Cetera Investment Advisers Trims Position in Advanced Energy Industries, Inc. $AEIS

Cetera Investment Advisers decreased its position in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 9.1% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 20,507 shares of the electronics maker’s stock after selling 2,044 shares during the quarter. Cetera Investment Advisers’ holdings in Advanced Energy Industries were worth $6,618,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Kemnay Advisory Services Inc. bought a new stake in shares of Advanced Energy Industries during the 4th quarter valued at about $25,000. Bayforest Capital Ltd purchased a new stake in shares of Advanced Energy Industries during the 4th quarter valued at about $29,000. Whittier Trust Co. of Nevada Inc. bought a new position in shares of Advanced Energy Industries in the 1st quarter worth approximately $29,000. Twin Tree Management LP bought a new position in shares of Advanced Energy Industries in the 4th quarter worth approximately $32,000. Finally, Danske Bank A S purchased a new position in shares of Advanced Energy Industries in the third quarter worth approximately $34,000. 99.67% of the stock is owned by hedge funds and other institutional investors.

Advanced Energy Industries Trading Up 5.6%

Shares of NASDAQ:AEIS opened at $289.52 on Friday. The stock has a 50 day moving average of $320.41 and a 200 day moving average of $319.68. The company has a market cap of $11.01 billion, a PE ratio of 60.95, a price-to-earnings-growth ratio of 1.21 and a beta of 1.25. Advanced Energy Industries, Inc. has a 12-month low of $128.40 and a 12-month high of $397.44.

Advanced Energy Industries (NASDAQ:AEIS) last released its earnings results on Monday, May 4th. The electronics maker reported $2.09 EPS for the quarter, topping analysts’ consensus estimates of $1.97 by $0.12. Advanced Energy Industries had a net margin of 10.00% and a return on equity of 17.99%. The company had revenue of $511.00 million for the quarter, compared to analysts’ expectations of $505.81 million. During the same quarter last year, the business earned $1.23 EPS. The firm’s revenue was up 26.3% compared to the same quarter last year. Advanced Energy Industries has set its Q2 2026 guidance at 1.930-2.430 EPS. Equities research analysts predict that Advanced Energy Industries, Inc. will post 7.91 earnings per share for the current fiscal year.

Advanced Energy Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Monday, May 25th were paid a $0.10 dividend. The ex-dividend date of this dividend was Friday, May 22nd. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.1%. Advanced Energy Industries’s dividend payout ratio is 8.42%.

Trending Headlines about Advanced Energy Industries

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

• Positive Sentiment: AI and semiconductor optimism: Advanced Energy’s data-center computing revenue more than doubled year over year in the first quarter, while management said demand was strengthening across its markets. New power products designed for next-generation AI data centers are adding to the growth narrative. Advanced Energy Industries Gains on Semi and AI Data Center Optimism Ahead of Earnings
• Positive Sentiment: Raised longer-term estimates: Zacks Research increased its forecasts for Advanced Energy’s second-quarter 2027 EPS to $1.61 from $1.53, fourth-quarter 2027 EPS to $2.19 from $2.05, and full-year 2027 EPS to $7.03 from $6.81. Zacks Research estimate revisions
• Positive Sentiment: Favorable earnings setup: First-quarter revenue rose 26.3% year over year to $511 million, beating expectations, and non-GAAP gross margin exceeded 40%. Management’s second-quarter revenue outlook of approximately $540 million, plus or minus $20 million, is supporting investor positioning before the report. AEIS Set to Report Q2 Earnings
• Neutral Sentiment: Analyst outlook remains mixed: Recent price targets have a median of $405, well above the current trading level, but Zacks Research maintains a “Hold” rating. This leaves the August 3 earnings report as the key near-term catalyst.
• Negative Sentiment: Insider selling and execution risks: Insiders reportedly made 30 open-market sales and no purchases over the past six months. In addition, supply-chain constraints and cost pressures could limit the benefit of stronger demand if quarterly results or guidance disappoint.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on AEIS. Wells Fargo & Company upgraded shares of Advanced Energy Industries from an “equal weight” rating to an “overweight” rating and boosted their target price for the company from $345.00 to $465.00 in a research report on Wednesday, July 1st. Citigroup increased their price target on shares of Advanced Energy Industries from $410.00 to $435.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. TD Cowen lifted their price target on shares of Advanced Energy Industries from $300.00 to $350.00 and gave the stock a “hold” rating in a research note on Tuesday, May 5th. Needham & Company LLC boosted their price objective on shares of Advanced Energy Industries from $330.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, Susquehanna upped their price objective on Advanced Energy Industries from $430.00 to $535.00 and gave the stock a “positive” rating in a research note on Tuesday, June 30th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $404.25.

Advanced Energy Industries Profile

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.