AEIS Advanced Energy Industries Inc
XNAS
218.68
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
AEIS
$218.68
—
What changed
Recent filings, trades and movesKey stats
$218.68
- 52-Week Range
- $178.37 – $397.44
- YTD
- -1.49%
- IV Rank (30D)
- 38.96
- Straddle Price
- $38.20
- P/C Vol Ratio
- 0.89
- Market Cap
- $8.0B
- Open
- $201.55
- Day Range
- $201.50 – $219.99
- Volume
- 415,171
- Prev Close
- $197.01
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 1.30 |
| Cost of Equity (CAPM) | 11.66% (VRP-adj) |
| WACC | 11.27% |
| Volatility Risk Premium | +7.0pp (IV − HV30), ERP adj +20bps |
| Effective Tax Rate | 16.1% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | 18.2% |
| Book / Price | 19.5% |
| Gross Margin (TTM) | 40.3% |
| FCF Margin (TTM) | 3.1% |
| Debt / Equity | 0.71 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $260.11 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $233.82 |
| Bollinger Width / SMA20 | 39.7% (drives anchor stability) |
| Net Debt | $-0.3B |
| Market Cap | $8B |
Peers used for multiples: BELFB, HUBB, MPWR, MU, TSM, VICR, VRT, WDC
60-Day Conviction
74%
20-Day Fair Value
≈ by Dec 8, 2026
$222.12
α +1.5%
rank 25%
conviction
82%
40-Day Fair Value
≈ by Jan 6, 2027
$224.22
α +2.4%
rank 24%
conviction
71%
60-Day Fair Value
≈ by Feb 4, 2027
$226.26
α +3.3%
rank 40%
conviction
74%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $95.33 | 21% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $248.36 | 9% | median 32.4× · 7 peers |
| Peer EV/EBITDA | $200.02 | 9% | median 16.7× · 7 peers |
| Peer P/B | $264.35 | 2% | median 6.9× · 7 peers |
| Peer P/S | $336.69 | 6% | median 5.6× · 7 peers |
| Market Anchor (SMA50) | $260.11 | 31% | stability 72% (BB-width) |
| Options Expected (B-L 30d) | $195.73 | 21% | 36 strikes · skew +0.15 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- ELECTRONIC COMPONENTS, NEC (3679) · industry map
- Exchange
- XNAS
- Market Cap
- $8.0B
- Employees
- 13,000
- List Date
- 1995-11-17
- CIK
- 0000927003
- Last Earnings
- Nov 2 after close · +9.6% vs ±15.3% expected
- Next Earnings
- ~Feb 9, 2027 (estimated)
- Headquarters
- Denver, CO
- Homepage
- https://www.advancedenergy.com
Advanced Energy Industries Inc provides precision power conversion, measurement, and control solutions. The company designs, manufactures, sells, and services power electronics conversion products that transform raw electrical power into controllable, usable power for complex equipment. It operates in one reporting segment, Power Electronics Conversion Products, serving the Semiconductor Equipment, Data Center Computing, Industrial and Medical, and Telecom and Networking markets. Its products include Plasma Power Products, AC-DC Power Supply Units, DC-DC Converters, High Voltage solutions, SCR…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 4.68% | -7.15% | 8.42% | -1.94% | -0.23% | 15.03% | 3.13% |
| Feb | -3.79% | -0.64% | -5.13% | -4.52% | 3.39% | 28.17% | 2.91% |
| Mar | -1.98% | 1.15% | 4.85% | -1.52% | -11.28% | -5.20% | -2.33% |
| Apr | -5.48% | -9.90% | -10.06% | -5.43% | 2.36% | 15.35% | -2.19% |
| May | -5.86% | 4.68% | 12.20% | 11.81% | 5.97% | -22.33% | 1.08% |
| Jun | 8.90% | -8.59% | 14.18% | 0.51% | 14.64% | 26.55% | 9.37% |
| Jul | -6.53% | 29.04% | 12.40% | 9.96% | 3.99% | -18.75% | 5.02% |
| Aug | -12.45% | -1.79% | -6.32% | -1.44% | 10.67% | -6.59% | -2.99% |
| Sep | -2.11% | -11.14% | -12.72% | 6.48% | 16.94% | 5.55% | 0.50% |
| Oct | 3.34% | -3.60% | -14.64% | 5.43% | 15.06% | -24.50% | -3.15% |
| Nov | -6.73% | 16.12% | 12.35% | 4.99% | 2.71% | 0.73%* | 5.03% |
| Dec | 2.79% | -7.89% | 13.61% | -2.59% | 0.77% | -- | 1.34% |
| Total | -24.08% | -6.58% | 24.43% | 21.93% | 82.39% | -3.46% | 15.77% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $230.71
SMA 50: $259.02
SMA 200: $307.24
Current: $218.72
EMA 12: $220.31
EMA 26: $237.00
MACD: -16.6888 | Signal: -1.5903
BEARISH
ADX (14): 29.58
TREND
+DI: 22.53
−DI: 37.65
Momentum Oscillators
RSI (14): 44.02
NEUTRAL
Stoch %K: 30.61
Stoch %D: 23.95
Williams %R: -44.08
Volume & Volatility
BB Upper: $272.18
BB Lower: $189.25
NEUTRAL
OBV: 7,822,526
Vol SMA 20: 783,914
Vol ROC: -53.67%
ATR: $17.93
True Range: $22.98
HV 20: 108.5%
HV 30: 92.0%
HV 60: 78.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before AEIS’s Nov 2 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report - AEIS
Executive Summary
Overall Assessment: BEARISH (Confidence Level: 6/10)
Key Drivers: High volatility, bearish MACD signal, and negative recent news sentiment.
Primary Risks:
- High beta indicating high risk relative to market
- Bearish momentum and technical signals
- Recent news headlines highlighting industry trends and potential headwinds
Investment Thesis: AEIS is a high-volatility stock with mixed fundamental and technical indicators. The bearish MACD signal, coupled with the recent negative news sentiment, suggests a higher probability of further price declines.
Recent News Sentiment Impact: The recent news headlines have contributed to the bearish sentiment, highlighting potential headwinds in the industry and market trends.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): BEARISH, Medium-term (1-3 months): NEUTRAL, Long-term (3-12 months): BULLISH
Support/Resistance Levels: Key price levels from moving averages and technical patterns:
- SMA 20: $308.23
- SMA 50: $311.46
- SMA 200: $297.75
- EMA 12: $290.02
- EMA 26: $299.63
Momentum Signals:
- RSI interpretation: Neutral (41.71)
- MACD signal: Bearish (-9.61 / Signal: -3.94 / Histogram: -5.67)
- Bollinger Bands position: Squeeze, breakout to the downside possible
Volume Analysis: Volume trends and institutional interest signals:
- Volume SMA 20: 581360.53
- On-Balance Volume (OBV): 10799511.63
- Volume Rate of Change: 36.70%
News & Sentiment Analysis
Recent Headlines Summary: Key themes from last 10 news articles highlight industry trends, earnings beats, and product launches.
Sentiment Assessment: Aggregate news sentiment is NEUTRAL (5/6 positive, 1/6 negative).
Catalyst Identification: Upcoming events include industry conferences and potential regulatory changes.
Market Narrative: The recent news headlines have contributed to the bearish sentiment, highlighting potential headwinds in the industry and market trends.
Risk & Volatility Assessment
Beta Interpretation: High beta (2.66) indicating high risk relative to market.
Volatility Regime: Current volatility is higher than historical levels.
Options Market Signals:
- IV Rank: 38.4% (Medium)
- Current IV: 91.1%
- Expected Move: $28.70
- Volume Flow: 176 calls vs 76 puts
- Open Interest: 1,219 calls vs 1,214 puts
- Put/Call Volume Ratio: 0.43
Market Context & Positioning
Sector Performance: Relative strength vs sector/market:
- AEIS is outperforming the market but underperforming its peers.
Institutional Activity: Institutional interest signals suggest caution:
- Volume trends indicate mixed sentiment.
- Open Interest and Put/Call Volume Ratio are neutral.
Correlation Analysis: How stock moves relative to market (R-squared interpretation):
- Correlation: 0.54
- R-squared: 29.4% (indicating a moderate correlation)
Key Levels & Action Items
Critical Price Levels: Support/resistance to monitor:
- SMA 20: $308.23
- SMA 50: $311.46
- SMA 200: $297.75
Breakout/Breakdown Levels: Technical levels that could trigger significant moves:
- Bollinger Bands upper band: $358.02
- Middle band: $308.23
- Lower band: $258.43
Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches:
- No earnings data available.
Risk Management: Stop-loss levels and position sizing considerations:
- Consider setting stop-loss at $266.86 (10% below current price).
- Position sizing should be cautious given the high volatility.
Generated
News
All AEIS news →
Revenue surged 50% year-over-year to $696.4 million; non-GAAP EPS more than doubled.
Earnings History
22 of 24 under expected move
Avg Expected Move
9.42%
Avg Actual Move
5.61%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-10 | After-Close | 4.91% | 2.52% | 0.51x | Within |
| 2021-05-05 | After-Close | 8.43% | 3.49% | 0.41x | Within |
| 2021-08-04 | After-Close | 6.14% | 1.83% | 0.30x | Within |
| 2021-11-08 | After-Close | 7.89% | 2.48% | 0.31x | Within |
| 2022-02-09 | After-Close | 8.09% | 0.09% | 0.01x | Within |
| 2022-05-04 | After-Close | 8.51% | 4.49% | 0.53x | Within |
| 2022-08-03 | After-Close | 8.73% | 1.34% | 0.15x | Within |
| 2022-11-01 | After-Close | 6.28% | 0.60% | 0.10x | Within |
| 2023-02-08 | After-Close | 7.81% | 4.27% | 0.55x | Within |
| 2023-05-03 | After-Close | 9.65% | 3.90% | 0.40x | Within |
| 2023-08-03 | After-Close | 8.44% | 7.92% | 0.94x | Within |
| 2023-10-31 | After-Close | 9.95% | 3.05% | 0.31x | Within |
| 2024-02-06 | After-Close | 7.27% | 5.76% | 0.79x | Within |
| 2024-05-01 | After-Close | 9.21% | 0.47% | 0.05x | Within |
| 2024-07-30 | After-Close | 8.53% | 7.37% | 0.86x | Within |
| 2024-10-30 | After-Close | 9.16% | 0.71% | 0.08x | Within |
| 2025-02-12 | After-Close | 8.48% | 11.08% | 1.31x | Exceeded |
| 2025-04-30 | After-Close | 11.29% | 11.19% | 0.99x | Within |
| 2025-08-05 | After-Close | 10.96% | 0.16% | 0.01x | Within |
| 2025-11-04 | After-Close | 10.41% | 15.77% | 1.51x | Exceeded |
| 2026-02-10 | After-Close | 12.65% | 10.65% | 0.84x | Within |
| 2026-05-04 | After-Close | 11.82% | 10.70% | 0.91x | Within |
| 2026-08-03 | After-Close | 16.06% | 15.19% | 0.95x | Within |
| 2026-11-02 | After-Close | 15.31% | 9.63% | 0.63x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
AEIS Options Activity & IV Rank
AEIS IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 68.2%
7-DTE IV: 75.5%
Expected Move: $38.20
7-DTE Move: $23.10
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 1,528
Put Volume: 1,352
P/C Volume: 0.885
NEUTRAL
Call OI: 8,627
Put OI: 3,972
P/C OI: 0.46
Total OI: 12,599
ATM Options Pricing
ATM Call: $18.55
ATM Put: $19.65
Call %: 8.5%
Put %: 9.0%
Chain Summary
Chain Volume: 2,880
Chain OI: 12,599
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 40th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
40%
vs own history
GEX tilt
+0.11
OI-weighted, today
Vanna tilt
+0.14
δ-sensitivity to IV
Charm tilt
-0.38
δ-decay vs time
Charm tilt -0.38: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 43 ATM contracts, 4k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)60.0MediumNov 9
IV Rank (30 DTE)39.0MediumNov 9
Straddle Price (30 DTE)$38.20Nov 9
Beta Analysis
Risk Metrics
Beta: 2.6875
Alpha: -9.91%
Correlation: 0.5497
R-Squared: 30.2%
Stock Volatility: 67.2%
Market Volatility: 13.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own AEIS
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $185.4M | #159 of 3716 | -62.8% | 13F | |
| Citadel Hedge fund Ken Griffin | $144.6M | #287 of 6285 | new | 13F | |
| Soros Fund Management Family office George Soros, Robert Soros, Jonathan Soros | $45.9M | #48 of 251 | new | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $36.8M | #445 of 3138 | +4144.7% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $3.3M | #1150 of 4729 | +247.9% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $462K | #934 of 997 | -55.8% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
AEIS Institutional Ownership (13F)
Filings for 2026-06-30 · 286 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 41,475,000 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
13 filers$239.60M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | BNP Paribas Financial Markets Custodian | $83.90M | 35.02% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $58.32M | 24.34% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $35.16M | 14.68% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $23.16M | 9.66% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $22.12M | 9.23% | 2026-09-30 |
| 6 | JPMorgan Chase & Co Custodian | $4.53M | 1.89% | 2026-06-30 |
| 7 | Millennium Management LLC Custodian | $4.10M | 1.71% | 2026-06-30 |
| 8 | Squarepoint Ops LLC | $3.77M | 1.57% | 2026-06-30 |
| 9 | Walleye Capital LLC | $1.68M | 0.70% | 2026-06-30 |
| 10 | Simplex Trading, LLC Custodian | $1.27M | 0.53% | 2026-09-30 |
| 11 | GROUP ONE TRADING LLC Custodian | $857.60K | 0.36% | 2026-06-30 |
| 12 | Walleye Trading LLC | $484.73K | 0.20% | 2026-06-30 |
| 13 | TUDOR INVESTMENT CORP ET AL | $261.01K | 0.11% | 2026-06-30 |
13 filers$181.01M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $70.25M | 38.81% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $37.81M | 20.89% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $28.04M | 15.49% | 2026-06-30 |
| 4 | GROUP ONE TRADING LLC Custodian | $19.09M | 10.55% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $10.43M | 5.76% | 2026-09-30 |
| 6 | Citigroup Inc. Custodian | $4.23M | 2.34% | 2026-09-30 |
| 7 | M&G Plc | $3.89M | 2.15% | 2026-09-30 |
| 8 | Walleye Capital LLC | $2.72M | 1.50% | 2026-06-30 |
| 9 | Walleye Trading LLC | $2.16M | 1.19% | 2026-06-30 |
| 10 | Simplex Trading, LLC Custodian | $789.10K | 0.44% | 2026-09-30 |
| 11 | Twin Tree Management, LP | $671.17K | 0.37% | 2026-06-30 |
| 12 | Squarepoint Ops LLC | $633.88K | 0.35% | 2026-06-30 |
| 13 | TUDOR INVESTMENT CORP ET AL | $298.30K | 0.16% | 2026-06-30 |
AEIS Insider Trading (Form 4)
Latest: 2026-11-06Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-11-06 | Anne DelSanto | Director | Sell (S) | −265 | $200.02 | -$53.0K | EDGAR |
| 2026-10-07 | Anne DelSanto | Director | Sell (S) | −270 | $304.76 | -$82.3K | EDGAR |
| 2026-09-10 | Elizabeth Karpinski Vonne | EVP, General Counsel | Sell (S) | −632 | $288.14 | -$182.1K | EDGAR |
| 2026-09-10 | Anne DelSanto | Director | Sell (S) | −265 | $288.14 | -$76.4K | EDGAR |
| 2026-08-27 | Elizabeth Karpinski Vonne | EVP, General Counsel | Sell (S) | −907 | $290.05 | -$263.1K | EDGAR |
| 2026-08-25 | Grant H Beard | Director | Gift (G) | −9,000 | — | EDGAR | |
| 2026-08-20 | Eduardo Bernal Acebedo | EVP and COO | Mixed Sell −24,771 · Exer +6,042 |
−18,729 | $270.47 | -$7.30M | EDGAR |
| 2026-08-19 | Elizabeth Karpinski Vonne | EVP, General Counsel | Sell (S) | −908 | $332.68 | -$302.1K | EDGAR |
| 2026-08-05 | Anne DelSanto | Director | Sell (S) | −270 | $345.00 | -$93.2K | EDGAR |
| 2022-04-15 | Thomas O McGimpsey | EVP & General Counsel | — | — | — | EDGAR | |
| 2021-07-09 | Dana Edward Huth | EVP & CHIEF REVENUE OFFICER | — | — | — | EDGAR | |
| 2021-03-01 | Yuval Wasserman | President & CEO | — | — | — | EDGAR | |
| 2020-12-01 | Neil David Brinker | — | — | — | EDGAR | ||
| 2018-01-29 | — | — | — | — | EDGAR | ||
| 2016-12-29 | — | — | — | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
AEIS Insider Holdings
4 insiders · @ $218.72
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Grant H Beard | Director | 60,159 | $13.16M | $0 | 1 | 2026-08-25 |
| 2 | Eduardo Bernal Acebedo | EVP and COO | 24,553 | $5.37M | -$7.81M | 1 | 2026-08-20 |
| 3 | Elizabeth Karpinski Vonne | EVP, General Counsel | 9,177 | $2.01M | -$747.3K | 3 | 2026-09-10 |
| 4 | Anne DelSanto | Director | 7,417 | $1.62M | -$304.8K | 4 | 2026-11-06 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
AEIS Board & Officers
As of SEC filings through Nov 6, 2026Directors 10
- Frederick Ball · since Oct 27, 2008
- Grant H Beard · since May 7, 2014
- Ronald C Foster · since Nov 6, 2014
- John A Roush · since May 5, 2016
- Tina Donikowski · since May 3, 2018
- Anne DelSanto · since Oct 1, 2020
- Lanesha Minnix · since Oct 1, 2020
- Stephen Douglas Kelley · listed since May 2021
- Reed David · since Feb 1, 2022
- Brian Shirley · since Jun 15, 2022
Officers 6
- Stephen Douglas Kelley · President and CEO · since Mar 1, 2021
- Paul R Oldham · EVP, CFO · since May 2, 2018
- Eduardo Bernal Acebedo · EVP and COO · since Sep 13, 2021
- Bernard Raymond Colpitts Jr · SVP, Chief Accounting Officer · since Nov 2, 2023
- Elizabeth Karpinski Vonne · EVP, General Counsel · since Apr 15, 2022
- John Donaghey · EVP, Global Sales · since Jul 27, 2022
Changes in the last 10 years (26)
| Nov 2, 2023 | Bernard Raymond Colpitts Jr became SVP, Chief Accounting Officer |
| Jul 27, 2022 | John Donaghey became EVP, Global Sales |
| Jun 15, 2022 | Brian Shirley became a director |
| Apr 15, 2022 | Thomas O McGimpsey reported in an SEC filing no longer being EVP & Chief Admin Officer |
| Apr 15, 2022 | Elizabeth Karpinski Vonne became EVP, General Counsel |
| Feb 1, 2022 | Reed David became a director |
| Sep 13, 2021 | Eduardo Bernal Acebedo became EVP and COO |
| Jul 9, 2021 | Dana Edward Huth reported in an SEC filing no longer being EVP & Chief Revenue Officer |
| May 11, 2021 | Stephen Douglas Kelley first listed as a director in an SEC filing |
| Mar 1, 2021 | Yuval Wasserman reported in an SEC filing no longer being a director |
| Mar 1, 2021 | Yuval Wasserman reported in an SEC filing no longer being President & CEO |
| Mar 1, 2021 | Stephen Douglas Kelley became President and CEO |
| Feb 26, 2021 | Dana Edward Huth listed as EVP & Chief Revenue Officer (previously Chief Revenue Officer) in SEC filings |
| Feb 4, 2021 | Thomas O McGimpsey listed as EVP & Chief Admin Officer (previously EVP & Gen Counsel) in SEC filings |
| Nov 30, 2020 | Neil David Brinker left as President & COO, per their own SEC filing |
| Oct 28, 2020 | Dana Edward Huth became Chief Revenue Officer |
| Oct 1, 2020 | Lanesha Minnix became a director |
| Oct 1, 2020 | Anne DelSanto became a director |
| May 22, 2020 | Neil David Brinker listed as President & COO (previously EVP, COO) in SEC filings |
| Feb 6, 2019 | Thomas O McGimpsey listed as EVP & Gen Counsel (previously EVP Interim CFO & Gen Counsel) in SEC filings |
| Jun 18, 2018 | Neil David Brinker became EVP, COO |
| May 3, 2018 | Tina Donikowski became a director |
| May 2, 2018 | Paul R Oldham became EVP, CFO |
| Mar 2, 2018 | Thomas O McGimpsey listed as EVP Interim CFO & Gen Counsel (previously EVP Gen Counsel & Corp Sec) in SEC filings |
| Jan 29, 2018 | Thomas Liguori reported in an SEC filing no longer being EVP, CFO |
| Dec 29, 2016 | William George Trupkiewicz reported in an SEC filing no longer being Chief Accounting Officer |
Not reported recently (2)
- Edward C Grady · Last reported as a director in an SEC filing dated May 11, 2022
- Thomas M Rohrs · Last reported as a director in an SEC filing dated May 4, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
AEIS Proposed Insider Sales (Form 144)
Latest: 2026-11-05
? Form 144 Guide
Last 30d:
1 filing
· $53K notice value
· Last 90d:
7 filings
· $8.8M notice value
· 3 unique filers
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
EDUARDO BERNAL ACEBEDO (1, $7.8M) · ELIZABETH K VONNE (3, $747K) · DelSanto Anne (3, $212K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-11-05 | DelSanto Anne | Director | 265 | $53.0K | 2026-11-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-10-05 | DelSanto Anne | Director | 270 | $82.3K | 2026-10-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-09-08 | DelSanto Anne | Director | 265 | $76.4K | 2026-09-08 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-09-08 | ELIZABETH K VONNE | Officer | 632 | $182.1K | 2026-09-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-27 | ELIZABETH K VONNE | Officer | 907 | $263.1K | 2026-08-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-18 | EDUARDO BERNAL ACEBEDO | Officer | 24,771 | $7.82M | 2026-08-18 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-18 | ELIZABETH K VONNE | Officer | 908 | $302.1K | 2026-08-18 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-05 | DelSanto Anne | Director | 270 | $93.2K | 2026-08-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-15 | BRIAN SHIRLEY | Director | 1,234 | $459.5K | 2026-06-15 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-05-15 | DelSanto Anne | Director | 240 | $79.5K | 2026-04-15 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-02
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-11-02 | Earnings results | EDGAR |
| 2026-08-03 | Earnings results | EDGAR |
| 2026-06-12 | Other events | EDGAR |
| 2026-05-18 | Material agreement · New debt obligation · Unregistered share sale | EDGAR |
| 2026-05-14 | Other events | EDGAR |
| 2026-05-13 | Other events | EDGAR |
| 2026-05-08 | Director or officer change · Bylaws or fiscal year change · Shareholder vote results | EDGAR |
| 2026-05-04 | Earnings results | EDGAR |
| 2026-02-10 | Earnings results | EDGAR |
| 2025-11-04 | Earnings results | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-13 | 0001104659-26-014731 | EDGAR |
| 2025-02-18 | 0001558370-25-001038 | EDGAR |
| 2024-02-20 | 0000927003-24-000003 | EDGAR |
| 2023-02-17 | 0001558370-23-001498 | EDGAR |
| 2022-03-16 | 0001558370-22-003725 | EDGAR |
| 2021-02-24 | 0001558370-21-001513 | EDGAR |
| 2020-03-02 | 0001558370-20-001892 | EDGAR |
| 2019-02-21 | 0000927003-19-000007 | EDGAR |
| 2018-02-15 | 0000927003-18-000005 | EDGAR |
| 2017-02-24 | 0000927003-17-000010 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-11-02 | 0000927003-26-000039 | EDGAR |
| 2026-08-03 | 0000927003-26-000032 | EDGAR |
| 2026-05-04 | 0000927003-26-000014 | EDGAR |
| 2025-11-04 | 0000927003-25-000023 | EDGAR |
| 2025-08-05 | 0001558370-25-010287 | EDGAR |
| 2025-04-30 | 0001558370-25-005998 | EDGAR |
| 2024-10-30 | 0001558370-24-013949 | EDGAR |
| 2024-07-30 | 0001558370-24-010375 | EDGAR |
| 2024-05-01 | 0001558370-24-006384 | EDGAR |
| 2023-10-31 | 0001558370-23-017112 | EDGAR |
ETF Holders
157 ETFs hold AEIS
25 shown · $1.82B total exposure · 0.15% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $341.6M | — | 2026-09-30 |
| 2 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.24% | $285.5M | $121.4B | 2026-11-06 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.14% | $241.4M | — | 2026-09-30 |
| 4 | VGT Vanguard Information Technology ETF | Vanguard | 0.08% | $137.5M | — | 2026-09-30 |
| 5 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.31% | $134.2M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.14% | $127.1M | — | 2026-09-30 |
| 7 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.22% | $56.8M | $25.6B | 2026-11-05 |
| 8 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.15% | $51.9M | — | 2026-11-05 |
| 9 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.22% | $50.0M | — | 2026-08-31 |
| 10 | XMMO Invesco S&P MidCap Momentum ETF | Invesco | 0.82% | $49.5M | — | 2026-11-05 |
| 11 | IJK iShares S&P Mid-Cap 400 Growth ETF | iShares (BlackRock) | 0.47% | $48.1M | $10.2B | 2026-11-06 |
| 12 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.22% | $40.8M | $18.3B | 2026-11-05 |
| 13 | IWP iShares Russell Mid-Cap Growth ETF | iShares (BlackRock) | 0.23% | $39.7M | $17.3B | 2026-11-06 |
| 14 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.06% | $31.7M | $56.9B | 2026-11-06 |
| 15 | VOLT Tema Electrification ETF | Nport | 3.89% | $28.1M | — | 2026-08-31 |
| 16 | IWF iShares Russell 1000 Growth ETF | iShares (BlackRock) | 0.02% | $26.6M | $114.6B | 2026-11-06 |
| 17 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.03% | $21.8M | — | 2026-11-05 |
| 18 | IVOO Vanguard S&P Mid-Cap 400 ETF | Vanguard | 0.33% | $18.9M | — | 2026-09-30 |
| 19 | VONG Vanguard Russell 1000 Growth ETF | Vanguard | 0.03% | $16.5M | — | 2026-09-30 |
| 20 | PSC Principal U.S. Small-Cap ETF | Nport | 0.62% | $14.4M | — | 2026-06-30 |
| 21 | QCLN First Trust NASDAQ® Clean Edge® Green Energy Index Fund | First Trust | 3.01% | $13.7M | $454.1M | 2026-11-06 |
| 22 | MDYG State Street® SPDR® S&P 400™ Mid Cap Growth ETF | SPDR (State Street) | 0.45% | $12.2M | $2.7B | 2026-11-05 |
| 23 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.13% | $12.2M | — | 2026-08-31 |
| 24 | FTEC Fidelity MSCI Information Technology Index ETF | Fidelity | 0.06% | $11.9M | $19.1B | 2026-11-05 |
| 25 | IVOG Vanguard S&P Mid-Cap 400 Growth ETF | Vanguard | 0.63% | $11.7M | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
31.43
TTM Diluted EPS
$6.96
TTM Revenue
$2.27B
TTM Net Income
$288.80M
TTM Op. Cash Flow
$224.60M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $696.40M | $115.60M | $2.79 | $65.10M |
| Q2 '26 | 2026-06-30 | $574.10M | $54.10M | $1.28 | $85.00M |
| Q1 '26 | 2026-03-31 | $511.00M | $66.80M | $1.58 | $-6.00M |
| Q4 '25 | 2025-12-31 | $489.40M | $52.30M | $1.32 | $80.50M |
| Q3 '25 | 2025-09-30 | $463.30M | $46.20M | $1.20 | $78.70M |
| Q2 '25 | 2025-06-30 | $441.50M | $25.20M | $0.67 | $45.20M |
| Q1 '25 | 2025-03-31 | $404.60M | $24.70M | $0.65 | $28.90M |
| Q4 '24 | 2024-12-31 | $415.40M | $48.90M | $1.29 | $82.60M |
| Q3 '24 | 2024-09-30 | $374.20M | $-14.90M | $-0.40 | $34.20M |
| Q2 '24 | 2024-06-30 | $364.90M | $14.80M | $0.39 | $6.70M |
| Q1 '24 | 2024-03-31 | $327.50M | $5.40M | $0.14 | $7.30M |
| Q4 '23 | 2023-12-31 | $405.27M | $37.50M | $1.00 | $84.00M |
Q3 2026 • period ending 2026-09-30 • filed 2026-11-02
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
31.43
P/B
5.98
P/S
4.34
EV/EBITDA
25.20
EV/Sales
4.21
ROE
14.9%
ROA
6.4%
Div Yield
0.21%
FCF Yield
2.70%
Debt/Equity
0.76
Current Ratio
—
Market Cap
$8.84B
as of 2026-11-09
AEIS vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Compa | $1.95T | — | — | +21.8% | 43 |
| MU Micron Technology, Inc. | $780.7B | 9.8 | +256.3% | +130.6% | 42 |
| WDC Western Digital Corp. | $98.7B | 11.2 | +43.0% | +54.2% | 33 |
| VRT Vertiv Holdings Co Class A Common Stock | $70.4B | 37.0 | +35.3% | +12.7% | 45 |
| MPWR Monolithic Power Systems, Inc. | $58.1B | 75.2 | +40.5% | +46.3% | 39 |
| HUBB Hubbell Incorporated | $22.7B | 25.9 | +16.0% | −4.4% | 37 |
| AEIS Advanced Energy Industries Inc | $8.0B | 31.4 | +31.7% | −1.5% | 39 |
| VICR Vicor Corp | $6.8B | 42.4 | +41.4% | +38.7% | 39 |
| BELFB Bel Fuse Inc | $3.0B | 62.7 | +21.0% | +29.8% | 21 |
| Peer median | $64.2B | 37.0 | +40.5% | +34.3% | 39 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
1.51M
SI % of Float
3.78%
Days to Cover
2.96
Short Vol Ratio
57.8%
Free Float
39.83M
Float %
99.5%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-09-22