Sector Tailwinds And Load Growth Trends Will Support Balanced Expansion

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Aug 24

Updated

11 Dec 25

Views

62

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

10.3%

7D

1.2%

Loading

1Y

10.3%

7D

1.2%

You can edit this narrative until Dec 12 6:10 PM. Then, changes will post as Updates.

Author's Valuation

US$112.5712.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

AEE: Favorable Illinois Regulation Will Drive Earnings Outlook Higher Ahead

Analysts have nudged their average price target for Ameren slightly higher, reflecting growing conviction that the company can translate favorable regulatory outcomes, robust load growth, and a still supportive utilities backdrop into earnings power more in line with its approximately $112 fair value estimate. Analyst Commentary Street research on Ameren has tilted constructive, with a series of upward price target revisions and supportive ratings underscoring confidence in the company’s earnings growth trajectory and relative valuation versus the broader utilities group.

Shared on 27 Nov 25

AEE: Regulatory Trends And Load Demand Will Shape Earnings Outlook Ahead

Ameren's analyst price targets have increased by as much as $10 per share in recent coverage. Analysts cite expectations for ongoing earnings growth and a constructive regulatory outlook, both of which support higher valuations for the utility sector.

Shared on 12 Nov 25

Fair value Increased 1.03%

AEE: Earnings Prospects And Sector Tailwinds Signal Balanced Outlook Ahead

Ameren's analyst price target has increased from $111.43 to $112.57, as analysts cite ongoing earnings growth potential and favorable sector trends. Analyst Commentary Recent analyst coverage on Ameren has highlighted several notable themes in the company's outlook, reflected in price target adjustments and updated ratings.

Shared on 29 Oct 25

Fair value Increased 3.65%

Ameren's analyst price target has been raised from approximately $107.50 to $111.43, as analysts highlight improved growth prospects and favorable earnings outlooks in the utilities sector. Analyst Commentary Analysts remain largely positive on Ameren, with recent research highlighting a series of upward adjustments to price targets and consistent affirmation of positive ratings.

Shared on 14 Oct 25

Fair value Increased 0.61%

Analysts have raised their price target for Ameren by $1.00, citing continued positive load growth trends. These trends are expected to drive robust long-term sales growth in the company's core markets.

Shared on 07 May 25

Fair value Increased 2.30%

Shared on 30 Apr 25

Fair value Decreased 0.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.067%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 0.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.067%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 4.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$112.57

12.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.13%

Other Utilities revenue growth rate

0.14%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$1.76b

Earnings '28

x

21.25x

PE Ratio '28

=

US$37.46b

Market Cap '28

US$37.46b

Market Cap '28

/

272.27m

No. shares '28

=

US$137.60

Share Price '28

US$137.60 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$112.46

Fair Value '25