Stock Ratings / Technology / AEIS / insiders

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Advanced Energy Industries Inc. (AEIS) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$222.06 -7.38% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $218.69

Advanced Energy Industries Inc. (AEIS) carries a Roarable Rating of D+ (Sell) with 56/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 56/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.4% avg 90D alpha vs SPY) →

ROARABLE D+ • SELL / AVOID Cap $9.60B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on AEIS Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is AEIS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Advanced Energy Industries Inc. (NASDAQ: AEIS) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 56/100 at a spot price of $222.06 (-7.38% 1D, market cap $9.60B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 9/20. Across 714 tracked Technology issuers, AEIS ranks #283 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does AEIS compare to VICR and PI in the Technology sector?

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Within the Technology sector (Industrial Machinery/Components), AEIS carries a Roarable D+ (56/100 RQD), trailing P/E of 73.3x, gross margin of 37.7%, and ROIC of 12.5%. By comparison, VICR (Vicor Corporation) holds a D+ grade (57/100 RQD, P/E 80.4x, ROIC 8.5%, cap $9.54B) and PI (Impinj Inc.) posts a C- grade (60/100 RQD, P/E N/A, ROIC -0.1%, cap $5.63B). Among the 5-stock peer group, ACLS leads on earnings multiple (28.8x) while CW leads on capital efficiency (17.1% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for AEIS?

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Per AEIS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000927003), Advanced Energy Industries Inc. generated $1.80B in revenue (+21.4% YoY), $0 in net income, and $125.9M in free cash flow against $2.55B in total assets and $528.8M in total debt. Key quantitative strengths: Strong cash generator (38% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $218.68 (-1.52%)🧬 Disciplined Float (+0.80% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 7% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 56/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.4% avg 90D alpha vs SPY • 51.8% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk C

Each axis scored 0–20

12M PRICE TARGET CONE-0.9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AEIS)Realized 20D OHLCV Swing Band: ±9.9%

Deterministic 5-Pillar Attribution (56/100 Composite)

🔍 WHY AEIS SCORES 56/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (32% of score)

Altman Z-Score 6.72 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▲ #2 Bullish Driver: Cash Engine Quality+17/20 pts (30% of score)

SEC XBRL FY 2025 (10-K): 7% FCF Margin ($125.9M FCF) & 37.7% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning5/20 pts (-15 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-15 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$275.65-13.1% Next Q

Q2 (-2Q)

Grade C$239.65-2.8% Next Q

Q3 (-1Q)

Grade C$232.90-4.7% Next Q

Current

Grade D+$222.06-0.4% Hist 90D α

Trajectory: C+ (64) → D+ (56)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the AEIS Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 56/100 (D+) score, AEIS faces multiple-compression risk if 73.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Company executives have done more routine share selling than personal cash buying lately.

⚠️ Forensic Kill-Switch #2

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($265.62) or 200D SMA ($308.58) invalidates the momentum regime and cuts Target Base ($220.06) toward Bear Floor ($171.65).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AEIS• $4.8M Crowd Pool • Kalshi / Polymarket Composite

Contract: “AEIS Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”

YES 56%NO 44%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

AEIS Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (AEIS)

No recent open-market Form 4 cluster sales or emergency dumps flagged on AEIS. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring AEIS)

✓Walkthrough of AEIS's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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AEIS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -42.62%🛡️ HOLDING TREND SUPPORT

2026-11-02O $242.3H $242.3L $222.1C $222.1VOL 484.4K

RES: $284.7SUP: $206.1SMA50: $265.6SMA200: $308.6

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AEIS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 AEIS Butterfly Map → + Track AEIS →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

47.2%/yr Implied 5Y Growth

vs. +21.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on AEIS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for AEIS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for AEIS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AEIS)

Technology Rank #283 of 714 ⚔️ VICR vs AEIS Full Matrix →

1. Head-to-Head Technology Peer Comparison (AEIS vs. VICR, PI, CW, ACLS)

Industry: Industrial Machinery/Components (208 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Advanced Energy Industries Inc. (AEIS) ranks #283 by composite RQD confidence (56/100, grade D+) and #154 by equity capitalization ($9.60B). Within this direct 5-issuer industry benchmark cohort, ACLS leads on earnings valuation at 28.8x trailing P/E, while CW leads on capital efficiency and profitability with 17.1% ROIC and 37.2% gross margin. CW currently holds the highest overall quantitative score in the immediate peer group at 62/100 (C) compared with AEIS at 56/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
AEIS ACTIVE Advanced Energy Industries Inc.	D+	56/100	73.3x	37.7%	12.5%	-7.38%	$9.60B	Benchmark Subject
VICR Vicor Corporation	D+	57/100	80.4x	63.6%	8.5%	-7.52%	$9.54B	/vicr-vs-aeis →
PI Impinj Inc.	C-	60/100	—	52.5%	-0.1%	-1.58%	$5.63B	/pi-vs-aeis →
CW Curtiss-Wright Corporation	C	62/100	37.9x	37.2%	17.1%	-4.17%	$18.35B	/cw-vs-aeis →
ACLS Axcelis Technologies Inc.	D+	56/100	28.8x	44.9%	10.6%	-10.67%	$3.46B	/acls-vs-aeis →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000927003

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Advanced Energy Industries Inc. (AEIS) reported GAAP revenue of $1.80B (+21.4% vs. FY2024 revenue of $1.48B , and +8.6% cumulative change since FY2023) , GAAP net income of $0, operating cash flow of $233.3M, and free cash flow of $125.9M (+70.1% YoY). On the balance sheet, AEIS closed FY2025 with $2.55B in total assets against $528.8M in total debt (Altman Z-Score: 6.72, Piotroski F-Score: 9/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.80B	$0	$233.3M	$125.9M	$2.55B	$528.8M
FY2024 (FY)	2024-12-31	$1.48B	$54.2M	$130.8M	$74.0M	$2.26B	$564.7M
FY2023 (FY)	2023-12-31	$1.66B	$128.3M	$208.9M	$134.4M	$5.28B	$1.24B

3. AEIS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is AEIS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does AEIS compare to VICR and PI in the Technology sector?

What are the biggest fundamental strengths and SEC risk factors for AEIS?

Where is AEIS trading relative to its 50-day, 200-day, and 52-week technical levels?

AEIS last traded at $222.06 (-7.38% on volume of 653,461 shares), positioning the stock -16.40% below its 50-day simple moving average ($265.62) and -28.04% below its 200-day simple moving average ($308.58). Across its 52-week range of $187.71 to $397.44, AEIS sits at the 16.4% percentile with a 14-day RSI of 44.8 (NEUTRAL RANGE) and an implied next-earnings move of ±9.9% ($200.08 to $244.04).

AEIS Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are AEIS insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies AEIS leadership and institutional positioning as: BALANCED INSTITUTIONAL POSITIONING.

Direct Sub-Reports: AEIS RQD Cockpit AEIS 12M Forecast AEIS Earnings & Move AEIS Dividends & DRIP AEIS Insiders & 13F AEIS Whale Options AEIS Profit Sankey AEIS News & Why

ROARABLE RATING BRIEF • RQD 56/100 (D+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

AEIS — Advanced Energy Industries Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:16:56Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, AEIS scores 56 out of 100 with a letter grade of D+ and a verdict label of "Roarable Sell — Weak Fundamentals / Trim." The five pillars are: Fundamental Cash Engine at 17/20 (ROIC 12.5%; FCF yield 1.31%); Whale 13F Flow at 5/20 (institutional accumulation and options positioning); Insider Conviction at 9/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit at 7/20 (Beta 1.14; sector sensitivity); and Forensic Balance Sheet at 18/20 (Altman Z 6.72; Piotroski F 9/9; Debt/Equity 0.36).

For a prospective investor, the strongest pillar is the forensic balance sheet, which indicates low measured financial distress risk. The weakest pillars are institutional flow and insider conviction, which the rating reads as limited visible sponsorship. The cash engine pillar is moderate: ROIC of 12.5% is respectable, but a 1.31% FCF yield means the stock's price already reflects a large expectation of future cash generation. Per the market data, the P/E (TTM) of 73.3 and EV/EBITDA of 35.9 reinforce this valuation tradeoff. The macro pillar's 7/20 reflects above-market beta (1.14), meaning amplified moves in risk-off environments. Overall, the rating frames AEIS as a name where the balance sheet is sound but valuation and sponsorship signals argue for caution.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
239.75	$9.6B	73.3	61.6	35.9	3.27	0.16%	1.14	$187.71 - $397.44	12.5%

Business

Advanced Energy Industries Inc. is a NASDAQ-listed issuer classified in the Technology sector, Industrial Machinery/Components industry, per the company profile. Per the market data, gross margin is 37.7%, operating margin 9.3%, and net margin 7.3%. The source data does not provide a product list, customer segments, or revenue-mix breakdown. Revenue model details beyond sector and industry classification are not available in source data.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$1798.8M	$168.0M	$0.0M	N/A	$125.9M	$791.2M	$528.8M
FY 2024	$1482.0M	$36.6M	$54.2M	N/A	$74.0M	$722.1M	$564.7M
FY 2023	$1655.8M	$113.7M	$128.3M	N/A	$134.4M	N/A	$1235.8M

Per the SEC financials, revenue rose from $1482.0M (FY 2024) to $1798.8M (FY 2025), while reported net income for FY 2025 is $0.0M, down from $54.2M in FY 2024 and $128.3M in FY 2023. Operating income recovered to $168.0M in FY 2025. Per the Roarable RQD rating, ROIC is 12.5%, and the forensic pillar cites an Altman Z-Score of 6.72 and a Piotroski F-Score of 9/9. Debt declined from $1235.8M (FY 2023) to $528.8M (FY 2025), and the balance sheet shows Debt/Equity of 0.36 per the RQD rating.

Recent Catalysts & News Wire Analysis

Market Wire (Yahoo Finance, 1h ago): Headline references a 219% run; the wire is tagged YELLOW.
Catalyst (ChartMill, 3h ago): Headline describes affordable growth with a reasonable forward valuation; tagged GREEN.
Risk Watch (GuruFocus, 6h ago): Headline reports shares falling 5.6%; tagged RED.
Market Wire (Yahoo Finance, 9h ago): Headline cites a possible 52% undervaluation tied to new AI power product launches; tagged YELLOW.
Risk Watch (TradingView, 12h ago): Headline reports a 12-month price target cut to $415, implying 92% upside; tagged RED.
Market Wire (Yahoo Finance, 15h ago): Headline asks whether technology peers are lagging AEIS this year; tagged YELLOW.

Per the butterfly supply-chain graph, the supply chain is recorded as "NONE," with no butterfly links and no proprietary signals. The news wire is therefore the only catalyst-level source. The wire's mix of catalyst, market, and risk-watch tags is mixed, and the headlines' price-target references conflict with each other (a cut to $415 versus a stated 52% undervaluation), which the source data does not reconcile.

Open Questions

What is the reconciled view on price targets, given the wire references both a cut to $415 and an implied 52% undervaluation?
Why does reported net income for FY 2025 show $0.0M despite operating income of $168.0M, and what drove the difference?
What are the company's product lines, customer concentration, and revenue mix within the Industrial Machinery/Components classification?
What institutional and insider holdings exist, since holder data is recorded as "NONE"?
What is the source of the FY 2023 cash figure, which is recorded as N/A while debt is reported?

AEIS Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Advanced Energy Industries Inc. (AEIS) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to AEIS Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 8h ago

Advanced Energy Industries (AEIS) Stock Looks About Right After Its 219% Run

Yahoo Finance report covering Advanced Energy Industries Inc. (AEIS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST ChartMill • 11h ago

Advanced Energy Industries (NASDAQ:AEIS): Affordable Growth With a Reasonable Forward Valuation

ChartMill report covering Advanced Energy Industries Inc. (AEIS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH GuruFocus • 14h ago

Advanced Energy Industries Inc (AEIS) Shares Fall 5.6% -- What G

GuruFocus report covering Advanced Energy Industries Inc. (AEIS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 17h ago

Advanced Energy Industries (AEIS) Could Be 52% Undervalued On New AI Power Product Launches

Yahoo Finance report covering Advanced Energy Industries Inc. (AEIS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH TradingView • 20h ago

Advanced Energy Industries, Inc. Stock 12‑Month Price Target Cut to $415, Implies 92% Upside

TradingView report covering Advanced Energy Industries Inc. (AEIS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 23h ago

Are Computer and Technology Stocks Lagging Advanced Energy Industries (AEIS) This Year?

Yahoo Finance report covering Advanced Energy Industries Inc. (AEIS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH GuruFocus • 1d ago

Advanced Energy Industries Inc (AEIS) Shares Fall 3.5% -- GF Val

GuruFocus report covering Advanced Energy Industries Inc. (AEIS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

Is Advanced Energy Industries (AEIS) Outperforming Other Computer and Technology Stocks This Year?

Yahoo Finance report covering Advanced Energy Industries Inc. (AEIS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

AEIS Bull vs. Bear Conversation Board — What's Your Call at $222.06?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AEIS 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $258.93 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is AEIS (D+ • RQD 56/100) a Buy at $239.75?

Welcome to the AEIS (Advanced Energy Industries Inc.) Roar Pit. Current RQD Composite is 56/100 (Roarable Sell — Weak Fundamentals / Trim) in Industrial Machinery/Components. Bulls point to capital efficiency (12.5% ROIC), while bears focus on valuation multiple compression (73.3x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SH ShortSeller_Dan Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $184.61 (-23.0%)

Spot @ $239.75

Pump the brakes on AEIS — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on AEIS, but look at what you are paying: 73.3x trailing P/E with 37.7% gross margins. Unless Advanced Energy Industries Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH 🎯 Target: $278.11 (+16.0%)

Spot @ $239.75

AEIS cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on AEIS, the market is fixating on short-term headline noise in Industrial Machinery/Components and ignoring the balance sheet and cash flow trajectory. At $239.75 (52-wk range $187.71 - $397.44), any beat on forward guidance forces shorts and underweight funds to chase.