US · Industrials · Electrical Equipment & Parts
EPS came in at 3.20 against a street estimate of 2.68 — a beat of 19.4%.
Analysts rate Advanced Energy Industries Inc a strong buy (11 buy, 1 hold, 0 sell out of 12) with an average price target of $415.00.
CONFIDENT AE crushed Q2 with record $574M revenue (+30% YoY), $2.74 EPS (+83%), 41.9% gross margin. Raised FY26 growth to low–mid 30s%. Strong data center (+35% YoY) and semiconductor (+33% YoY) demand. Thailand factory ramping Q4. Q2 2026 No geographic breakdown provided. Capacity noted in Malaysia, Mexico, Philippines, Thailand (new, Q4 ramp). Analysts pressed on data center upside drivers, semiconductor outgrowth vs. WFE, and 800V timing. Management emphasized customer supply chain resolution, share-gain pipeline ahead of 2024 plan, and modular product flexibility as competitive moats rather than specific timing or bps targets. 2026-08-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.55% |
| Vanguard Portfolio Management, LLC | 5.35% |
| Vanguard Capital Management, LLC | 4.28% |
| Ameriprise Financial Inc | 3.89% |
| FMR Inc | 3.54% |
| State Street Corp | 3.18% |
| Amvescap Plc. | 2.97% |
| Bank of America Corp | 2.56% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, revenue was $696.4 million, up from $463.3 million in the same period of 2025. • T | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $696 million, up 50% year-over-year from $463 million and above the high end of guidance. • Revenue increased | 2026-11-02 |
| Quarterly report · Q2 2026 ADVANCED ENERGY INDUSTRIES, INC. - SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (Q2 2026): $574.1 million, up 30% from $441.5 million in | 2026-08-03 |
| Results announced · Q3 2026 ADVANCED ENERGY INDUSTRIES - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $574 million, up 30% year-over-year ($442 million in Q2 20 | 2026-08-03 |
| Company announcement · Q2 2026 ADVANCED ENERGY INDUSTRIES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued notice of redemption on June 12, 2026 to redeem all $136,709,0 | 2026-06-12 |
| Material agreement · Q2 2026 ADVANCED ENERGY INDUSTRIES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company completed issuance of $1.15 billion aggregate principal amount of 0% | 2026-05-18 |
| Company announcement · Q2 2026 ADVANCED ENERGY INDUSTRIES, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Company announced pricing of $1 billion aggregate principal amount of 0% Conv | 2026-05-14 |
| Quarterly report · Q1 2026 ADVANCED ENERGY INDUSTRIES, INC. — Q1 2026 SUMMARY --- HEADLINE NUMBERS • Revenue (Q1 2026): $511.0 million vs. $404.6 million (Q1 2025) — +26.3% Y | 2026-05-04 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.10 / share ex-date Nov 23, 2026 · pay Dec 4, 2026 | 2026-11-23 |
| Dividend | $0.10 / share ex-date Aug 24, 2026 · pay Sep 4, 2026 | 2026-08-24 |
| Dividend | $0.10 / share ex-date May 22, 2026 · pay Jun 5, 2026 | 2026-05-22 |
| Dividend | $0.10 / share ex-date Feb 23, 2026 · pay Mar 6, 2026 | 2026-02-23 |
| Dividend | $0.10 / share ex-date Nov 24, 2025 · pay Dec 5, 2025 | 2025-11-24 |
| Announcement | Date |
|---|---|
| Fourth-quarter revenue and GAAP EPS guidance announced Advanced Energy reported a very strong third quarter ended September 30, 2026. Revenue was $696 million, up 50% from a year earlier and above the high end of its guidance. Semiconductor reve | 2026-11-02 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Advanced Energy Industries Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.