Advanced Energy Industries, Inc.

NasdaqGS:AEIS Rapport sur les actions

Capitalisation boursière : US$11.4b

Advanced Energy Industries Croissance future

Future contrôle des critères 6/6

Advanced Energy Industries devrait augmenter ses bénéfices et son chiffre d'affaires de 43.5% et de 21.8% par an respectivement. Le BPA devrait croître de de 40.9% par an. Le rendement des capitaux propres devrait être 30.7% dans 3 ans.

Informations clés

43.5%

Taux de croissance des bénéfices

40.87%

Taux de croissance du BPA

Electronic croissance des bénéfices26.2%
Taux de croissance des recettes21.8%
Rendement futur des capitaux propres30.72%
Couverture par les analystes

Good

Dernière mise à jour24 Aug 2026

Mises à jour récentes de la croissance future

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 Alpha
Nouveau récit • Aug 31

AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.

Record revenue. Earnings up 83%.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Nouveau récit • 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?
Mise à jour du récit • 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.
Nouveau récit • 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?
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:AEIS - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20283,5277196017345
12/31/20273,00954430951512
12/31/20262,42535014538312
6/30/20262,03822187238N/A
3/31/20261,90519268198N/A
12/31/20251,799149126233N/A
9/30/20251,725146153235N/A
6/30/20251,63685124191N/A
3/31/20251,5597598152N/A
12/31/20241,4825674131N/A
9/30/20241,4724574132N/A
6/30/20241,50893112171N/A
3/31/20241,558105125186N/A
12/31/20231,656131148209N/A
9/30/20231,741138129196N/A
6/30/20231,848179121188N/A
3/31/20231,873197142204N/A
12/31/20221,845202125184N/A
9/30/20221,752196100147N/A
6/30/20221,58114260100N/A
3/31/20221,5021336396N/A
12/31/20211,456135111140N/A
9/30/20211,430137140173N/A
6/30/20211,473161185222N/A
3/31/20211,452155188227N/A
12/31/20201,416135165201N/A
9/30/20201,383104119154N/A
6/30/20201,169656999N/A
3/31/202096459N/A71N/A
12/31/201978956N/A48N/A
9/30/201960565N/A67N/A
6/30/201960393N/A82N/A
3/31/2019664116N/A124N/A
12/31/2018719147N/A151N/A
9/30/201874499N/A164N/A
6/30/2018747147N/A168N/A
3/31/2018717147N/A176N/A
12/31/2017671136N/A183N/A
9/30/2017627206N/A174N/A
6/30/2017577151N/A176N/A
3/31/2017530132N/A148N/A
12/31/2016484117N/A119N/A
9/30/201643588N/A111N/A
6/30/201641882N/A94N/A
3/31/201640878N/A88N/A
12/31/201541583N/A105N/A
9/30/2015265104N/A90N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de AEIS ( 43.5% par an) est supérieure au taux d'épargne ( 3.7% ).

Bénéfices vs marché: Les bénéfices de AEIS ( 43.5% par an) devraient croître plus rapidement que le marché US ( 17.3% par an).

Croissance élevée des bénéfices: Les bénéfices de AEIS devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de AEIS ( 21.8% par an) devrait croître plus rapidement que le marché US ( 13.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de AEIS ( 21.8% par an) devrait croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de AEIS devrait être élevé dans 3 ans ( 30.7 %)

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/10 07:26
Cours de l'action en fin de journée2026/09/10 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Advanced Energy Industries, Inc. est couverte par 22 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Quinn FredricksonBaird
Robert MasonBaird
Christopher MuseBarclays