Advanced Energy Industries (NASDAQ:AEIS) Stock Gets Price Target Reduction from Morgan Stanley

Advanced Energy Industries (NASDAQ:AEIS) had its price objective decreased by Morgan Stanley from $375.00 to $368.00 in a report issued on Tuesday, Benzinga reports. The firm currently has an “overweight” rating on the electronics maker’s stock. Morgan Stanley‘s price target indicates a potential upside of 52.35% from the stock’s previous close.

Several other equities research analysts also recently issued reports on the stock. Seaport Research Partners raised shares of Advanced Energy Industries from a “neutral” rating to a “buy” rating and set a $410.00 price target on the stock in a research note on Tuesday, August 4th. Citigroup reissued a “buy” rating on shares of Advanced Energy Industries in a research report on Monday, September 28th. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Energy Industries in a research note on Wednesday, August 26th. Robert W. Baird dropped their target price on Advanced Energy Industries from $410.00 to $330.00 and set an “outperform” rating on the stock in a research report on Tuesday. Finally, TD Cowen dropped their target price on Advanced Energy Industries from $370.00 to $275.00 and set a “hold” rating on the stock in a research report on Tuesday. Eleven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $378.58.

Advanced Energy Industries Trading Up 11.2%

Advanced Energy Industries stock traded up $24.36 during midday trading on Tuesday, reaching $241.55. The stock had a trading volume of 471,873 shares, compared to its average volume of 741,183. Advanced Energy Industries has a twelve month low of $187.71 and a twelve month high of $397.44. The stock has a market capitalization of $9.67 billion, a PE ratio of 45.01 and a beta of 1.31. The company has a debt-to-equity ratio of 0.78, a quick ratio of 2.94 and a current ratio of 3.79. The stock’s 50-day simple moving average is $265.86 and its 200 day simple moving average is $307.14.

Advanced Energy Industries (NASDAQ:AEIS) last released its quarterly earnings data on Monday, November 2nd. The electronics maker reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.04 by $0.61. Advanced Energy Industries had a net margin of 10.77% and a return on equity of 20.75%. The company had revenue of $696.40 million during the quarter, compared to analyst estimates of $644.85 million. During the same quarter in the prior year, the business earned $1.74 earnings per share. The business’s quarterly revenue was up 50.3% compared to the same quarter last year. Analysts expect that Advanced Energy Industries will post 9.55 EPS for the current year.

Insider Buying and Selling

In related news, EVP Elizabeth Vonne sold 908 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $332.68, for a total transaction of $302,073.44. Following the completion of the transaction, the executive vice president owned 10,712 shares in the company, valued at $3,563,668.16. The trade was a 7.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, 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 transaction of $7,814,755.08. Following the transaction, the chief operating officer directly owned 23,109 shares of the company’s stock, valued at approximately $7,290,427.32. This trade represents a 51.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 27,218 shares of company stock valued at $8,562,008. 1.30% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Advanced Energy Industries

A number of institutional investors have recently added to or reduced their stakes in AEIS. Alps Advisors Inc. acquired a new position in Advanced Energy Industries during the third quarter worth about $643,000. CenterBook Partners LP lifted its holdings in Advanced Energy Industries by 32.3% in the 3rd quarter. CenterBook Partners LP now owns 44,006 shares of the electronics maker’s stock valued at $12,402,000 after acquiring an additional 10,754 shares during the last quarter. Kestra Advisory Services LLC boosted its position in shares of Advanced Energy Industries by 2.4% during the 3rd quarter. Kestra Advisory Services LLC now owns 2,984 shares of the electronics maker’s stock valued at $841,000 after purchasing an additional 71 shares in the last quarter. Chicago Partners Investment Group LLC boosted its position in shares of Advanced Energy Industries by 48.5% during the 3rd quarter. Chicago Partners Investment Group LLC now owns 2,235 shares of the electronics maker’s stock valued at $484,000 after purchasing an additional 730 shares in the last quarter. Finally, Richardson Financial Services Inc. grew its stake in shares of Advanced Energy Industries by 13,700.0% in the 3rd quarter. Richardson Financial Services Inc. now owns 138 shares of the electronics maker’s stock worth $39,000 after purchasing an additional 137 shares during the last quarter. 99.67% of the stock is currently owned by institutional investors and hedge funds.

Key Advanced Energy Industries News

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

• Positive Sentiment: Q3 results significantly beat expectations: Advanced Energy reported adjusted earnings of $3.65 per share versus the roughly $3.04 consensus estimate, while revenue reached $696.4 million, ahead of the $644.9 million forecast. Revenue rose 50.3% year over year, and earnings more than doubled from $1.74 per share in the prior-year quarter. Advanced Energy Industries earnings report
• Positive Sentiment: Fourth-quarter guidance exceeded Wall Street estimates: Management forecast earnings of $3.60–$4.20 per share and revenue of $710 million–$760 million, above consensus estimates of $3.31 and $693.2 million, respectively.
• Positive Sentiment: Demand outlook strengthened: Advanced Energy raised its 2026 revenue-growth outlook to 40% and cited accelerating demand from semiconductor equipment and AI data centers. Management also highlighted strong demand and growth prospects extending into 2027. AEIS Q3 earnings call highlights
• Positive Sentiment: Profitability improved sharply: Record chip-equipment and data-center sales, combined with slower expense growth, helped drive a substantial expansion in operating margin and supported the earnings beat. Advanced Energy doubles operating margin

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.