Advanced Energy Industries (NASDAQ:AEIS) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

Key Points

• Needham & Company raised its price target on Advanced Energy (NASDAQ:AEIS) from $330 to $400 and keeps a "buy" rating, while analysts' consensus is a "Moderate Buy" with an average target of $341.
• Q1 beat: AEIS reported EPS $2.09 (vs. $1.96 consensus) and revenue $511M (+26% YoY) with non‑GAAP gross margin above 40%, but its Q2 guidance of $1.93–$2.43 and a $48M inventory build plus modest operating cash outflow prompted near‑term investor caution.
• Insider selling: Insiders sold 58,478 shares in the last 90 days, including CEO Stephen Kelley selling 50,000 shares, while the stock trades near its 52‑week high and the company has a market cap of $14.65B.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) had its price target hoisted by investment analysts at Needham & Company LLC from $330.00 to $400.00 in a note issued to investors on Tuesday,Benzinga reports. The brokerage currently has a "buy" rating on the electronics maker's stock. Needham & Company LLC's price objective indicates a potential upside of 3.35% from the stock's previous close.

A number of other research analysts have also recently commented on the stock. Bank of America raised their price target on shares of Advanced Energy Industries from $260.00 to $300.00 and gave the company a "buy" rating in a research note on Thursday, January 22nd. Robert W. Baird raised their target price on shares of Advanced Energy Industries from $360.00 to $380.00 and gave the company an "outperform" rating in a research report on Tuesday. Wall Street Zen upgraded Advanced Energy Industries from a "hold" rating to a "buy" rating in a research note on Saturday, March 7th. Stifel Nicolaus upped their price objective on Advanced Energy Industries from $310.00 to $325.00 and gave the company a "buy" rating in a research note on Wednesday, February 11th. Finally, Susquehanna restated a "positive" rating and set a $430.00 price objective on shares of Advanced Energy Industries in a research report on Tuesday. Eight 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 has an average rating of "Moderate Buy" and an average target price of $341.00.

Advanced Energy Industries Stock Performance

Shares of AEIS opened at $387.03 on Tuesday. The firm's 50-day simple moving average is $341.89 and its 200 day simple moving average is $269.24. The firm has a market cap of $14.65 billion, a P/E ratio of 101.32, a price-to-earnings-growth ratio of 2.85 and a beta of 1.40. Advanced Energy Industries has a 52 week low of $106.48 and a 52 week high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last announced its quarterly earnings data on Monday, May 4th. The electronics maker reported $2.09 earnings per share (EPS) 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 for the quarter, compared to the consensus estimate of $505.81 million. During the same period in the prior year, the company posted $1.23 earnings per share. The business's revenue for the quarter 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. As a group, equities analysts forecast that Advanced Energy Industries will post 7.05 earnings per share for the current year.

Insider Activity

In other Advanced Energy Industries news, CEO Stephen Douglas Kelley sold 50,000 shares of the business's stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $316.62, for a total value of $15,831,000.00. Following the sale, the chief executive officer directly owned 80,376 shares in the company, valued at $25,448,649.12. The trade was a 38.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Brian Shirley sold 1,234 shares of the company's stock in a transaction that occurred on Friday, March 13th. The shares were 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. The trade was a 18.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 58,478 shares of company stock worth $18,567,013. 1.30% of the stock is owned by insiders.

Institutional Trading of Advanced Energy Industries

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Root Financial Partners LLC boosted its stake in Advanced Energy Industries by 33.3% in the first quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker's stock worth $35,000 after buying an additional 27 shares in the last quarter. Azzad Asset Management Inc. ADV boosted its stake in shares of Advanced Energy Industries by 0.4% in the 3rd quarter. Azzad Asset Management Inc. ADV now owns 10,720 shares of the electronics maker's stock valued at $1,824,000 after purchasing an additional 45 shares in the last quarter. Allworth Financial LP boosted its stake in shares of Advanced Energy Industries by 9.2% in the 3rd quarter. Allworth Financial LP now owns 582 shares of the electronics maker's stock valued at $99,000 after purchasing an additional 49 shares in the last quarter. Fifth Third Wealth Advisors LLC grew its holdings in shares of Advanced Energy Industries by 4.5% during the 1st quarter. Fifth Third Wealth Advisors LLC now owns 1,191 shares of the electronics maker's stock valued at $384,000 after purchasing an additional 51 shares during the last quarter. Finally, Cullen Frost Bankers Inc. raised its position in Advanced Energy Industries by 40.6% in the 4th quarter. Cullen Frost Bankers Inc. now owns 194 shares of the electronics maker's stock worth $41,000 after purchasing an additional 56 shares during the period. Hedge funds and other institutional investors own 99.67% of the company's stock.

Key Headlines Impacting Advanced Energy Industries

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.

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