I have covered the AES Corporation ( AES ) before, where I outlined the investment thesis in detail and explained why I considered it a strong buy. The company has faced takeover rumorsWith a professional background spanning multiple industries, from logistics, construction to retail, I bring a diverse perspective to investing. My international education and career experiences have provided me with a global outlook and the ability to analyze market dynamics from different cultural and economic perspectives. ...

The AES Corporation (NYSE:AES) is one of the stocks Jim Cramer expressed thoughts on. A caller asked what Cramer thinks of the company given the “huge data center demand,” and he replied: “It’s always been disliked, and you know what? I’ve taken a liking to it down here. I think you’ve got a buying opportunity in AES.” Photo by Joshua Mayo on Unsplash The AES Corporation (NYSE:AES) produces and sells electricity as the company operates a large portfolio of energy assets. Sound Shore Management stated ...

Core Insights - The AES Corporation (AES) is benefiting from a diversified energy portfolio and strong long-term contracts with major customers, particularly in the data center sector, while focusing on expanding its renewable generation portfolio as a growth catalyst [1][2] Factors Acting in Favor of AES - AES is investing in renewable energy and energy storage, leveraging innovation and AI to enhance clean-energy development, and is experiencing rising power demand from AI-driven data centers [2] - The company has signed or been awarded 2.2 gigawatts (GW) of Power Purchase Agreements (PPAs) year to date, including 1.6 GW with data center customers, and expects to sign at least 4 GW of PPAs in 2025 [3][8] - AES is actively retiring coal-fired units to promote clean energy adoption and aims to exit a significant portion of its remaining coal facilities by the end of 2025 [4][8] Challenges Faced by AES - The company faces declining wholesale electricity prices due to increased renewable generation, cheap natural gas, and demand-side management, which may adversely affect its financial performance [5] - AES' hydroelectric generation is sensitive to weather changes, particularly water inflows, with dry conditions in regions like Panama, Brazil, Colombia, and Chile posing challenges [6] Share Price Performance - Over the past six months, AES shares have increased by 21.5%, outperforming the industry growth of 7.6% [7]

The AES Corporation (NYSE:AES) is included among the 15 Dividend Stocks Paying 4%+ Yield in 2025. AES Keeps Dividend Steady, Marks Over a Decade of Increases Photo by Matthew Henry on Unsplash On December 5, The AES Corporation (NYSE:AES) announced a quarterly dividend of $0.176 per share, which was consistent with its previous dividend. Overall, it has been rewarding shareholders with growing dividends for the past 12 consecutive years. The recent dividend is payable on February 13 to shareholders of r ...

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The AES Corporation (NYSE:AES) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025. On December 5, Argus Research upgraded its rating on the stock to Buy from Hold, with a share price target of $18. Argus Research Upgrades The AES Corporation (AES) To Buy, Price Target at $18 The research firm cited the company’s sustainable profit growth as the reason behind the adjustment. In a research note to investors, the Argus analyst noted the potential for major improvements in the performance of the Re ...

We came across a bullish thesis on The AES Corporation on Value investing subreddit by RMOONU. In this article, we will summarize the bulls’ thesis on AES. The AES Corporation's share was trading at $14.06 as of November 28th. AES’s trailing and forward P/E were 9.25 and 6.09 respectively according to Yahoo Finance. NexGen (NXE) Ends Losing Streak as US Govt Urges Uranium Expansion ermess/Shutterstock.com The AES Corporation, together with its subsidiaries, operates as a power generation and utility com ...

A month has gone by since the last earnings report for AES (AES) . Shares have lost about 3.6% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is AES due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.AES Q3 Earnings Miss Estimates, Reven ...

Industry Overview - The demand for clean electricity is accelerating globally, driven by long-term structural trends and rapid technological advances [1] - The expansion of AI-powered data centers is significantly increasing electricity demand, alongside rising temperatures leading to higher air conditioning usage [2] - Government policies promoting decarbonization and clean energy are compelling utilities to shift towards renewable sources, supported by grid modernization efforts [3][4] GE Vernova (GEV) - GE Vernova focuses on grid modernization, renewable power, and decarbonization technologies, benefiting from a diversified business model [5] - The acquisition of the remaining 50% stake in Prolec GE enhances GEV's position in the global grid infrastructure market and is expected to accelerate growth in its Electrification segment [6][9] - GEV shows stronger solvency with cash and cash equivalents totaling $7.95 billion and no debt as of September 30, 2025 [12][13] AES Corporation (AES) - AES is making strategic investments in clean energy solutions and is well-positioned to benefit from growing electricity demand from data centers, with 4.2 GW of data center power purchase agreements (PPAs) in operation [7][8] - AES has a long-term debt of $26.46 billion and current debt of $4.39 billion, indicating a weaker solvency position compared to GEV [13][14] - The company has maintained its earnings estimates for 2025 while seeing a slight increase for 2026 [10][12] Financial Comparison - GEV's forward Price/Sales (P/S F12M) multiple is 3.65X, while AES's is 0.72X, making AES relatively more attractive from a valuation standpoint [15] - Return on Equity (ROE) for GEV is 17.07%, compared to AES's 18.83% [16] - In the past year, GEV shares have increased by 69%, while AES shares have risen by 4.5% [17] Investment Outlook - GE Vernova is favored for its robust financial stability and superior price performance, despite both companies currently holding a Zacks Rank 3 (Hold) [19]

Core Insights - The AES Corporation has been recognized as one of the 14 Best Utility Dividend Stocks to buy now [1] - Jefferies upgraded AES from 'Underperform' to 'Hold' and raised its price target from $12 to $13, acknowledging progress in the data center space [3] - Mizuho also increased its price target for AES from $15 to $16 while maintaining an 'Outperform' rating [4] Financial Performance - AES reported mixed results for Q3, with adjusted EPS of $0.75, which was $0.02 below expectations [5] - The company's FY 2025 adjusted EPS outlook remains unchanged at $2.10 to $2.26, with a reaffirmed long-term annualized growth rate target of 7% to 9% through 2027 [5] Market Activity - There are reports of BlackRock's Global Infrastructure Partners potentially acquiring AES, but significant hurdles are anticipated for this deal [3]