Advanced Energy Industries, Inc. (AEIS)

Over the past six months, Advanced Energy Industries, Inc. stock has experienced notable events, including an 81.52% increase between January 2, 2025, and December 31, 2025. In January 2026, the stock reached a new 52-week high following analyst upgrades, including Susquehanna upgrading the stock to "strong-buy" with a price target of $300.00. Despite strong third-quarter 2025 earnings, the stock experienced an intraday dip of approximately 7% on January 8, 2026, even though Q3 2025 revenue increased by 24% year-over-year, driven by record data center revenue.

Demand for Advanced Energy Industries, Inc.'s products exhibits some seasonality, with historically higher revenues around holidays, school openings, and summertime. The company is currently benefiting from substantial demand in the Data Center market, driven by AI workloads, and expects its data center revenue to more than double in 2025. The recovery in the semiconductor market is noted as being delayed until 2026-2027.

Advanced Energy Industries, Inc. is a global leader in precision power conversion, measurement, and control solutions, operating within the Electronic Technology sector. The company designs, manufactures, sells, and supports precision power products that convert raw electrical power into usable forms for complex equipment, serving industries such as semiconductor manufacturing, flat panel displays, data storage, telecommunications, industrial production, medical and life science equipment, and data centers.

Headquartered in Denver, Colorado, Advanced Energy Industries, Inc. has a significant global presence with regional centers across North America, Asia, and Europe. They provide global sales and support via direct offices, representatives, and distributors, with manufacturing facilities in the U.S., EMEA, and Asia, including a primary factory in Penang, Malaysia.

In the past year, Advanced Energy Industries, Inc. has maintained a positive brand reputation, bolstered by strong analyst sentiment and strategic focus on high-efficiency products for the AI and data center markets. The successful adoption of new technologies has contributed to a favorable outlook, and the robust performance in the data center segment has mitigated potential negative impacts from a slower semiconductor market recovery.

Advanced Energy Industries, Inc. has significant institutional ownership, with 106.69% institutional shareholders, including major holders like BlackRock, Inc., The Vanguard Group, Inc., and Fmr Llc. Douglas S. Schatz is the largest individual shareholder, holding 44.33% of the company's shares.