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AnalystConsensusTarget updated the narrative for AES

Update shared on 08 Oct 2025

Fair value Increased 2.11%
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AnalystConsensusTarget's Fair Value
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1Y
0.6%
7D
-2.7%

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).
  • Negotiations between BlackRock's GIP and AES are in advanced stages, with an agreement anticipated within days (Bloomberg).
  • If completed, the acquisition would significantly expand GIP's portfolio, which already includes major stakes in London's Gatwick airport and U.S. pipeline networks (Financial Times).

Valuation Changes

  • The consensus analyst price target has risen slightly from $13.83 to $14.13.
  • The discount rate remains unchanged at 12.32%.
  • The revenue growth estimate has declined marginally, moving from -2.39% to -2.47%.
  • The net profit margin is expected to improve slightly, increasing from 14.50% to 14.51%.
  • The future P/E ratio has increased moderately from 8.04x to 8.20x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.