Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

ADVANCED ENERGY INDUSTRIES INC
Next earnings Aug 3, 2026 (after close) · consensus $2.24 EPS, $554M rev
Last earnings -0.5% on 2026-05-04
AI data-center boom drove revenue +21.4% and EPS +168.5%, but a 97x P/E already prices the recovery.
Sources: SEC EDGAR (CIK 0000927003, latest 10-Q filed 2026-05-04) · EODHD · analysis by claude-code · as of 6/21/2026, 8:44:18 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~61% above fair value) leave little margin of safety — a wait-and-see.
Advanced Energy is executing a genuine cyclical and structural turnaround. FY2025 revenue rebounded to $1.80B (+21.4% YoY), with management attributing the gain to more than a doubling of Data Center Computing revenue tied to AI demand. The leverage on that growth was dramatic: operating income jumped to $168M (+359.0%), net income reached $148M (+173.8%), and diluted EPS rose to $3.84 (+168.5%). The company is also executing a manufacturing cost-improvement program, ceasing Zhongshan operations and standing up a new Thailand factory, while operating cash flow climbed to $233M (+78.4%).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.46B | $1.85B | $1.66B | $1.48B | $1.80B |
| Gross profit | $532M | $676M | $592M | $529M | $677M |
| Operating income | $152M | $233M | $114M | $36.6M | $168M |
| Net income | $135M | $200M | $128M | $54.2M | $148M |
| Diluted EPS | $3.51 | $5.29 | $3.40 | $1.43 | $3.84 |
| Net margin | 9.3% | 10.8% | 7.7% | 3.7% | 8.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
2 buys · 1 sell · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-15 | Shirley Brian Director | Sell | 1.23K @ $372.35 | $459K |