Analyst Commentary Highlights Upgraded Price Target and Mergers Activity for AES Amid Shifting Sector Trends

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Aug 24

Updated

05 Dec 25

Views

781

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AnalystConsensusTarget's Fair Value

n/a

1Y

6.1%

7D

0%

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1Y

6.1%

7D

0%

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

Author's Valuation

US$15.299.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

AES: Data Center Demand And GIP Takeover Prospects Will Shape Outlook

The analyst price target for AES has been raised by $1 to $24, reflecting analysts' increased optimism as they highlight the company's positioning amid evolving data center demand and improving sector performance. Analyst Commentary Recent price target revisions signal growing confidence in AES's ability to capitalize on structural shifts in power demand, particularly from data centers, while still leaving room for scrutiny around execution and timing risks.

Shared on 21 Nov 25

Fair value Increased 0.55%

AES: Data Center Demand and Takeover Talks Will Drive Future Momentum

The analyst price target for AES has increased from $23 to $24. This reflects a modest shift based on analysts' positive outlook on utility sector performance and expectations tied to data center expansion and interconnection trends.

Shared on 07 Nov 25

Fair value Increased 5.19%

AES: Sector Outperformance and Major Acquisition Talks Will Shape the Outlook

The analyst price target for AES has increased by $0.75 to $24.00. Analysts cite an improved fair value and outlook for the utility sector, driven by evolving data center demands and sector outperformance.

Shared on 23 Oct 25

Fair value Increased 2.36%

The analyst consensus price target for AES has increased from $23 to $24. This change reflects updated sector outlooks and expectations around evolving industry dynamics according to analysts.

Shared on 08 Oct 25

Fair value Increased 2.11%

Analysts have slightly raised their price target for AES from $13.83 to $14.13, citing minor improvements in profit margin expectations and adjusted future valuations. What's in the News BlackRock's Global Infrastructure Partners is closing in on a $38 billion acquisition of utility group AES, potentially making it one of the largest infrastructure takeovers to date (Financial Times).

Shared on 07 May 25

Fair value Decreased 4.13%

Shared on 30 Apr 25

AnalystConsensusTarget has increased revenue growth from 2.8% to 3.9%.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 6.39%

AnalystConsensusTarget has increased revenue growth from 0.6% to 2.8% and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 09 Apr 25

Fair value Decreased 8.42%

Shared on 02 Apr 25

Fair value Decreased 1.27%

AnalystConsensusTarget has decreased revenue growth from 4.4% to 2.8%.

Shared on 26 Mar 25

AnalystConsensusTarget has increased future PE multiple from 7.8x to 8.6x.

Shared on 19 Mar 25

Fair value Increased 0.40%

AnalystConsensusTarget has increased revenue growth from 3.9% to 4.4% and decreased future PE multiple from 8.7x to 7.8x.

Shared on 10 Mar 25

Fair value Decreased 26%

AnalystConsensusTarget has decreased revenue growth from 4.9% to 3.9%, decreased profit margin from 13.9% to 12.3% and decreased future PE multiple from 9.9x to 8.7x.

AnalystConsensusTarget Fair Value

US$15.29

9.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

1.84%

Renewable Energy revenue growth rate

0.43%

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

12.50%

Calculation

US$1.83b

Earnings '28

x

8.49x

PE Ratio '28

=

US$15.50b

Market Cap '28

US$15.50b

Market Cap '28

/

712.78m

No. shares '28

=

US$21.75

Share Price '28

US$21.75 Share Price '28

Discounted to 2025 @ 12.50% p.a.

=

US$15.27

Fair Value '25