- Advanced Energy Industries' (NASDAQ:AEIS) Earnings May Just Be The Starting Point
May 11, 2026
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.
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The Impact Of Unusual Items On Profit
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.
Our Take On Advanced Energy Industries' Profit Performance
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 collection of companies boasting high return on equity, or this list of stocks with high insider ownership.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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- Advanced Energy Industries (AEIS) Is Down 8.3% After Strong Q1 Beat And Upgraded Outlook – Has The Bull Case Changed?
May 10, 2026
In early May 2026, Advanced Energy Industries reported first-quarter revenue of US$511 million and net income of US$66.8 million, raised its second-quarter outlook, affirmed a US$0.10 quarterly dividend, completed a long-running buyback program, and filed new shelf registrations for up to 3 million ESOP-related common shares. Together with an active acquisition pipeline and a growing emphasis on higher-margin data center and AI power solutions, these actions highlight management’s focus on balancing shareholder returns with investment in future growth capacity. Next, we’ll explore how this stronger-than-expected quarter and upgraded earnings guidance interact with the existing investment narrative for Advanced Energy.
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Advanced Energy Industries Investment Narrative Recap
To own Advanced Energy Industries, you need to believe that demand for precision power in AI data centers and advanced semiconductors can support profitable growth while the company manages customer concentration and sector cyclicality. The latest earnings beat, higher Q2 outlook, and continued AI focus support the near term growth catalyst, while hyperscaler spending shifts and tariff exposure remain key risks that this quarter’s results do not fully resolve.
The fresh shelf registrations for up to 3 million ESOP related shares are particularly relevant here, because they sit alongside the completed US$364.22 million buyback and the ongoing US$0.10 quarterly dividend. Together, these capital actions frame how management is equipping itself to reward employees and fund expansion while investors are watching whether AI data center demand and semiconductor adoption continue to underpin margins and earnings.
Yet even with strong recent numbers, investors should be aware that customer concentration and tariff exposure could still...
Read the full narrative on Advanced Energy Industries (it's free!)
Advanced Energy Industries' narrative projects $2.8 billion revenue and $514.9 million earnings by 2029.
Uncover how Advanced Energy Industries' forecasts yield a $346.67 fair value, in line with its current price.
Exploring Other PerspectivesAEIS 1-Year Stock Price Chart
Lowest estimate analysts were assuming revenue of about US$2.3 billion and earnings of roughly US$326.6 million by 2029, which is far more cautious than consensus, so if you are weighing this Q1 beat against those expectations, it helps to remember how differently people can see the same business and why it is worth comparing several viewpoints before deciding what you believe.
Story Continues
Explore 3 other fair value estimates on Advanced Energy Industries - why the stock might be worth 49% less than the current price!
Reach Your Own Conclusion
Don't just follow the ticker - dig into the data and build a conviction that's truly your own.
A great starting point for your Advanced Energy Industries research is our analysis highlighting 2 key rewards that could impact your investment decision. Our free Advanced Energy Industries research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Advanced Energy Industries' overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AEIS.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Best Momentum Stock to Buy for May 8th
May 8, 2026
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, May 8th:
Advanced Energy Industries AEIS: This power technology company, which is one of the leading suppliers of power subsystems and process-control technologies to the semiconductor industry, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 2.8% over the last 60 days.
Advanced Energy Industries, Inc. Price and ConsensusAdvanced Energy Industries, Inc. Price and Consensus
Advanced Energy Industries, Inc. price-consensus-chart | Advanced Energy Industries, Inc. Quote
Advanced Energy Industries' shares gained 26.1% over the last three month compared with the S&P 500’s gain of 5.4%. The company possesses a Momentum Score of A.
Advanced Energy Industries, Inc. PriceAdvanced Energy Industries, Inc. Price
Advanced Energy Industries, Inc. price | Advanced Energy Industries, Inc. Quote
Scorpio Tankers STNG: This company, which is a provider of marine transportation of petroleum products worldwide, has a Zacks Rank #1, and witnessed the Zacks Consensus Estimate for its current year earnings increasing 89.4% over the last 60 days.
Scorpio Tankers Inc. Price and ConsensusScorpio Tankers Inc. Price and Consensus
Scorpio Tankers Inc. price-consensus-chart | Scorpio Tankers Inc. Quote
Scorpio Tankers’ shares gained 25.8% over the last three month compared with the S&P 500’s gain of 5.4%. The company possesses a Momentum Score of A.
Scorpio Tankers Inc. PriceScorpio Tankers Inc. Price
Scorpio Tankers Inc. price | Scorpio Tankers Inc. Quote
Pitney Bowes PBI: This global technology company, which is powering billions of transactions - physical and digital - in the connected and borderless world of commerce, has a Zacks Rank #1, and witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.6% over the last 60 days.
Pitney Bowes Inc. Price and ConsensusPitney Bowes Inc. Price and Consensus
Pitney Bowes Inc. price-consensus-chart | Pitney Bowes Inc. Quote
Pitney Bowes’s shares gained 47.5% over the last three month compared with the S&P 500’s gain of 5.4%. The company possesses a Momentum Score of A.
Pitney Bowes Inc. PricePitney Bowes Inc. Price
Pitney Bowes Inc. price | Pitney Bowes Inc. Quote
See the full list of top ranked stocks here
Learn more about the Momentum score and how it is calculated here.
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This article originally published on Zacks Investment Research (zacks.com).
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- Can KLA's Advanced Packaging Strength Support $1B Revenue Target?
May 8, 2026
KLA Corporation KLAC is seeing strong momentum in the advanced packaging business, supported by rising artificial intelligence (AI) infrastructure investments and growing semiconductor complexity. Management now expects advanced packaging revenues from the semiconductor process control portfolio to increase to nearly $1 billion in 2026 from around $635 million in 2025, reflecting stronger-than-expected customer demand.
The company highlighted that advanced wafer-level packaging revenues grew nearly 70% year over year in 2025, helped by higher adoption of KLA’s packaging solutions. KLA also secured the top position in process control for advanced wafer-level packaging during 2025, supported by market share gains and broader customer engagement.
Demand remains strong across CoWoS and emerging SoIC packaging technologies, particularly as AI-driven workloads increase the need for high-bandwidth memory and advanced chip architectures. Management noted that packaging customers are increasingly shifting toward more advanced inspection and metrology tools to support hybrid bonding and nanometer-level precision requirements.
The company also stated that advanced packaging demand accelerated over the last 90 days, with additional capacity requirements emerging from multiple customers. Management expects much of this growth to be weighted toward the second half of 2026.
Apart from higher industry spending, KLA continues to benefit from rising process control intensity as chip designs become more complex. The company believes advanced packaging is becoming one of the fastest-growing opportunities within the semiconductor equipment market, creating favorable conditions for long-term growth.
With strong market positioning, expanding customer adoption and improving demand visibility, KLA appears well-positioned to support its $1 billion advanced packaging revenue target.
KLA’s Competitive Landscape
KLA shares competitive space with Advanced Energy Industries, Inc. AEIS and MKS Inc. MKSI in the semiconductor and AI-driven chip manufacturing market.
Advanced Energy is benefiting from strong demand tied to AI infrastructure, data center investments and semiconductor capacity expansion. The company continues to gain traction from its eVoS, eVerest and NavX technologies, which support leading-edge semiconductor manufacturing through higher throughput and yield improvements. Advanced Energy is also expanding its manufacturing footprint and capacity to boost rising demand across semiconductor and data center markets.
Meanwhile, MKS benefits from broad exposure to semiconductor and electronics packaging markets. The company is seeing strong momentum in DRAM, logic and foundry applications, supported by rising investments in AI infrastructure and high-bandwidth memory. MKS is also gaining from growing packaging complexity as AI applications increase demand for advanced PCB, chemistry and packaging solutions.
KLA operates differently within the semiconductor value chain, focusing primarily on process control, inspection and metrology solutions. Rising advanced packaging demand, increasing chip complexity and higher process control intensity continue to support KLA’s positioning in leading-edge semiconductor manufacturing.
Overall, KLA benefits from growing demand for process control solutions, Advanced Energy gains from rising adoption of power technologies in semiconductor and AI infrastructure markets, while MKS leverages broad semiconductor and advanced packaging exposure, creating distinct positioning across the semiconductor ecosystem.
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KLAC Share Price Performance, Valuation and Estimates
KLA shares have appreciated 44.8% in the trailing six months, outperforming the Zacks Computer & Technology sector’s rise of 13.5% and the Zacks Electronics - Miscellaneous Products industry’s surge of 30.5%.
KLAC Stock PerformanceZacks Investment Research
Image Source: Zacks Investment Research
KLA shares are currently trading at a premium, with a forward 12-month price-to-earnings (P/E) ratio of 37.32, as shown in the chart below.
KLAC ValuationZacks Investment Research
Image Source: Zacks Investment Research
For fiscal 2026, the Zacks Consensus Estimate for earnings is pegged at $37.06 per share, up 1.2% over the past 30 days. The figure implies a year-over-year increase of 11.4%.Zacks Investment Research
Image Source: Zacks Investment Research
KLA currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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- How Advanced Energy Plans To Unlock 'At Least Another Billion' In The AI Boom
May 8, 2026
Advanced Energy is known for its semiconductor business, but the company is making strides in expanding its data center focus.
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- Best Momentum Stock to Buy for May 8th
May 8, 2026 · zacks.com
AEIS, STNG and PBI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 8, 2026.
- Advanced Energy to Participate at Upcoming Investor Conferences
May 8, 2026
DENVER, May 08, 2026--(BUSINESS WIRE)--Advanced Energy (Nasdaq: AEIS), a global leader in highly engineered, precision power conversion, measurement, and control solutions, today announced that it will participate at the following investor conferences.
J.P. Morgan Global Technology, Media, and Communications Conference in Boston Date: Tuesday, May 19, 2026
KeyBanc Industrials & Basic Materials Conference in Boston Date: Wednesday, May 27, 2026
TD Cowen Technology, Media, and Telecom Conference in New York Date: Thursday, May 28, 2026
Stifel Cross Sector 1x1 Conference in Boston Date: Tuesday, June 2, 2026
Bank of America Global Technology Conference in San Francisco Date: Wednesday, June 3, 2026
Presentation time: 10:40AM - 11:10AM PST *
* This event will be streamed live via webcast and will be available for replay on the Advanced Energy website at https://ir.advancedenergy.com/events-presentation/
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/20260508929632/en/
Contacts
For more information, contact:
Andrew Huang
Advanced Energy Industries, Inc.
970-407-6555
ir@aei.com
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- Advanced Energy to Participate at Upcoming Investor Conferences
May 8, 2026 · businesswire.com
DENVER--(BUSINESS WIRE)--Advanced Energy (Nasdaq: AEIS), a global leader in highly engineered, precision power conversion, measurement, and control solutions, today announced that it will participate at the following investor conferences. J.P. Morgan Global Technology, Media, and Communications Conference in Boston Date: Tuesday, May 19, 2026 KeyBanc Industrials & Basic Materials Conference in Boston Date: Wednesday, May 27, 2026 TD Cowen Technology, Media, and Telecom Conference in New Yor.
- ADVANCED ENERGY TO PARTICIPATE AT UPCOMING INVESTOR CONFERENCES
May 8, 2026
DENVER--(BUSINESS WIRE)--ADVANCED ENERGY (NASDAQ: AEIS), A GLOBAL LEADER IN HIGHLY ENGINEERED, PRECISION POWER CONVERSION, MEASUREMENT, AND CONTROL SOLUTIONS, TODAY ANNOUNCED THAT IT WILL PARTICIPATE AT THE FOLLOWING INVESTOR CONFERENCES. J.P. MORGAN GLOBAL TECHNOLOGY, MEDIA, AND COMMUNICATIONS CONFERENCE IN BOSTON DATE: TUESDAY, MAY 19, 2026 KEYBANC INDUSTRIALS & BASIC MATERIALS CONFERENCE IN BOSTON DATE: WEDNESDAY, MAY 27, 2026 TD COWEN TECHNOLOGY, MEDIA, AND TELECOM CONFERENCE IN NEW YOR.
- IONQ Stock Falls on Q1 Earnings Miss, Revenues Beat, '26 Sales View Up
May 7, 2026
IonQ, Inc. IONQ posted an adjusted loss of 34 cents per share compared with the Zacks Consensus Estimate of a loss of 26 cents. It delivered a negative earnings surprise of 44.8% for the quarter.
GAAP EPS was $2.19 for the first quarter.
IONQ’s Revenue Momentum
Revenues totaled $64.7 million, up 755% year over year. The top line beat the Zacks Consensus Estimate by 30.2%.
IONQ’s first-quarter revenue strength was supported by an expanding commercial footprint. Management said approximately 60% of revenues came from commercial customers, while international customers accounted for 35%.
The quarter also highlighted IonQ’s push beyond standalone computing. More than one-third of the top-line figure was generated from multi-product sales, reflecting traction across its platform that spans computing, networking, sensing and security.
Following the earnings release, IONQ shares fell 4.4% in the after-market session yesterday, reflecting investor reaction to the company’s adjusted EBITDA loss.
IONQ’s Margin
Gross profit was $15.41 million for the first quarter of 2026, up 374.2% from $3.25 million a year ago. Gross margin contracted 1,913 bps to 23.8%, caused by a 1,041.4% surge in the cost of revenues.
Sales and marketing expense rose 241.9% year over year to $29.4 million. General and administrative expense increased 272.2% to $88.6 million, while research and development costs climbed 214.7% to $125.7 million.
IONQ reported an operating loss of $271.51 million, wider than the year-ago quarter’s $75.68 million loss.
IonQ’s Profitability Picture Remains Investment-Heavy
Despite the top-line beat, profitability metrics reflected continued investment levels. IonQ reported an adjusted EBITDA loss of $96.8 million for the first quarter. Management noted that adjusted EBITDA included costs associated with its commercial relationship with SkyWater, while the transaction remains pending. Excluding the SkyWater spend, the adjusted EBITDA loss would have been $85.0 million.
IonQ’s Financial Details
IonQ ended the first quarter with substantial financial flexibility. Cash, cash equivalents, and investments totaled $3.1 billion as of March 31, 2026, providing ample capacity to support manufacturing expansion, deployments, and continued R&D and go-to-market investment tied to its quantum platform strategy.
Cumulative net cash used in operating activities reached $151 million in the first quarter compared with $33 million in the year-ago period.
IONQ Raises 2026 Revenue View
IONQ raised its full-year 2026 revenue outlook to a range of $260-$270 million (from $225-$245 million). The Zacks Consensus Estimate for revenues is currently pegged at $236.9 million.
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IonQ, Inc. Price, Consensus and EPS SurpriseIonQ, Inc. Price, Consensus and EPS Surprise
IonQ, Inc. price-consensus-eps-surprise-chart | IonQ, Inc. Quote
IonQ reaffirmed its full-year adjusted EBITDA loss guidance of ($330) million to ($310 million).
The company also provided a second-quarter 2026 revenue view of $65 million to $68 million as it heads into the next phase of platform execution and go-to-market scaling. The Zacks Consensus Estimate for revenues is currently pegged at $55.2 million.
Our Take
IonQ exited the first quarter of 2026 on a mixed note, wherein revenues beat estimates but loss was wider than estimated.
The company’s hardware progress featured a notable system-level commercial win. During the quarter, the company sold its first sixth-generation, chip-based, 256-qubit system to the University of Cambridge, anchored by a secure quantum network and a broad IP-generation partnership spanning multiple quantum domains. The company also notched several defense and government-adjacent milestones.
IonQ was selected for DARPA’s HARQ program focused on modular quantum computing and scalable networking architectures using quantum interconnects. It also announced a $39 million contract under the Space Development Agency’s HALO program to advance next-generation tactical space communications and participation in the Missile Defense Agency’s SHIELD IDIQ contract.
Supported by the multiple catalysts, management raised its 2026 revenue outlook.
IONQ’s Zacks Rank and Key Picks
IonQ currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks from the broader Computer and Technology sector are Silicon Motion Technology Corporation SIMO, Seagate Technology STX and Advanced Energy Industries AEIS.
Silicon Motion Technology, currently sporting a Zacks Rank #1 (Strong Buy), reported a first-quarter EPS of $1.58, which beat the Zacks Consensus Estimate by 20.6%. Revenues of $342.1 million surpassed the Zacks Consensus Estimate by 14.2%. You can see the complete list of today’s Zacks #1 Rank stocks here.
SIMO has an earnings growth rate of 52.7% in 2026 compared with the industry’s 35.6% growth. The company surpassed earnings estimates in three of the trailing four quarters and missed in one, with the average surprise being 23.3%.
Seagate Technology, carrying a Zacks Rank #1 at present, posted a third-quarter fiscal 2026 earnings of $4.10 per share, which exceeded the Zacks Consensus Estimate by 17.1%. Net revenues of $3.11 billion surpassed the Zacks Consensus Estimate by 5.7%.
STX has a long-term earnings growth rate of 38% compared with the industry’s 28% growth. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 8.4%.
Advanced Energy Industries, currently carrying a Zacks Rank #1, reported a first-quarter 2026 EPS of $2.09, which topped the Zacks Consensus Estimate by 6.1%. Revenues of $511 million surpassed the consensus mark by 0.03%.
AEIS has a long-term earnings growth rate of 27.9% compared with the industry’s 24.4% growth. The company’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 15.9%.
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