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The AES Corporation Stock Price

NYSE:AES Community·US$10.5b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 149 Fair Values set on narratives written by author

AES Share Price Performance

US$14.67
4.15 (39.45%)
US$15.74
Fair Value
US$14.67
4.15 (39.45%)
6.8% undervalued intrinsic discount
US$15.74
Fair Value
Price US$14.67
AnalystHighTarget US$15.74
AnalystConsensusTarget US$15.00
AnalystLowTarget US$15.00

AES Community Narratives

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Fair Value US$15.74 6.8% undervalued intrinsic discount

Global Decarbonization And Electrification Will Fuel Renewables And Storage Expansion

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Fair Value US$15 2.2% undervalued intrinsic discount

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

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Fair Value US$15 2.2% undervalued intrinsic discount

Growing Cost Pressures Will Strain Renewables Despite Strong Backlog

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US$15.74
6.8% undervalued intrinsic discount
Revenue
11.83% p.a.
Profit Margin
11.55%
Future PE
7.95x
Price in 2029
US$22.37
US$15
2.2% undervalued intrinsic discount
Revenue
-2.34% p.a.
Profit Margin
15.65%
Future PE
8.51x
Price in 2029
US$21.25

Trending Discussion

Updated Narratives

AES logo

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

Fair Value: US$7.17 104.6% overvalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
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AES: Takeover Terms And Earnings Execution Will Guide Fairly Valued Outlook

Fair Value: US$15 2.2% undervalued intrinsic discount
79 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AES: Neutral Reset Before Q1 And Project Updates Will Shape Returns

Fair Value: US$15.74 6.8% undervalued intrinsic discount
13 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued established dividend payer.

3 Risks
4 Rewards

The AES Corporation Key Details

US$12.5b

Revenue

US$10.1b

Cost of Revenue

US$2.4b

Gross Profit

US$1.0b

Other Expenses

US$1.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.94
19.30%
11.05%
259.6%
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

Narrative Update 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.
Analysis Article 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...

Recent updates

No updates