Advanced Energy Industries（AEIS）株式概要
アドバンスド・エナジー・インダストリーズ社は、米国、アジア、ヨーロッパ、そして国際的に精密電力変換、測定、制御ソリューションを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、AEIS 、リスクは検出されなかった。
AEIS Community Fair Values
Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Advanced Energy Industries, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$323.46 |
| 52週高値 | US$397.44 |
| 52週安値 | US$112.25 |
| ベータ | 1.4 |
| 1ヶ月の変化 | -13.59% |
| 3ヶ月変化 | 2.92% |
| 1年変化 | 173.77% |
| 3年間の変化 | 248.67% |
| 5年間の変化 | 229.86% |
| IPOからの変化 | 3,134.60% |
最新ニュース
ナラティブの更新 • 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 AlphaRecent updates
ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...
新しいナラティブ • 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?ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...株主還元
| AEIS | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | -9.5% | 5.5% | 1.1% |
| 1Y | 173.8% | 98.4% | 26.7% |
業界別リターン: AEIS過去 1 年間で98.4 % の収益を上げたUS Electronic業界を上回りました。
リターン対市場: AEIS過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。
価格変動
| AEIS volatility | |
|---|---|
| AEIS Average Weekly Movement | 8.2% |
| Electronic Industry Average Movement | 8.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: AEIS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AEISの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1981 | 13,000 | Steve Kelley | www.advancedenergy.com |
アドバンスド・エナジー・インダストリーズ社は、米国、アジア、ヨーロッパ、そして国際的に精密電力変換、測定、制御ソリューションを提供している。同社のプラズマパワー製品は、ドライエッチングや蒸着などの半導体や薄膜プラズマプロセスの技術革新を可能にするソリューションを提供している。また、半導体装置、工業生産、医療・ライフサイエンス機器、データセンター・コンピューティング、ネットワーキング、テレコミュニケーションなど、さまざまな用途で使用される高電圧・低電圧電源製品も提供している。さらに、電力と温度の高度な測定と校正のためのセンシング、制御、計装製品も提供している。さらに、校正、変換、アップグレード、改修、中古機器を企業に提供し、修理やメンテナンスサービスも行っている。同社は、直販部隊、直接・間接販売チャネル、代理店を通じて製品を提供し、保証および非保証修理サービスも提供している。は1981 年に法人化され、コロラド州デンバーに本社を置く。
Advanced Energy Industries, Inc. 基礎のまとめ
| AEIS 基礎統計学 | |
|---|---|
| 時価総額 | US$13.11b |
| 収益（TTM） | US$191.70m |
| 売上高(TTM) | US$1.91b |
64.2x
PER（株価収益率6.5x
P/SレシオAEIS は割高か？
公正価値と評価分析を参照収益と収入
| AEIS 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.91b |
| 売上原価 | US$1.16b |
| 売上総利益 | US$743.10m |
| その他の費用 | US$551.40m |
| 収益 | US$191.70m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.04 |
| グロス・マージン | 39.00% |
| 純利益率 | 10.06% |
| 有利子負債／自己資本比率 | 41.0% |
AEIS の長期的なパフォーマンスは？
過去の実績と比較を見る| Advanced Energy Industries 配当日 | |
|---|---|
| 配当落ち日 | May 22 2026 |
| 配当支払日 | Jun 05 2026 |
| 配当落ちまでの日数 | 6 days |
| 配当支払日までの日数 | 20 days |
AEIS 配当は確実ですか？
AEIS 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/15 03:16 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Advanced Energy Industries, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |
| Christopher Muse | Barclays |