Advanced Energy Industries (NASDAQ:AEIS) Price Target Raised to $380.00 at Robert W. Baird

Key Points

• Robert W. Baird raised its price target on Advanced Energy Industries (AEIS) to $380 (from $360) and kept an "outperform" rating, though the new target implies roughly a 1.8% downside from the current share price.
• AEIS beat Q1 expectations with non‑GAAP EPS $2.09 (vs. $1.96) and $511M revenue (+26% YoY) and reported >40% gross margin, but a Q2 guide of $1.93–$2.43, a $48M inventory build and modest operating cash outflow — along with recent insider selling — spurred profit‑taking and investor caution.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) had its price target upped by stock analysts at Robert W. Baird from $360.00 to $380.00 in a research report issued on Tuesday, MarketBeat.com reports. The brokerage presently has an "outperform" rating on the electronics maker's stock. Robert W. Baird's target price points to a potential downside of 1.82% from the company's current price.

AEIS has been the subject of several other reports. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Advanced Energy Industries in a research report on Friday, March 27th. Needham & Company LLC lifted their price objective on shares of Advanced Energy Industries from $290.00 to $330.00 and gave the company a "buy" rating in a report on Wednesday, February 11th. Wells Fargo & Company upped their target price on shares of Advanced Energy Industries from $300.00 to $340.00 and gave the stock an "equal weight" rating in a research note on Tuesday, April 7th. Zacks Research lowered shares of Advanced Energy Industries from a "strong-buy" rating to a "hold" rating in a report on Thursday, April 9th. Finally, Citigroup raised their price target on shares of Advanced Energy Industries from $330.00 to $385.00 and gave the company a "buy" rating in a research report on Friday, March 20th. Eight analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $341.00.

Advanced Energy Industries Stock Performance

Advanced Energy Industries stock opened at $387.03 on Tuesday. The company's 50 day simple moving average is $341.89 and its 200-day simple moving average is $269.24. Advanced Energy Industries has a 1 year low of $106.48 and a 1 year high of $397.44. The company has a market capitalization of $14.65 billion, a price-to-earnings ratio of 101.32, a price-to-earnings-growth ratio of 2.85 and a beta of 1.40.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last posted its quarterly earnings data on Monday, May 4th. The electronics maker reported $2.09 earnings per share for the quarter, topping analysts' consensus estimates of $1.96 by $0.13. Advanced Energy Industries had a net margin of 8.25% and a return on equity of 15.72%. The firm had revenue of $511.00 million during the quarter, compared to analysts' expectations of $505.81 million. During the same quarter last year, the company posted $1.23 EPS. The firm's quarterly revenue was up 26.3% on a year-over-year basis. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. Equities analysts expect that Advanced Energy Industries will post 7.05 earnings per share for the current year.

Insider Transactions at Advanced Energy Industries

In other news, EVP Elizabeth Karpinski Vonne sold 966 shares of the company's stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $369.40, for a total value of $356,840.40. Following the completion of the transaction, 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 sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Brian Shirley sold 1,234 shares of Advanced Energy Industries stock in a transaction on Friday, March 13th. The stock was sold at an average price of $310.19, for a total transaction of $382,774.46. Following the sale, the director owned 5,584 shares in the company, valued at $1,732,100.96. This represents a 18.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 58,478 shares of company stock valued at $18,567,013 over the last three months. 1.30% of the stock is owned by corporate insiders.

Institutional Trading of Advanced Energy Industries

Several institutional investors and hedge funds have recently made changes to their positions in the company. Geode Capital Management LLC increased its holdings in shares of Advanced Energy Industries by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 956,979 shares of the electronics maker's stock valued at $200,393,000 after acquiring an additional 28,549 shares during the period. Bank of America Corp DE boosted its stake in Advanced Energy Industries by 2.2% during the 2nd quarter. Bank of America Corp DE now owns 946,649 shares of the electronics maker's stock worth $125,431,000 after purchasing an additional 20,573 shares during the period. Massachusetts Financial Services Co. MA grew its position in Advanced Energy Industries by 18.3% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 719,867 shares of the electronics maker's stock worth $122,478,000 after purchasing an additional 111,467 shares during the last quarter. GW&K Investment Management LLC grew its position in Advanced Energy Industries by 51.5% during the 3rd quarter. GW&K Investment Management LLC now owns 699,780 shares of the electronics maker's stock worth $119,062,000 after purchasing an additional 237,895 shares during the last quarter. Finally, Norges Bank acquired a new position in Advanced Energy Industries in the fourth quarter valued at $123,403,000. 99.67% of the stock is owned by hedge funds and other institutional investors.

More Advanced Energy Industries News

Here are the key news stories impacting Advanced Energy Industries this week:

• Positive Sentiment: Q1 results beat expectations — AEIS reported non‑GAAP EPS $2.09 (vs. ~$1.96 consensus) and revenue $511M (up 26% YoY), showing solid top‑line growth and an earnings beat. BusinessWire: Advanced Energy Reports First Quarter 2026 Results
• Positive Sentiment: Gross margin improvement — management highlighted non‑GAAP gross margin above 40% for the quarter, a key operating improvement that supports higher profitability going forward. BusinessWire: Advanced Energy Reports First Quarter 2026 Results
• Neutral Sentiment: Complete disclosure available — the earnings slide deck and full call transcript were published, useful for drilling into segment trends and backlog details. Investors can review the presentation and call for management commentary on end markets. Seeking Alpha: Q1 Results - Earnings Call Presentation Seeking Alpha: Q1 2026 Earnings Call Transcript
• Negative Sentiment: Q2 guidance disappointed the market — AEIS gave Q2 non‑GAAP EPS guidance of $1.93–$2.43 vs. a consensus ~$1.94; the low end of the range is slightly below street expectations, which capped near‑term upside and prompted profit‑taking. MarketBeat: AEIS Guidance & Links
• Negative Sentiment: Cash flow and inventory build raised quality‑of‑earnings concerns — Q1 operating cash flow was a modest outflow tied to seasonal payables and a $48M inventory increase to support demand; investors worried about working‑capital drag. QuiverQuant: AEIS slides as Q2 outlook underwhelms
• Negative Sentiment: Market reaction and positioning — coverage notes a late‑day tumble and heavy insider selling disclosure in recent periods; after a strong run to near the 12‑month high, investors appear to be trimming exposures on signs of near‑term growth moderation. MSN: Advanced Energy tops views but stock tumbles late

Advanced Energy Industries Company Profile

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.