AES Recognized by BNEF as Top Provider of Clean Energy to Corporations in the US and the Americas in 2025 [Accessibility Statement] Skip NavigationRanked as a Leading Seller to Corporations for the Fifth Consecutive YearARLINGTON, Va., Feb. 19, 2026 /PRNewswire/ -- The AES Corporation (NYSE: AES) has been ranked as the top seller of clean energy to corporations in the United States and the Americas in 2025, according to BloombergNEF's (BNEF) Corporate Energy Market Outlook. This marks the fifth consecutive ...

Key Takeaways U.S. stocks edged higher as investors shifted focus toward value opportunities.Harmony Biosciences highlights value opportunities with 21.4% sales and 25.9% EPS growth estimates.AES and Concentrix post earnings surprises and carry strong Value Scores amid mixed stock performance.U.S. equities ended modestly higher yesterday, reversing early-session weakness as sentiment improved throughout the day. Stocks came under pressure early on after concerns that advances in artificial intelligence coul ...

Key Takeaways Five low P/B stocks, including AES and HRMY, passed value and liquidity screensAES sports 11.2% projected 3-5-year EPS growth and a Value Score of A.Harmony Biosciences carries a Zacks Rank #1 and 27.11% projected EPS growthThe price-to-book ratio, or P/B ratio, is the ratio of a stock's price to its book value, i.e., how much an investor needs to pay for each dollar of a stock's book value. It is calculated by dividing the current closing price of the stock by the book value per share.In valu ...

Key Takeaways U.S. wind capacity exceeded 159 GW in 2025, supplying nearly 11% of utility-scale power.ED, PNW, AES and POR are expanding wind and grid projects to meet rising AI-driven demand.EIA sees U.S. wind generation rising 6% in 2026 and 7% in 2027 with new capacity additions.An updated edition of the Dec. 26, 2025 article.Renewable energy is increasingly recognized for its significant role in combating climate change, transforming from an alternative source to a mainstay of global energy policy. Amon ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Opportunity - Wall Street is investing heavily in AI, with hundreds of billions directed towards developing smarter technologies, but there is a looming question regarding the energy supply needed to sustain this growth [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment opportunity [3][8] Energy Infrastructure - The company owns significant nuclear energy infrastructure, which is crucial for America's future power strategy, and is capable of executing large-scale engineering projects across various energy sectors [7] - It plays a vital role in U.S. liquefied natural gas (LNG) exportation, which is expected to grow under the current administration's energy policies [7] Financial Position - The company is noted for being debt-free and having a substantial cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8] - It also holds a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth avenues without the associated premium costs [9] Market Perception - The company is described as being off-the-radar and undervalued, with some hedge fund managers beginning to promote it discreetly among select investors [9][10] - Its current trading valuation is noted to be less than seven times earnings, indicating a potentially attractive entry point for investors [10] Future Outlook - The ongoing AI revolution is expected to disrupt traditional industries, and companies that adapt to this change are likely to thrive [11][12] - The influx of talent into the AI sector is anticipated to drive continuous innovation and advancements, reinforcing the argument for investing in AI-related opportunities [12][13]

Core Viewpoint - AES is currently viewed as a superior value opportunity compared to NextEra Energy based on various valuation metrics [7] Valuation Metrics - AES has a forward P/E ratio of 6.65, significantly lower than NEE's forward P/E of 22.36 [5] - AES's PEG ratio stands at 0.60, while NEE's PEG ratio is 2.77, indicating AES's better valuation relative to its expected earnings growth [5] - AES has a P/B ratio of 1.36 compared to NEE's P/B of 2.8, further supporting AES's position as a more attractive investment [6] Earnings Outlook - Both AES and NEE hold a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3] - The Zacks Rank strategy targets companies with improving earnings estimates, which applies to both AES and NEE [2]

Core Insights - Investors are particularly attracted to dividend stocks, especially those with high yields, due to their ability to provide a significant income stream and substantial total return potential [1]

Core Insights - The AES Corporation (AES) has seen a 9.2% increase in share price over the past month, outperforming the Zacks Utility-Electric Power industry, which grew by 2.8% [1] - The company is strategically investing in clean energy solutions, including energy storage and utility-scale renewables, to capitalize on the global transition to renewable energy [1][5] - AES is benefiting from the rising demand from data centers, driven by advancements in AI and cloud computing, which is also positively impacting other utilities like Ameren Corporation and PPL Corporation [3] Performance Drivers - AES is leveraging the global shift toward renewables through investments in energy storage and utility-scale clean energy, supported by AI-driven innovation and global diversification [5] - The company has secured long-term contracts (Power Purchase Agreements or PPAs) by supplying power from its renewable energy projects, positioning itself as a key partner in the tech industry's expansion [5] - As of September 30, 2025, AES has signed or been awarded 2.2 GW of capacity, with 1.6 GW linked to data center demand, and has completed construction on 2.9 GW of new projects [6] Market Expansion - AES is expanding its presence in the liquefied natural gas (LNG) market through strategic projects, including the Dominican Republic's only LNG import terminal and major projects in Vietnam [8] - The company is also converting coal units to natural gas to support its target of net-zero greenhouse gas emissions by 2050 [6][7] Earnings Estimates - The Zacks Consensus Estimate for AES' 2026 earnings per share (EPS) indicates a year-over-year increase of 10.14%, with a long-term earnings growth rate of 11.17% [9] - The current quarter EPS estimate is 0.63, with a high estimate of 0.65 and a low estimate of 0.61 [10] Dividend and Financial Position - AES has a current dividend yield of 4.37%, significantly higher than the Zacks S&P 500 composite's 1.06% [13] - The company's total debt to capital ratio is 78.58%, which is above the industry average of 61.05% [14] - AES has a current ratio of 0.72, indicating potential challenges in meeting short-term obligations [15] Valuation - AES is currently trading at a forward P/E ratio of 6.17X, which is a discount compared to the industry's 15.92X [16] Investment Considerations - AES is focused on long-term growth through renewable energy expansion, energy storage, and AI-enabled solutions, while also building a strong project backlog and advancing net-zero goals [17] - The company's higher debt ratio and lower current ratio may be concerning for potential investors [18]

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]

Group 1 - AES stock surged at the market open, indicating a potential breakout due to acquisition interest from BlackRock-owned Global Infrastructure Partners and EQT AB [1] - BlackRock's infrastructure investment fund GIP is collaborating with EQT AB to pursue a takeover of Virginia-based AES [1] - AES has seen its Relative Strength Rating improve, reaching the 80-plus level, indicating strong technical performance [1]