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Advanced Energy Industries, Inc.Informe acción NasdaqGS:AEIS

Capitalización bursátil US$13.7b
Precio de las acciones
US$383.91
US$346.67
10.7% sobrevalorado descuento intrínseco
1Y254.5%
7D0.4%
Valor de la cartera
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Advanced Energy Industries, Inc.

Informe acción NasdaqGS:AEIS

Capitalización de mercado: US$13.7b

Advanced Energy Industries (AEIS) Resumen de Acciones

Advanced Energy Industries, Inc. ofrece soluciones de precisión para la conversión, medición y control de la energía en Estados Unidos, Asia, Europa y el resto del mundo. Saber más

Análisis fundamental de AEIS
Puntuación del snowflake
Valoración0/6
Crecimiento futuro5/6
Rendimiento pasado4/6
Salud financiera5/6
Dividendos0/6

Recompensas

Análisis de riesgos

AEIS ha superado nuestros controles de riesgos.

AEIS Community Fair Values

Create Narrative

See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Advanced Energy Industries, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Advanced Energy Industries
Precios históricos de las acciones
Precio actual de la acciónUS$383.91
Máximo en las últimas 52 semanasUS$397.44
Mínimo de 52 semanasUS$106.48
Beta1.35
Cambio en 1 mes18.96%
Variación en 3 meses50.34%
Cambio de 1 año254.45%
Variación en 3 años356.76%
Variación en 5 años324.63%
Variación desde la OPV3,739.10%

Noticias y actualizaciones recientes

AEIS: Heavy AI WFE Dependence Will Restrain Longer Term Upside Potential

Analysts have lifted the implied fair value estimate for Advanced Energy Industries by about $4 to roughly $347, reflecting updated views on revenue growth, margins, and longer term P/E assumptions following a series of recent price target increases across the Street. Analyst Commentary Recent Street research has clustered around higher price targets for Advanced Energy Industries, with several firms revisiting their models at roughly the same time.

AEIS: AI WFE Spending And Broader End Markets Will Shape Outlook

The updated analyst price target for Advanced Energy Industries has increased to $342.22 from $337.22. Analysts cite stronger expectations around wafer fab equipment spending, AI-related chip capacity build-outs, and a broader set of end markets as key drivers behind the change.

AEIS: The Power Architect of the AI and Chip Supercycle

Advanced Energy Industries, Inc. (AEIS) is currently undergoing a massive structural re-rating as it transforms from a cyclical industrial supplier into a critical infrastructure provider for the AI data center and next-generation semiconductor markets.

AEIS: AI Wafer Fab And Broader Industrial Demand Will Shape Balanced Outlook

Analysts have nudged the fair value estimate for Advanced Energy Industries higher from $331.11 to $337.22, reflecting a series of raised price targets tied to stronger expectations around AI driven wafer fab equipment demand and a broadening set of end markets including data centers, aerospace and defense, non residential construction, automation, and global infrastructure. Analyst Commentary Recent Street research on Advanced Energy Industries has centered on higher price targets and upgrades that cluster around a common theme: stronger expectations for wafer fab equipment demand tied to AI and a broader mix of end markets.

Recent updates

AEIS: Heavy AI WFE Dependence Will Restrain Longer Term Upside Potential

Analysts have lifted the implied fair value estimate for Advanced Energy Industries by about $4 to roughly $347, reflecting updated views on revenue growth, margins, and longer term P/E assumptions following a series of recent price target increases across the Street. Analyst Commentary Recent Street research has clustered around higher price targets for Advanced Energy Industries, with several firms revisiting their models at roughly the same time.

AEIS: AI WFE Spending And Broader End Markets Will Shape Outlook

The updated analyst price target for Advanced Energy Industries has increased to $342.22 from $337.22. Analysts cite stronger expectations around wafer fab equipment spending, AI-related chip capacity build-outs, and a broader set of end markets as key drivers behind the change.

AEIS: The Power Architect of the AI and Chip Supercycle

Advanced Energy Industries, Inc. (AEIS) is currently undergoing a massive structural re-rating as it transforms from a cyclical industrial supplier into a critical infrastructure provider for the AI data center and next-generation semiconductor markets.

AEIS: AI Wafer Fab And Broader Industrial Demand Will Shape Balanced Outlook

Analysts have nudged the fair value estimate for Advanced Energy Industries higher from $331.11 to $337.22, reflecting a series of raised price targets tied to stronger expectations around AI driven wafer fab equipment demand and a broadening set of end markets including data centers, aerospace and defense, non residential construction, automation, and global infrastructure. Analyst Commentary Recent Street research on Advanced Energy Industries has centered on higher price targets and upgrades that cluster around a common theme: stronger expectations for wafer fab equipment demand tied to AI and a broader mix of end markets.

AEIS: Broader Industrial And AI Wafer Fab Demand Will Shape Balanced Outlook

The analyst price target for Advanced Energy Industries has been raised from $326.11 to $331.11, with analysts pointing to stronger momentum in data centers, aerospace and defense, and a wider set of industrial end markets as key supports for the update. Analyst Commentary Recent Street research on Advanced Energy Industries points to a cluster of price target increases and a shift in ratings that many readers will see as supportive for the stock's current valuation case.

AEIS: Wafer Fab Spending Wave Will Support Balanced Semiconductor And Data Center Outlook

The updated analyst price target for Advanced Energy Industries moves to $326.11, up $54.44 from $271.67. Analysts attribute this change to higher assumed revenue growth, stronger profit margins, and a slightly higher future P/E multiple supported by a wave of recent target hikes and upgrades across the Street.

AEIS: Wafer Fab Spending Upswing Will Support Balanced Semiconductor And Data Center Expectations

Analysts have raised their average price target for Advanced Energy Industries from about $263 to roughly $272, citing updated assumptions for revenue growth, profit margins, and a lower forward P/E. Together, these changes reflect a stronger view on the company following multiple recent target hikes and an upgrade to Positive.

After Leaping 27% Advanced Energy Industries, Inc. (NASDAQ:AEIS) Shares Are Not Flying Under The Radar

Feb 10
After Leaping 27% Advanced Energy Industries, Inc. (NASDAQ:AEIS) Shares Are Not Flying Under The Radar

AI Data Center Buildout And Thailand Capacity Will Support Long Runway For This Power Leader

Catalysts About Advanced Energy Industries Advanced Energy Industries supplies precision power conversion technologies for semiconductor, data center, industrial, medical, telecom and networking customers. What are the underlying business or industry changes driving this perspective?

Advanced Energy Industries: Growth Expected To Accelerate In 2026

Jan 27

AEIS: Data Center And Semiconductor Spending Upside Will Support Balanced Expectations

Narrative Update on Advanced Energy Industries The updated analyst price target for Advanced Energy Industries moves to $263.00 from $228.50. This reflects analysts' recent price target increases and more constructive views on revenue growth, profit margins, and future P/E assumptions following sector channel checks and company specific research.

AI Data Center Demand And New Thailand Capacity Will Eventually Disappoint

Catalysts About Advanced Energy Industries Advanced Energy Industries designs and manufactures precision power conversion, measurement and control solutions for semiconductor, data center, industrial, medical, telecom and networking applications. What are the underlying business or industry changes driving this perspective?

AEIS: Data Center And AI Demand Will Support Balanced Multiyear Expectations

Analysts have nudged their fair value estimate for Advanced Energy Industries up from US$225.00 to US$228.50. This reflects higher price targets that center on strong recent results, improved datacenter visibility, and a more constructive view on the company’s positioning in AI computing and semiconductor capital spending.

AEIS: Data Center And AI Demand Will Support Balanced Multi Year Outlook

Analysts nudged their average price target on Advanced Energy Industries up slightly to approximately $225 per share, reflecting growing conviction that stronger datacenter demand, improving visibility into 2026 growth, and progress in AI and DRAM-related opportunities can support higher long term earnings power. Analyst Commentary Bullish analysts emphasize that the latest quarter materially exceeded expectations, with management offering a constructive outlook that supports higher confidence in multi year earnings growth.

AEIS: Data Center Expansion and AI Positioning Will Support Balanced Performance Ahead

Analysts have raised their average price target for Advanced Energy Industries from $205.80 to $225.00. They cite robust datacenter growth, stronger-than-expected earnings performance, and improved profit margins as key drivers behind the increased valuation.

AEIS: Data Center Demand And New Product Momentum Will Drive Balanced Outlook

Advanced Energy Industries' analyst price target was raised significantly from $170.50 to $205.80. Analysts cited strong data center growth expectations, robust recent results, and improving sector visibility as key drivers for the upward revision.

The Strong Earnings Posted By Advanced Energy Industries (NASDAQ:AEIS) Are A Good Indication Of The Strength Of The Business

Nov 12
The Strong Earnings Posted By Advanced Energy Industries (NASDAQ:AEIS) Are A Good Indication Of The Strength Of The Business

Advanced Energy Industries, Inc.'s (NASDAQ:AEIS) 28% Jump Shows Its Popularity With Investors

Nov 10
Advanced Energy Industries, Inc.'s (NASDAQ:AEIS) 28% Jump Shows Its Popularity With Investors

AEIS: Execution Risks In Data Center And Semiconductor Expansion Will Limit Upside

Analysts have increased their price target for Advanced Energy Industries from $167.50 to $170.50, citing stronger revenue growth expectations and optimism about the company's positioning in data center computing and the recovery of the industrial sector. Analyst Commentary Recent Street research highlights renewed enthusiasm around Advanced Energy Industries, with analysts adjusting price targets upwards and expressing confidence in the company's forward trajectory.

AI Driven Data Centers And Semiconductors Will Spur Future Progress

Narrative Update on Advanced Energy Industries Analysts have increased their fair value estimate for Advanced Energy Industries from $155.20 to $167.50 per share, citing improved expectations for DRAM fab investment, stronger AI computing positioning, and ongoing growth in key business segments. Analyst Commentary Recent updates from equity research reflect a generally optimistic tone regarding Advanced Energy Industries' outlook.

AI Driven Data Centers And Semiconductors Will Spur Future Progress

Analysts have increased their fair value estimate for Advanced Energy Industries to $155.20 from $150.70. They cite stronger-than-expected data center sales and improved growth projections as the primary drivers for this upward revision.

AI Driven Data Centers And Semiconductors Will Spur Future Progress

With analyst reasoning not provided and all key metrics—including price target, discount rate, and revenue growth forecasts—essentially unchanged, the consensus fair value for Advanced Energy Industries remains steady at $140.30. What's in the News Issued Q3 2025 guidance: revenue expected at $440 million +/- $20 million, GAAP EPS from continuing operations at $0.82 +/- $0.25.

At US$141, Is Advanced Energy Industries, Inc. (NASDAQ:AEIS) Worth Looking At Closely?

Jul 28
At US$141, Is Advanced Energy Industries, Inc. (NASDAQ:AEIS) Worth Looking At Closely?

We Think Advanced Energy Industries (NASDAQ:AEIS) Can Stay On Top Of Its Debt

Jun 30
We Think Advanced Energy Industries (NASDAQ:AEIS) Can Stay On Top Of Its Debt

After Leaping 33% Advanced Energy Industries, Inc. (NASDAQ:AEIS) Shares Are Not Flying Under The Radar

May 03
After Leaping 33% Advanced Energy Industries, Inc. (NASDAQ:AEIS) Shares Are Not Flying Under The Radar

Advanced Energy Industries Is Past The Worst, But The Shape Of The Recovery Still Offers Unknowns

Oct 31

Rentabilidad de los accionistas

AEISUS ElectronicMercado US
7D0.4%-0.8%0.6%
1Y254.5%102.9%28.7%

Rentabilidad vs. Industria: AEIS superó a la industria US Electronic, que obtuvo un rendimiento del 102.9% el año pasado.

Rentabilidad vs. Mercado: AEIS superó al mercado US, que obtuvo un rendimiento del 28.7% el año pasado.

Volatilidad de los precios

Is AEIS's price volatile compared to industry and market?
AEIS volatility
AEIS Average Weekly Movement8.0%
Electronic Industry Average Movement9.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Precio estable de las acciones: AEIS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de AEIS (8%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
198113,000Steve Kelleywww.advancedenergy.com

Advanced Energy Industries, Inc. ofrece soluciones de conversión, medición y control de potencia de precisión en Estados Unidos, Asia, Europa y a escala internacional. Los productos de energía de plasma de la empresa ofrecen soluciones que permiten innovar en los procesos de plasma de semiconductores y películas finas, como el grabado y la deposición en seco. También suministra productos de alimentación de alto y bajo voltaje utilizados en diversas aplicaciones, como equipos semiconductores, producción industrial, equipos médicos y de ciencias de la vida, informática de centros de datos, redes y telecomunicaciones.

Resumen de fundamentos de Advanced Energy Industries, Inc.

¿Cómo se comparan los beneficios e ingresos de Advanced Energy Industries con su capitalización de mercado?
Estadísticas fundamentales de AEIS
Capitalización bursátilUS$13.74b
Beneficios(TTM)US$149.30m
Ingresos (TTM)US$1.80b
97.8x
Ratio precio-beneficio (PE)
8.1x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de AEIS
IngresosUS$1.80b
Coste de los ingresosUS$1.11b
Beneficio brutoUS$692.10m
Otros gastosUS$542.80m
BeneficiosUS$149.30m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

May 04, 2026

Beneficios por acción (BPA)3.93
Margen bruto38.48%
Margen de beneficio neto8.30%
Ratio deuda/patrimonio41.6%

¿Cómo se ha desempeñado AEIS a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.1%
Rentabilidad actual por dividendo
10%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 08:48
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Advanced Energy Industries, Inc. está cubierta por 19 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Quinn FredricksonBaird
Robert MasonBaird
Christopher MuseBarclays