Advanced Energy Industries Bilan de santé
Santé financière contrôle des critères 5/6
Advanced Energy Industries possède un total de capitaux propres de $1.4B et une dette totale de $568.2M, ce qui porte son ratio d'endettement à 41%. Son actif total et son passif total sont $2.6B et de $1.2B. L'EBIT de Advanced Energy Industries est $233.3M ce qui fait que son ratio de couverture des intérêts -26.2. Elle dispose de liquidités et de placements à court terme de $699.7M.
Informations clés
41.04%
Ratio d'endettement
US$568.20m
Dette
| Ratio de couverture des intérêts | -26.2x |
| Argent liquide | US$699.70m |
| Fonds propres | US$1.38b |
| Total du passif | US$1.21b |
| Total des actifs | US$2.59b |
Mises à jour récentes de la santé financière
Recent updates
Seeking Alpha • May 17
Advanced Energy Industries: In An AI Gold Rush, Sell Picks And Shovels
Summary Advanced Energy Industries benefits from AI-driven demand in semiconductors and data center infrastructure, fueling significant revenue growth. AEIS revenue rose 21% YoY to $1.8B, with data center revenue up 106% YoY, though data center margins remain thinner than semiconductor margins. Management is targeting EBITDA margins of 18–22% through cost reductions, geographic diversification, and operational streamlining, after reporting 13% EBITDA. I rate AEIS as a hold given its stretched valuation, recent price surge, and analyst price targets below current levels. Read the full article on Seeking Alpha
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.
Nouveau récit • Mar 29
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.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.Article d’analyse • Jul 28
At US$141, Is Advanced Energy Industries, Inc. (NASDAQ:AEIS) Worth Looking At Closely?
While Advanced Energy Industries, Inc. ( NASDAQ:AEIS ) might not have the largest market cap around , it received a lot...Article d’analyse • Jun 30
We Think Advanced Energy Industries (NASDAQ:AEIS) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analyse de la situation financière
Passif à court terme: Les actifs à court terme de AEIS ( $1.6B ) dépassent ses passifs à court terme ( $1.0B ).
Passif à long terme: Les actifs à court terme de AEIS ( $1.6B ) dépassent ses passifs à long terme ( $207.9M ).
Historique et analyse du ratio d'endettement
Niveau d'endettement: AEIS dispose de plus de liquidités que de sa dette totale.
Réduire la dette: Le ratio d'endettement de AEIS est passé de 37.6% à 41% au cours des 5 dernières années.
Couverture de la dette: La dette de AEIS est bien couverte par le flux de trésorerie opérationnel ( 34.9% ).
Couverture des intérêts: AEIS gagne plus d'intérêts qu'il n'en paie, donc la couverture des paiements d'intérêts n'est pas un problème.
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Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 08:36 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* 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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale 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 20 analystes. 10 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.
| Analyste | Institution |
|---|---|
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |
| Christopher Muse | Barclays |