$AEISAdvanced Energy Industries, Inc. · Hardware, Equipment & Parts · $11.4B
Street Buy · PT $436.75 (+0.5%)
$285.83
-2.3%
Event thread
Key events, in time order
16 items
Earnings
AEIS Q2 Record Beat, Strong Semi & AI Data Center Demand, Analysts See 27.9% Upside
Post-earnings consensus target implies 27.9% upside, with upward estimate revisions.
D1 -1.2% · +5d +4.0%
›6 waves of this story
2026-07-20 Company sets official date for Q2 results, giving investors a clear timeline
2026-08-03 Q2 EPS of $2.74 beats estimates, record revenue, strong growth across markets
2026-08-03 Q2 results beat Zacks consensus on both EPS and revenue, with record quarterly performance.
2026-08-05 Post-earnings guidance cites stronger demand across semi, data center, industrial & medical
2026-08-05 Q2 results exceeded guidance, with semiconductor and data center demand lifting revenue and margins, extending the prior upgraded outlook line
Board declares dividend, indicating stable cash flow and shareholder returns.
D1 -1.6% · +5d +1.7%
14 earlier events›
AnalystBull
Seaport Global upgrades to Buy
D1 -3.6% · +5d +2.5%
Earnings
Earnings report
D1 +15.2% · +5d -4.0%
Earnings
Earnings report
D1 +2.4% · +5d +6.1%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +2.4% · +5d +6.1%
Earnings
AEIS to Report Q2 Earnings on Aug 3 Pre-Market, AI Data Center Demand in Focus
Earnings date confirmed; semiconductor and AI data center demand drive growth amid supply-chain and cost pressures
D1 -1.2% · +5d +4.0%
›4 waves of this story
2026-07-20 Company officially sets earnings date, providing a clear timeline for investors.
2026-07-25 Multiple sources cite AI infrastructure and semicon capex cycles; company has history of earnings beats
2026-07-27 GF Score 76/100 suggests stock remains overvalued despite drop, adding caution ahead of Aug 3 report
2026-08-01 Earnings date confirmed; semiconductor and AI data center demand drive growth amid supply-chain and cost pressures
AnalystBull
AEIS Upgraded, Bought on Dip, Appears on Liquid Leaders Pullback List
Wells Fargo bullish Q3; independent trader buys dip; stock on Liquid Leaders pullback list
D1 -12.7% · +5d -1.0%
AnalystBull
Wells Fargo upgrades to Overweight
D1 -4.4% · +5d -13.2%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +4.1% · +5d +9.6%
8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 9.01
D1 -4.5% · +5d +9.9%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +1.6% · +5d -6.0%
8-K filing
8-K: Item 8.01, Item 9.01
D1 -0.1% · +5d -7.7%
8-K filing
8-K: Item 5.02, Item 5.03, Item 5.07, Item 9.01
D1 +1.5% · +5d -9.5%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -0.5% · +5d -8.3%
Earnings
Earnings report
D1 -0.5% · +5d -8.3%
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Event thread
Key events, in time order
16 items
Earnings
AEIS Q2 Record Beat, Strong Semi & AI Data Center Demand, Analysts See 27.9% Upside
Post-earnings consensus target implies 27.9% upside, with upward estimate revisions.
D1 -1.2% · +5d +4.0%
›6 waves of this story
2026-07-20 Company sets official date for Q2 results, giving investors a clear timeline
2026-08-03 Q2 EPS of $2.74 beats estimates, record revenue, strong growth across markets
2026-08-03 Q2 results beat Zacks consensus on both EPS and revenue, with record quarterly performance.
2026-08-05 Post-earnings guidance cites stronger demand across semi, data center, industrial & medical
2026-08-05 Q2 results exceeded guidance, with semiconductor and data center demand lifting revenue and margins, extending the prior upgraded outlook line
Board declares dividend, indicating stable cash flow and shareholder returns.
D1 -1.6% · +5d +1.7%
AnalystBull
Seaport Global upgrades to Buy
D1 -3.6% · +5d +2.5%
Earnings
Earnings report
D1 +15.2% · +5d -4.0%
Earnings
Earnings report
D1 +2.4% · +5d +6.1%
11 earlier events›
8-K filing
8-K: Item 2.02, Item 9.01
D1 +2.4% · +5d +6.1%
Earnings
AEIS to Report Q2 Earnings on Aug 3 Pre-Market, AI Data Center Demand in Focus
Earnings date confirmed; semiconductor and AI data center demand drive growth amid supply-chain and cost pressures
D1 -1.2% · +5d +4.0%
›4 waves of this story
2026-07-20 Company officially sets earnings date, providing a clear timeline for investors.
2026-07-25 Multiple sources cite AI infrastructure and semicon capex cycles; company has history of earnings beats
2026-07-27 GF Score 76/100 suggests stock remains overvalued despite drop, adding caution ahead of Aug 3 report
2026-08-01 Earnings date confirmed; semiconductor and AI data center demand drive growth amid supply-chain and cost pressures
AnalystBull
AEIS Upgraded, Bought on Dip, Appears on Liquid Leaders Pullback List
Wells Fargo bullish Q3; independent trader buys dip; stock on Liquid Leaders pullback list
D1 -12.7% · +5d -1.0%
AnalystBull
Wells Fargo upgrades to Overweight
D1 -4.4% · +5d -13.2%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +4.1% · +5d +9.6%
8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 9.01
D1 -4.5% · +5d +9.9%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +1.6% · +5d -6.0%
8-K filing
8-K: Item 8.01, Item 9.01
D1 -0.1% · +5d -7.7%
8-K filing
8-K: Item 5.02, Item 5.03, Item 5.07, Item 9.01
D1 +1.5% · +5d -9.5%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -0.5% · +5d -8.3%
Earnings
Earnings report
D1 -0.5% · +5d -8.3%
$AEIS — what investors on X are saying · SpikePanel
$AEIS — investor discussion on X
About the company
Makes precision power supplies and plasma control gear that run semiconductor chip-making equipment, like the electrical 'heart' inside fab machines.
Sells hardware plus repair/upgrade services; 2025 revenue was USD 1.80B with a 39.74% gross margin, but net margin only 10.77% — decent but not fat.
Deep engineering know-how and long qualification cycles in chip fabs keep customers locked in, but Applied Materials and MKS Instruments compete hard on price and tech, so the edge is eroding.
Five-factor rating
Hold (sector percentile 32) — value C+, growth B, profitability C+, momentum C, revisions B. Updated daily, sector-relative, identical for every user.
