Zacks Research Has Optimistic Outlook of AEIS Q3 Earnings

Posted by Brian Himes on Aug 26th, 2026

Advanced Energy Industries, Inc. (NASDAQ:AEIS – Free Report) – Stock analysts at Zacks Research lifted their Q3 2026 earnings per share estimates for Advanced Energy Industries in a research note issued to investors on Monday, August 24th. Zacks Research analyst Team now expects that the electronics maker will earn $2.68 per share for the quarter, up from their prior forecast of $1.72. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Advanced Energy Industries’ current full-year earnings is $9.18 per share. Zacks Research also issued estimates for Advanced Energy Industries’ Q4 2026 earnings at $2.60 EPS, FY2026 earnings at $9.28 EPS, Q1 2027 earnings at $1.91 EPS, Q2 2027 earnings at $1.95 EPS, Q3 2027 earnings at $1.98 EPS, Q4 2027 earnings at $2.69 EPS, FY2027 earnings at $8.52 EPS, Q1 2028 earnings at $1.99 EPS, Q2 2028 earnings at $1.76 EPS and FY2028 earnings at $8.78 EPS.

Advanced Energy Industries (NASDAQ:AEIS – Get Free Report) last announced its quarterly earnings results on Monday, August 3rd. The electronics maker reported $2.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.21 by $0.53. Advanced Energy Industries had a return on equity of 20.75% and a net margin of 10.77%.The company had revenue of $574.10 million during the quarter, compared to the consensus estimate of $544.41 million. During the same period in the previous year, the company posted $1.50 earnings per share. Advanced Energy Industries’s revenue for the quarter was up 30.0% on a year-over-year basis. Advanced Energy Industries has set its Q3 2026 guidance at 2.750-3.250 EPS.

Several other research firms have also commented on AEIS. Susquehanna raised their price target on shares of Advanced Energy Industries from $430.00 to $535.00 and gave the company a “positive” rating in a research report on Tuesday, June 30th. Needham & Company LLC reiterated a “buy” rating and issued a $400.00 price objective on shares of Advanced Energy Industries in a research report on Tuesday, August 4th. Morgan Stanley increased their target price on shares of Advanced Energy Industries from $421.00 to $439.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 4th. TD Cowen raised their target price on Advanced Energy Industries from $350.00 to $370.00 and gave the company a “hold” rating in a research report on Tuesday, August 4th. Finally, Seaport Research Partners upgraded 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. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $409.50.

Check Out Our Latest Analysis on Advanced Energy Industries

Advanced Energy Industries Price Performance

NASDAQ:AEIS opened at $275.43 on Wednesday. The company has a debt-to-equity ratio of 0.78, a current ratio of 3.79 and a quick ratio of 2.94. The company has a 50 day moving average price of $317.25 and a 200-day moving average price of $327.07. Advanced Energy Industries has a 1-year low of $144.09 and a 1-year high of $397.44. The firm has a market cap of $11.03 billion, a price-to-earnings ratio of 51.39 and a beta of 1.29.

Advanced Energy Industries Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Monday, August 24th will be issued a dividend of $0.10 per share. This represents a $0.40 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Monday, August 24th. Advanced Energy Industries’s dividend payout ratio (DPR) is presently 7.46%.

Insider Activity

In other news, COO Eduardo Bernal Acebedo sold 24,771 shares of Advanced Energy Industries stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $315.48, for a total value of $7,814,755.08. Following the sale, the chief operating officer owned 23,109 shares in the company, valued at $7,290,427.32. This trade represents a 51.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Elizabeth Karpinski Vonne sold 908 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $332.68, for a total transaction of $302,073.44. Following the sale, the executive vice president directly owned 10,712 shares of the company’s stock, valued at $3,563,668.16. This represents a 7.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.30% of the stock is owned by company insiders.

Institutional Trading of Advanced Energy Industries

Institutional investors have recently made changes to their positions in the company. Root Financial Partners LLC raised its holdings in Advanced Energy Industries by 33.3% during the first quarter. Root Financial Partners LLC now owns 108 shares of the electronics maker’s stock worth $35,000 after purchasing an additional 27 shares in the last quarter. Basecamp Wealth Advisors LLC boosted its holdings in Advanced Energy Industries by 16.2% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 222 shares of the electronics maker’s stock valued at $72,000 after purchasing an additional 31 shares in the last quarter. Kintra Wealth LLC increased its position in Advanced Energy Industries by 3.9% during the 2nd quarter. Kintra Wealth LLC now owns 1,092 shares of the electronics maker’s stock worth $407,000 after purchasing an additional 41 shares during the period. Fifth Third Wealth Advisors LLC increased its position in 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 worth $384,000 after purchasing an additional 51 shares during the period. Finally, Cullen Frost Bankers Inc. raised its stake in shares of Advanced Energy Industries by 40.6% during the 4th quarter. Cullen Frost Bankers Inc. now owns 194 shares of the electronics maker’s stock worth $41,000 after buying an additional 56 shares in the last quarter. 99.67% of the stock is owned by institutional investors and hedge funds.

More Advanced Energy Industries News

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

Positive Sentiment: Zacks raised its Q3 2026 EPS estimate to $2.68 from $1.72 and its FY2026 estimate to $9.28 from $7.68. The revised full-year forecast is also above the broader consensus estimate of $9.18, indicating stronger near-term earnings expectations.
Positive Sentiment: Longer-term estimates were upgraded as well: FY2027 EPS increased to $8.52 from $7.03, while FY2028 EPS rose to $8.78 from $6.83. Zacks also lifted estimates for several individual quarters, including Q4 2027 to $2.69 from $2.19 and Q2 2028 to $1.76 from $1.31.
Positive Sentiment: Zacks Research maintains a “Strong-Buy” rating on AEIS. The upgrades may reinforce investor confidence that demand—particularly from artificial-intelligence and other high-performance computing applications—can support future growth.
Neutral Sentiment: Reported short-interest data showed zero shares sold short both before and after the latest reporting date, making the figures unusable for assessing short-covering or bearish positioning.
Neutral Sentiment: Hedge-fund ownership reportedly increased 52% in the second quarter, although Baron Discovery Fund sold approximately 60% of its AEIS position near $375. The conflicting institutional signals provide limited directional guidance. Hedge Funds Have Flooded Into This AI Power Stock But Baron Dumped 60% of Its Stake
Negative Sentiment: Despite the improved outlook, AEIS carries a relatively high valuation, with a reported price-to-earnings ratio above 50. Its shares also remain below their 50-day and 200-day moving averages, leaving the stock vulnerable to profit-taking if future results fail to meet the elevated expectations.

About Advanced Energy Industries

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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.