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Advanced Energy Industries Inc

Advanced Energy Industries, Inc. provides precision power conversion, measurement, and control solutions across the United States, Asia, Europe, and other international markets. Its plasma power products support semiconductor and thin-film plasma processes such as dry etch and deposition, while its high- and low-voltage power products serve applications including semiconductor equipment, industrial production, medical and life science equipment, data center computing, networking, and telecommunications. The company also supplies sensing, controls, and instrumentation products for advanced measurement and calibration of power and temperature, along with calibration, conversion, upgrade, refurbishment, and used equipment offerings, plus repair and maintenance services. It sells through a direct sales force, direct and indirect channels, and distributors, and provides warranty and non-warranty repair services. Incorporated in 1981, the company is headquartered in Denver, Colorado.

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Advanced Energy to report Q2 earnings with consensus EPS of $2.20

Advanced Energy is scheduled to announce its second-quarter earnings results on Monday, August 3rd, after market close. The consensus earnings per share estimate stands at $2.20, representing a 46.7% increase year-over-year, while the consensus revenue estimate is $542.74 million, up 22.9% year-over-year. Over the last two years, the company has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last three months, EPS estimates have seen nine upward revisions and one downward revision, and revenue estimates have also seen nine upward revisions and one downward revision.
AEIS · Capital · Neutral Earnings report upcoming; consensus estimates and past beats suggest potential positive, but actual results unknown.
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Advanced Energy Faces Growth and Profitability Concerns, Analysts Say

Advanced Energy has surged 170% over the past five years, but analysts at StockStory see three reasons for caution. The company's revenue grew at a tepid 5.6% compounded annual rate over the last five years, falling short of the industrials sector benchmark. Earnings per share expanded just 5.3% annually over the same period, and return on invested capital has declined, suggesting fewer profitable growth opportunities. With shares trading at 31.1 times forward earnings, the firm believes there are better stocks to buy right now.
AEIS · Capital · Negative Analysts cite tepid revenue growth, declining ROIC, and high valuation as reasons for caution.
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Advanced Energy Industries Shifts to Russell 1000 and Midcap Index in Late June 2026 Rebalance

Advanced Energy Industries was rebalanced across the Russell index family in late June 2026, moving out of several small-cap indices and into multiple large- and mid-cap benchmarks, including the Russell 1000 and Russell Midcap Index. This migration signals that the company is now being classified more as a larger, value- and growth-oriented entity, potentially broadening its exposure to institutional investors who track these indices. The shift does not fundamentally change the core near-term story, where the key catalyst remains AI data center demand and the biggest risk is hyperscaler spending and semiconductor cycle sensitivity. The recent launch of Advanced Energy's high-efficiency ADH DC-DC converters for AI data centers ties directly into that catalyst, positioning the company's technology in the power-hungry AI server rack trend. Some analysts project revenue of about $3.0 billion and earnings near $657.1 million by 2029, though views on Thailand factory utilization and AI power demand risks vary from the consensus.
AEIS · Capital · Positive Index rebalance to Russell 1000 and Midcap increases institutional exposure and passive fund inflows.
AEIS · Technology · Positive Launch of high-efficiency ADH DC-DC converters for AI data centers positions company in growing AI power demand trend.
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Hardman Johnston Highlights Curtiss-Wright as Top Contributor in Q1 2026

Hardman Johnston Global Advisors named Curtiss-Wright Corporation as one of the best contributors to its Large Cap Equity Strategy in the first quarter of 2026. The strategy returned 0.68% gross and 0.57% net, outperforming the S&P 500 Total Return Index which fell 4.33%. Curtiss-Wright, along with Vertiv Holdings and Advanced Energy Industries, benefited from customer order growth that added to already strong backlogs in aerospace and nuclear power. The firm remains confident in Curtiss-Wright's essential role for customers and its solid growth prospects. Curtiss-Wright shares closed at $757.76 on July 1, 2026, with a one-month return of 3.25% and a 52-week gain of 57.98%, giving it a market capitalization of $28 billion.
CW · Demand · Positive Named as top contributor; customer order growth in aerospace and nuclear power.
AEIS · Demand · Positive Benefited from customer order growth adding to strong backlogs in aerospace and nuclear power.
VRT · Demand · Positive Benefited from customer order growth adding to strong backlogs in aerospace and nuclear power.
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AEIS▲

Hardman Johnston Says Advanced Energy Industries Among Top Q1 Contributors

Hardman Johnston Global Advisors highlighted Advanced Energy Industries as one of the leading contributors to its Large Cap Equity Strategy in the first quarter of 2026. The strategy returned 0.68% gross and 0.57% net, outperforming the S&P 500 Total Return Index which fell 4.33%. Advanced Energy Industries, a provider of precision power conversion and control solutions for semiconductor equipment and data centers, saw customer order growth adding to already strong backlogs. The firm stated it remains confident in the company's essential role for customers and solid growth prospects. Shares of Advanced Energy Industries gained 157.96% over the past 52 weeks and closed at $356.35 on July 1, 2026, with a market capitalization of $14.26 billion.
AEIS · Demand · Positive Customer order growth adding to already strong backlogs
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Hardman Johnston: Vertiv Holdings Continues to Add Strong Backlogs

Hardman Johnston Global Advisors highlighted Vertiv Holdings as a top contributor in its Large Cap Equity Strategy for the first quarter of 2026, citing continued customer order growth that added to already strong backlogs in computing infrastructure. The strategy returned 0.68% gross and 0.57% net during the period, outperforming the S&P 500 Total Return Index which fell 4.33%. Vertiv, a critical infrastructure solutions provider for data centers, closed at $311.42 per share on July 1, 2026, with a market capitalization of $119.61 billion, and its shares gained 143.60% over the past 52 weeks. The firm noted that Vertiv, along with Advanced Energy Industries and Curtiss Wright, benefited from robust backlogs, and expressed confidence in their essential role for customers and solid growth prospects. At the end of the first quarter, 96 hedge fund portfolios held Vertiv, down from 112 in the previous quarter.
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VRT · Demand · Positive Highlighted as top contributor with continued customer order growth adding to strong backlogs.
AEIS · Demand · Positive Mentioned as benefiting from robust backlogs in computing infrastructure.
CW · Demand · Positive Mentioned as benefiting from robust backlogs in computing infrastructure.
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StockStory Picks Fair Isaac as Mid-Cap to Own, Flags J.M. Smucker and Advanced Energy as Sells

StockStory identifies Fair Isaac Corporation as a mid-cap stock with massive growth potential while recommending investors sell J.M. Smucker and Advanced Energy. Fair Isaac, with a market cap of $27.49 billion, is highlighted for its 29.3% annual earnings per share growth over the last two years, robust 34% free cash flow margin, and rising returns on capital. J.M. Smucker, valued at $12.46 billion, faces shrinking unit sales and an estimated 3.1% sales decline, while Advanced Energy, at $12.95 billion, shows below-standard revenue growth of 5.6% annually over five years and waning returns on capital. Fair Isaac trades at 22.4 times forward earnings, compared to 11 times for J.M. Smucker and 37.3 times for Advanced Energy.
AEIS · Capital · Negative StockStory flags Advanced Energy as a sell due to below-standard revenue growth and waning returns on capital.
FICO · Capital · Positive StockStory highlights Fair Isaac for massive growth potential, strong EPS growth, and robust free cash flow margin.
SJM · Demand · Negative StockStory flags J.M. Smucker as a sell due to shrinking unit sales and an estimated 3.1% sales decline.
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