Wells Fargo & Company Forecasts Strong Price Appreciation for Advanced Energy Industries (NASDAQ:AEIS) Stock

Advanced Energy Industries (NASDAQ:AEIS) had its target price hoisted by research analysts at Wells Fargo & Company from $225.00 to $300.00 in a report released on Wednesday,Benzinga reports. The brokerage presently has an “equal weight” rating on the electronics maker’s stock. Wells Fargo & Company‘s price objective would indicate a potential downside of 4.14% from the stock’s current price.

A number of other analysts have also commented on AEIS. Robert W. Baird set a $190.00 price target on shares of Advanced Energy Industries in a research note on Monday, October 27th. TD Cowen reaffirmed a “hold” rating on shares of Advanced Energy Industries in a research note on Wednesday, November 5th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Advanced Energy Industries in a research note on Monday, December 29th. Citigroup boosted their target price on shares of Advanced Energy Industries from $167.00 to $255.00 and gave the stock a “buy” rating in a report on Wednesday, November 12th. Finally, KeyCorp lifted their price target on shares of Advanced Energy Industries from $290.00 to $330.00 and gave the stock an “overweight” rating in a research note on Wednesday. Eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $304.00.

Advanced Energy Industries Price Performance

Shares of AEIS opened at $312.95 on Wednesday. The firm’s 50-day simple moving average is $239.60 and its two-hundred day simple moving average is $198.49. The company has a debt-to-equity ratio of 0.43, a quick ratio of 3.01 and a current ratio of 1.59. The stock has a market cap of $11.81 billion, a PE ratio of 81.92, a price-to-earnings-growth ratio of 1.43 and a beta of 1.41. Advanced Energy Industries has a fifty-two week low of $75.01 and a fifty-two week high of $325.68.

Advanced Energy Industries (NASDAQ:AEIS) last announced 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. The company had revenue of $489.40 million for the quarter, compared to the consensus estimate of $473.12 million. Advanced Energy Industries had a net margin of 8.25% and a return on equity of 15.72%. Advanced Energy Industries’s revenue for the quarter was up 17.8% on a year-over-year basis. During the same period in the prior year, the firm posted $1.30 EPS. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. Analysts anticipate that Advanced Energy Industries will post 3.66 earnings per share for the current fiscal year.

Insider Activity at Advanced Energy Industries

In related news, EVP Paul R. Oldham sold 8,174 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president owned 24,792 shares in the company, valued at approximately $5,035,503.12. This represents a 24.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Tina Donikowski sold 2,257 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $210.33, for a total transaction of $474,714.81. Following the transaction, the director directly owned 8,248 shares of the company’s stock, valued at $1,734,801.84. This represents a 21.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.20% of the company’s stock.

Institutional Trading of Advanced Energy Industries

Hedge funds and other institutional investors have recently made changes to their positions in the business. Bayforest Capital Ltd acquired a new stake in shares of Advanced Energy Industries during the 4th quarter valued at about $29,000. Private Trust Co. NA boosted its position in Advanced Energy Industries by 92.4% during the third quarter. Private Trust Co. NA now owns 152 shares of the electronics maker’s stock worth $26,000 after purchasing an additional 73 shares in the last quarter. Twin Tree Management LP purchased a new stake in shares of Advanced Energy Industries in the fourth quarter valued at approximately $32,000. Farther Finance Advisors LLC increased its position in shares of Advanced Energy Industries by 203.5% in the third quarter. Farther Finance Advisors LLC now owns 173 shares of the electronics maker’s stock valued at $29,000 after buying an additional 116 shares in the last quarter. Finally, Cullen Frost Bankers Inc. raised its stake in shares of Advanced Energy Industries by 40.6% during the 4th quarter. Cullen Frost Bankers Inc. now owns 194 shares of the electronics maker’s stock worth $41,000 after buying an additional 56 shares during the period. Institutional investors and hedge funds own 99.67% of the company’s stock.

Advanced Energy Industries News Summary

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

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.