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
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 6/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 4/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
AEIS Community Fair Values
Create NarrativeSee what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Advanced Energy Industries
55.2% infravalorado descuento intrínseco
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
View narrativeJO
Published 31 Aug
Competidores de Advanced Energy Industries, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$254.35 |
| Máximo en las últimas 52 semanas | US$397.44 |
| Mínimo de 52 semanas | US$155.08 |
| Beta | 1.3 |
| Cambio en 1 mes | -22.98% |
| Variación en 3 meses | -27.42% |
| Cambio de 1 año | 62.28% |
| Variación en 3 años | 145.92% |
| Variación en 5 años | 202.33% |
| Variación desde la OPV | 2,443.50% |
Noticias y actualizaciones recientes
Seeking Alpha • Aug 31
Advanced Energy Industries: Making A Calm Retreat; Sell
Summary Advanced Energy receives a Sell rating due to stretched valuation, limited long-term visibility, and a lack of margin of safety. AEIS’s recent growth is driven by semiconductor and AI data center tailwinds, but historical execution has fallen short of management’s multi-year targets. The current share price of ~$285 significantly exceeds the bull case fair value range ($208.60–$228.60), implying aggressive growth is already priced in. I remain cautious given management’s limited transparency on hyperscaler customer concentration, clear growth metrics, and the stickiness of recent market share gains. Read the full article on Seeking Alpha
Nueva narrativa • Aug 31
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
Record revenue. Earnings up 83%.
Actualización de narrativa • Aug 07
AEIS: AI Data Center Power Cycle Will Drive Multi Year Upside
Advanced Energy Industries' fair value estimate has been raised from $345 to $370, as analysts factor in higher modeled revenue growth, slightly stronger profit margins, and a modestly higher future P/E multiple following recent price target increases tied to strong Q2 results in semiconductor and data center markets. Analyst Commentary Recent research on Advanced Energy Industries has centered on strong Q2 results in semiconductor and data center markets, with most firms lifting price targets and emphasizing earnings upside.Recent updates
Seeking Alpha • Aug 31
Advanced Energy Industries: Making A Calm Retreat; Sell
Summary Advanced Energy receives a Sell rating due to stretched valuation, limited long-term visibility, and a lack of margin of safety. AEIS’s recent growth is driven by semiconductor and AI data center tailwinds, but historical execution has fallen short of management’s multi-year targets. The current share price of ~$285 significantly exceeds the bull case fair value range ($208.60–$228.60), implying aggressive growth is already priced in. I remain cautious given management’s limited transparency on hyperscaler customer concentration, clear growth metrics, and the stickiness of recent market share gains. Read the full article on Seeking AlphaNueva narrativa • Aug 31
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
Record revenue. Earnings up 83%.Actualización de narrativa • Aug 07
AEIS: AI Data Center Power Cycle Will Drive Multi Year Upside
Advanced Energy Industries' fair value estimate has been raised from $345 to $370, as analysts factor in higher modeled revenue growth, slightly stronger profit margins, and a modestly higher future P/E multiple following recent price target increases tied to strong Q2 results in semiconductor and data center markets. Analyst Commentary Recent research on Advanced Energy Industries has centered on strong Q2 results in semiconductor and data center markets, with most firms lifting price targets and emphasizing earnings upside.
Actualización de narrativa • Jul 24
AEIS: AI Data Center Power Demand Will Drive Future Upside
Analysts have raised the fair value estimate for Advanced Energy Industries from about $394 to roughly $429, citing higher assumed revenue growth, a modestly richer future P/E multiple, and expanding opportunities in semiconductor and data center markets reflected in recent price target increases across the Street. Analyst Commentary Recent Street research on Advanced Energy Industries points to a broadly constructive stance, with multiple firms lifting price targets and highlighting exposure to semiconductor and data center spending as key drivers for the fair value reset.
Actualización de narrativa • Jul 10
AEIS: AI Data Center Demand Will Drive Semiconductor Cycle Upside
Analysts have raised the fair value estimate for Advanced Energy Industries from $300.00 to about $523.56, citing higher modeled revenue growth, a richer future P/E assumption around 31x, and expectations for stronger semiconductor and data center demand reflected in multiple recent price target increases across the Street. Analyst Commentary Recent Street research on Advanced Energy Industries points to a cluster of bullish views centered on stronger semiconductor and data center demand assumptions, extended industry backlogs, and higher long term market forecasts for chip related spending.Actualización de narrativa • Jun 26
AEIS: AI Data Center Power And Semis Upside Meets Execution Risk
Advanced Energy Industries now carries an updated analyst fair value of $345, up from $210. Analysts are factoring in higher long-term revenue growth, stronger profit margins, and updated sector models tied to larger semiconductor and data center market forecasts.Actualización de narrativa • Jun 06
AEIS: AI Data Center And Semiconductor Demand Will Drive Future Upside
Analysts have lifted the consolidated price target for Advanced Energy Industries by approximately $100, reflecting a series of recent upward revisions from multiple research firms that cite supportive company specific factors. Analyst Commentary Across recent research updates, bullish analysts have raised their price targets on Advanced Energy Industries by a wide range, from US$20 to US$100.Actualización de narrativa • May 13
AEIS: AI WFE Demand And Broader Industrial Adoption Will Support Future Upside
Analysts have raised the price target on Advanced Energy Industries by about $47, reflecting updated assumptions for fair value, revenue growth, profit margins, and future P/E after a series of recent target hikes across major firms. Analyst Commentary Recent target hikes cluster around similar themes, with analysts updating their models for valuation, execution, and growth expectations in light of sector trends and company specific positioning.Actualización de narrativa • Apr 28
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.Actualización de narrativa • Apr 10
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.Actualización de narrativa • Mar 27
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.Actualización de narrativa • Mar 11
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.Actualización de narrativa • Feb 25
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.Actualización de narrativa • Feb 11
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.Artículo de análisis • Feb 10
After Leaping 27% Advanced Energy Industries, Inc. (NASDAQ:AEIS) Shares Are Not Flying Under The Radar
Advanced Energy Industries, Inc. ( NASDAQ:AEIS ) shareholders have had their patience rewarded with a 27% share price...Nueva narrativa • Feb 07
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?Actualización de narrativa • 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.Nueva narrativa • Jan 23
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?Actualización de narrativa • Jan 11
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.Actualización de narrativa • Dec 15
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.Actualización de narrativa • Dec 01
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.Actualización de narrativa • Nov 17
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.Artículo de análisis • 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 ) strong earnings report was rewarded with a positive stock price...Artículo de análisis • Nov 10
Advanced Energy Industries, Inc.'s (NASDAQ:AEIS) 28% Jump Shows Its Popularity With Investors
Despite an already strong run, Advanced Energy Industries, Inc. ( NASDAQ:AEIS ) shares have been powering on, with a...Actualización de narrativa • Nov 01
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.Actualización de narrativa • Oct 18
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.Actualización de narrativa • Oct 04
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.Actualización de narrativa • Aug 07
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.Rentabilidad de los accionistas
| AEIS | US Electronic | Mercado US | |
|---|---|---|---|
| 7D | -9.5% | 3.2% | -0.9% |
| 1Y | 62.3% | 49.4% | 13.9% |
Rentabilidad vs. Industria: AEIS superó a la industria US Electronic, que obtuvo un rendimiento del 49.4% el año pasado.
Rentabilidad vs. Mercado: AEIS superó al mercado US, que obtuvo un rendimiento del 13.9% el año pasado.
Volatilidad de los precios
| AEIS volatility | |
|---|---|
| AEIS Average Weekly Movement | 11.4% |
| Electronic Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: El precio de las acciones de AEIS ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de AEIS(11%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1981 | 13,000 | Steve Kelley | www.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.
| Estadísticas fundamentales de AEIS | |
|---|---|
| Capitalización bursátil | US$11.50b |
| Beneficios(TTM) | US$220.70m |
| Ingresos (TTM) | US$2.04b |
46.2x
Ratio precio-beneficio (PE)5.0x
Ratio precio-ventas (PS)¿Está AEIS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de AEIS | |
|---|---|
| Ingresos | US$2.04b |
| Coste de los ingresos | US$1.22b |
| Beneficio bruto | US$814.30m |
| Otros gastos | US$593.60m |
| Beneficios | US$220.70m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 5.51 |
| Margen bruto | 39.96% |
| Margen de beneficio neto | 10.83% |
| Ratio deuda/patrimonio | 86.8% |
¿Cómo se ha desempeñado AEIS a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.2%
Rentabilidad actual por dividendo7%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/14 02:13 |
| Precio de las acciones al final del día | 2026/09/14 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 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 22 analistas. 12 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.
| Analista | Institución |
|---|---|
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |
| Christopher Muse | Barclays |