Needham & Company LLC Boosts Advanced Energy Industries (NASDAQ:AEIS) Price Target to $330.00

Advanced Energy Industries (NASDAQ:AEIS) had its price objective increased by analysts at Needham & Company LLC from $290.00 to $330.00 in a research note issued to investors on Wednesday, MarketBeat Ratings reports. The firm currently has a “buy” rating on the electronics maker’s stock. Needham & Company LLC’s price target points to a potential upside of 5.45% from the company’s previous close.

Other research analysts have also recently issued reports about the stock. Stifel Nicolaus boosted their price objective on shares of Advanced Energy Industries from $310.00 to $325.00 and gave the company a “buy” rating in a report on Wednesday. Citigroup lifted their target price on shares of Advanced Energy Industries from $167.00 to $255.00 and gave the stock a “buy” rating in a research report on Wednesday, November 12th. Wells Fargo & Company boosted their target price on shares of Advanced Energy Industries from $215.00 to $225.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. KeyCorp set a $290.00 price target on Advanced Energy Industries in a research note on Thursday, January 22nd. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Energy Industries in a report on Monday, December 29th. Eight analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Advanced Energy Industries currently has an average rating of “Moderate Buy” and a consensus target price of $304.00.

Advanced Energy Industries Stock Up 1.4%

AEIS stock opened at $312.95 on Wednesday. The stock has a market capitalization of $11.81 billion, a P/E ratio of 81.92, a P/E/G ratio of 1.43 and a beta of 1.41. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.59 and a quick ratio of 3.01. Advanced Energy Industries has a 1-year low of $75.01 and a 1-year high of $325.68. The business has a fifty day moving average price of $239.60 and a 200-day moving average price of $198.49.

Advanced Energy Industries (NASDAQ:AEIS) last released its quarterly earnings data on Tuesday, February 10th. The electronics maker reported $1.94 EPS for the quarter, beating the consensus estimate of $1.76 by $0.18. Advanced Energy Industries had a return on equity of 15.72% and a net margin of 8.25%.The company had revenue of $489.40 million for the quarter, compared to analysts’ expectations of $473.12 million. Advanced Energy Industries’s revenue was up 17.8% compared to the same quarter last year. During the same period last year, the firm posted $1.30 earnings per share. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. Equities analysts forecast that Advanced Energy Industries will post 3.66 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Tina Donikowski sold 2,257 shares of the company’s 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 transaction, the director owned 8,248 shares of the company’s stock, valued at approximately $1,734,801.84. This represents a 21.49% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Paul R. Oldham sold 8,174 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $203.11, for a total value of $1,660,221.14. Following the completion of the transaction, the executive vice president owned 24,792 shares in the company, valued at $5,035,503.12. The trade was a 24.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Lisanti Capital Growth LLC bought a new stake in Advanced Energy Industries in the third quarter worth about $3,464,000. Tributary Capital Management LLC grew its stake in shares of Advanced Energy Industries by 92.5% during the third quarter. Tributary Capital Management LLC now owns 344,654 shares of the electronics maker’s stock valued at $58,639,000 after buying an additional 165,655 shares during the last quarter. Rhumbline Advisers grew its stake in shares of Advanced Energy Industries by 3.4% during the second quarter. Rhumbline Advisers now owns 113,228 shares of the electronics maker’s stock valued at $15,003,000 after buying an additional 3,770 shares during the last quarter. Fisher Asset Management LLC raised its holdings in shares of Advanced Energy Industries by 80.4% in the second quarter. Fisher Asset Management LLC now owns 273,993 shares of the electronics maker’s stock worth $36,304,000 after buying an additional 122,094 shares during the period. Finally, Blair William & Co. IL bought a new stake in shares of Advanced Energy Industries during the 2nd quarter worth approximately $253,000. 99.67% of the stock is currently owned by institutional investors.

Key Headlines Impacting Advanced Energy Industries

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

• Positive Sentiment: Q4 beat and raised guidance: AEIS reported Q4 EPS of $1.94 (above estimates) and revenue of $489.4M, with revenue up ~18% YoY and margin expansion cited — management set Q1 2026 EPS guidance of $1.69–$2.19. This is the primary catalyst for the stock lift. Zacks: AEIS Q4 Earnings Beat
• Positive Sentiment: Analyst upgrades and higher targets: Multiple firms raised forecasts and price targets after the quarter (Needham, KeyCorp among others), signaling increased Street confidence in upside from AI, data center and industrial end markets. Benzinga: Analysts Increase Forecasts
• Positive Sentiment: AI / data center exposure highlighted: Coverage and call takeaways emphasize AI-driven demand in data center computing and show management positioning products for higher-value industrial and medical opportunities — supports revenue and margin upside expectations. TipRanks: AI-Fueled Upswing
• Positive Sentiment: Investor access / IR events: Company scheduled presentations at Citi, Susquehanna and Morgan Stanley conferences this month — increases visibility and helps transmit the strong quarter to institutional investors. Business Wire: Investor Conferences
• Neutral Sentiment: Coverage on strategy / valuation: Articles note management is eyeing industrial and medical deals while valuation remains elevated — useful context for longer-term thesis but not an immediate catalyst. Yahoo Finance: Industrial & Medical Deals
• Neutral Sentiment: Short-interest data appears anomalous: Recent short-interest entries report zero shares / NaN changes and a 0.0 days-to-cover figure, likely a reporting glitch — not a meaningful signal for positioning.
• Negative Sentiment: Mixed analyst view: Wells Fargo raised its target to $300 but kept an “equal weight” rating, implying limited near-term upside from their perspective (target is roughly in-line or slightly below recent levels). This tempers how bullish some upgrades appear. Benzinga: Wells Fargo Update

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.