Advanced Energy Industries Stock Buy Hold or Sell Recommendation
| AEIS Stock | USD 114.57 2.64 2.25% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Advanced Energy Industries is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Advanced Energy Industries given historical horizon and risk tolerance towards Advanced Energy. When Macroaxis issues a 'buy' or 'sell' recommendation for Advanced Energy Industries, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Advanced Energy Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Advanced and provide practical buy, sell, or hold advice based on investors' constraints. Advanced Energy Industries. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Advanced |
Execute Advanced Energy Buy or Sell Advice
The Advanced recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Advanced Energy Industries. Macroaxis does not own or have any residual interests in Advanced Energy Industries or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Advanced Energy's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Advanced Energy Trading Alerts and Improvement Suggestions
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from thelincolnianonline.com: Advanced Energy Industries, Inc. Shares Sold by Loomis Sayles Co. L P |
Advanced Energy Returns Distribution Density
The distribution of Advanced Energy's historical returns is an attempt to chart the uncertainty of Advanced Energy's future price movements. The chart of the probability distribution of Advanced Energy daily returns describes the distribution of returns around its average expected value. We use Advanced Energy Industries price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Advanced Energy returns is essential to provide solid investment advice for Advanced Energy.
| Mean Return | 0.10 | Value At Risk | -2.91 | Potential Upside | 3.85 | Standard Deviation | 2.03 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Advanced Energy historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Advanced Stock Institutional Investors
The Advanced Energy's institutional investors refer to entities that pool money to purchase Advanced Energy's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Loomis, Sayles & Company Lp | 2024-06-30 | 676 K | Manufacturers Life Insurance Co | 2024-09-30 | 635.8 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 631.2 K | Bank Of New York Mellon Corp | 2024-06-30 | 540.2 K | Bamco Inc | 2024-09-30 | 513.1 K | Aristotle Capital Boston, Llc | 2024-06-30 | 487.1 K | Principal Financial Group Inc | 2024-09-30 | 483.8 K | Massachusetts Financial Services Company | 2024-09-30 | 467.9 K | Snyder Capital Management Lp | 2024-09-30 | 454.5 K | Blackrock Inc | 2024-06-30 | 5.7 M | Vanguard Group Inc | 2024-09-30 | 4.8 M |
Advanced Energy Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 3.7M | 11.7M | (115.7M) | (32.2M) | 39.3M | 41.3M | |
| Change In Cash | (8.1M) | 133.9M | 64.0M | (85.6M) | 585.7M | 615.0M | |
| Free Cash Flow | 23.2M | 164.8M | 108.4M | 124.7M | 147.9M | 155.3M | |
| Depreciation | 26.1M | 47.8M | 52.9M | 60.3M | 66.5M | 69.9M | |
| Other Non Cash Items | (12.5M) | 1.1M | 189K | (4.1M) | (3.5M) | (3.4M) | |
| Capital Expenditures | 25.2M | 36.5M | 31.9M | 58.9M | 61.0M | 64.1M | |
| Net Income | 56.5M | 135.2M | 134.7M | 201.9M | 130.7M | 137.3M | |
| End Period Cash Flow | 346.4M | 480.4M | 544.4M | 458.8M | 1.0B | 1.1B | |
| Investments | (2.6M) | (997K) | (47.3M) | (208.3M) | (73.2M) | (69.6M) | |
| Change Receivables | (18.9M) | 15.4M | 5.3M | (59.6M) | (53.7M) | (51.0M) | |
| Change To Netincome | (13.7M) | 12.4M | 17.2M | 10.0M | 9.0M | 9.2M |
Advanced Energy Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Advanced Energy or Semiconductors & Semiconductor Equipment sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Advanced Energy's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Advanced stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.12 | |
β | Beta against Dow Jones | 1.85 | |
σ | Overall volatility | 2.06 | |
Ir | Information ratio | -0.01 |
Advanced Energy Volatility Alert
Advanced Energy Industries currently demonstrates below-average downside deviation. It has Information Ratio of -0.01 and Jensen Alpha of -0.12. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Advanced Energy's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Advanced Energy's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Advanced Energy Fundamentals Vs Peers
Comparing Advanced Energy's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Advanced Energy's direct or indirect competition across all of the common fundamentals between Advanced Energy and the related equities. This way, we can detect undervalued stocks with similar characteristics as Advanced Energy or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Advanced Energy's fundamental indicators could also be used in its relative valuation, which is a method of valuing Advanced Energy by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Advanced Energy to competition |
| Fundamentals | Advanced Energy | Peer Average |
| Return On Equity | 0.0399 | -0.31 |
| Return On Asset | 0.018 | -0.14 |
| Profit Margin | 0.03 % | (1.27) % |
| Operating Margin | 0.05 % | (5.51) % |
| Current Valuation | 4.42 B | 16.62 B |
| Shares Outstanding | 37.67 M | 571.82 M |
| Shares Owned By Insiders | 0.80 % | 10.09 % |
| Shares Owned By Institutions | 99.20 % | 39.21 % |
| Number Of Shares Shorted | 2.54 M | 4.71 M |
| Price To Earning | 25.99 X | 28.72 X |
| Price To Book | 3.79 X | 9.51 X |
| Price To Sales | 2.93 X | 11.42 X |
| Revenue | 1.66 B | 9.43 B |
| Gross Profit | 680.5 M | 27.38 B |
| EBITDA | 113.69 M | 3.9 B |
| Net Income | 130.75 M | 570.98 M |
| Cash And Equivalents | 372.68 M | 2.7 B |
| Cash Per Share | 9.98 X | 5.01 X |
| Total Debt | 1.02 B | 5.32 B |
| Debt To Equity | 0.54 % | 48.70 % |
| Current Ratio | 2.80 X | 2.16 X |
| Book Value Per Share | 30.91 X | 1.93 K |
| Cash Flow From Operations | 208.94 M | 971.22 M |
| Short Ratio | 10.45 X | 4.00 X |
| Earnings Per Share | 1.20 X | 3.12 X |
| Price To Earnings To Growth | 0.41 X | 4.89 X |
| Target Price | 116.33 | |
| Number Of Employees | 10 K | 18.84 K |
| Beta | 1.48 | -0.15 |
| Market Capitalization | 4.32 B | 19.03 B |
| Total Asset | 2.56 B | 29.47 B |
| Retained Earnings | 989.73 M | 9.33 B |
| Working Capital | 1.38 B | 1.48 B |
Note: Disposition of 1800 shares by Donikowski Tina of Advanced Energy at 116.84 subject to Rule 16b-3 [view details]
Advanced Energy Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Advanced . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.0339 | |||
| Daily Balance Of Power | (0.66) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 116.03 | |||
| Day Typical Price | 115.54 | |||
| Market Facilitation Index | 4.0 | |||
| Price Action Indicator | (2.78) | |||
| Period Momentum Indicator | (2.64) |
About Advanced Energy Buy or Sell Advice
When is the right time to buy or sell Advanced Energy Industries? Buying financial instruments such as Advanced Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Advanced Energy in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Healthcare Thematic Idea Now
Healthcare
Companies that provide healthcare goods and services including hospitals, health maintenance organizations, HMOs, or medical aid manufacturers. The Healthcare theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Healthcare Theme or any other thematic opportunities.
| View All Next | Launch |
Additional Tools for Advanced Stock Analysis
When running Advanced Energy's price analysis, check to measure Advanced Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Advanced Energy is operating at the current time. Most of Advanced Energy's value examination focuses on studying past and present price action to predict the probability of Advanced Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Advanced Energy's price. Additionally, you may evaluate how the addition of Advanced Energy to your portfolios can decrease your overall portfolio volatility.