AEIS

Let’s dig into the relative performance of Advanced Energy (NASDAQ:AEIS) and its peers as we unravel the now-completed Q1 electronic components earnings season. Like many equipment and component manufacturers, electronic components companies are buoyed by secular trends such as connectivity and industrial automation. More specific pockets of strong demand include data centers and telecommunications, which can benefit companies whose optical and transceiver offerings fit those markets. But like the broader industrials sector, these companies are also at the whim of economic cycles. Consumer spending, for example, can greatly impact these companies’ volumes. The 8 electronic components stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.9% while next quarter’s revenue guidance was 0.9% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.6% since the latest earnings results. Pioneering technologies for radio frequency power delivery, Advanced Energy (NASDAQ:AEIS) provides power supplies, thermal management systems, and measurement and control instruments for various manufacturing processes. Advanced Energy reported revenues of $511 million, up 26.3% year on year. This print exceeded analysts’ expectations by 1%. Overall, it was a strong quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ adjusted operating income estimates. “In the first quarter, we achieved a key strategic milestone by delivering non-GAAP gross margin above 40%,” said Steve Kelley, president and CEO of Advanced Energy. The stock is down 21% since reporting and currently trades at $305.92. Is now the time to buy Advanced Energy? Access our full analysis of the earnings results here, it’s free. Founded by a former CEO and Harvard-educated entrepreneur Scott Keeneyn, nLIGHT (NASDAQ:LASR) offers semiconductor and fiber lasers to the industrial, aerospace & defense, and medical sectors. nLIGHT reported revenues of $80.18 million, up 55.2% year on year, outperforming analysts’ expectations by 11.2%. The business had an incredible quarter with EBITDA guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates. nLIGHT pulled off the biggest analyst estimates beat and fastest revenue growt...

Advanced Energy’s first quarter results highlighted robust growth, led by record data center sales and notable improvements in operational efficiency. Management credited strong demand in both the data center and semiconductor segments for exceeding Wall Street’s revenue and non-GAAP earnings expectations, while also achieving a milestone gross margin above 40%. CEO Stephen Kelley noted, “Our investments in leadership technology and world-class manufacturing are paying off,” emphasizing that new product differentiation and manufacturing improvements underpinned the quarter’s performance. Despite these achievements, management acknowledged that supply and cost challenges are emerging, and shifting factory priorities limited output in the Industrial & Medical segment. Is now the time to buy AEIS? Find out in our full research report (it’s free). Revenue: $511 million vs analyst estimates of $506.1 million (26.3% year-on-year growth, 1% beat) Adjusted EPS: $2.09 vs analyst estimates of $1.98 (5.6% beat) Adjusted EBITDA: $108.3 million vs analyst estimates of $105.5 million (21.2% margin, 2.7% beat) Revenue Guidance for Q2 CY2026 is $540 million at the midpoint, above analyst estimates of $526.6 million Adjusted EPS guidance for Q2 CY2026 is $2.18 at the midpoint, above analyst estimates of $2.04 Operating Margin: 13.4%, up from 7.6% in the same quarter last year Market Capitalization: $13.59 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Jacob Moore (KeyBanc Capital Markets) asked about the progress of new semiconductor product uptake and milestones for broader adoption. CEO Stephen Kelley responded that leading-edge technologies are gaining traction and being adopted at older nodes, with meaningful revenue contributions expected to ramp in late 2026 and beyond. Jacob Moore (KeyBanc Capital Markets) also inquired about the Industrial & Medical segment’s growth split between market expansion and share gains, as well as the M&A landscape. Kelley explained that market recovery and design wins are driving growth, and that closing valuation gaps could allow for acquisitions soon. Mehdi Hosseini (SIG) sought clarifi...

Advanced Energy Industries, Inc.'s (NASDAQ:AEIS) earnings announcement last week was disappointing for investors, despite the decent profit numbers. We have done some analysis and have found some comforting factors beneath the profit numbers. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Importantly, our data indicates that Advanced Energy Industries' profit was reduced by US$25m, due to unusual items, over the last year. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And, after all, that's exactly what the accounting terminology implies. If Advanced Energy Industries doesn't see those unusual expenses repeat, then all else being equal we'd expect its profit to increase over the coming year. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from Advanced Energy Industries' earnings over the last year, you could argue that we can expect an improved result in the current quarter. Based on this observation, we consider it likely that Advanced Energy Industries' statutory profit actually understates its earnings potential! Furthermore, it has done a great job growing EPS over the last year. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. Ultimately, this article has formed an opinion based on historical data. However, it can also be great to think about what analysts are forecasting for the future. So feel free to check out our free graph representing analyst forecasts. Today we've zoomed in on a single data point to better understand the nature of Advanced Energy Industries' profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. So you may wish to see this free collecti...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Advanced Energy Industries (AEIS) is back on investors' radar after reporting first quarter 2026 results that topped guidance, highlighted by record data center revenue tied to AI infrastructure demand and higher full year growth expectations. See our latest analysis for Advanced Energy Industries. The strong first quarter, higher full year outlook, ongoing acquisition search and a fresh quarterly dividend are all landing against a powerful run in the stock. The shares have delivered an 8.71% 1 month share price return, a 40.04% 3 month share price return and a very large 1 year total shareholder return that has more than tripled investor capital, suggesting momentum has been building recently from both earnings and AI data center expectations. If AI infrastructure is on your radar, this is also a useful moment to see what else is moving in related areas and check out 38 AI infrastructure stocks After a huge 1 year run and a last close of US$360.81 that sits close to some analyst targets, the key question is simple: is Advanced Energy still offering value, or is the market already pricing in future growth? With Advanced Energy Industries last closing at $360.81 against a most followed fair value estimate of about $346.67, the current setup leans slightly ahead of that narrative and puts the focus on the assumptions doing the heavy lifting. Read the complete narrative. Want to see how a single earnings curve and margin reset can justify a richer future multiple than the broader Electronic sector? The core of this narrative is a profit profile that looks very different a few years out. Curious which revenue mix and margin path need to hold together for that fair value to make sense. Result: Fair Value of $346.67 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, concentrated hyperscale exposure and tariffs affecting margins could quickly challenge the optimistic earnings and P/E assumptions that support the 4.1% overvaluation call. Find out about the key risks to this Advanced Energy Industries narrative. With sentiment this positive, it helps to move quickly, test the assumptions against the numbers, and build your own view, starting with 2 key rewards. If you stop with just one stock, you...

Advanced Energy Industries AEIS reported first-quarter 2026 non-GAAP earnings of $2.09 per share, beating the Zacks Consensus Estimate by 6.09%. The bottom line jumped 69.9% year over year and 7.7% sequentially. Revenues of $511.0 million increased 26.3% from the year-ago quarter and came in marginally above the Zacks Consensus Estimate, with a 0.03% surprise. Growth was driven by strong demand for its high-power solutions. The company benefited from momentum tied to AI-related infrastructure spending and improved profitability. Data Center Computing was the standout, with revenues of $194.2 million, up 101.9% year over year and 9.2% sequentially. Management said demand remained very strong, though quarterly shipments can move with customer delivery timing and downstream constraints. AEIS also pointed to multiple new wins with “second wave” data center customers and ongoing development of next-generation platforms, including 800-volt solutions. Semiconductor Equipment revenues were $219.4 million, up 3.7% sequentially but down 1.3% from a year ago. The company cited broad customer acceptance of its eVoS, eVerest and NavX plasma power technologies, which are designed to improve throughput and yield at leading-edge nodes. AEIS also highlighted growing contributions from “system power” products used between the wall and the tool in test and wafer fab equipment, adding another avenue for growth. Advanced Energy Industries, Inc. price-consensus-eps-surprise-chart | Advanced Energy Industries, Inc. Quote Industrial & Medical revenue came in at $72.0 million, down 7.9% sequentially but up 12.0% year over year. AEIS said improving demand was evident in bookings, which increased 14% sequentially, alongside higher distributor sell-through and further normalization of channel inventories. Output was constrained in the quarter as factories prioritized higher-demand programs, particularly in products built alongside data center offerings. Telecom & Networking revenue rose to $25.4 million, up 16% year over year and 17.1% sequentially. The company attributed the strength primarily to production ramps tied to AI-driven networking programs, which also pushed the segment to its highest level since 2023. In the first quarter of 2026, the non-GAAP gross margin was 40.1%, up 220 basis points (bps) year over year and 40 bps sequentially, even with ongoing tariff expenses and a l...

DENVER (AP) — DENVER (AP) — Advanced Energy Industries Inc. (AEIS) on Monday reported first-quarter earnings of $66.8 million. On a per-share basis, the Denver-based company said it had net income of $1.58. Earnings, adjusted for stock option expense and amortization costs, were $2.09 per share. The results topped Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of $1.97 per share. The maker of power-conversion products posted revenue of $511 million in the period, which also beat Street forecasts. Three analysts surveyed by Zacks expected $510.9 million. For the current quarter ending in June, Advanced Energy expects its per-share earnings to range from $1.93 to $2.43. The company said it expects revenue in the range of $520 million to $560 million for the fiscal second quarter. Advanced Energy shares have risen 86% since the beginning of the year. In the final minutes of trading on Monday, shares hit $389.24, more than tripling in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on AEIS at https://www.zacks.com/ap/AEIS

Image source: The Motley Fool. Monday, May 4, 2026 at 4:30 p.m. ET Chief Executive Officer — Stephen Kelley Chief Financial Officer — Paul Oldham Chief Operating Officer — Yeuk-Fai Mok Stephen Kelley: Thanks, Edwin. Good afternoon, everyone and thanks for joining the call. First quarter revenue came in above the midpoint of guidance, driven by record data center revenue. Total revenue increased 26% year-on-year and gross margin exceeded 40%. In the second quarter, we expect to deliver record revenue, largely due to strength in semiconductor. Looking into the second half of 2026, we see increased demand in all of our markets. We are particularly well positioned to benefit from AI-related capacity investments in data centers and wafer fabs. We are also seeing steady improvement in the industrial medical market as evidenced by a 14% sequential increase in bookings, and a growing backlog. We delivered over 40% gross margin in the first quarter. The culmination of a multiyear effort to improve our manufacturing and efficiency and product differentiation. Our investments in leadership technology and world-class manufacturing are paying off. Looking forward, we believe that we can further increase gross margin as high-value products ramped to volume and manufacturing efficiency continues to improve. Given our progress over the last few years, we are confident that we can achieve the longer-term goal of greater than 43% gross margin. Given the strong demand environment, we are executing our capacity expansion plans in Malaysia, the Philippines and Mexico. Moving forward, we will focus on building out capacity at our new 500,000 square foot facility in Thailand. Qualification builds for semiconductor and data center products are kicking off this quarter, with initial production slated for late '26 or early '27. Exiting the year, we expect to have over $2.5 billion in revenue generating capacity. The addition of Thailand will bring total capacity to over $3.5 billion once it is fully built out. Now let me provide some color on each of our markets. Semiconductor revenue increased quarter-over-quarter and was flattish year-on-year. In the first quarter, customer forecast strengthened considerably which we believe will drive record performance in 2026 and continued growth in 2027. We are delighted by the widespread customer acceptance of our eVoS, eVerest and NavX plasma...

Advanced Energy Industries (AEIS) reported Q1 adjusted earnings late Monday of $2.09 per diluted sha

DENVER, May 05, 2026--(BUSINESS WIRE)--Advanced Energy Industries, Inc. (NASDAQ: AEIS), a global leader in highly engineered, precision power conversion, measurement, and control solutions, today announced that its board of directors has authorized a quarterly cash dividend of $0.10 per share, payable on June 5, 2026 to shareholders of record as of May 25, 2026. Future dividend declarations, as well as the record and payment dates for such dividends, are subject to review and approval by the board of directors. About Advanced Energy Advanced Energy Industries, Inc. (Nasdaq: AEIS) is a global leader in the design and manufacture of highly engineered, precision power conversion, measurement and control solutions for mission-critical applications and processes. Advanced Energy’s power solutions enable customer innovation in complex applications for a wide range of industries including semiconductor equipment, industrial production, medical and life sciences, data center computing, networking and telecommunications. With engineering know-how and responsive service and support for customers around the globe, the company builds collaborative partnerships to meet technology advances, propels growth of its customers and innovates the future of power. Advanced Energy has devoted four decades to perfecting power. It is headquartered in Denver, Colorado, USA. For more information, visit www.advancedenergy.com. Advanced Energy | Precision. Power. Performance. Trust. View source version on businesswire.com: https://www.businesswire.com/news/home/20260505612768/en/ Contacts For more information, contact: Andrew Huang Advanced Energy Industries, Inc. 970-407-6555 [email protected]

Advanced Energy Industries (AEIS) came out with quarterly earnings of $2.09 per share, beating the Zacks Consensus Estimate of $1.97 per share. This compares to earnings of $1.23 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.09%. A quarter ago, it was expected that this maker of power-conversion products would post earnings of $1.77 per share when it actually produced earnings of $1.94, delivering a surprise of +9.6%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Advanced Energy, which belongs to the Zacks Semiconductor Equipment - Wafer Fabrication industry, posted revenues of $511 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.03%. This compares to year-ago revenues of $404.6 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Advanced Energy shares have added about 85.8% since the beginning of the year versus the S&P 500's gain of 5.6%. While Advanced Energy has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Advanced Energy was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near f...

For the quarter ended March 2026, Advanced Energy Industries (AEIS) reported revenue of $511 million, up 26.3% over the same period last year. EPS came in at $2.09, compared to $1.23 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $510.87 million, representing a surprise of +0.03%. The company delivered an EPS surprise of +6.09%, with the consensus EPS estimate being $1.97. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Advanced Energy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Revenue by Market- Data Center Computing: $194.2 million versus $186.19 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +101.9% change. Net Revenue by Market- Telecom and Networking: $25.4 million compared to the $21.07 million average estimate based on two analysts. The reported number represents a change of +16% year over year. Net Revenue by Market- Semiconductor Equipment: $219.4 million versus the two-analyst average estimate of $221.3 million. The reported number represents a year-over-year change of -1.3%. Net Revenue by Market- Industrial and Medical: $72 million compared to the $81.29 million average estimate based on two analysts. The reported number represents a change of +12% year over year. View all Key Company Metrics for Advanced Energy here>>> Shares of Advanced Energy have returned +17.1% over the past month versus the Zacks S&P 500 composite's +10% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Energy Industries, Inc. (AEIS) : Free Stock Analysis Report This article originally published on Zacks Investment Research...

Q1 results beat guidance: Revenue was $511 million, up 26% year-over-year, with non-GAAP gross margin of 40.1% and non-GAAP EPS of $2.09, driven in large part by record data center revenue. Updated outlook and near-term guidance: Management raised full-year revenue growth to the low- to mid-20% range (with data center growth now expected in the mid-30% range) and guided Q2 revenue to about $540 million with modest sequential margin improvement. Capacity build and product roadmap to drive future growth: The company is expanding factories in Malaysia, the Philippines, Mexico and a new 500,000-sq-ft Thailand site (adding >$1B of capacity toward a total >$3.5B), while new products—eVoS/eVerest/NavX and sampled 800-volt data-center modules—are expected to drive higher-margin revenue in 2027–28. Interested in Advanced Energy Industries, Inc.? Here are five stocks we like better. Advanced Energy Industries (NASDAQ:AEIS) reported first-quarter fiscal 2026 results that exceeded its guidance midpoint, citing record data center revenue and continued progress on margin expansion initiatives. Management also raised its full-year revenue growth target, pointing to strengthening demand across semiconductor, data center computing, industrial and medical, and telecom and networking end markets. President and CEO Steve Kelley said first-quarter revenue came in above the midpoint of guidance, “driven by record data center revenue,” with total revenue up 26% year over year and gross margin exceeding 40%. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook Executive Vice President and CFO Paul Oldham reported revenue of $511 million, up 26% year over year, and said Advanced Energy achieved “gross margins of over 40% despite ongoing tariff expenses and less favorable market mix than we originally modeled.” Non-GAAP gross margin was 40.1%, up 40 basis points sequentially and 220 basis points year over year. Oldham said operating income reached a record $98 million, with operating margin of 19.1%, and non-GAAP EPS was $2.09, up 70% year over year and ahead of guidance. Adjusted EBITDA was $108 million, also a record. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches In semiconductor, Oldham said revenue was $219 million, up 4% sequentially and “just below our mid-cycle peak last year.” Kelley said customer forecasts strengthened considerably...