Advanced Energy Industries (AEIS) 주식 개요
는 미국, 아시아, 유럽 및 국제적으로 정밀 전력 변환, 측정 및 제어 솔루션을 제공합니다. 자세히 보기
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Advanced Energy Industries
51.8% 저평가 내재 할인율
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
View narrativeJO
Published 31 Aug
Advanced Energy Industries, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$273.74 |
| 52주 최고가 | US$397.44 |
| 52주 최저가 | US$155.08 |
| 베타 | 1.3 |
| 1개월 변동 | -16.44% |
| 3개월 변동 | -22.75% |
| 1년 변동 | 71.60% |
| 3년 변동 | 156.62% |
| 5년 변동 | 216.65% |
| IPO 이후 변동 | 2,637.40% |
최근 뉴스 및 업데이트
Seeking Alpha • Aug 31
Advanced Energy Industries: Making A Calm Retreat; Sell
Summary Advanced Energy receives a Sell rating due to stretched valuation, limited long-term visibility, and a lack of margin of safety. AEIS’s recent growth is driven by semiconductor and AI data center tailwinds, but historical execution has fallen short of management’s multi-year targets. The current share price of ~$285 significantly exceeds the bull case fair value range ($208.60–$228.60), implying aggressive growth is already priced in. I remain cautious given management’s limited transparency on hyperscaler customer concentration, clear growth metrics, and the stickiness of recent market share gains. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 31
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
Record revenue. Earnings up 83%.
내러티브 업데이트 • 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.Recent updates
Seeking Alpha • Aug 31
Advanced Energy Industries: Making A Calm Retreat; Sell
Summary Advanced Energy receives a Sell rating due to stretched valuation, limited long-term visibility, and a lack of margin of safety. AEIS’s recent growth is driven by semiconductor and AI data center tailwinds, but historical execution has fallen short of management’s multi-year targets. The current share price of ~$285 significantly exceeds the bull case fair value range ($208.60–$228.60), implying aggressive growth is already priced in. I remain cautious given management’s limited transparency on hyperscaler customer concentration, clear growth metrics, and the stickiness of recent market share gains. Read the full article on Seeking Alpha새로운 내러티브 • Aug 31
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
Record revenue. Earnings up 83%.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...새로운 내러티브 • 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?내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.주주 수익률
| AEIS | US Electronic | US 시장 | |
|---|---|---|---|
| 7D | -0.2% | 1.4% | -2.2% |
| 1Y | 71.6% | 44.3% | 13.1% |
수익률 대 산업: AEIS은 지난 1년 동안 44.3%의 수익을 기록한 US Electronic 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: AEIS은 지난 1년 동안 13.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| AEIS volatility | |
|---|---|
| AEIS Average Weekly Movement | 11.3% |
| Electronic Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: AEIS의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: AEIS의 주간 변동성(11%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1981 | 13,000 | Steve Kelley | www.advancedenergy.com |
는 미국, 아시아, 유럽 및 전 세계에 정밀 전력 변환, 측정 및 제어 솔루션을 제공합니다. 이 회사의 플라즈마 전력 제품은 건식 식각 및 증착과 같은 반도체 및 박막 플라즈마 공정의 혁신을 가능하게 하는 솔루션을 제공합니다. 또한 반도체 장비, 산업 생산, 의료 및 생명 과학 장비, 데이터 센터 컴퓨팅, 네트워킹, 통신 등 다양한 애플리케이션에 사용되는 고전압 및 저전압 전력 제품을 제공합니다.
Advanced Energy Industries, Inc. 기초 지표 요약
| AEIS 기초 통계 | |
|---|---|
| 시가총액 | US$11.44b |
| 순이익 (TTM) | US$220.70m |
| 매출 (TTM) | US$2.04b |
49.7x
주가수익비율(P/E)5.4x
주가매출비율(P/S)AEIS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| AEIS 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.04b |
| 매출원가 | US$1.22b |
| 총이익 | US$814.30m |
| 기타 비용 | US$593.60m |
| 순이익 | US$220.70m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 5.51 |
| 총이익률 | 39.96% |
| 순이익률 | 10.83% |
| 부채/자본 비율 | 86.8% |
AEIS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.1%
현재 배당 수익률7%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 07:24 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Advanced Energy Industries, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Quinn Fredrickson | Baird |
| Robert Mason | Baird |
| Christopher Muse | Barclays |