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Today, 3:00 AMAdvanced Energy Industries is added to the Zacks Rank #1 (Strong Buy) list today after analysts’ earnings estimates for the current year were raised roughly 9–11% over the past 30 days.

Peers: ASML AMAT KLAC TER MKSI LRCX COHR ONTO UCTT NVMI

| Held by: IJH VTI IWM VB VGT VBK VXF IWO MDY IJK

Index	RUT	P/E	81.26	EPS (ttm)	3.82	Insider Own	0.94%	Shs Outstand	37.75M	Perf Week	11.07%
Market Cap	11.70B	Forward P/E	29.49	EPS next Y	10.51	Insider Trans	-3.87%	Shs Float	37.39M	Perf Month	20.52%
Enterprise Value	11.59B	PEG	1.31	EPS next Q	1.97	Inst Own	108.99%	Short Float	6.21%	Perf Quarter	52.88%
Income	148.40M	P/S	6.51	EPS this Y	34.11%	Inst Trans	2.36%	Short Ratio	3.87	Perf Half Y	104.81%
Sales	1.80B	P/B	8.59	EPS next Y	22.32%	ROA	6.21%	Short Interest	2.32M	Perf YTD	48.10%
Book/sh	36.10	P/C	14.79	EPS next 5Y	22.44%	ROE	11.64%	52W High	325.68 -4.79%	Perf Year	149.52%
Cash/sh	20.97	P/FCF	92.96	EPS past 3/5Y	-10.11% 1.93%	ROIC	10.17%	52W Low	75.01 313.38%	Perf 3Y	219.21%
Dividend Est.	0.26 (0.08%)	EV/EBITDA	43.24	Sales past 3/5Y	-0.85% 4.90%	Gross Margin	37.25%	Volatility	5.51% 5.90%	Perf 5Y	180.36%
Dividend TTM	0.40 (0.13%)	EV/Sales	6.44	EPS Y/Y TTM	173.02%	Oper. Margin	11.46%	ATR (14)	15.69	Perf 10Y	971.83%
Dividend Ex-Date	Feb 23, 2026	Quick Ratio	1.17	Sales Y/Y TTM	21.37%	Profit Margin	8.25%	RSI (14)	72.73	Recom	1.85
Dividend Gr. 3/5Y	0.00% -	Current Ratio	1.59	EPS Q/Q	1.15%	SMA20	13.10%	Beta	1.35	Target Price	326.11
Payout	10.40%	Debt/Eq	0.50	Sales Q/Q	17.81%	SMA50	27.74%	Rel Volume	0.86	Prev Close	314.27
Employees	13000	LT Debt/Eq	0.07	Earnings	Feb 10 AMC	SMA200	74.08%	Avg Volume	599.60K	Price	310.08
IPO	Nov 17, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	8.81% 3.27%	Trades		Volume	317,075	Change	-1.33%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-12-26	Upgrade	Susquehanna	Neutral → Positive	$300
Nov-05-25	Reiterated	TD Cowen	Hold	$140 → $210
Aug-06-25	Reiterated	TD Cowen	Hold	$118 → $140
Jan-07-25	Upgrade	Needham	Hold → Buy	$145
Jan-06-25	Upgrade	Citigroup	Neutral → Buy	$110 → $138
Dec-16-24	Upgrade	BofA Securities	Neutral → Buy	$140
Oct-31-24	Reiterated	TD Cowen	Hold	$120 → $118
Sep-20-24	Initiated	Robert W. Baird	Outperform	$128
Aug-15-24	Initiated	Stifel	Buy	$135
Jul-31-24	Reiterated	TD Cowen	Hold	$100 → $120
Jul-15-24	Downgrade	Citigroup	Buy → Neutral	$113
Dec-06-23	Initiated	Seaport Research Partners	Neutral
Nov-30-23	Initiated	BofA Securities	Neutral	$105
Nov-21-23	Initiated	Wells Fargo	Equal Weight	$100
Jun-14-23	Downgrade	Needham	Buy → Hold
Nov-04-22	Upgrade	Citigroup	Neutral → Buy	$100 → $95
Aug-05-22	Upgrade	Stifel	Hold → Buy	$94 → $110
Jun-23-22	Initiated	Loop Capital	Hold	$78
Jan-26-22	Initiated	KeyBanc Capital Markets	Overweight	$105
Jan-06-22	Initiated	The Benchmark Company	Buy	$110

Show Previous Ratings

Today 10:00AM	Best Momentum Stocks to Buy for February 17th (Zacks)
01:53AM	New Strong Buy Stocks for February 17th (Zacks)
12:33AM	5 Revealing Analyst Questions From Advanced Energy's Q4 Earnings Call (StockStory)
Feb-16-26 12:20PM	Can Advanced Energy (AEIS) Run Higher on Rising Earnings Estimates? (Zacks)
Feb-12-26 11:45PM	3 Inflated Stocks with Open Questions (StockStory)
01:50PM	Loading…
01:50PM	Qnity Electronics Stock Sees IBD RS Rating Climb To 79 (Investor's Business Daily)
Feb-11-26 01:47PM	Chip Equipment Maker Axcelis Technologies Gets RS Rating Lift (Investor's Business Daily) +10.65%
11:15AM	Advanced Energy Q4 Earnings Beat Estimates, Revenues Up Y/Y (Zacks)
06:00AM	Advanced Energy to Participate at Upcoming Investor Conferences (Business Wire)
12:33AM	AEIS Q4 Deep Dive: Data Center and Semiconductor Demand Drive Outperformance, Capacity Expansions Continue (StockStory)
12:03AM	Advanced Energy Industries Inc (AEIS) Q4 2025 Earnings Call Highlights: Record Revenue and ... (GuruFocus.com)
Feb-10-26 07:00PM	Advanced Energy (AEIS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:19PM	Advanced Energy Industries Q4 Earnings Call Highlights (MarketBeat)
05:15PM	Advanced Energy Industries (AEIS) Q4 Earnings and Revenues Surpass Estimates (Zacks)
04:31PM	Advanced Energy (NASDAQ:AEIS) Beats Expectations in Strong Q4 CY2025 (StockStory)
04:25PM	Loading…
04:25PM	Advanced Energy: Q4 Earnings Snapshot (Associated Press Finance)
04:23PM	Advanced Energy Industries Powers Higher After Q4 Beat-And-Raise Report (Investor's Business Daily)
04:01PM	Advanced Energy Reports Fourth Quarter and Full Year 2025 Results (Business Wire)
10:24AM	TSMC Stock Hits Record High As Chip Foundry Posts Strong Sales (Investor's Business Daily)
08:12AM	Stock Market Today: Dow Dips Ahead Of Retail Sales Data; Coca-Cola Sells Off On Earnings News (Live Coverage) (Investor's Business Daily)
07:18AM	Entegris Stock Rises After Chip-Gear Maker's Q4 Beat (Investor's Business Daily)
Feb-09-26 05:12PM	Dow Jones Futures: Nvidia, AMD, Tesla, Broadcom, Apple Are Big Movers (Investor's Business Daily)
11:51AM	AEIS Set to Report Q4 Earnings: What's in the Cards for the Stock? (Zacks)
Feb-08-26 10:06PM	Earnings To Watch: Advanced Energy (AEIS) Reports Q4 Results Tomorrow (StockStory)
Feb-06-26 11:10AM	Paylocity Q2 Earnings Beat Estimates, Revenues Increase Y/Y (Zacks) +6.06%
11:07AM	Lightspeed Commerce Q3 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
11:05AM	Arrow Electronics Q4 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
10:48AM	Fortinet Q4 Earnings & Revenues Beat Estimates, Increase Y/Y (Zacks)
10:18AM	Reddit Q4 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise (Zacks)
10:15AM	Gen Digital Q3 Earnings Surpass Expectations, Revenues Rise Y/Y (Zacks)
10:09AM	Loading…
10:09AM	Atlassian Q2 Earnings Surpass Expectations, Revenues Rise Y/Y (Zacks)
Feb-05-26 01:56PM	Carrier Global Q4 Earnings & Revenues Miss Estimates, Stock Down (Zacks)
01:24PM	Alphabet's Q4 Earnings Beat Estimates, Revenues Increase Y/Y (Zacks)
01:18PM	Cognizant Q4 Earnings Beat Estimates: Will Raised View Aid Shares? (Zacks)
12:22PM	FORM's Q4 Earnings Surpass Estimates, Revenues Up Y/Y, Shares Fall (Zacks)
11:51AM	APPS Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall (Zacks)
09:31AM	Kimball Electronics Q2 Earnings Match Estimates, Revenues Decline Y/Y (Zacks)
06:00AM	Advanced Energy Declares Quarterly Cash Dividend (Business Wire)
Feb-04-26 12:13PM	Match Group Q4 Earnings & Revenues Beat Estimates, Both Increase Y/Y (Zacks)
12:06PM	AMD Q4 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall (Zacks)
12:04PM	Skyworks Q1 Earnings Top Estimates, Revenues Down Y/Y, Shares Rise (Zacks)
10:10AM	Super Micro Computer Q2 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
09:59AM	Varonis Q4 Earnings Surpass Estimates, Revenues Increase Y/Y (Zacks)
Feb-03-26 12:54PM	Fabrinet Q2 Earnings Surpass Estimates, Revenues Increase Y/Y (Zacks)
10:46AM	Teradyne Q4 Earnings Beat Estimates, Revenues Increase Y/Y, Shares Up (Zacks)
09:40AM	Is Analog Devices (ADI) Outperforming Other Computer and Technology Stocks This Year? (Zacks)
Feb-02-26 10:38AM	Traction in AI-GPU Platform and DCBBS to Propel SMCI's Q2 Earnings (Zacks)
Jan-30-26 11:46AM	KLA Q2 Earnings Surpass Estimates, Revenues Increase Y/Y, Shares Fall (Zacks) -5.11%
Jan-29-26 12:28PM	Fair Isaac Q1 Earnings Top Estimates, Strong Scores Drive Up Sales Y/Y (Zacks)
11:40AM	ASML Holding Q4 Earnings Miss Expectations, Revenues Rise Y/Y (Zacks)
Jan-26-26 03:34PM	BofA says the chip reshuffle makes Nvidia a 'compelling' value play (Yahoo Finance)
Jan-22-26 05:58PM	Forget Nvidia And Broadcom, These 5 Small-Cap Chip Stocks Could Rally Big This Year (Benzinga)
Jan-21-26 11:04PM	Advanced Energy (AEIS): Buy, Sell, or Hold Post Q3 Earnings? (StockStory) +7.19%
03:40PM	Why Advanced Energy (AEIS) Stock Is Trading Up Today (StockStory)
06:00AM	Advanced Energy Announces Fourth Quarter 2025 Earnings Date on February 10 (Business Wire)
Jan-19-26 07:26AM	Implied Volatility Surging for Advanced Energy Industries Stock Options (Zacks)
Jan-14-26 11:08AM	Advanced Energy Industries Touts Data Center Growth, Sees 2026 Semi Upswing at Needham Conference (MarketBeat)
Jan-07-26 11:25AM	Smorgasbord Of Buy Points Kicks Off 2026. Google, Nvidia On The Menu. (Investor's Business Daily)
Jan-05-26 01:41PM	Advanced Energy, IBD Stock Of The Day, Breaks Out. So Do Several Chip Peers. (Investor's Business Daily)
06:53AM	ASML (ASML) Surges 8.8%: Is This an Indication of Further Gains? (Zacks)
Jan-02-26 04:00PM	Funds Plow Money Into AppLovin, Broadcom, Google And This Top 100 Stock (Investor's Business Daily) +6.03%
Jan-01-26 11:37PM	3 Small-Cap Stocks We Keep Off Our Radar (StockStory)
Dec-31-25 02:47PM	Funds Plow Money Into AppLovin, Broadcom, Google - And This Top 100 Stock (Investor's Business Daily)
09:40AM	Is Monolithic Power Systems (MPWR) Outperforming Other Computer and Technology Stocks This Year? (Zacks)
Dec-27-25 10:00AM	6 under-the-radar stocks to play the AI boom in 2026: BofA (Yahoo Finance)
Dec-22-25 01:05PM	NICE Drops 37% in a Year: How Should You Approach the Stock in 2026? (Zacks)
Dec-18-25 01:31PM	BOX Declines 14% in 6 Months: What's Ahead for the Stock? (Zacks)
Dec-17-25 12:59PM	Cognizant Stock Rallies on Strong AI Push, Expanding Clientele (Zacks)
Dec-16-25 11:38AM	Nvidia and Broadcom Are Wall Street's Top Chip Picks for 2026 (GuruFocus.com)
Dec-15-25 09:40AM	Is Advanced Energy Industries (AEIS) Stock Outpacing Its Computer and Technology Peers This Year? (Zacks)
08:56AM	Buy 5 High-Flying Mid-Cap Stocks of 2025 to Tap More Gains in 2026 (Zacks)
Dec-12-25 10:43AM	Broadcom Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall (Zacks)
10:31AM	Daktronics' Q2 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall (Zacks)
Dec-11-25 12:00PM	What Makes Advanced Energy Industries (AEIS) a Strong Momentum Stock: Buy Now? (Zacks)
10:25AM	Amtech Systems Rises 6% After Q4 Earnings and Revenues Beat Estimates (Zacks)
09:50AM	Adobe Q4 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall (Zacks)
Dec-10-25 09:33AM	Will Higher Semiconductor Revenues Help AVGO Stock Beat Q4 Earnings? (Zacks)
Dec-09-25 10:31PM	Electronic Components Stocks Q3 Results: Benchmarking Advanced Energy (NASDAQ:AEIS) (StockStory)
01:14PM	Shares of TTAN Jump on Strong Q3 Earnings Beat & Top-Line Growth (Zacks)
Dec-05-25 01:16PM	SentinelOne Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Fall (Zacks)
12:06PM	Rubrik Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Up (Zacks)
10:30AM	HPE Q4 Earnings Surpass Expectations, Revenues Rise Y/Y (Zacks)
08:53AM	SAIC Q3 Earnings Beat: Will Strong FY26 Guidance Lift the Stock? (Zacks)
Dec-04-25 12:06PM	OKTA Shares Jump on Solid Q3 Earnings Beat, Revenues Increase Y/Y (Zacks)
11:36AM	Snowflake Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Fall (Zacks)
11:30AM	Why Is Advanced Energy (AEIS) Down 5.5% Since Last Earnings Report? (Zacks)
Dec-03-25 10:33AM	BOX's Q3 Earnings Meet Estimates, Revenues Rise Y/Y, Shares Fall (Zacks)
10:17AM	Gitlab Shares Down Despite Q3 Earnings Beat, Revenues Up Y/Y (Zacks)
10:02AM	Marvell Technology Q3 Earnings Beat Estimates, Revenues Rise Y/Y (Zacks)
09:08AM	CrowdStrike Q3 Earnings Beat Estimates, Revenues Increase Y/Y (Zacks)
Dec-01-25 08:50AM	Falcon Flex Adoption to Aid CrowdStrike's Subscription Revenues in Q3 (Zacks)
Nov-28-25 09:40AM	Are Computer and Technology Stocks Lagging Advanced Energy Industries (AEIS) This Year? (Zacks)
Nov-26-25 12:01PM	DELL Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up (Zacks)
Nov-24-25 04:03PM	Top Stock Picks for Week of November 24, 2025 (Zacks) +5.12%
Nov-21-25 08:23AM	Advanced Energy and Boise Cascade have been highlighted as Zacks Bull and Bear of the Day (Zacks)
04:00AM	Bull of the Day: Advanced Energy Industries, Inc. (AEIS) (Zacks)
Nov-18-25 01:31PM	Can GoDaddy's Agentic AI Initiatives Push the Stock Higher? (Zacks)
Nov-17-25 07:38AM	QUBT's Q3 Earnings Meet Estimates, Revenues Surge Y/Y, Stock Up (Zacks)
Nov-13-25 11:24AM	Cisco's Q1 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Rise (Zacks)
11:12AM	GRAB Shares Decline 2.8% Since Reporting Q3 Earnings Miss (Zacks)

Advanced Energy Industries, Inc. engages in the provision of power electronics conversion products. Its products include AC-DC power supply units, DC-DC conversion, high voltage amplifiers and power supplies, plasma power, controllers, sense, and measurement. The company was founded by Douglas S. Schatz in 1981 and is headquartered in Denver, CO.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DelSanto Anne	Director	Feb 17 '26	Proposed Sale	311.04	240	74,650		Feb 17 09:39 AM
LANESHA MINNIX	Director	Feb 13 '26	Proposed Sale	316.62	1,000	316,625		Feb 13 05:57 PM
DelSanto Anne	Director	Jan 15 '26	Sale	247.00	240	59,280	6,894	Jan 16 02:35 PM
DelSanto Anne	Director	Jan 15 '26	Proposed Sale	247.00	240	59,280		Jan 15 10:17 AM
DelSanto Anne	Director	Dec 15 '25	Sale	218.40	240	52,416	7,134	Dec 16 11:28 AM
DelSanto Anne	Director	Dec 15 '25	Proposed Sale	218.40	240	52,416		Dec 15 11:14 AM
Donikowski Tina	Director	Dec 04 '25	Sale	210.33	2,257	474,715	8,248	Dec 05 02:26 PM
TINA M DONIKOWSKI	Director	Dec 04 '25	Proposed Sale	210.33	2,257	474,715		Dec 04 04:06 PM
Oldham Paul R	EVP, CFO	Nov 19 '25	Option Exercise	85.97	6,042	519,431	37,048	Nov 21 03:03 PM
Oldham Paul R	EVP, CFO	Nov 19 '25	Sale	203.11	8,174	1,660,221	24,792	Nov 21 03:03 PM
COLPITTS BERNARD RAYMOND JR	SVP, Chief Accounting Officer	Nov 18 '25	Sale	196.82	2,407	473,746	1,647	Nov 20 01:46 PM
PAUL R OLDHAM	Officer	Nov 19 '25	Proposed Sale	203.10	12,256	2,489,181		Nov 19 04:02 PM
BERNARD COLPITTS	Officer	Nov 18 '25	Proposed Sale	196.82	2,407	473,746		Nov 18 04:03 PM
DelSanto Anne	Director	Nov 17 '25	Sale	200.27	240	48,065	7,374	Nov 18 12:29 PM
DelSanto Anne	Director	Nov 17 '25	Proposed Sale	200.27	240	48,065		Nov 17 10:31 AM
DelSanto Anne	Director	Oct 15 '25	Sale	186.99	240	44,878	7,614	Oct 17 02:25 PM
DelSanto Anne	Director	Oct 15 '25	Proposed Sale	186.99	240	44,878		Oct 15 09:49 AM
DelSanto Anne	Director	Sep 15 '25	Sale	157.25	240	37,740	7,854	Sep 16 01:58 PM
DelSanto Anne	Director	Sep 15 '25	Proposed Sale	157.25	240	37,740		Sep 15 09:51 AM
DelSanto Anne	Director	Aug 15 '25	Sale	160.42	240	38,501	8,094	Aug 19 04:33 PM
DelSanto Anne	Director	Aug 15 '25	Proposed Sale	160.42	240	38,501		Aug 15 10:00 AM
Donaghey John	EVP, Global Sales	Aug 13 '25	Sale	160.73	1,000	160,730	10,029	Aug 14 05:33 PM
Donaghey John	Officer	Aug 13 '25	Proposed Sale	159.84	1,000	159,845		Aug 13 02:11 PM
DelSanto Anne	Director	Jul 15 '25	Sale	143.27	240	34,385	8,334	Jul 16 04:59 PM
DelSanto Anne	Director	Jul 15 '25	Proposed Sale	143.26	240	34,384		Jul 15 09:51 AM
Donaghey John	EVP, Global Sales	Jul 09 '25	Sale	140.00	2,000	280,000	11,029	Jul 09 05:13 PM
JOHN DONAGHEY	Officer	Jul 09 '25	Proposed Sale	140.00	2,000	280,000		Jul 09 04:55 PM
Oldham Paul R	EVP, CFO	Jun 20 '25	Option Exercise	85.97	6,042	519,431	37,048	Jun 24 05:26 PM
Oldham Paul R	EVP, CFO	Jun 20 '25	Sale	131.29	1,173	154,003	31,006	Jun 24 05:26 PM
PAUL R OLDHAM	Officer	Jun 20 '25	Proposed Sale	131.29	6,042	793,254		Jun 20 04:04 PM
DelSanto Anne	Director	Jun 16 '25	Sale	124.39	240	29,854	8,574	Jun 18 03:17 PM
DelSanto Anne	Director	Jun 16 '25	Proposed Sale	124.39	240	29,854		Jun 16 10:24 AM
Acebedo Eduardo Bernal	EVP and COO	Mar 03 '25	Option Exercise	85.97	12,084	1,038,861	48,428	Mar 05 06:36 PM
Acebedo Eduardo Bernal	EVP and COO	Mar 03 '25	Sale	111.61	19,309	2,155,137	19,822	Mar 05 06:36 PM
EDUARDO BERNAL ACEBEDO	Officer	Mar 03 '25	Proposed Sale	111.65	28,606	3,193,989		Mar 03 04:33 PM
Oldham Paul R	EVP, CFO	Feb 26 '25	Option Exercise	85.97	6,042	519,431	43,829	Feb 28 03:48 PM
Oldham Paul R	EVP, CFO	Feb 26 '25	Sale	125.00	1,061	132,625	37,787	Feb 28 03:48 PM
PAUL R OLDHAM	Officer	Feb 26 '25	Proposed Sale	125.00	6,042	755,250		Feb 26 04:14 PM
Vonne Elizabeth Karpinski	EVP, General Counsel	Feb 20 '25	Option Exercise	131.54	3,310	435,397	11,197	Feb 21 06:26 PM
Donaghey John	EVP, Global Sales	Feb 20 '25	Option Exercise	131.54	4,058	533,789	15,176	Feb 21 06:22 PM
Oldham Paul R	EVP, CFO	Feb 20 '25	Option Exercise	131.54	7,536	991,285	37,787	Feb 21 06:20 PM
Kelley Stephen Douglas	President and CEO	Feb 20 '25	Option Exercise	131.54	26,088	3,431,616	108,171	Feb 21 06:18 PM
Acebedo Eduardo Bernal	EVP and COO	Feb 20 '25	Option Exercise	131.54	6,957	915,124	31,446	Feb 21 06:15 PM
Minnix Lanesha	Director	Feb 19 '25	Sale	129.37	1,600	206,992	3,492	Feb 19 06:52 PM
Minnix Lanesha	Director	Feb 19 '25	Proposed Sale	129.37	1,600	206,992		Feb 19 05:24 PM

Open in Screener

LAZ

Lazard Inc

Feb 17 • 01:21PM ET

52.04

-0.27 -0.52 %

Financial • Capital Markets • USA • NYSE

Peers: GS MS JPM EVR BAC C MC PJT RJF BLK

| Held by: VTI VB DVY VBR VXF SCHA VYM IWR SCHM DFAS

Index	-	P/E	23.95	EPS (ttm)	2.17	Insider Own	1.86%	Shs Outstand	94.88M	Perf Week	-8.70%
Market Cap	4.94B	Forward P/E	10.69	EPS next Y	4.87	Insider Trans	-5.77%	Shs Float	93.11M	Perf Month	-3.18%
Enterprise Value	5.52B	PEG	0.34	EPS next Q	0.73	Inst Own	91.35%	Short Float	5.50%	Perf Quarter	3.91%
Income	232.56M	P/S	1.54	EPS this Y	49.69%	Inst Trans	2.18%	Short Ratio	5.25	Perf Half Y	-3.65%
Sales	3.20B	P/B	5.87	EPS next Y	33.28%	ROA	4.78%	Short Interest	5.12M	Perf YTD	7.17%
Book/sh	8.87	P/C	2.96	EPS next 5Y	31.59%	ROE	30.81%	52W High	58.75 -11.42%	Perf Year	-5.79%
Cash/sh	17.61	P/FCF	9.50	EPS past 3/5Y	-11.53% -8.04%	ROIC	7.63%	52W Low	31.97 62.78%	Perf 3Y	38.11%
Dividend Est.	2.00 (3.84%)	EV/EBITDA	11.70	Sales past 3/5Y	2.63% 3.33%	Gross Margin	97.22%	Volatility	5.43% 4.19%	Perf 5Y	20.38%
Dividend TTM	2.00 (3.84%)	EV/Sales	1.73	EPS Y/Y TTM	-18.23%	Oper. Margin	12.99%	ATR (14)	2.28	Perf 10Y	70.91%
Dividend Ex-Date	Feb 09, 2026	Quick Ratio	2.08	Sales Y/Y TTM	1.54%	Profit Margin	7.28%	RSI (14)	45.61	Recom	2.45
Dividend Gr. 3/5Y	1.02% 1.25%	Current Ratio	2.28	EPS Q/Q	-43.51%	SMA20	-3.03%	Beta	1.38	Target Price	60.38
Payout	82.32%	Debt/Eq	2.49	Sales Q/Q	8.87%	SMA50	0.01%	Rel Volume	0.39	Prev Close	52.31
Employees	3263	LT Debt/Eq	2.49	Earnings	Jan 29 BMO	SMA200	3.11%	Avg Volume	974.74K	Price	52.04
IPO	May 05, 2005	Option/Short	Yes / Yes	EPS/Sales Surpr.	16.01% 10.34%	Trades		Volume	235,228	Change	-0.52%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-26-26	Initiated	BofA Securities	Buy	$65
Dec-11-25	Resumed	UBS	Neutral	$54
Oct-03-25	Initiated	BMO Capital Markets	Market Perform	$56
Aug-25-25	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$65
Apr-07-25	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$56 → $33
Jan-03-25	Downgrade	Wolfe Research	Outperform → Peer Perform
Dec-20-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$65 → $57
Dec-09-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$60 → $63
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$51
Jan-29-24	Resumed	Keefe Bruyette	Outperform	$51
Jan-03-24	Upgrade	Wolfe Research	Peer Perform → Outperform	$42
Sep-19-23	Downgrade	Goldman	Neutral → Sell	$37 → $32
Jul-13-23	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$31 → $36
Jul-12-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$36 → $43
Jul-03-23	Upgrade	Wolfe Research	Underperform → Peer Perform
Apr-12-23	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$29 → $36
Jul-18-22	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$40 → $30
Jul-13-22	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$38 → $30
Apr-07-22	Downgrade	Wolfe Research	Peer Perform → Underperform	$39
Mar-08-22	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$40

Show Previous Ratings

Feb-13-26 01:20PM	The market is 'too sanguine' about inflation, says Lazard's Eric Van Nostrand (CNBC TV)
Feb-11-26 11:38PM	2 Value Stocks to Research Further and 1 Facing Headwinds (StockStory) -5.11%
Feb-10-26 06:45AM	LAZARD REPORTS JANUARY 2026 ASSETS UNDER MANAGEMENT (PR Newswire)
Feb-09-26 01:21PM	Carlyle Shares Gain 5.9% as Q4 Earnings Meet Estimates, AUM Rises Y/Y (Zacks)
Feb-08-26 11:01PM	Lazard (LAZ): Buy, Sell, or Hold Post Q4 Earnings? (StockStory)
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Feb-06-26 11:07AM	Morgan Stanley, Clairfield lead South & Central America M&A financial advisory in 2025 (Private Banker International)
Feb-05-26 07:25AM	Morgan Stanley tops power M&A financial advisory in 2025 (Power Technology)
12:44AM	5 Revealing Analyst Questions From Lazard's Q4 Earnings Call (StockStory)
Feb-04-26 08:40AM	Do Options Traders Know Something About Lazard Stock We Don't? (Zacks) +5.54%
Feb-03-26 05:15PM	The Leadership Imperative \| WSJ Leadership Institute (WSJ)
Jan-30-26 01:09PM	Lazard Shares Gain as Q4 Earnings Beat Estimates, AUM Rise Y/Y (Zacks)
12:30PM	Lazard (LAZ) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
12:33AM	LAZ Q4 Deep Dive: Advisory and Asset Management Momentum Drive Upside Surprise (StockStory)
Jan-29-26 11:41PM	Lazard Q4 Earnings Call Highlights (MarketBeat)
07:45AM	Lazard (LAZ) Beats Q4 Earnings and Revenue Estimates (Zacks)
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07:17AM	Lazard (NYSE:LAZ) Reports Upbeat Q4 CY2025 (StockStory)
06:52AM	Lazard: Q4 Earnings Snapshot (Associated Press Finance)
06:30AM	Lazard Reports Fourth Quarter and Full Year 2025 Results (PR Newswire)
06:30AM	Lazard Managing Director Tracy Farr Appointed Chief Financial Officer (PR Newswire)
Jan-28-26 04:15PM	Lazard Declares Quarterly Dividend of $0.50 per Share (PR Newswire)
09:15AM	Stay Ahead of the Game With Lazard (LAZ) Q4 Earnings: Wall Street's Insights on Key Metrics (Zacks)
Jan-27-26 10:07PM	Lazard (LAZ) Q4 Earnings Report Preview: What To Look For (StockStory)
Jan-22-26 04:15PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in December (PR Newswire)
10:00AM	Analysts Estimate Lazard (LAZ) to Report a Decline in Earnings: What to Look Out for (Zacks)
01:51AM	New research projects U.S. inflation resurgence, challenging bitcoin bulls' disinflation bets (CoinDesk)
Jan-21-26 01:48PM	Lazard CEO says 'something big' likely to happen in Iran in next few days (CNBC TV)
09:47AM	Lazard CEO Peter Orszag: Expect inflation to surprise to the upside this year (CNBC TV)
08:00AM	Lazard Asset Management CEO Chris Hogbin to Speak at the 2026 UBS Financial Services Conference (PR Newswire)
Jan-20-26 08:00AM	Lazard CEO and Chairman Peter R. Orszag to Speak at the 2026 Bank of America Financial Services Conference (PR Newswire)
Jan-14-26 08:00AM	Lazard to Announce Fourth Quarter and Full Year 2025 Financial Results (PR Newswire)
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Jan-13-26 01:01PM	Ex-Lazard Banker Charged in Insider Trading Case Tied to Health-Care Deals (GuruFocus.com)
06:45AM	Lazard Reports December 2025 Assets Under Management (Business Wire)
Jan-06-26 08:30AM	Lazard Asset Management Appoints Eric Van Nostrand as Chief Investment Officer (Business Wire)
Jan-05-26 05:01PM	Lazard Global Total Return and Income Fund Announces Monthly Distribution Amount (Business Wire)
Jan-02-26 02:30AM	Jefferies Earnings Can Boost the Stock. The Company Is Moving Past Credit Concerns. (Barrons.com)
Dec-24-25 05:00AM	Wall Street Expects a Solid 2026 for Stocks. But the 'Risks Are Growing' (Investopedia)
Dec-23-25 04:05PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in November (Business Wire)
Dec-16-25 09:09AM	$15B OnePoint BFG Hires CFO, Executive Directors (Wealth Management)
08:49AM	Lazard CEO: U.S. economy increasingly a levered bet on AI (CNBC TV)
Dec-15-25 09:50AM	Why This 1 Momentum Stock Could Be a Great Addition to Your Portfolio (Zacks)
Dec-13-25 10:14AM	Coca-Cola holds last-ditch talks in bid to salvage Costa Coffee sale (Financial Times)
Dec-10-25 01:06PM	Why Lazard (LAZ) Shares Are Trading Lower Today (StockStory)
06:45AM	Lazard Reports November 2025 Assets Under Management (Business Wire)
Dec-09-25 11:04PM	1 Reason to Like LAZ (and 1 Not So Much) (StockStory)
Dec-08-25 12:10PM	Here's How Lazard's Advisory Push Positions It for 2030 Growth (Zacks) -7.47%
Dec-05-25 11:30AM	Blue Owl Capital Corporation (OBDC) Up 11.2% Since Last Earnings Report: Can It Continue? (Zacks)
Dec-04-25 11:30AM	Marathon Digital (MARA) Down 27.2% Since Last Earnings Report: Can It Rebound? (Zacks)
Dec-03-25 11:30AM	Why Is PRA Group (PRAA) Up 27.1% Since Last Earnings Report? (Zacks)
Nov-25-25 07:45AM	Lazard Bolsters Global Industrials Practice by Adding Three New Managing Directors (Business Wire)
Nov-24-25 11:18PM	BHP Ends New Anglo Takeover Bid After Rejection (Bloomberg)
10:31PM	Reflecting On Investment Banking & Brokerage Stocks' Q3 Earnings: Lazard (NYSE:LAZ) (StockStory)
04:40PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in October (Business Wire)
Nov-21-25 06:07PM	Lazard, Evercore, and BGC Shares Are Soaring, What You Need To Know (StockStory)
Nov-20-25 08:00AM	Lazard CEO and Chairman Peter R. Orszag to Speak at the 2025 Goldman Sachs U.S. Financial Services Conference (Business Wire)
Nov-18-25 07:03PM	Trump DOE gives Microsoft partner $1B loan to restart Three Mile Island reactor (TechCrunch)
08:08AM	Akzo Nobel to Acquire Axalta in Dutch-US Paint Combination (Bloomberg)
Nov-13-25 12:55PM	Lazard's AUM Edges Higher in October: Will the Growth Trend Continue? (Zacks)
Nov-12-25 06:45AM	Lazard Reports October 2025 Assets Under Management (Business Wire)
Nov-11-25 07:17PM	Are Americas Corporate Boards Ready for AI? (The Wall Street Journal)
Nov-07-25 01:02PM	Franklin Q4 Earnings Surpass Estimates, AUM Rises Sequentially (Zacks)
12:02PM	KKR Q3 Earnings Top Estimates as AUM Rises Y/Y, Stock Gains (Zacks)
Nov-03-25 10:50AM	Carlyle Shares Decline as Q3 Earnings Miss Estimates, AUM Rises Y/Y (Zacks)
Oct-30-25 01:37AM	The 5 Most Interesting Analyst Questions From Lazard's Q3 Earnings Call (StockStory)
Oct-28-25 01:01PM	Apollo Set to Report Q3 Earnings: What's in the Cards for the Stock? (Zacks)
Oct-24-25 12:25PM	Lazard Q3 Earnings Beat Estimates, Advisory Revenues & AUM Rise Y/Y (Zacks)
01:31AM	LAZ Q3 Deep Dive: Advisory Strength, Asset Management Inflows, and Evolving Mix Drive Results (StockStory)
Oct-23-25 03:03PM	Lazard Inc (LAZ) Q3 2025 Earnings Call Highlights: Record Revenue and Strategic Growth Amid ... (GuruFocus.com)
02:34PM	Companies' Performance Gap Is Changing Investment Banking: Lazard CEO (Barrons.com)
12:25PM	Lazard CEO: Don't believe prominent bankruptcies show broader private credit problems (CNBC TV)
09:30AM	Lazard (LAZ) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
09:01AM	Lazard (NYSE:LAZ) Delivers Impressive Q3, Stock Soars (StockStory)
07:40AM	Lazard (LAZ) Beats Q3 Earnings and Revenue Estimates (Zacks)
06:41AM	Lazard: Q3 Earnings Snapshot (Associated Press Finance)
06:30AM	Lazard Reports Third Quarter and Nine Month 2025 Results (Business Wire)
Oct-22-25 06:00PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in September (Business Wire)
04:15PM	Lazard Declares Quarterly Dividend of $0.50 Per Share (Business Wire)
09:15AM	Countdown to Lazard (LAZ) Q3 Earnings: Wall Street Forecasts for Key Metrics (Zacks)
Oct-21-25 11:08PM	Lazard (LAZ) Q3 Earnings: What To Expect (StockStory)
Oct-20-25 02:00AM	Lazard Appoints Edouard Panie as Managing Director and Co-Head of European Financial Sponsors Coverage (Business Wire)
02:00AM	Lazard Appoints Edouard Pani as Managing Director and Co-Head of European Financial Sponsors Coverage (Business Wire)
Oct-16-25 10:00AM	Lazard (LAZ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
12:02AM	2 Reasons to Sell LAZ and 1 Stock to Buy Instead (StockStory)
Oct-15-25 03:45PM	Are Options Traders Betting on a Big Move in Lazard Stock? (Zacks)
Oct-14-25 08:58AM	Bitfarms CFO Jeff Lucas to retire as Jonathan Mir named successor (Blockspace)
Oct-13-25 04:41PM	Why Lazard (LAZ) Stock Is Trading Up Today (StockStory)
Oct-10-25 06:45AM	Lazard Reports September 2025 Assets Under Management (Business Wire)
Oct-08-25 03:30PM	Lazard's Temple Worries About Signs of Speculative Market Melt-Up (Bloomberg)
08:00AM	Lazard to Announce Third Quarter and Nine Month 2025 Financial Results (Business Wire)
07:45AM	Bernard Osta promoted to Vestiaire Collective CEO (Just Style)
Oct-06-25 04:08PM	Vestiaire Collective Names Bernard Osta Chief Executive Officer (WWD)
03:36PM	Lazard Listed Infrastructure ETF Launches (Bloomberg)
08:00AM	Lazard Asset Management Expands ETF Lineup With Launch of Listed Infrastructure ETF (Business Wire)
Oct-03-25 07:21AM	Former Commander of U.S. Central Command General Michael Erik Kurilla Joins Lazard as Senior Advisor (Business Wire)
Oct-01-25 02:00AM	Lazard Welcomes Cyrille Cotte as Managing Director and Head of Insurance for European Financial Institutions (Business Wire)
Sep-23-25 06:27AM	Giotto.ai targets more than $1bn valuation in European funding (Verdict)
Sep-22-25 04:40PM	Swiss AI startup Giotto.ai seeks funding at over $1 billion valuation, sources say (Reuters)
04:05PM	Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in August (Business Wire)
Sep-19-25 07:06AM	Arvinas reboots, cuts more staff; Porges joins Lazard (BioPharma Dive)
Sep-18-25 11:41AM	Lazard (LAZ) Stock Trades Up, Here Is Why (StockStory)
11:09AM	Moelis & Co. Stock Up 33.5% in 3 Months: Is it a Lucrative Bet? (Zacks)

Lazard, Inc. is a financial advisory and asset management firm, which engages in the provision of crafting solutions to the clients, including corporations, governments, institutions, partnerships, and individuals. It operates through the Financial Advisory and Asset Management segments. The Financial Advisory segment offers corporate, partnership, institutional, government, sovereign, and individual clients, an array of financial advisory services regarding mergers and acquisitions, restructurings, capital structure, capital raising, and corporate preparedness. The Asset Management segment provides global investment solutions and investment management services. The company was founded by Alexandre Lazard, Lazare Lazard, and Simon Lazard in 1848 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Orszag Peter Richard	CEO & Chairman	Sep 16 '25	Sale	54.09	32,475	1,756,573	183,274	Sep 17 08:06 PM
Orszag Peter Richard	Officer	Sep 16 '25	Proposed Sale	54.28	32,475	1,762,743		Sep 16 10:39 AM
Russo Evan L	CEO of Asset Management	Sep 11 '25	Sale	56.95	50,000	2,847,600	227,915	Sep 11 07:27 PM
Russo Evan L	CEO of Asset Management	Sep 10 '25	Sale	55.71	25,000	1,392,660	277,915	Sep 11 07:27 PM
Gathy Michael	Chief Accounting Officer	Sep 10 '25	Sale	55.37	617	34,163	0	Sep 11 07:26 PM
Russo Evan L	Officer	Sep 11 '25	Proposed Sale	56.95	50,000	2,847,600		Sep 11 04:21 PM
Russo Evan L	Officer	Sep 10 '25	Proposed Sale	55.71	25,000	1,392,661		Sep 10 04:41 PM
Gathy Michael	Officer	Sep 10 '25	Proposed Sale	55.37	617	34,163		Sep 10 11:48 AM
Soto Alexandra	Chief Operating Officer	Jun 11 '25	Sale	43.81	85,894	3,763,016	113,872	Jun 13 05:47 PM
Orszag Peter Richard	CEO & Chairman	Mar 17 '25	Sale	45.56	64,539	2,940,114	170,285	Mar 17 06:43 PM
Orszag Peter Richard	CEO & Chairman	Mar 14 '25	Sale	45.24	64,539	2,919,813	234,824	Mar 17 06:43 PM
Orszag Peter Richard	Officer	Mar 17 '25	Proposed Sale	45.12	64,539	2,912,000		Mar 17 10:24 AM
Orszag Peter Richard	Officer	Mar 14 '25	Proposed Sale	45.24	64,539	2,919,815		Mar 14 04:20 PM

AEIS

Advanced Energy Industries Inc

LAZ

Lazard Inc

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