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Advanced Energy Industries (AEIS) has an average rating of overweight and mean price target of $394.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We are raising our price target to $433 from $415, based on our 2027 EPS estimate and a P/E multiple of 38x, reflecting the ongoing business mix shift and growing exposure to AI infrastructure. We are increasing our 2026 and 2027 EPS estimates to $9.05 and $11.41, respectively, from $8.56 and $10.92, led by improved guidance and H2 acceleration gaining traction into 2027. AEIS delivered strong results that reflected a 102% Y/Y expansion in the Data Center segment (38% of revenue). This favorable mix shift was the primary driver behind gross margin reaching 40%+, a milestone demonstrating AEIS's enhanced earnings power. We remain mindful of risks around customer concentration and execution on its manufacturing transformation. However, we see AEIS as successfully leveraging its superior technology and quality manufacturing to capture a leading share of the high-margin secular growth in AI infrastructure.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AEIS delivered Q1 results with revenue of $511M (+26% Y/Y) beating consensus of $508M and non-GAAP EPS of $2.09 (+70% Y/Y) above consensus of $1.98. The company achieved a key milestone, surpassing 40% non-GAAP gross margin for the first time, driven by manufacturing consolidation and favorable product mix shifts toward higher-margin segments. This demonstrates AEIS's ability to scale profitably while progressing toward its long-term 43% gross margin target. Management provided robust Q2 guidance with revenue of $540M and EPS of $2.18, both above consensus. Data Center Computing maintained strong momentum with revenue of $194M (+102% Y/Y), now representing 38% of total revenue, reflecting continued customer adoption of AI infrastructure power solutions. Semiconductor Equipment showed sequential recovery at $219M (+4% Q/Q) as inventory normalization continues, with strengthening demand expected in H2 supported by advanced logic and memory investments.
Elizabeth Karpinski Vonne, Executive Vice President, General Counsel, on April 16, 2026, sold 966 shares in Advanced Energy Industries (AEIS) for $356,840. Following the Form 4 filing with the SEC, Vonne has control over a total of 11,616 common shares of the company, with 11,616 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/927003/000192314926000004/xslF345X05/ownership.xmlPrice: $376.43, Change: $+0.83, Percent Change: +0.22%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our target to $415 from $362, 38x our revised 2027 EPS ($10.92, up from $10.65; 2026 maintained at $8.56), reflecting our belief it should trade more in line with AI-exposed peers (35x-45x) than industrial automation peers (22x-27x), as AEIS is well positioned to benefit from demand for AI infrastructure and data center power solutions. In our view, earnings are poised to accelerate in 2027 as AEIS gains traction in the higher-margin Data Center Computing segment throughout this year. The company has expanded its hyperscaler customer base, with a second wave of major cloud providers now adopting AEIS solutions. We believe this broadening customer footprint, combined with the production ramp of design wins, positions the Data Center segment to sustain elevated growth rates while driving favorable product mix shifts. Additionally, the Thailand manufacturing facility is delivering productivity improvements, while next-generation semiconductor products are providing volume production with premium pricing.