AEIS

ADVANCED ENERGY INDUSTRIES INC

Nasdaq · Electronic Components, NEC · Inc. DE · CIK 0000927003
$319.80 +2.16% $11.9B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)Congressional Activity (2)
Vol
Market Cap$11.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders7 funds
Inst. Value$1.9B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 8S
Insider Net $-$3.2M
Reddit Sentiment50° Neutral
SEC Reports7
Congressional3 trades
Exchange Nasdaq·Sector Electronic Components, NEC·Inc. DE·CIK 0000927003·Prev Close $313.05

Recent Activity

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 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 (d
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 sold 760 shares
Director @ $0.00 ($0.00)
May 7, 2026 Insider
BALL FREDERICK sold 587 shares
Director @ $0.00 ($0.00)
May 7, 2026 Insider
DelSanto Anne sold 587 shares
Director @ $0.00 ($0.00)
Apr 20, 2026 SEC
Two insiders at Advanced Energy Industries (AEIS) sold shares within a 7-day window, totaling $448,165 in open-market tr
CLUSTER — Impact 4/10
Inst.
FMR LLC — TRIM
1,872,621 shares ($392.1M)

Price Targets

$393.89 +23.2% upside Strong Buy
Current $319.80 Low $345.00 Median $400.00 High $430.00 9 analysts
$345.00 $430.00

Analyst Ratings

Buy78% buy · 18 analysts
7Strong Buy
7Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.20 ▲ +8.5% $2.17 — $2.25 47% YoY 10
Next Q $2.42 ▲ +7.0% $2.31 — $2.61 39% YoY 10
Current FY $9.32 ▲ +7.4% $9.04 — $9.79 45% YoY 10
Next FY $11.76 ▲ +10.3% $10.92 — $12.67 26% YoY 10

Latest Reports

BEARISH 8-K 7/10
Advanced Energy Industries issued $1.15B of 0% Convertible Senior Notes due 2031, concurrently entering into capped call
May 18, 2026
NEUTRAL 8-K 3/10
Advanced Energy Industries held its 2026 annual meeting on May 7, 2026, and stockholders approved all five proposals: el
May 8, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$991.9M—
FMR LLC$392.1MTRIM
BANK OF AMERICA CORP$190.5M—
NORGES BANK$123.4MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$98.7MNEW

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
7 institutional holders with $1.9B total value (9,264,508 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, BANK.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC4,737,657$991.9M51.1%—
2FMR LLC1,872,621$392.1M20.2%TRIM -31.5%
3BANK OF AMERICA CORP /DE/909,748$190.5M9.8%—
4NORGES BANK589,400$123.4M6.4%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC471,510$98.7M5.1%NEW
6MORGAN STANLEY391,641$82.0M4.2%—
7WELLS FARGO & COMPANY/MN291,931$61.1M3.2%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM2,732,2261,872,621-31.5%$392.1M2025-Q4
NORGES BANKNEW—589,400—$123.4M2025-Q4
NORGES BANKEXIT443,5150-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT28,1220-100.0%$0.002025-Q3
NORGES BANKNEW—443,515—$58.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD15,52228,122+81.2%$3.7M2025-Q2
UBS Group AGTRIM123,64074,210-40.0%$7.1M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW—15,522—$1.5M2025-Q1
NORGES BANKEXIT596,2910-100.0%$0.002025-Q1
UBS Group AGDOUBLED40,313123,640+206.7%$14.3M2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT1,9960-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—441,588—$46.5M2024-Q3
15 unique insiders with 8 transactions. Net insider value: -$3.2M ($0.00 bought, $3.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 7, 2026BEARD GRANT HDirectorA760$0.00$0.00
May 7, 2026BALL FREDERICKDirectorA587$0.00$0.00
May 7, 2026DelSanto AnneDirectorA587$0.00$0.00
May 7, 2026Donikowski TinaDirectorA587$0.00$0.00
May 7, 2026FOSTER RONALD CDirectorA587$0.00$0.00
May 7, 2026Minnix LaneshaDirectorA587$0.00$0.00
May 7, 2026David ReedDirectorA587$0.00$0.00
May 7, 2026Roush John ADirectorA587$0.00$0.00
May 7, 2026Shirley BrianDirectorA587$0.00$0.00
May 2, 2026Roush John ADirectorM2,313$0.00$0.00
May 2, 2026Donikowski TinaDirectorM2,313$0.00$0.00
May 2, 2026Donikowski TinaDirectorM2,313$0.00$0.00
May 2, 2026FOSTER RONALD CDirectorM2,313$0.00$0.00
May 2, 2026FOSTER RONALD CDirectorM2,313$0.00$0.00
May 2, 2026BEARD GRANT HDirectorM3,029$0.00$0.00
May 2, 2026Minnix LaneshaDirectorM2,313$0.00$0.00
May 2, 2026Shirley BrianDirectorM2,313$0.00$0.00
May 2, 2026Shirley BrianDirectorM2,313$0.00$0.00
May 2, 2026David ReedDirectorM2,313$0.00$0.00
May 2, 2026Roush John ADirectorM2,313$0.00$0.00
May 2, 2026DelSanto AnneDirectorM2,313$0.00$0.00
May 2, 2026DelSanto AnneDirectorM2,313$0.00$0.00
May 2, 2026BALL FREDERICKDirectorM2,313$0.00$0.00
May 2, 2026BALL FREDERICKDirectorM2,313$0.00$0.00
May 2, 2026BEARD GRANT HDirectorM3,029$0.00$0.00
May 2, 2026Minnix LaneshaDirectorM2,313$0.00$0.00
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 CounselM1,959$0.00$0.00
Mar 1, 2026Acebedo Eduardo BernalEVP and COOM4,898$0.00$0.00
Mar 1, 2026COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting OfficerM979$0.00$0.00
Mar 1, 2026Donaghey JohnEVP, Global SalesM1,750$0.00$0.00
Mar 1, 2026Oldham Paul REVP, CFOM3,265$0.00$0.00
Mar 1, 2026Kelley Stephen DouglasPresident and CEOM10,449$0.00$0.00
Mar 1, 2026Kelley Stephen DouglasPresident and CEOM10,449$0.00$0.00
Mar 1, 2026Kelley Stephen DouglasPresident and CEOA11,620$0.00$0.00
Mar 1, 2026Kelley Stephen DouglasPresident and CEOA18,260$0.00$0.00
Mar 1, 2026Oldham Paul REVP, CFOM3,265$0.00$0.00
Mar 1, 2026Oldham Paul REVP, CFOA4,482$0.00$0.00
Mar 1, 2026Oldham Paul REVP, CFOA4,481$0.00$0.00
Mar 1, 2026Oldham Paul REVP, CFOA3,153$0.00$0.00
Mar 1, 2026Vonne Elizabeth KarpinskiEVP, General CounselM1,959$0.00$0.00
Mar 1, 2026Vonne Elizabeth KarpinskiEVP, General CounselA2,656$0.00$0.00
Mar 1, 2026Vonne Elizabeth KarpinskiEVP, General CounselA2,655$0.00$0.00
7 SEC filing reports analyzed. Sentiment: 0 bullish, 3 bearish, 0 mixed, 4 neutral. Avg impact: 4.6/10.
BEARISH 8-K 7/10
Advanced Energy Industries issued $1.15B of 0% Convertible Senior Notes due 2031, concurrently enter
May 18, 2026
NEUTRAL 8-K 3/10
Advanced Energy Industries held its 2026 annual meeting on May 7, 2026, and stockholders approved al
May 8, 2026
NEUTRAL CLUSTER 4/10
Two insiders at Advanced Energy Industries (AEIS) sold shares within a 7-day window, totaling $448,1
Apr 20, 2026
BEARISH CLUSTER 5/10
Three insiders at Advanced Energy Industries (AEIS) sold shares in the past week, including CFO Paul
Mar 19, 2026
NEUTRAL CLUSTER 3/10
Two non-executive directors at Advanced Energy Industries sold shares in the past week, totaling $45
Mar 18, 2026
NEUTRAL CLUSTER 4/10
Two corporate insiders at Advanced Energy Industries (AEIS) sold shares in the past week, including
Mar 13, 2026
BEARISH CLUSTER 6/10
Advanced Energy Industries (AEIS) saw a cluster of insider activity over the past week, including op
Mar 6, 2026
∅

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

$393.89 mean target +23.2% upside Strong Buy (1.70)
$345.00 Low $430.00 High
MetricValue
Current Price$319.80
Target Low$345.00
Target Mean$393.89
Target Median$400.00
Target High$430.00
# Analysts9
RecommendationStrong Buy (1.70)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $2.20 $2.17 $2.25 46.6% +8.5% 9↑ 1↓ $0.5B 23.0% 10
Next Q
2026-09-30
 $2.42 $2.31 $2.61 38.9% +7.0% 9↑ 1↓ $0.6B 23.4% 10
Current FY
2026-12-31
 $9.32 $9.04 $9.79 45.5% +7.4% 10↑ 0↓ $2.2B 24.1% 10
Next FY
2027-12-31
 $11.76 $10.92 $12.67 26.1% +10.3% 10↑ 0↓ $2.6B 16.8% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.199
7d ago$2.033+0.166
30d ago$2.026+0.173
60d ago$2.001+0.198
90d ago$1.781+0.418
9 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
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
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 4d 1h ago
Seeking Alpha Article on AEIS
▲ 1 💬 0 ⚡ 0.5
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 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