Key Takeaways AES shares rose 9.2% in a month, as clean energy investments and data center demand drive momentum.AES signed 2.2 GW of projects by September 2025, including large contracts supporting AI-driven data centers.AES is expanding LNG and coal-to-gas projects while targeting net-zero emissions by 2050.The AES Corporation (AES) shares have gained 9.2% in a month compared with the Zacks Utility-Electric Power industry’s growth of 2.8%. The company is taking advantage of the global transition to renewa ...

Core Viewpoint - AES shares experienced a significant increase of 9.2% to $16.09, driven by strong trading volume and a shift towards renewable energy investments [1] Group 1: Company Performance - AES is focusing on utility-scale renewables and energy storage, leveraging innovation and AI to enhance clean-energy deployment [1] - The company is expected to report quarterly earnings of $0.63 per share, reflecting a year-over-year increase of 16.7% [2] - Revenues for the upcoming quarter are projected to be $3.47 billion, which is a 17.3% increase compared to the same quarter last year [2] Group 2: Market Trends and Comparisons - The geographical diversification of AES's operations aids in stabilizing revenues, with rising power demand from AI and cloud computing creating growth opportunities [2] - The consensus EPS estimate for AES has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] - AES holds a Zacks Rank of 3 (Hold), while a peer company, Evergy Inc, has a Zacks Rank of 4 (Sell) and has seen a 2.4% increase in its stock price [4][5]

BlackRock Acquisition Chatter Sends AES Stock Toward A Breakout | Investor's Business DailyBREAKING: [Stocks Edge Higher As Teradyne, Palantir Surge]---AES (AES) stock surged at Tuesday's stock market open, marking a breakout, on reports of an effort by BlackRock-owned Global Infrastructure Partners and Swedish investment firm EQT AB to acquire the utility group. Bloomberg reported after Monday's stock market close that BlackRock's infrastructure investment fund GIP is teaming up with EQT AB as it looks to ...

Bloomberg BlackRock Inc.’s Global Infrastructure Partners has teamed up with EQT AB in its bid to acquire power company AES Corp., according to people familiar with the matter. The two investment firms could reach an agreement as soon as the coming weeks to buy AES, which provides renewable power to tech giants like Microsoft Corp., said the people. No final decision has been made and the talks could still drag on or fall through, said the people, who asked to not be identified because the matter is priv ...

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据知情人士透露，贝莱德(BLK.US)旗下的全球基础设施投资伙伴(GIP)已与殷拓集团(EQT)达成合作， 共同参与对电力企业AES发电(AES.US)的收购竞标。 该知情人士表示，这两家投资机构最快有望在未来几周内就收购AES达成协议。据了解，AES为微软 (MSFT.US)等科技巨头提供可再生能源供电服务。因相关事宜尚未公开，上述知情人士要求匿名，同时 称目前收购事宜尚未做出最终决定，相关谈判仍有可能持续推进或告吹。 AES、GIP及殷拓集团的代表均对此事不予置评。 去年曾有报道称，在收到包括GIP在内的基础设施领域投资者的收购意向后，AES便开始探讨包括出售 在内的多种战略选项。 随着运行人工智能(AI)应用的算力中心推高电力需求，电力供应商已成为资本市场的热门收购标的。去 年，黑石集团(BX.US)已敲定收购TXNM Energy(TXNM.US)的交易，Constellation Energy(CEG.US)也达 成了收购Calpine Corp.的协议。 AES总部位于美国弗吉尼亚州阿灵顿市，旗下拥有风电、光伏等可再生能源发电资产，同时持有天然 气、煤炭能源资产，并在印第安纳州和俄亥俄州拥有公用事 ...

The AES Corporation (AES), based in Arlington, Virginia, is a global power generation and utility enterprise. It commands a market cap of approximately $10.4 billion and generates, distributes, transmits, and sells electricity. The company’s diversified portfolio spans around 32,109 megawatts (MW) and serves 2.7 million end users globally. Over the past 52 weeks, AES stock has delivered a 30.4% return, decisively outperforming the S&P 500 Index ($SPX), which rose 16.1% during the same period. On a year-t ...

ARLINGTON, Va., Jan. 27, 2026 /PRNewswire/ -- The AES Corporation (NYSE: AES) will host a conference call on Friday, February 27, 2026 at 10:00 a.m. Eastern Time (ET) to review its fourth quarter and full year 2025 financial results. The call will include prepared remarks and a question and answer session. It will be open to the media and the public in a listen-only mode by telephone and webcast. Interested parties may listen to the teleconference by dialing 1-833-470-1428 at least ten minutes before the s ...

Arlington, Virginia-based The AES Corporation (AES) operates as a diversified power generation and utility company. With a market cap of $9.8 billion, the company acquires, develops, owns, and operates renewable energy power plants. The clean energy giant is expected to announce its fiscal fourth-quarter earnings for 2025 in the near term. Ahead of the event, analysts expect AES to report a profit of $0.68 per share on a diluted basis, up 25.9% from $0.54 per share in the year-ago quarter. The company be ...

Core Insights - The demand for clean electricity is accelerating globally, driven by structural trends and technological advancements, making utility companies like AES Corporation and Duke Energy attractive investment opportunities due to their strong positioning in the energy transition [1] Group 1: Industry Trends - The rapid expansion of AI-powered data centers is a major catalyst for increased electricity demand, requiring substantial and consistent power loads [2] - U.S. electric utilities are evolving beyond traditional income sources due to climate measures and federal incentives, positioning themselves for steady growth in the clean energy market [3] - Utilities are expanding generation capacity and grid infrastructure to meet rising electricity consumption, particularly from data centers [10] Group 2: AES Corporation - AES is benefiting from the growing demand from data centers, securing long-term contracts (PPAs) and positioning itself as a key partner in the tech industry's expansion, with 2.2 GW of signed contracts, including 1.6 GW with data center customers [4][5] - AES has a project backlog of 11.1 GW under signed PPAs and has completed 2.9 GW of construction as of September 30, 2025 [4] - AES has a forward P/E of 6x and a dividend yield of 4.96%, alongside a long-term earnings growth rate of 11.17% [10][15][16] Group 3: Duke Energy - Duke Energy is proposing new rate structures to efficiently manage large data center loads, which will accelerate necessary grid upgrades [6] - The company filed a request with the North Carolina Utilities Commission to revise electric rates to secure funding for significant grid upgrades, focusing on providing reliable and scalable power for data centers [7] - Duke Energy's Zacks Consensus Estimate for 2026 EPS indicates a year-over-year rise of 6.15%, with a long-term earnings growth rate of 6.87% [9][12] Group 4: Comparative Analysis - AES has a higher return on equity (ROE) of 18.83% compared to Duke Energy's 9.98%, indicating more efficient utilization of shareholders' funds [13] - Both companies have high debt levels, with AES at 78.58% and Duke Energy at 61.97%, compared to the industry average of 61.42% [14] - AES is preferred over Duke Energy due to its stronger long-term earnings growth, higher ROI, more attractive dividend yield, and better valuation metrics [19]