Advanced Energy Industries, Inc.

Report azionario NasdaqGS:AEIS

Capitalizzazione di mercato: US$12.9b

Advanced Energy Industries Crescita futura

Criteri Future verificati 5/6

Advanced Energy Industries prevede che gli utili e i ricavi cresceranno rispettivamente di 35.5% e 15.6% all'anno. Si prevede che l'EPS crescerà di 32% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 24.8% in 3 anni.

Informazioni chiave

35.5%

Tasso di crescita degli utili

32.03%

Tasso di crescita dell'EPS

Electronic crescita degli utili25.4%
Tasso di crescita dei ricavi15.6%
Rendimento futuro del capitale proprio24.81%
Copertura analitica

Good

Ultimo aggiornamento05 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Seeking Alpha • May 06

Advanced Expectations The Biggest Challenge For Advanced Energy Industries Right Now

Summary Advanced Energy Industries is capitalizing on robust data center and recovering semiconductor equipment demand, driving strong revenue and margin growth. Q1 saw 26% revenue growth, led by 102% year-over-year expansion in Data Center Computing, with gross margin reaching 40.1% and operating margin at 19.1%. Management guides for low-to-mid-20% revenue growth in 2026, but high expectations and valuation stretch make AEIS a growth/momentum trade. I remain constructive on AEIS operationally but caution that valuation is aggressive and highly dependent on sustained data center capex momentum. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Nuova narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Nuova narrazione • 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?
Aggiornamento della narrazione • 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.
Nuova narrazione • 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?
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:AEIS - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20282,865573N/A6292
12/31/20272,60842621644710
12/31/20262,23331514235410
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
3/31/2020964594371N/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
6/30/201529893N/A82N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di AEIS ( 35.5% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di AEIS ( 35.5% all'anno) cresceranno più rapidamente del mercato US ( 16.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di AEIS cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di AEIS ( 15.6% all'anno) crescerà più rapidamente del mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di AEIS ( 15.6% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di AEIS sarà elevato tra 3 anni ( 24.8 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/14 08:10
Prezzo dell'azione a fine giornata2026/05/14 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Advanced Energy Industries, Inc. è coperta da 20 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Quinn FredricksonBaird
Robert MasonBaird
Christopher MuseBarclays