The AES Corporation

NYSE:AES Voorraadrapport

Marktkapitalisatie: US$10.3b

AES Toekomstige groei

Future criteriumcontroles 2/6

AES zal naar verwachting groeien in winst en omzet met respectievelijk 11% en 6.9% per jaar. De winst per aandeel zal naar verwachting groeien met 11.3% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 25.7% zijn.

Belangrijke informatie

11.0%

Groei van de winst

11.29%

Groei van de winst per aandeel

Renewable Energy winstgroei27.7%
Inkomstengroei6.9%
Toekomstig rendement op eigen vermogen25.69%
Dekking van analisten

Good

Laatst bijgewerkt27 Apr 2026

Recente toekomstige groei-updates

Recent updates

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.

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.

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.

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.

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.

AES: The Rebound Played Out, The Proof Still Pending

Feb 24

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.

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).

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.

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.

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.

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.

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.

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.

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.

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).

Investors Still Aren't Entirely Convinced By The AES Corporation's (NYSE:AES) Earnings Despite 25% Price Jump

Jul 18
Investors Still Aren't Entirely Convinced By The AES Corporation's (NYSE:AES) Earnings Despite 25% Price Jump

When Should You Buy The AES Corporation (NYSE:AES)?

Jun 27
When Should You Buy The AES Corporation (NYSE:AES)?

AES: Misunderstood And On The Brink Of A Renewables Cash Surge

Apr 21

AES Corporation Is Too Cheap To Ignore

Mar 12

AES Corp.: What I Got Wrong (And Right)

Jan 27

AES Stock: Oversold For Utility With Dividend And Growth

Nov 24

AES: Undervalued With Underappreciated Growth Prospects

Sep 19
User avatar

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.

AES: Renewable Utilities With A Continued Upside

Jul 16

The AES Corporation Is In Transition, BEP Is The Better Alternative

Apr 27

AES: A Value Play With An Upside

Apr 10

Winst- en omzetgroeiprognoses

NYSE:AES - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202813,9871,8031,3754,2885
12/31/202713,1891,7231,3503,8517
12/31/202612,7471,5541,2753,6308
12/31/202512,233939-1,6234,306N/A
9/30/202512,0941,079-2,2153,906N/A
6/30/202512,032919-2,5513,594N/A
3/31/202512,1191,306-3,4883,010N/A
12/31/202412,2781,686-4,6402,752N/A
9/30/202412,2841,118-5,7052,389N/A
6/30/202412,429838-5,6352,526N/A
3/31/202412,514517-5,6252,696N/A
12/31/202312,668242-4,6903,034N/A
9/30/202312,760-560-3,7603,375N/A
6/30/202312,953-370-3,2513,037N/A
3/31/202313,004-510-2,4532,883N/A
12/31/202212,617-546-1,8362,715N/A
9/30/202212,327-275-1,1212,172N/A
6/30/202211,736-353-6132,163N/A
3/31/202211,358-150-3442,106N/A
12/31/202111,141-413-2141,902N/A
9/30/202110,931537-122,047N/A
6/30/202110,440-1396022,539N/A
3/31/20219,957-2498792,635N/A
12/31/20209,660438552,755N/A
9/30/20209,531-3536262,778N/A
6/30/20209,611190-252,272N/A
3/31/20209,877292-3282,149N/A
12/31/201910,189302612,466N/A
9/30/201910,380482N/A2,381N/A
6/30/201910,592374N/A2,374N/A
3/31/201910,646454N/A2,444N/A
12/31/201810,736985N/A2,343N/A
9/30/201810,757200N/A2,519N/A
6/30/201810,613245N/A2,412N/A
3/31/201810,689202N/A2,292N/A
12/31/201710,530-507N/A2,504N/A
9/30/20178,126-52N/A2,278N/A
6/30/20178,975-23N/A2,450N/A
3/31/20179,591-179N/A2,901N/A
12/31/201610,281-20N/A2,855N/A
9/30/201613,261136N/A2,806N/A
6/30/201613,241135N/A2,897N/A
3/31/201613,668317N/A2,337N/A
12/31/201511,260318N/A2,159N/A
9/30/201515,068609N/A2,087N/A
6/30/201515,987922N/A1,940N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei AES ( 11% per jaar) ligt boven de spaarquote ( 3.4% ).

Winst versus markt: De winst van AES ( 11% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 16.1% per jaar).

Hoge groeiwinsten: De winst van AES zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van AES ( 6.9% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11% per jaar).

Hoge groei-inkomsten: De omzet van AES ( 6.9% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen AES zal naar verwachting over 3 jaar hoog zijn ( 25.7 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/30 22:00
Aandelenkoers aan het einde van de dag2026/04/30 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

The AES Corporation wordt gevolgd door 21 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Gary HovisArgus Research Company
Daniel FordBarclays
Nicholas CampanellaBarclays