AEIS

ADVANCED ENERGY INDUSTRIES INC

Nasdaq · Electronic Components, NEC · Inc. DE · CIK 0000927003
$350.45 -5.45% $13.3B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)26 New Institutional Positions24 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$13.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders50 funds
Inst. Value$9.3B
Inst. Activity26 buys / 24 sells
Insider Activity0B / 8S
Insider Net $-$3.2M
Reddit Sentiment50° Neutral
SEC Reports8
Congressional3 trades
Exchange Nasdaq·Sector Electronic Components, NEC·Inc. DE·CIK 0000927003·Prev Close $370.66

Recent Activity

Jun 12, 2026 SEC
Advanced Energy announced the redemption of all $136.7M of its remaining 2.50% Convertible Senior Notes due 2028, with a
8-K — Impact 5/10
May 26, 2026 short_volume
Short Volume: AEIS — 58.3% short (0.3M / 0.5M)
Short: 308,979 | Exempt: 47,231 | TRF Vol: 530,009 | Short Ratio: 58.3% | Off-exchange volume (dark
May 18, 2026 SEC
Advanced Energy Industries issued $1.15B of 0% Convertible Senior Notes due 2031, concurrently entering into capped call
8-K — Impact 7/10
May 8, 2026 SEC
Advanced Energy Industries held its 2026 annual meeting on May 7, 2026, and stockholders approved all five proposals: el
8-K — Impact 3/10
May 7, 2026 Insider
BEARD GRANT H was granted 760 shares
Director
May 7, 2026 Insider
BALL FREDERICK was granted 587 shares
Director
May 7, 2026 Insider
DelSanto Anne was granted 587 shares
Director
Inst.
MASSACHUSETTS FINANCIAL SERVICES CO — TRIM
406,171 shares ($131.1M)

Price Targets

$394.50 +12.6% upside Buy
Current $350.45 Low $345.00 Median $400.00 High $430.00 10 analysts
$345.00 $430.00

Analyst Ratings

Buy78% buy · 18 analysts
7Strong Buy
7Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 11, 2026 Cantor Fitzgerald INITIATE Overweight
May 6, 2026 Citigroup MAINTAIN Buy → Buy
May 5, 2026 TD Cowen MAINTAIN Hold → Hold
May 5, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 5, 2026 Susquehanna MAINTAIN Positive → Positive

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.20 $2.17 — $2.25 46% YoY 11
Next Q $2.42 $2.31 — $2.61 39% YoY 11
Current FY $9.33 $9.04 — $9.79 46% YoY 11
Next FY $11.78 $10.92 — $12.67 26% YoY 11

Top Institutional Holders

FundValueMove
NOMURA ASSET MANAGEMENT CO
BlackRock, Inc.$2.1B
VANGUARD PORTFOLIO MANAGEMENT LLC$748.5M
Invesco Ltd.$591.4M
VANGUARD CAPITAL MANAGEMENT LLC$546.1M

Recent Insider Trades

DateInsiderTypeValue
May 7, 2026BEARD GRANTA$0.00
May 7, 2026BALL FREDERICKA$0.00
May 7, 2026DelSanto AnneA$0.00
May 7, 2026Donikowski TinaA$0.00
May 7, 2026FOSTER RONALDA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish

Congressional Trades

1 members: 2 buys, 1 sells
MemberPartyTypeAmount
Gilbert CisnerosDSELL$1,001 - $15,000
Gilbert CisnerosDBUY$1,001 - $15,000
Gilbert CisnerosDBUY$1,001 - $15,000
50 institutional holders with $9.3B total value (28,892,268 shares) as of 2026-Q1. Top holders: NOMURA, BlackRock,, VANGUARD. Net buying activity: 26 institutions added/increased vs 24 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1NOMURA ASSET MANAGEMENT CO LTD$0.000.0%
2BlackRock, Inc.6,470,740$2.1B22.5%
3VANGUARD PORTFOLIO MANAGEMENT LLC2,319,376$748.5M8.1%
4Invesco Ltd.1,832,738$591.4M6.4%
5VANGUARD CAPITAL MANAGEMENT LLC1,692,377$546.1M5.9%
6FMR LLC1,586,650$512.0M5.5%
7STATE STREET CORP1,451,136$468.3M5.1%
8AMERIPRISE FINANCIAL INC1,310,558$422.9M4.6%
9EARNEST PARTNERS LLC1,226,487$395.8M4.3%
10BANK OF AMERICA CORP /DE/1,061,129$342.4M3.7%
11DIMENSIONAL FUND ADVISORS LP652,107$210.4M2.3%
12Neuberger Berman Group LLC583,343$188.3M2.0%
13FRANKLIN RESOURCES INC532,529$171.9M1.9%
14GOLDMAN SACHS GROUP INC469,942$151.7M1.6%
15FULLER & THALER ASSET MANAGEMENT, INC.469,935$151.7M1.6%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC417,805$134.8M1.5%
17MASSACHUSETTS FINANCIAL SERVICES CO /MA/406,171$131.1M1.4%TRIM -28.3%
18WELLINGTON MANAGEMENT GROUP LLP387,476$125.0M1.3%
19LOOMIS SAYLES & CO L P336,351$108.5M1.2%TRIM -31.3%
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP335,591$108.3M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MASSACHUSETTS FINANCIAL SERVICES CO /MA/TRIM566,418406,171-28.3%$131.1M2026-Q1
LOOMIS SAYLES & CO L PTRIM489,500336,351-31.3%$108.5M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM305,139227,890-25.3%$73.5M2026-Q1
TD ASSET MANAGEMENT INCDOUBLED8,328215,142+2483.4%$69.4M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCNEW177,018$57.1M2026-Q1
MARSHALL WACE, LLPDOUBLED8,54075,271+781.4%$24.3M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD49,74475,163+51.1%$24.3M2026-Q1
Legal & General Group PlcTRIM95,13650,487-46.9%$16.3M2026-Q1
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCADD38,96849,029+25.8%$15.8M2026-Q1
Retirement Systems of AlabamaNEW46,274$14.9M2026-Q1
Russell Investments Group, Ltd.ADD33,32942,567+27.7%$13.6M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD27,95339,645+41.8%$12.8M2026-Q1
ROYCE & ASSOCIATES LPTRIM51,07637,176-27.2%$12.0M2026-Q1
TD Waterhouse Canada Inc.NEW32,379$10.8M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM54,10332,775-39.4%$10.6M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDNEAR_EXIT130,59126,000-80.1%$8.4M2026-Q1
CREDIT AGRICOLE S ATRIM35,21224,212-31.2%$7.8M2026-Q1
BANK OF MONTREAL /CAN/TRIM76,75624,041-68.7%$7.8M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED8,18423,823+191.1%$7.7M2026-Q1
HSBC HOLDINGS PLCDOUBLED10,56222,668+114.6%$7.2M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM33,98622,152-34.8%$7.1M2026-Q1
Freestone Grove Partners LPTRIM57,53120,606-64.2%$6.6M2026-Q1
FIFTH THIRD BANCORPDOUBLED66520,422+2971.0%$6.6M2026-Q1
Allspring Global Investments Holdings, LLCDOUBLED2,27918,682+719.7%$6.2M2026-Q1
M&G PlcDOUBLED65215,459+2271.0%$5.0M2026-Q1
15 unique insiders with 50 transactions. Net insider value: -$3.2M ($0.00 bought, $3.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 7, 2026BEARD GRANT HDirectorAWARD760
May 7, 2026BALL FREDERICKDirectorAWARD587
May 7, 2026DelSanto AnneDirectorAWARD587
May 7, 2026Donikowski TinaDirectorAWARD587
May 7, 2026FOSTER RONALD CDirectorAWARD587
May 7, 2026Minnix LaneshaDirectorAWARD587
May 7, 2026David ReedDirectorAWARD587
May 7, 2026Roush John ADirectorAWARD587
May 7, 2026Shirley BrianDirectorAWARD587
May 2, 2026Roush John ADirectorEXERCISE2,313
May 2, 2026Donikowski TinaDirectorEXERCISE2,313
May 2, 2026FOSTER RONALD CDirectorEXERCISE2,313
May 2, 2026BEARD GRANT HDirectorEXERCISE3,029
May 2, 2026Shirley BrianDirectorEXERCISE2,313
May 2, 2026David ReedDirectorEXERCISE2,313
May 2, 2026DelSanto AnneDirectorEXERCISE2,313
May 2, 2026BALL FREDERICKDirectorEXERCISE2,313
May 2, 2026Minnix LaneshaDirectorEXERCISE2,313
Apr 16, 2026Vonne Elizabeth KarpinskiEVP, General CounselSELL966$369.40$356.8K
Apr 15, 2026DelSanto AnneDirectorSELL240$380.52$91.3K
Mar 18, 2026Oldham Paul REVP, CFOSELL4,314$315.99$1.4M
Mar 16, 2026DelSanto AnneDirectorSELL240$312.59$75.0K
Mar 13, 2026Shirley BrianDirectorSELL1,234$310.19$382.8K
Mar 10, 2026Kelley Stephen DouglasPresident and CEOSELL543$305.48$165.9K
Mar 4, 2026Roush John ADirectorSELL1,200$319.78$383.7K
Mar 3, 2026COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting OfficerSELL1,104$325.60$359.5K
Mar 1, 2026Vonne Elizabeth KarpinskiEVP, General CounselEXERCISE1,959
Mar 1, 2026Acebedo Eduardo BernalEVP and COOEXERCISE4,898
Mar 1, 2026COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting OfficerEXERCISE979
Mar 1, 2026Donaghey JohnEVP, Global SalesEXERCISE1,750
Mar 1, 2026Oldham Paul REVP, CFOEXERCISE3,265
Mar 1, 2026Kelley Stephen DouglasPresident and CEOEXERCISE10,449
Mar 1, 2026Kelley Stephen DouglasPresident and CEOAWARD11,620
Mar 1, 2026Kelley Stephen DouglasPresident and CEOAWARD18,260
Mar 1, 2026Oldham Paul REVP, CFOAWARD4,482
Mar 1, 2026Oldham Paul REVP, CFOAWARD4,481
Mar 1, 2026Oldham Paul REVP, CFOAWARD3,153
Mar 1, 2026Vonne Elizabeth KarpinskiEVP, General CounselAWARD2,656
Mar 1, 2026Vonne Elizabeth KarpinskiEVP, General CounselAWARD2,655
Mar 1, 2026Vonne Elizabeth KarpinskiEVP, General CounselAWARD1,027
Mar 1, 2026Acebedo Eduardo BernalEVP and COOAWARD4,648
Mar 1, 2026Acebedo Eduardo BernalEVP and COOAWARD4,647
Mar 1, 2026COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting OfficerAWARD1,328
Mar 1, 2026COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting OfficerAWARD1,327
Mar 1, 2026Donaghey JohnEVP, Global SalesTAX W/H1,736$335.57$582.5K
Mar 1, 2026Donaghey JohnEVP, Global SalesD875
Mar 1, 2026Donaghey JohnEVP, Global SalesEXERCISE2,612
Mar 1, 2026Donaghey JohnEVP, Global SalesAWARD3,320
Mar 1, 2026Donaghey JohnEVP, Global SalesAWARD3,320
Mar 1, 2026Donaghey JohnEVP, Global SalesAWARD2,334

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (78% buy). Based on 18 analysts: 7 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$394.50 mean target +12.6% upside Buy (1.64)
$345.00 Low $430.00 High
MetricValue
Current Price$350.45
Target Low$345.00
Target Mean$394.50
Target Median$400.00
Target High$430.00
# Analysts10
RecommendationBuy (1.64)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.20 $2.17 $2.25 46.5% -0.1% 9↑ 1↓ $0.5B 22.9% 11
Next Q
2026-09-30
$2.42 $2.31 $2.61 38.8% -0.1% 9↑ 1↓ $0.6B 23.4% 11
Current FY
2026-12-31
$9.33 $9.04 $9.79 45.6% +0.1% 10↑ 0↓ $2.2B 24.2% 11
Next FY
2027-12-31
$11.78 $10.92 $12.67 26.2% +0.2% 10↑ 0↓ $2.6B 17.1% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.197
7d ago$2.199-0.002
30d ago$2.199-0.002
60d ago$2.033+0.164
90d ago$2.001+0.196
10 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 11, 2026 Cantor Fitzgerald INITIATE Overweight
May 6, 2026 Citigroup MAINTAIN Buy Buy
May 5, 2026 TD Cowen MAINTAIN Hold Hold
May 5, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 5, 2026 Susquehanna MAINTAIN Positive Positive
May 5, 2026 Keybanc MAINTAIN Overweight Overweight
May 5, 2026 Baird MAINTAIN Outperform Outperform
May 5, 2026 Needham MAINTAIN Buy Buy
Apr 7, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 30, 2026 Baird MAINTAIN Outperform Outperform
Mar 20, 2026 Citigroup MAINTAIN Buy Buy
Mar 2, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 12, 2026 Citigroup MAINTAIN Buy Buy
Feb 11, 2026 Stifel MAINTAIN Buy Buy
Feb 11, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 11, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 11, 2026 Susquehanna MAINTAIN Positive Positive
Feb 11, 2026 Needham MAINTAIN Buy Buy
Feb 9, 2026 Stifel MAINTAIN Buy Buy
Jan 22, 2026 B of A Securities MAINTAIN Buy Buy
Jan 16, 2026 Keybanc MAINTAIN Overweight Overweight
Jan 16, 2026 Needham MAINTAIN Buy Buy
Jan 15, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 14, 2026 Stifel MAINTAIN Buy Buy
Jan 12, 2026 Susquehanna UPGRADE Neutral Positive

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20267740078%
May 1, 20267740078%
Apr 1, 20267740078%
Mar 1, 20267740078%
Feb 1, 20267840079%
Jan 1, 20266750072%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 27, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Advanced Energy Industries IncApr 8, 2026 (13d)
Mar 3, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Advanced Energy Industries IncApr 8, 2026 (37d)
Jan 20, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Advanced Energy Industries IncFeb 16, 2026 (28d)
50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 17, 2026150° Neutral001
May 17, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 1mo ago
Seeking Alpha Article on AEIS
▲ 1 💬 0 ⚡ 0.5
May 26, 2026
short_volume
Short Volume: AEIS — 58.3% short (0.3M / 0.5M)
Short: 308,979 | Exempt: 47,231 | TRF Vol: 530,009 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 15, 2026
ftd
FTD: AEIS — 6,373 shares ($2.2M) failed to deliver
Settlement: 20260515, Price: $344.60, FTD Value: $2,196,135.8, ADVANCED ENERGY INDS INC
May 14, 2026
short_volume
Short Volume: AEIS — 82.3% short (1.1M / 1.3M)
Short: 1,084,160 | Exempt: 14,106 | TRF Vol: 1,316,871 | Short Ratio: 82.3% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: AEIS — 1,509 shares ($0.5M) failed to deliver
Settlement: 20260508, Price: $351.94, FTD Value: $531,077.46, ADVANCED ENERGY INDS INC
May 5, 2026
short_interest
FTD: AEIS — 6,424 shares ($2.5M) failed to deliver
Settlement: 20260505, Price: $387.03, FTD Value: $2,486,280.72, ADVANCED ENERGY INDS INC
May 4, 2026
earnings_calendar
AEIS Q1 2026 Earnings After Market Close — 2026-05-04
Apr 24, 2026
short_interest
FTD: AEIS — 2,095 shares ($0.8M) failed to deliver
Settlement: 20260424, Price: $382.47, FTD Value: $801,274.65, ADVANCED ENERGY INDS INC
Apr 20, 2026
short_interest
FTD: AEIS — 6,200 shares ($2.3M) failed to deliver
Settlement: 20260420, Price: $375.60, FTD Value: $2,328,720, ADVANCED ENERGY INDS INC
Feb 23, 2026
short_interest
FTD: AEIS — 1,800 shares ($0.6M) failed to deliver
Settlement: 20260223, Price: $331.23, FTD Value: $596,214, ADVANCED ENERGY INDS INC
Feb 11, 2026
short_interest
FTD: AEIS — 3,300 shares ($0.9M) failed to deliver
Settlement: 20260211, Price: $279.04, FTD Value: $920,832, ADVANCED ENERGY INDS INC
Feb 4, 2026
short_interest
FTD: AEIS — 2,766 shares ($0.7M) failed to deliver
Settlement: 20260204, Price: $263.03, FTD Value: $727,540.98, ADVANCED ENERGY INDS INC