Advanced Energy Industries Performance degli utili passati
Criteri Il passato verificati 4/6
Gli utili di Advanced Energy Industries sono diminuiti a un tasso medio annuo di -7.5%, mentre il settore Electronic ha visto gli utili crescere a un tasso medio annuo di 3.8%. I ricavi sono cresciuti crescere a un tasso medio annuo di 2.5%. Il ritorno sul capitale proprio di Advanced Energy Industries è 13.8% e ha margini netti di 10.1%.
Informazioni chiave
-7.48%
Tasso di crescita degli utili
-7.13%
Tasso di crescita dell'EPS
| Electronic Crescita del settore | 15.34% |
| Tasso di crescita dei ricavi | 2.54% |
| Rendimento del capitale proprio | 13.85% |
| Margine netto | 10.06% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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.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 AlphaAggiornamento 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.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.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...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Advanced Energy Industries guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,905 | 192 | 243 | 241 |
| 31 Dec 25 | 1,799 | 149 | 240 | 232 |
| 30 Sep 25 | 1,725 | 146 | 238 | 228 |
| 30 Jun 25 | 1,636 | 85 | 234 | 223 |
| 31 Mar 25 | 1,559 | 75 | 229 | 216 |
| 31 Dec 24 | 1,482 | 56 | 225 | 212 |
| 30 Sep 24 | 1,472 | 45 | 221 | 205 |
| 30 Jun 24 | 1,508 | 93 | 220 | 202 |
| 31 Mar 24 | 1,558 | 105 | 221 | 201 |
| 31 Dec 23 | 1,656 | 131 | 221 | 202 |
| 30 Sep 23 | 1,741 | 138 | 223 | 203 |
| 30 Jun 23 | 1,848 | 179 | 225 | 202 |
| 31 Mar 23 | 1,873 | 197 | 224 | 199 |
| 31 Dec 22 | 1,845 | 202 | 218 | 191 |
| 30 Sep 22 | 1,752 | 196 | 210 | 182 |
| 30 Jun 22 | 1,581 | 142 | 201 | 173 |
| 31 Mar 22 | 1,502 | 133 | 195 | 165 |
| 31 Dec 21 | 1,456 | 135 | 191 | 162 |
| 30 Sep 21 | 1,430 | 137 | 186 | 157 |
| 30 Jun 21 | 1,473 | 161 | 189 | 154 |
| 31 Mar 21 | 1,452 | 155 | 189 | 149 |
| 31 Dec 20 | 1,416 | 135 | 189 | 144 |
| 30 Sep 20 | 1,383 | 104 | 195 | 141 |
| 30 Jun 20 | 1,169 | 65 | 180 | 129 |
| 31 Mar 20 | 964 | 59 | 160 | 115 |
| 31 Dec 19 | 789 | 56 | 143 | 102 |
| 30 Sep 19 | 605 | 65 | 122 | 88 |
| 30 Jun 19 | 603 | 93 | 111 | 82 |
| 31 Mar 19 | 664 | 116 | 108 | 80 |
| 31 Dec 18 | 719 | 147 | 108 | 76 |
| 30 Sep 18 | 744 | 99 | 101 | 72 |
| 30 Jun 18 | 747 | 147 | 101 | 68 |
| 31 Mar 18 | 717 | 147 | 100 | 63 |
| 31 Dec 17 | 671 | 136 | 93 | 58 |
| 30 Sep 17 | 627 | 206 | 91 | 53 |
| 30 Jun 17 | 577 | 151 | 86 | 50 |
| 31 Mar 17 | 530 | 132 | 82 | 46 |
| 31 Dec 16 | 484 | 117 | 78 | 44 |
| 30 Sep 16 | 435 | 88 | 73 | 43 |
| 30 Jun 16 | 418 | 82 | 70 | 42 |
| 31 Mar 16 | 408 | 78 | 67 | 41 |
| 31 Dec 15 | 415 | 83 | 66 | 40 |
| 30 Sep 15 | 265 | 104 | 46 | 22 |
| 30 Jun 15 | 298 | 93 | 49 | 27 |
Guadagni di qualità: AEIS ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di AEIS (10.1%) AEIS sono più alti rispetto allo scorso anno (4.8%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di AEIS sono diminuiti del 7.5% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di AEIS nell'ultimo anno ( 154.9% ) supera la media quinquennale ( -7.5% all'anno).
Guadagni vs Settore: La crescita degli utili AEIS nell'ultimo anno ( 154.9% ) ha superato la percentuale del settore Electronic 11.8%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 13.8% ) di AEIS è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/17 07:51 |
| Prezzo dell'azione a fine giornata | 2026/06/17 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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 21 analisti. 11 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.
| Analista | Istituzione |
|---|---|
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |
| Christopher Muse | Barclays |