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The AES Corporation Stock Price

NYSE:AES Community·US$10.6b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 160 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AES Share Price Performance

US$14.79
1.91 (14.83%)
​
US$15.00
Fair Value
US$14.79
1.91 (14.83%)
1.4% undervalued intrinsic discount
US$15.00
Fair Value
Price US$14.79
AnalystConsensusTarget US$15.00
AnalystHighTarget US$15.74
willkat103 US$7.17
Fri, 26 Jun 26
Fair ValueUS$15.00
Share Pricen/a

AES Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$15 1.4% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
80users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$15.74 6.0% undervalued intrinsic discount

Global Decarbonization And Electrification Will Fuel Renewables And Storage Expansion

0users have liked this narrative
1users have commented on this narrative
13users have followed this narrative
WI
willkat103's
Fair Value
·
Fair Value US$7.17 106.3% overvalued intrinsic discount

AES Will Increase Profits with 8.34% Margin Growth and 12.5% Earnings Expansion

0users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
AES logo
AES
106.3% overvalued intrinsic discount

AES Will Increase Profits with 8.34% Margin Growth and 12.5% Earnings Expansion

View narrative
WI
willkat103
Published 14 Feb 2025
Read Narrative
AES logo
AES
1.4% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 26 Jun
Read Narrative
AES logo
AES
6.0% undervalued intrinsic discount

Global Decarbonization And Electrification Will Fuel Renewables And Storage Expansion

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 9 Jun
Read Narrative
AES logo
AES
1.4% undervalued intrinsic discount

Growing Cost Pressures Will Strain Renewables Despite Strong Backlog

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AN
AnalystLowTarget
AnalystLowTarget
Updated 14 Apr
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

WI
AES logo

AES Will Increase Profits with 8.34% Margin Growth and 12.5% Earnings Expansion

Fair Value: US$7.17 106.3% overvalued intrinsic discount
13 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
AES logo

AES: Takeover Terms And Earnings Execution Will Guide Fairly Valued Outlook

Fair Value: US$15 1.4% undervalued intrinsic discount
80 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
AES logo

AES: Neutral Reset Before Q1 And Project Updates Will Shape Returns

Fair Value: US$15.74 6.0% undervalued intrinsic discount
13 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Established dividend payer with proven track record.

3 Risks
3 Rewards
View Full Analysis

The AES Corporation Key Details

US$13.1b

Revenue

US$10.4b

Cost of Revenue

US$2.6b

Gross Profit

US$735.0m

Other Expenses

US$1.9b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.68
20.27%
14.64%
256.9%
View Full Analysis

About AES

Founded
1981
Employees
8336
CEO
Andres Gluski Weilert
WebsiteView website
www.aes.com

The AES Corporation, together with its subsidiaries, operates as a power generation and utility company. It operates through four segments: Renewables, Utilities, Energy Infrastructure, and New Energy Technologies. The company owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries; owns and/or operates utilities to generate or purchase, distribute, transmit, and sell electricity to end-user customers in the residential, commercial, industrial, and governmental sectors; and generates and sells electricity on the wholesale market, as well as investments in technologies to support leading-edge greener energy solutions. It uses various fuels and technologies to generate electricity, such as solar, hydro, wind, coal, and gas, as well as renewables comprising energy storage and landfill gas. The company owns and/or operates a generation portfolio of approximately 34,740 megawatts and distributes power to 2.7 million customers. The company operates in the United States, Chile, Dominican Republic, El Salvador, Mexico, Bulgaria, Panama, Colombia, Argentina, Vietnam, Jordan, Puerto Rico, and internationally. The company was formerly known as Applied Energy Services, Inc. and changed its name to The AES Corporation in April 2000. The AES Corporation was incorporated in 1981 and is based in Arlington, Virginia.

Recent AES News & Updates

Seeking Alpha • Aug 19

AES Corporation: Spread Plus Dividend Still Pays 10.7% Annualized

Summary The AES Corporation trades at $14.75 against a signed $15.00 cash offer from a consortium led by GIP, which is part of BlackRock, and the Swedish firm EQT. Shareholders approved the deal in June, and antitrust is cleared. FERC is the last contested approval, and I don’t expect it to change the outcome. Holding to a mid-December close returns 3.5%, or 10.7% annualized, with the spread and dividends both fixed. A later close pays more in total but less annualized. AES is now more like a short-duration cash equivalent than a utility position. Current holders don’t have to wait for the close to capture most of the remaining gain. Read the full article on Seeking Alpha

Recent updates

No updates

The AES Corporation Competitors

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Sempra

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ETR logo

Entergy

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Market cap: US$50.5b
View more competitors

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