May 1st. Wells Fargo & Company increased their target price on Advanced Energy Industries from $110.00 to $130.00 and gave the company an “equal weight” rating in a report on Friday, June 27th. Finally, Needham & Company LLC lowered their target price on Advanced Energy Industries from $145.00 to $135.00 and set a “buy” rating on the stock in a report on Thursday, May 1st. Three analysts have rated the stock with a hold rating, seven have assigned a buy rating and two have issued a strong buy rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $130.20.

Advanced Energy Industries Stock Performance

NASDAQ:AEIS opened at $142.73 on Thursday. The company has a current ratio of 4.43, a quick ratio of 3.28 and a debt-to-equity ratio of 0.46. The firm has a 50-day moving average price of $126.62 and a two-hundred day moving average price of $114.44. Advanced Energy Industries has a twelve month low of $75.01 and a twelve month high of $144.54. The company has a market capitalization of $5.37 billion, a P/E ratio of 73.57, a price-to-earnings-growth ratio of 1.28 and a beta of 1.52.

Institutional Trading of Advanced Energy Industries

Several large investors have recently modified their holdings of AEIS. Summit Partners Public Asset Management LLC acquired a new stake in shares of Advanced Energy Industries during the fourth quarter valued at about $71,494,000. Norges Bank acquired a new position in Advanced Energy Industries in the fourth quarter worth about $68,949,000. Silvercrest Asset Management Group LLC acquired a new position in Advanced Energy Industries in the fourth quarter worth about $58,393,000. GAMMA Investing LLC grew its stake in Advanced Energy Industries by 15,632.7% in the first quarter. GAMMA Investing LLC now owns 193,670 shares of the electronics maker’s stock worth $18,459,000 after purchasing an additional 192,439 shares in the last quarter. Finally, The Manufacturers Life Insurance Company grew its stake in Advanced Energy Industries by 21.8% in the fourth quarter. The Manufacturers Life Insurance Company now owns 774,586 shares of the electronics maker’s stock worth $89,565,000 after purchasing an additional 138,814 shares in the last quarter. 99.67% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Advanced Energy Industries

In other Advanced Energy Industries news, EVP John Donaghey sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, July 9th. The stock was sold at an average price of $140.00, for a total value of $280,000.00. Following the transaction, the executive vice president directly owned 11,029 shares of the company’s stock, valued at $1,544,060. This trade represents a 15.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Paul R. Oldham sold 1,173 shares of the firm’s stock in a transaction dated Friday, June 20th. The shares were sold at an average price of $131.29, for a total value of $154,003.17. Following the completion of the transaction, the executive vice president directly owned 31,006 shares in the company, valued at $4,070,777.74. This trade represents a 3.65% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 1.20% of the company’s stock.

Advanced Energy Industries Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, June 6th. Investors of record on Monday, May 26th were given a $0.10 dividend. This represents a $0.40 annualized dividend and a dividend yield of 0.28%. The ex-dividend date was Friday, May 23rd. Advanced Energy Industries’s dividend payout ratio (DPR) is currently 20.62%.

Advanced Energy Industries Company Profile

Advanced Energy Industries, Inc provides precision power conversion, measurement, and control solutions in the United States and internationally. The company's plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition.