Advanced Energy Industries, Inc.
In the published model solve dated 2026-Q2, anchored at $280.90, Advanced Energy Industries, Inc. (AEIS) is priced for today's economics sustained for ~13.3 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• The 2025 annual report shows Data Center Computing revenue of $587.3 million against $284.2 million the year before, which is the whole story here: a supplier of power systems to chip-tool makers acquired a second engine of comparable size in a single year. • The market pays about 67 times operating income for a company whose trailing operating margin is 9.9%, and its own filing is candid that this is contested ground: ⟦We face a wide variety of competitors, and no single company dominates any
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553 institutional managers reported holding AEIS in 13F filings for the quarter ended 2026-03-31. 146 opened new positions that quarter. Held by BlackRock, Vanguard Group, Invesco, among others. On the short side, 2.6M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AEIS has cut its share count 1.8% over the past five years, spending $170.73M on repurchases. It pays a dividend, and has for 5 years running, raised 2 years straight; the current rate is $0.10 a share annually. Cash returned over the past three years: $42.40M in dividends and $72.47M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AEIS over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AEIS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -8.4% | -12.4% |
| 2023-11-01 | -2.0% | +20.6% |
| 2024-02-21 | -4.6% | -6.0% |
| 2024-05-02 | +0.0% | +12.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AEIS's latest 8-K filings: 2026-08-03 (items 2.02, 9.01); 2026-06-12 (items 8.01, 9.01); 2026-05-18 (items 1.01, 2.03, 3.02, 9.01); 2026-05-14 (items 8.01, 9.01); 2026-05-13 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.