Update shared on 12 Nov 2025
Fair value Increased 1.03%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. The majority of Street research has emphasized strengths in Ameren's future earnings potential, sector positioning, and overall valuation.
Bullish Takeaways- Bullish analysts are initiating and reiterating Overweight or Outperform ratings. They cite Ameren's positive earnings growth trajectory and ability to capitalize on long-term demand trends.
- Price target increases across multiple research groups indicate growing confidence in Ameren's leadership position within the utilities sector. There are expectations for the company to benefit from favorable structural shifts rather than cyclical factors.
- The group as a whole is seen as materially undervalued. Ameren is positioned to benefit if market valuations begin to better reflect forward fundamentals, including anticipated strength in Q3 results.
- Analysts note that Ameren’s ability to leverage evolving trends, such as large load demand growth and data center expansion, supports a thesis of continued operational execution and above-peer growth potential.
- Bearish analysts maintain a more cautious Equal Weight view. They express some concern that Ameren's valuation may already reflect much of its growth outlook, potentially limiting upside if sector tailwinds moderate.
- There is some uncertainty around the pace of improvements in key metrics such as interconnection times for new projects, which could affect the timing of realized growth in the near term.
- Competitive dynamics within the regulated utilities space, as well as regulatory changes, could introduce volatility and create execution risks that may temper Ameren’s ability to consistently outperform expectations.
What's in the News
- Ameren raised its 2025 GAAP EPS guidance to a new range of $5.08 to $5.28, an increase from the previous $4.85 to $5.05 range (Company Guidance).
- Ameren issued new earnings guidance for 2026, projecting diluted EPS in the range of $5.25 to $5.45 (Company Guidance).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, moving from $111.43 to $112.57.
- The Discount Rate increased modestly from 6.78% to 6.96%.
- The Revenue Growth estimate has fallen significantly, dropping from 6.54% to 5.05%.
- Net Profit Margin shows a slight improvement, up from 17.52% to 17.64%.
- The Future P/E Ratio is marginally lower, decreasing from 22.16x to 21.92x.
Disclaimer
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