Advanced Energy Industries バランスシートの健全性
財務の健全性 基準チェック /46
Advanced Energy Industriesの総株主資本は$1.5B 、総負債は$1.3Bで、負債比率は86.8%となります。総資産と総負債はそれぞれ$3.4Bと$2.0Bです。 Advanced Energy Industriesの EBIT は$290.4Mで、利息カバレッジ比率-25.5です。現金および短期投資は$1.4Bです。
主要情報
86.82%
負債資本比率
US$1.26b
負債
| インタレスト・カバレッジ・レシオ | -25.5x |
| 現金 | US$1.40b |
| エクイティ | US$1.46b |
| 負債合計 | US$1.97b |
| 総資産 | US$3.43b |
財務の健全性に関する最新情報
更新なし
Recent updates
ナラティブ更新 • 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.
ナラティブ更新 • 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.Seeking Alpha • Jul 22
Advanced Energy: Set To Outpace Growth Estimates
Summary Advanced Energy Industries is positioned for record 2026 revenues, driven by strong semiconductor and data center demand. Management targets gross margins above 43% and is expanding capacity, with the Thailand factory opening ahead of schedule to meet robust semiconductor growth. Despite a premium 23x forward EV/EBIT valuation, AEIS’s EBIT growth and long-term tailwinds in AI infrastructure justify a buy rating. Risks include customer concentration and persistently high R&D and SG&A expenses, but multi-year industry tailwinds support continued outperformance. Read the full article on Seeking Alpha
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.財務状況分析
短期負債: AEISの 短期資産 ( $2.4B ) が 短期負債 ( $636.1M ) を超えています。
長期負債: AEISの短期資産 ( $2.4B ) が 長期負債 ( $1.3B ) を上回っています。
デット・ツー・エクイティの歴史と分析
負債レベル: AEIS総負債よりも多くの現金を保有しています。
負債の削減: AEISの負債対資本比率は、過去 5 年間で35.8%から86.8%に増加しました。
債務返済能力: AEISの負債は 営業キャッシュフロー によって 十分にカバーされていません ( 18.8% )。
インタレストカバレッジ: AEIS支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。
貸借対照表
健全な企業の発掘
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 | 2026/08/13 08:40 |
| 終値 | 2026/08/13 00:00 |
| 収益 | 2026/06/30 |
| 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 |
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| アナリストのコンセンサス予想 | +プラス3年 |
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| 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 |
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* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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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. 12 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。22
| アナリスト | 機関 |
|---|---|
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |
| Christopher Muse | Barclays |