Advanced Energy Industries (NASDAQ:AEIS) Issues Q2 2026 Earnings Guidance

Key Points

• Advanced Energy issued Q2 2026 guidance of $1.930–2.430 EPS (consensus $1.940) and $520–$560 million in revenue (consensus $523.8M), putting revenue guidance modestly above analyst expectations and EPS roughly in line with consensus.
• Analysts are broadly positive — eight Buys and four Holds with a consensus rating of "Moderate Buy" and a $322.50 target — even as the stock trades near $387 and carries a high valuation (PE ~101).
• Advanced Energy recently beat Q1 estimates, reporting $1.94 EPS versus $1.76 expected and revenue of $489.4M, up 17.8% year‑over‑year, indicating continued revenue growth momentum.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) issued an update on its second quarter 2026 earnings guidance on Monday morning. The company provided EPS guidance of 1.930-2.430 for the period, compared to the consensus EPS estimate of 1.940. The company issued revenue guidance of $520.0 million-$560.0 million, compared to the consensus revenue estimate of $523.8 million.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on AEIS shares. Wall Street Zen raised shares of Advanced Energy Industries from a "hold" rating to a "buy" rating in a research report on Saturday, March 7th. KeyCorp lifted their price target on shares of Advanced Energy Industries from $330.00 to $375.00 and gave the stock an "overweight" rating in a research report on Monday, March 2nd. Stifel Nicolaus lifted their price target on shares of Advanced Energy Industries from $310.00 to $325.00 and gave the stock a "buy" rating in a research report on Wednesday, February 11th. TD Cowen reissued a "hold" rating on shares of Advanced Energy Industries in a research report on Wednesday, February 11th. Finally, Citigroup boosted their target price on Advanced Energy Industries from $330.00 to $385.00 and gave the company a "buy" rating in a research note on Friday, March 20th. Eight investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat.com, Advanced Energy Industries presently has an average rating of "Moderate Buy" and a consensus price target of $322.50.

Advanced Energy Industries Stock Performance

NASDAQ AEIS traded down $2.02 during trading on Monday, hitting $387.03. The stock had a trading volume of 961,746 shares, compared to its average volume of 703,591. The company's 50-day moving average price is $341.89 and its two-hundred day moving average price is $269.24. Advanced Energy Industries has a 12 month low of $106.48 and a 12 month high of $397.44. The company has a market capitalization of $14.65 billion, a PE ratio of 101.32, a P/E/G ratio of 2.85 and a beta of 1.40.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The electronics maker reported $1.94 EPS for the quarter, topping the consensus estimate of $1.76 by $0.18. Advanced Energy Industries had a net margin of 8.25% and a return on equity of 15.72%. The firm had revenue of $489.40 million for the quarter, compared to analysts' expectations of $473.12 million. During the same period in the previous year, the firm posted $1.30 EPS. The company's revenue for the quarter was up 17.8% on a year-over-year basis. Advanced Energy Industries has set its Q1 2026 guidance at 1.690-2.190 EPS. As a group, equities analysts anticipate that Advanced Energy Industries will post 7.05 earnings per share for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, March 6th. Investors of record on Monday, February 23rd were paid a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, February 23rd. Advanced Energy Industries's dividend payout ratio (DPR) is 10.47%.

Insiders Place Their Bets

In related news, EVP Elizabeth Karpinski Vonne sold 966 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $369.40, for a total value of $356,840.40. Following the sale, the executive vice president owned 11,616 shares in the company, valued at approximately $4,290,950.40. This represents a 7.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lanesha Minnix sold 1,000 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $316.62, for a total transaction of $316,620.00. Following the completion of the transaction, the director directly owned 4,585 shares in the company, valued at approximately $1,451,702.70. This represents a 17.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 58,478 shares of company stock worth $18,567,013 in the last three months. Insiders own 1.30% of the company's stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Kemnay Advisory Services Inc. bought a new position in Advanced Energy Industries in the 4th quarter valued at about $25,000. Danske Bank A S bought a new position in Advanced Energy Industries during the 3rd quarter worth $34,000. Measured Wealth Private Client Group LLC bought a new position in Advanced Energy Industries during the 3rd quarter worth $36,000. EverSource Wealth Advisors LLC increased its position in Advanced Energy Industries by 67.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 312 shares of the electronics maker's stock worth $41,000 after buying an additional 126 shares during the period. Finally, Advisors Asset Management Inc. increased its position in Advanced Energy Industries by 47.7% during the 1st quarter. Advisors Asset Management Inc. now owns 539 shares of the electronics maker's stock worth $51,000 after buying an additional 174 shares during the period. 99.67% of the stock is owned by institutional investors.

About Advanced Energy Industries

Advanced Energy Industries, Inc is a global technology company specializing in precision power conversion, measurement, and control solutions. The company designs and manufactures a broad portfolio of products including high-voltage power supplies, RF and microwave generators, digital power controllers, reactive gas control systems, and thin film measurement instruments. These solutions enable advanced processes in semiconductor fabrication, flat panel display manufacturing, industrial coating, data storage, telecommunications and medical device production.

Founded in 1981 and headquartered in Fort Collins, Colorado, Advanced Energy has grown through strategic product development and international expansion.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.