Advanced Energy Industries (NASDAQ:AEIS) Announces Q4 2026 Earnings Guidance

Key Points

• Advanced Energy raised its Q4 2026 outlook, guiding for EPS of $3.60–$4.20 and revenue of $710 million–$760 million, above consensus estimates of $3.31 EPS and $693.2 million revenue.
• Q3 results significantly exceeded expectations: EPS was $3.65 versus $3.04 consensus, while revenue rose 50.3% year over year to $696.4 million. The company also more than doubled earnings from the prior-year quarter.
• Analyst sentiment remains positive overall, with a “Moderate Buy” consensus and average price target of $387.08, although some analysts maintain hold ratings and insiders sold approximately $8.6 million of stock during the last quarter.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 3.600-4.200 for the period, compared to the consensus EPS estimate of 3.310. The company issued revenue guidance of $710.0 million-$760.0 million, compared to the consensus revenue estimate of $693.2 million.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Zacks Research lowered Advanced Energy Industries from a "strong-buy" rating to a "hold" rating in a report on Friday, October 23rd. TD Cowen raised their target price on shares of Advanced Energy Industries from $350.00 to $370.00 and gave the company a "hold" rating in a research note on Tuesday, August 4th. Citigroup reiterated a "buy" rating on shares of Advanced Energy Industries in a research report on Monday, September 28th. Wells Fargo & Company reissued an "overweight" rating and issued a $310.00 price target on shares of Advanced Energy Industries in a research note on Tuesday. Finally, Seaport Research Partners raised shares of Advanced Energy Industries from a "neutral" rating to a "buy" rating and set a $410.00 price target for the company in a research note on Tuesday, August 4th. Eleven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat, Advanced Energy Industries currently has a consensus rating of "Moderate Buy" and an average target price of $387.08.

Advanced Energy Industries Stock Performance

NASDAQ AEIS opened at $217.19 on Tuesday. The company has a 50-day simple moving average of $265.86 and a two-hundred day simple moving average of $307.14. The company has a quick ratio of 2.94, a current ratio of 3.79 and a debt-to-equity ratio of 0.78. Advanced Energy Industries has a 12-month low of $187.71 and a 12-month high of $397.44. The firm has a market cap of $8.70 billion, a price-to-earnings ratio of 40.52 and a beta of 1.31.

Advanced Energy Industries (NASDAQ:AEIS - Get Free Report) last announced its quarterly earnings data on Monday, November 2nd. The electronics maker reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.04 by $0.61. Advanced Energy Industries had a return on equity of 20.75% and a net margin of 10.77%. The firm had revenue of $696.40 million during the quarter, compared to the consensus estimate of $644.85 million. During the same quarter in the previous year, the company posted $1.74 earnings per share. The business's revenue was up 50.3% on a year-over-year basis. On average, equities analysts forecast that Advanced Energy Industries will post 9.55 EPS for the current year.

Insider Activity at Advanced Energy Industries

In other Advanced Energy Industries news, COO Eduardo Acebedo sold 24,771 shares of Advanced Energy Industries stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $315.48, for a total transaction of $7,814,755.08. Following the sale, the chief operating officer directly owned 23,109 shares of the company's stock, valued at approximately $7,290,427.32. The trade was a 51.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Elizabeth Vonne sold 632 shares of the company's stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $288.14, for a total value of $182,104.48. Following the transaction, the executive vice president owned 9,177 shares in the company, valued at $2,644,260.78. This trade represents a 6.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 27,218 shares of company stock valued at $8,562,008. Company insiders own 1.30% of the company's stock.

Trending Headlines about Advanced Energy Industries

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

• Positive Sentiment: Advanced Energy reported third-quarter earnings of $3.65 per share, well above the roughly $3.04–$3.06 analyst consensus, while revenue reached $696.4 million versus expectations near $644.9 million. Earnings more than doubled from $1.74 per share a year earlier, and revenue increased 50.3%. Advanced Energy third-quarter earnings results
• Positive Sentiment: Management described the quarter as another record period, with sequential and year-over-year growth across all of its markets. Chip-equipment and data-center sales reportedly reached records, while operating costs grew much more slowly than revenue, helping the operating margin approximately double. Advanced Energy operating margin reaction
• Positive Sentiment: The strong results and management commentary initially prompted a favorable market reaction, reinforcing the company’s exposure to semiconductor manufacturing and expanding data-center demand. Advanced Energy third-quarter 2026 results
• Neutral Sentiment: Despite the earnings beat, AEIS trades at a relatively high trailing P/E of about 40.5, and its shares remain well below the 12-month high. Investors may therefore be demanding continued strong growth and additional guidance before pushing the stock higher.
• Negative Sentiment: The subsequent pullback suggests profit-taking or disappointment that the report did not provide a larger positive catalyst beyond what investors had already anticipated. No weaker quarterly results were reported in the supplied coverage. Advanced Energy Q3 2026 earnings call transcript

About Advanced Energy Industries

Advanced Energy Industries, Inc develops and manufactures precision power-conversion, measurement and control technologies. Its products are designed to regulate, transform and deliver electrical power with high levels of accuracy and reliability in demanding industrial applications.

The company's portfolio includes direct-current and alternating-current power supplies, radio-frequency power systems, high-voltage power supplies, thermal-management equipment, power control modules, and measurement and control instruments.

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