Advanced Energy Industries (AEIS)
Precision power systems for semiconductor tools, AI data centers, medical equipment, and industrial applications.
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Designs precision power conversion, measurement, and control products for semiconductor equipment, AI data centers, industrial and medical systems, and telecom networks. Revenue comes mainly from product sales to global OEMs, with semiconductor and data-center demand—and a concentrated customer base—shaping results.
Designs, manufactures, sells, and services precision power conversion, measurement, and control systems for semiconductor equipment, data center computing, industrial and medical applications, and telecom and networking. Plasma platforms including eVoS, eVerest, and NavX supply RF generators and matching networks, while high-voltage, AC-DC, and DC-DC products power fab tools, AI server racks, medical devices, automation equipment, and communications infrastructure.
Competes through power density, efficiency, reliability, application-specific engineering, and a global service network. Sales reach OEMs, distributors, and end users worldwide, while primary manufacturing is concentrated in the Philippines, Malaysia, and Mexico.
Operates as a single power-electronics reporting segment; the named markets are end markets, not business segments. Demand remains tied to semiconductor equipment investment and data-center buildouts; export controls and tariffs affect China-related business, and a small group of customers accounts for most revenue.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 5, 2026 | Seaport Global | Upgrade | ||
| Aug 4, 2026 | Seaport Global | Upgrade | Rating: —Target: — | Target: $410 |
| Aug 4, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $421 | Target: $439 |
| Jul 22, 2026 | Morgan Stanley | Initiate | Rating: —Target: — | Target: $421 |
| Jul 1, 2026 | Wells Fargo | Upgrade | Target: $225 | Target: $465 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.40B · Total debt $1.38B · Total assets $3.43B · Shareholders' equity $1.46B
- Revenue
- $574.1M
- Operating income
- $95.1M
- Net income
- $54.1M
HistoryDividendAnnual yield
| Institutions | ≈ 93.44% | 37.42M shares | |
|---|---|---|---|
| 704 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.76% | 303.2K shares | |
| 15 holders · as of Sep 10, 2026 | |||
| Strategic holders | 4.89% | 1.96M shares | |
| 1 holder · as of May 1, 2026 | |||
| Other | ≈ 0.91% | 367.3K shares | |
| remainder | |||
40.05M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.55% | 4.63M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.35% | 2.14M | as of Jun 30, 2026 |
BlackRock Portfolio Management LLCStrategic | 4.89% | 1.96M | filed May 1, 2026 |
Vanguard Capital Management LLCInstitution | 4.28% | 1.71M | as of Jun 30, 2026 |
Ameriprise Financial IncInstitution | 3.89% | 1.56M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 8, 2026 | Elizabeth Karpinski Vonne | officer: EVP, General Counsel | −632 | $288.14 |
| Sep 8, 2026 | Anne DelSanto | director | −265 | $288.14 |
| Aug 27, 2026 | Elizabeth Karpinski Vonne | officer: EVP, General Counsel | −907 | $290.05 |
| Aug 18, 2026 | Eduardo Bernal Acebedo | officer: EVP and COO | −24,771 | $315.48 |
| Aug 18, 2026 | Elizabeth Karpinski Vonne | officer: EVP, General Counsel | −908 | $332.68 |
