Advanced Energy Industries (NASDAQ:AEIS) Announces Q4 2026 Earnings Guidance

Advanced Energy Industries (NASDAQ:AEIS) issued an update on its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 3.600-4.200 for the period, compared to the consensus earnings per share estimate of 3.310. The company issued revenue guidance of $710.0 million-$760.0 million, compared to the consensus revenue estimate of $693.2 million.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Wells Fargo & Company reiterated an “overweight” rating and set a $310.00 price objective on shares of Advanced Energy Industries in a research note on Tuesday. Zacks Research lowered Advanced Energy Industries from a “strong-buy” rating to a “hold” rating in a research report on Friday, October 23rd. Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Energy Industries in a research note on Wednesday, August 26th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Advanced Energy Industries in a report on Tuesday, September 22nd. Finally, Morgan Stanley set a $375.00 target price on shares of Advanced Energy Industries in a research note on Monday, October 26th. Eleven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $387.08.

Advanced Energy Industries Stock Performance

AEIS stock opened at $217.19 on Tuesday. The company has a debt-to-equity ratio of 0.78, a current ratio of 3.79 and a quick ratio of 2.94. The company has a market cap of $8.70 billion, a P/E ratio of 40.52 and a beta of 1.31. The stock’s fifty day moving average price is $265.86 and its 200-day moving average price is $307.14. Advanced Energy Industries has a 1 year low of $187.71 and a 1 year high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last released its earnings results on Monday, November 2nd. The electronics maker reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.04 by $0.61. The company had revenue of $696.40 million for the quarter, compared to the consensus estimate of $644.85 million. Advanced Energy Industries had a return on equity of 20.75% and a net margin of 10.77%. Advanced Energy Industries’s quarterly revenue was up 50.3% compared to the same quarter last year. During the same period in the previous year, the business earned $1.74 earnings per share. On average, equities analysts forecast that Advanced Energy Industries will post 9.55 earnings per share for the current year.

Insiders Place Their Bets

In other Advanced Energy Industries news, COO Eduardo Acebedo sold 24,771 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $315.48, for a total value of $7,814,755.08. Following the sale, the chief operating officer owned 23,109 shares in the company, valued at $7,290,427.32. The trade was a 51.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Elizabeth Vonne sold 632 shares of the stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $288.14, for a total transaction of $182,104.48. Following the transaction, the executive vice president directly owned 9,177 shares of the company’s stock, valued at $2,644,260.78. This trade represents a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 27,218 shares of company stock worth $8,562,008. 1.30% of the stock is currently owned by insiders.

Key Stories Impacting Advanced Energy Industries

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

• Positive Sentiment: Advanced Energy reported third-quarter earnings of $3.65 per share, well above the roughly $3.04–$3.06 analyst consensus, while revenue reached $696.4 million versus expectations near $644.9 million. Earnings more than doubled from $1.74 per share a year earlier, and revenue increased 50.3%. Advanced Energy third-quarter earnings results
• Positive Sentiment: Management described the quarter as another record period, with sequential and year-over-year growth across all of its markets. Chip-equipment and data-center sales reportedly reached records, while operating costs grew much more slowly than revenue, helping the operating margin approximately double. Advanced Energy operating margin reaction
• Positive Sentiment: The strong results and management commentary initially prompted a favorable market reaction, reinforcing the company’s exposure to semiconductor manufacturing and expanding data-center demand. Advanced Energy third-quarter 2026 results
• Neutral Sentiment: Despite the earnings beat, AEIS trades at a relatively high trailing P/E of about 40.5, and its shares remain well below the 12-month high. Investors may therefore be demanding continued strong growth and additional guidance before pushing the stock higher.
• Negative Sentiment: The subsequent pullback suggests profit-taking or disappointment that the report did not provide a larger positive catalyst beyond what investors had already anticipated. No weaker quarterly results were reported in the supplied coverage. Advanced Energy Q3 2026 earnings call transcript

Advanced Energy Industries Company Profile

Advanced Energy Industries, Inc develops and manufactures precision power-conversion, measurement and control technologies. Its products are designed to regulate, transform and deliver electrical power with high levels of accuracy and reliability in demanding industrial applications.

The company’s portfolio includes direct-current and alternating-current power supplies, radio-frequency power systems, high-voltage power supplies, thermal-management equipment, power control modules, and measurement and control instruments.