AES (AES) Aperçu de l'action
AES Corporation, avec ses filiales, est une entreprise de production d'électricité et de services publics. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 3/6 |
| Santé financière | 1/6 |
| Dividendes | 5/6 |
Récompenses
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AES Community Fair Values
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US$7.17
FV
104.6% surévalué décote intrinsèque4.05%
Revenue growth p.a.
186
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The AES Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$14.67 |
| Plus haut sur 52 semaines | US$17.65 |
| Plus bas sur 52 semaines | US$10.02 |
| Bêta | 0.95 |
| Variation sur 1 mois | 0% |
| Variation sur 3 mois | 4.64% |
| Variation sur 1 an | 36.85% |
| Variation sur 3 ans | -29.23% |
| Variation sur 5 ans | -43.92% |
| Évolution depuis l'introduction en bourse | 347.71% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jun 26
AES: Takeover Terms And Earnings Execution Will Guide Fairly Valued Outlook
The analyst price target for AES has shifted slightly lower from $15.33 to $15.00 as analysts factor in updated expectations for revenue growth, margins, and valuation following recent downgrades ahead of upcoming earnings. Analyst Commentary Recent research around AES centers on how upcoming earnings could affect the company’s ability to execute on its plans, support revenue trends, and justify its current valuation.Article d’analyse • Jun 21
AES (AES) Stock Could Be 4.7% Undervalued on Its Renewables Growth Narrative
Why AES Stock Is Back On Investors’ Radar AES (AES) has drawn fresh attention after recent share moves and updated return figures, prompting investors to reassess the US$14.62 stock in light of its value score of 5 and exposure across multiple power segments. See our latest analysis for AES. Recent trading has been relatively muted at the current US$14.62 share price. However, AES still shows a strong 1 year total shareholder return of 47.66%, which contrasts with weaker 3 and 5 year total...
Mise à jour du récit • Jun 09
AES: Neutral Reset Before Q1 And Project Updates Will Shape Returns
Analysts have trimmed their price targets for AES to reflect slightly adjusted assumptions on revenue growth, profit margins, and future P/E, citing recent downgrades to Neutral ahead of upcoming earnings. Analyst Commentary Recent research has leaned more cautious on AES ahead of earnings, with several firms shifting to Neutral and revisiting their valuation frameworks.Seeking Alpha • Jun 02
AES: What The $10.7 Billion Buyout Means For Shareholders
Summary AES Corporation is now a low-risk arbitrage play following a $15/share take-private deal led by BlackRock. With AES trading at $14.67, investors can capture a 2.2% spread plus a 4.8% dividend yield until deal closure. The upside is capped at $15; risk remains if shareholder or regulatory approvals fail, exposing downside to pre-deal levels. I view AES as a hold-to-buy for income and arbitrage, not for growth or exposure to the AI-power theme. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • Jun 26
AES: Takeover Terms And Earnings Execution Will Guide Fairly Valued Outlook
The analyst price target for AES has shifted slightly lower from $15.33 to $15.00 as analysts factor in updated expectations for revenue growth, margins, and valuation following recent downgrades ahead of upcoming earnings. Analyst Commentary Recent research around AES centers on how upcoming earnings could affect the company’s ability to execute on its plans, support revenue trends, and justify its current valuation.Article d’analyse • Jun 21
AES (AES) Stock Could Be 4.7% Undervalued on Its Renewables Growth Narrative
Why AES Stock Is Back On Investors’ Radar AES (AES) has drawn fresh attention after recent share moves and updated return figures, prompting investors to reassess the US$14.62 stock in light of its value score of 5 and exposure across multiple power segments. See our latest analysis for AES. Recent trading has been relatively muted at the current US$14.62 share price. However, AES still shows a strong 1 year total shareholder return of 47.66%, which contrasts with weaker 3 and 5 year total...Mise à jour du récit • Jun 09
AES: Neutral Reset Before Q1 And Project Updates Will Shape Returns
Analysts have trimmed their price targets for AES to reflect slightly adjusted assumptions on revenue growth, profit margins, and future P/E, citing recent downgrades to Neutral ahead of upcoming earnings. Analyst Commentary Recent research has leaned more cautious on AES ahead of earnings, with several firms shifting to Neutral and revisiting their valuation frameworks.Seeking Alpha • Jun 02
AES: What The $10.7 Billion Buyout Means For Shareholders
Summary AES Corporation is now a low-risk arbitrage play following a $15/share take-private deal led by BlackRock. With AES trading at $14.67, investors can capture a 2.2% spread plus a 4.8% dividend yield until deal closure. The upside is capped at $15; risk remains if shareholder or regulatory approvals fail, exposing downside to pre-deal levels. I view AES as a hold-to-buy for income and arbitrage, not for growth or exposure to the AI-power theme. Read the full article on Seeking AlphaMise à jour du récit • May 26
AES: Take Private Bid And Limited Upside Will Shape Future Returns
AES's analyst price targets have been reset closer to the agreed $15.00 per share cash acquisition price, with analysts broadly citing the pending take private deal and adopting a more cautious stance reflected in recent downgrades to Neutral or Equal Weight. Analyst Commentary Recent research has focused less on AES's standalone outlook and more on the implications of the agreed US$15.00 per share take private offer, which several firms describe as their base case outcome.Mise à jour du récit • Apr 28
AES: Take Private Offer And Deal Risk Will Shape Future Returns
The AES analyst fair value estimate has been revised from about $21.14 to about $15.74 as analysts align targets with the $15.00 per share cash offer and incorporate a mix of higher modeled revenue growth, lower margins, a lower future P/E, and a slightly higher discount rate following a series of downgrades tied to the proposed take private transaction. Analyst Commentary Street research around AES has shifted quickly as the proposed US$15.00 per share take private offer set a new reference point for valuation.
Mise à jour du récit • Apr 14
AES: Take Private Bid And Data Center Projects Will Guide Returns
The consensus analyst price target for AES has been reset to $15.00, with recent downgrades and neutral ratings reflecting the pending $15.00 per share take private offer by Global Infrastructure Partners and EQT Infrastructure VI, and a view that outcomes now hinge largely on deal approval rather than standalone growth assumptions. Analyst Commentary Recent Street research around AES largely centers on the pending take private offer and the repricing of the shares around the US$15.00 per share cash bid.Mise à jour du récit • Mar 31
AES: Take Private Offer And Data Center Commitments Will Shape Future Upside
The analyst fair value estimate for AES has been revised from $8.50 to $15.00. Analysts are pointing to the $15 per share take-private offer and a cluster of recent downgrades and Neutral ratings that now anchor expectations around the deal price.Mise à jour du récit • Mar 16
AES: Take Private Offer And Rumored Bidding Interest Will Shape Outlook
AES’s updated analyst price target has shifted slightly higher to about $15.33 from $15.29 as analysts align their views with the proposed $15 per share cash acquisition and factor in a modestly adjusted outlook for growth and profitability. Analyst Commentary Recent research around AES has largely converged on the proposed US$15 per share cash offer from Global Infrastructure Partners and the EQT Infrastructure VI fund, with target prices and ratings moving to reflect a take private scenario rather than a standalone growth story.Mise à jour du récit • Mar 02
AES: Potential Take Private Interest Will Support Future Share Upside
The updated analyst work on AES reflects a modest trim in the intrinsic value estimate to about $21.14 from $22.32. Analysts are weighing a slightly lower assumed P/E multiple alongside recent shifts in Street targets and ratings that include both cuts, such as HSBC's $16 target and Morgan Stanley's move to $23, as well as upgrades tied to potential take private interest.Mise à jour du récit • Feb 16
AES: Takeover Interest And Data Center Demand Will Support Future Upside
Analysts have nudged their price target on AES higher to about $22.32 from roughly $22.20, citing updated assumptions for revenue growth, profit margins and future P/E that modestly support a higher fair value despite mixed recent Street views. Analyst Commentary Recent Street commentary on AES has been mixed, but there are a few clear positives that bullish analysts are focusing on as they revisit their models and price targets.Mise à jour du récit • Feb 02
AES: Panama Lawsuit And Market Rumors Will Shape Forward Outlook
Analysts have adjusted their price targets for AES slightly, reflecting updated views on modestly positive revenue growth of about 1.20%, a profit margin estimate near 14.61%, and a relatively steady forward P/E assumption of around 8.47x. What's in the News Panamanian companies Sinolam LNG Terminal, S.A. and Sinolam Smarter Energy LNG Power Co. filed a civil action in the Circuit Court for Arlington County, Virginia, against AES Corporation and partners including InterEnergy Holdings (UK) Limited, alleging a years long scheme to exclude Sinolam from Panama's liquefied natural gas to power market (Key Developments).Mise à jour du récit • Jan 19
AES: Data Center Pipeline And Legal Disputes Will Constrain Future Upside
Analysts have lifted their price target on AES to US$24 from US$23, citing updated views on fair value, a slightly higher discount rate, and revised assumptions for revenue trends, profit margins, and future P/E multiples, as they incorporate recent sector research on utilities and data center exposure. Analyst Commentary Analysts lifting the price target to US$24 from US$23 reflects updated views on fair value as they refresh sector work on utilities and data center exposure.Mise à jour du récit • Jan 05
AES: Data Center Demand Will Drive Earnings Upside Under Higher Price Outlook
Analysts have raised their price target on AES Corp. to $24 from $23, citing improving profit margin expectations and growing interest in utilities tied to expanding data center infrastructure.Mise à jour du récit • Dec 19
AES: Data Center Power Demand Will Drive Upside Under Pending GIP Deal
Analysts have nudged their price target for AES higher to $24 from $23, reflecting a modest increase in fair value estimates supported by expectations for improved profit margins and growing opportunities tied to data center driven demand for utilities. Analyst Commentary Bullish analysts are pointing to a more constructive outlook for AES as they incorporate improving fundamentals and a clearer growth runway into their valuation models.Mise à jour du récit • Dec 05
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.Mise à jour du récit • Nov 21
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.Mise à jour du récit • Nov 07
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.Mise à jour du récit • Oct 23
Analyst Commentary Highlights Upgraded Price Target and Mergers Activity for AES Amid Shifting Sector Trends
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.Mise à jour du récit • Oct 08
Renewable Energy And Storage Projects Will Secure Lasting Value
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).Article d’analyse • Jul 18
Investors Still Aren't Entirely Convinced By The AES Corporation's (NYSE:AES) Earnings Despite 25% Price Jump
The AES Corporation ( NYSE:AES ) shareholders have had their patience rewarded with a 25% share price jump in the last...Seeking Alpha • Apr 21
AES: Misunderstood And On The Brink Of A Renewables Cash Surge
Summary AES Corporation is transitioning from a high-debt utility to a cash-generating, renewables-focused platform, offering a mispriced investment opportunity. The business model combines stable U.S.-regulated utilities with growth in clean energy, providing steady cash flow and earnings. Trading at a low valuation with a high dividend yield, AES presents an attractive risk-reward setup for long-term investors if it meets its 2025 targets. Key risks include project delays, high debt, and international exposure, but catalysts like new renewables and positive free cash flow could drive re-rating. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
AES Corporation Is Too Cheap To Ignore
Summary AES Corporation is trading at a dirt-cheap valuation that sits significantly below its historical PE, presenting a compelling value opportunity. Despite short-term headwinds, AES is making strong progress in renewable energy, signing significant power purchase agreements, and expanding renewable and gas capacity. AES offers a well-covered 6.3% dividend yield, with steady EBITDA and EPS growth projections, and long-term demand for clean energy from corporate clients. Risks include regulatory changes and higher interest rates, but AES's safe harbor protections, international exposure, and cost efficiencies mitigate these concerns. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
AES Corp.: What I Got Wrong (And Right)
Summary AES Corporation's aggressive transition to renewables, favorable valuation, and 6% dividend yield present a compelling risk-reward opportunity after a 40% share price drop. Q3 results showed strong EPS but missed revenue estimates. The report documented significant renewable expansion and infrastructure developments, but the near-term financial benefits are lagging. Peers like Vistra, Clearway, and Sempra have outperformed due to more balanced portfolios and lower leverage, highlighting AES's concentration risks. AES remains a long-term growth opportunity despite short-term volatility. Recommended at $12 for patient investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 24
AES Stock: Oversold For Utility With Dividend And Growth
Summary The Trump Trade has caused a significant selloff of AES Corp., ignoring its strong fundamentals and creating a buying opportunity. Despite potential loss of renewable energy tax credits, AES' diverse income sources and strategic shift to renewables offer substantial upside. AES' stable dividend yield of 5.21% and large investments in renewable projects backed by long-term PPAs ensure future growth. Risks from currency fluctuations, gas prices, and debt are mitigated through prudent hedging and fixed interest rate borrowing. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
AES: Undervalued With Underappreciated Growth Prospects
Summary The Utilities sector has surged in 2024, driven by impending interest rate cuts and late-cycle business dynamics. The AES Corporation may be as much as 15–20% undervalued while also offering a 3.59% dividend yield. Its valuation metrics compare favorably to those of larger peers like NextEra Energy and Vistra. AES's aggressive shift to renewables and diverse revenue streams peers position it well for long-term growth, and this is supported by a growing project backlog. Read the full article on Seeking Alpha
Nouveau récit • Aug 22
Leveraging AI And Renewable Energy Partnerships For Future Growth And Profitability
AES's integration of generative AI and technology partnerships, especially in renewable energy, aims to solidify competitive advantages and revenue growth.Seeking Alpha • Jul 16
AES: Renewable Utilities With A Continued Upside
Summary AES has delivered a 7.12% RoR inclusive of dividends, slightly below the S&P 500, but with potential for growth and improvement. The company is a play on renewables with a growing portfolio of assets, strong customer base, and solid fundamentals. AES stock is undervalued compared to the broader market, with a potential 15% annualized upside and a price target of at least $25/share. Read the full article on Seeking AlphaRendement pour les actionnaires
| AES | US Renewable Energy | US Marché | |
|---|---|---|---|
| 7D | 0.3% | -2.4% | -2.5% |
| 1Y | 36.8% | 1.4% | 19.0% |
Rendement vs Industrie: AES a dépassé le secteur US Renewable Energy qui a rapporté 1.4 % au cours de l'année écoulée.
Rendement vs marché: AES a dépassé le marché US qui a rapporté 19 % au cours de l'année écoulée.
Volatilité des prix
| AES volatility | |
|---|---|
| AES Average Weekly Movement | 0.8% |
| Renewable Energy Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: AES n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de AES a diminué de 6% à 1% au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1981 | 8,336 | Andres Gluski Weilert | www.aes.com |
AES Corporation, avec ses filiales, est une entreprise de production d'électricité et de services publics. Elle opère à travers quatre segments : les énergies renouvelables, les services publics, les infrastructures énergétiques et les nouvelles technologies énergétiques. La société possède et/ou exploite des centrales électriques pour produire et vendre de l'électricité à des clients, tels que des services publics, des utilisateurs industriels et d'autres intermédiaires ; elle possède et/ou exploite des services publics pour produire ou acheter, distribuer, transmettre et vendre de l'électricité à des clients finaux dans les secteurs résidentiel, commercial, industriel et gouvernemental ; elle produit et vend de l'électricité sur le marché de gros et investit dans des technologies visant à soutenir des solutions énergétiques de pointe plus vertes.
The AES Corporation Résumé des fondamentaux
| AES statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$10.46b |
| Bénéfices(TTM) | US$1.38b |
| Recettes(TTM) | US$12.49b |
7.6x
Ratio P/E0.8x
Ratio P/SLe site AES est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| AES compte de résultat (TTM) | |
|---|---|
| Recettes | US$12.49b |
| Coût des recettes | US$10.08b |
| Marge brute | US$2.41b |
| Autres dépenses | US$1.03b |
| Les revenus | US$1.38b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 1.94 |
| Marge brute | 19.30% |
| Marge bénéficiaire nette | 11.05% |
| Ratio dettes/capitaux propres | 259.6% |
Quelles ont été les performances à long terme de AES?
Voir les performances historiques et les comparaisonsDividendes
4.8%
Rendement actuel des dividendes36%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/28 14:19 |
| Cours de l'action en fin de journée | 2026/06/26 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The AES Corporation est couverte par 21 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Gary Hovis | Argus Research Company |
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |