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Upturn AI Summary - About
Advanced Energy Industries Inc(AEIS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AEIS
10/28/2026: AEIS (3-star) is currently NOT-A-BUY. Pass it for now.
Advanced Energy Industries is a specialized provider of precision power conversion solutions, heavily tied to the cyclical semiconductor equipment market. Its core strengths include deep technical expertise in RF power and a growing footprint in high-density data center applications, which offer significant long-term growth potential. While the company enjoys a strong position in mission-critical industries, it faces risks from customer concentration and industrial demand volatility. Investors should monitor semiconductor spending cycles and the success of its data center strategy. The stock may suit value-oriented investors who can tolerate cyclical performance, while the consistent, albeit modest, dividend provides some secondary income stability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company provides exposure to secular growth in semiconductors but faces cyclical volatility. |
| Momentum investor | Mixed fit | Stock performance often fluctuates with semiconductor industry cycles, making entry timing critical. |
| Value investor | Strong fit | The company's valuation is often reasonable relative to its long-term technical moat in precision power. |
| Dividend investor | Mixed fit | Offers a stable dividend, though it is not primarily an income-focused stock. |
| Low-risk investor | Weak fit | Cyclical exposure and industry concentration create higher volatility than conservative investors typically prefer. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is highly sensitive to shifts in semiconductor capital equipment spending cycles. |
| Valuation risk | Medium | Market expectations for growth can sometimes outpace actual quarterly performance. |
| Competition risk (semiconductor power) | Medium / high | Intense rivalry with MKS Instruments in RF and matching networks poses a constant margin risk. |
| Business quality | Medium / high | The company maintains strong engineering moats but is susceptible to industrial demand shifts. |
| Dividend income | Low | Dividends are reliable but not the primary driver of total returns. |
| Execution risk | Medium | The ability to successfully integrate acquisitions is vital for long-term growth. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 89.03% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.33B USD | Price to earnings Ratio 43.13 | 1Y Target Price 415 |
Price to earnings Ratio 43.13 | 1Y Target Price 415 | ||
Volume (30-day avg) 574.7K shares | Beta 1.31 | 52 Weeks Range 187.43 - 397.18 | Updated Date 10/28/2026 |
52 Weeks Range 187.43 - 397.18 | Updated Date 10/28/2026 | ||
Dividends yield (FY) 0.18% | Basic EPS (TTM) 5.4 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Semiconductor Equipment | RF power, remote plasma sources, and thermal control products. | This segment is the company's core engine, benefiting from the global increase in chip fabrication. |
| Industrial and Medical | Precision power supplies for imaging, industrial lasers, and factory automation. | Provides stable, non-cyclical revenue streams that balance out the semiconductor side. |
| Data Center Computing | High-efficiency, high-density power supply units for cloud infrastructure. | A high-growth area driven by the massive power needs of modern AI and data center servers. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-02 | When After Market | Estimate 2.7 | Actual - |
Profitability
Profit Margin 10.77% | Operating Margin (TTM) 17.02% |
Management Effectiveness
Return on Assets (TTM) 6.25% | Return on Equity (TTM) 16.27% |
Valuation
Trailing PE 43.13 | Forward PE 15.58 | Enterprise Value 8.84B | Price to Sales(TTM) 4.58 |
Enterprise Value 8.84B | Price to Sales(TTM) 4.58 | ||
Enterprise Value to Revenue 4.34 | Enterprise Value to EBITDA 27.47 | Shares Outstanding 40.05M | Shares Floating 39.65M |
Shares Outstanding 40.05M | Shares Floating 39.65M | ||
Percent Insiders 1.06 | Percent Institutions 103.24 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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