Advanced Energy
AEIS
About: Advanced Energy Industries Inc provides precision power-conversion measurement and control solutions that transform power into various forms for use in manufacturing and industrial equipment and applications. The firm serves original equipment manufacturers and end customers in the semiconductor, flat panel display, solar panel, and other industrial capital equipment markets. Products include thin-film power-conversion systems, which control and modify raw electrical power into a customizable, predictable power source, and power control modules, which control and measure temperature during manufacturing cycles. A majority of the firm's revenue is generated in United States, with the rest from Mexico, Taiwan, China and All others.
Employees: 10,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 4 (+2) [Q2]
53% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 38
39% more capital invested
Capital invested by funds: $3.79B [Q1] → $5.28B (+$1.49B) [Q2]
4% more funds holding
Funds holding: 353 [Q1] → 367 (+14) [Q2]
2% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 133
0.46% more ownership
Funds ownership: 105.37% [Q1] → 105.83% (+0.46%) [Q2]
67% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $30.5M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Keybanc
Steve Barger
|
$180
|
Overweight
Maintained
|
27 Aug 2025 |
Benchmark
Mark Miller
|
$150
|
Buy
Maintained
|
6 Aug 2025 |
Needham
James Ricchiuti
|
$155
|
Buy
Maintained
|
6 Aug 2025 |
Stifel
Brian Chin
|
$150
|
Buy
Maintained
|
4 Aug 2025 |
Keybanc
Ken Newman
|
$160
|
Overweight
Maintained
|
15 Jul 2025 |
Wells Fargo
Joe Quatrochi
|
$130
|
Equal-Weight
Maintained
|
27 Jun 2025 |
Financial journalist opinion
Based on 6 articles about AEIS published over the past 30 days