Are Wall Street Analysts Bullish on AES Corporation Stock?

Core Viewpoint - AES Corporation is a global power generation and utility enterprise with a market cap of approximately $10.4 billion, serving 2.7 million end users globally with a diversified portfolio of around 32,109 megawatts (MW) [1] Stock Performance - Over the past 52 weeks, AES stock has delivered a 30.4% return, outperforming the S&P 500 Index, which rose 16.1% during the same period [2] - Year-to-date (YTD), AES shares have increased nearly 4%, compared to the S&P 500's 1.9% gain [2] - Within the utilities sector, AES stock has surpassed the State Street Utilities Select Sector SPDR ETF (XLU), which gained 11.9% over the past year [3] Financial Results - For fiscal Q3 2025, AES reported revenue of $3.35 billion, slightly below analyst estimates of $3.37 billion, but still reflecting a 1.9% year-over-year growth [4] - Adjusted EPS for the same quarter increased 5.6% from the previous year to $0.75, exceeding the Street's forecast of $0.69 [5] - For fiscal year 2025, analysts forecast AES to achieve EPS growth of 1.9%, reaching $2.18 on a diluted basis [6] Management Guidance - AES management has reaffirmed its 2025 adjusted EPS guidance of $2.10 to $2.26, with growth expected from renewables additions, U.S. utility rate base expansion, and normalized results across Colombia and Mexico [5] Analyst Sentiment - Wall Street's view on AES is positive, with a consensus rating of "Moderate Buy" among 12 analysts, including six "Strong Buy" ratings, five "Hold" recommendations, and one "Strong Sell" [7]