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Morgan Stanley Raises AES Corp. (AES) PT to $24, Cites Utility Focus on Data Center Pipeline
Yahoo Finance· 2025-10-24 12:07
The AES Corporation (NYSE:AES) is one of the best large cap stocks to buy under $20. On October 22, Morgan Stanley analyst David Arcaro raised the price target on AES Corp. to $24 from $23, while keeping an Overweight rating on the shares. This decision was announced as the firm updated its price targets for Regulated & Diversified Utilities/IPPs in North America under its coverage. Morgan Stanley Raises AES Corp. (AES) PT to $24, Cites Utility Focus on Data Center Pipeline Morgan Stanley noted that last ...
AES' Quarterly Earnings Preview: What You Need to Know
Yahoo Finance· 2025-10-15 13:43
With a market cap of $10.2 billion, The AES Corporation (AES) is a global power generation and utility company that provides affordable and sustainable energy through a diverse portfolio of thermal and renewable assets. It operates approximately 32,000 megawatts of generation capacity and distributes electricity to 2.7 million customers worldwide. The Arlington, Virginia-based company is expected to unveil its fiscal Q3 2025 results after the market closes on Tuesday, Nov. 4. Before the event, analysts an ...
Why NextEra Energy Stock Jumped Today
Yahoo Finance· 2025-10-01 17:42
Core Viewpoint - NextEra Energy's stock experienced a nearly 4% increase due to two main factors: an investor presentation and a reported takeover bid for competitor AES Corporation [1][4]. Group 1: Company Performance - NextEra Energy's stock was trading 2.3% higher as of 1:18 p.m. ET after an initial jump [1]. - The company expects annual earnings-per-share growth of 6% to 8% through 2027, indicating strong future performance [5]. Group 2: Industry Context - NextEra presented its strategy to meet America's growing energy needs through wind, solar, and nuclear projects, alongside its battery storage capacity [3]. - The reported $38 billion takeover bid for AES by General Infrastructure Partners highlights the increasing demand for energy solutions to support data centers for artificial intelligence applications [4]. Group 3: Market Position - NextEra is positioned as a leader in the energy sector, benefiting from the current market dynamics [5][8].
Here’s Why The AES Corporation (AES) Slid in Q2
Yahoo Finance· 2025-09-11 11:57
Group 1: Investment Performance - Sound Shore Management's Investor Class (SSHFX) and Institutional Class (SSHVX) delivered returns of 3.06% and 3.10% respectively in Q2 2025, compared to 3.79% for the Russell 1000 Value Index and 10.94% for the S&P 500 [1] - The 35-year annualized returns for SSHFX and SSHVX were 14.92% and 15.14% respectively as of June 30, 2025, outperforming the Russell Value at 12.76% but trailing the S&P 500 at 19.71% [1] Group 2: The AES Corporation Overview - The AES Corporation (NYSE:AES) is a diversified power generation and utility company based in Arlington, Virginia [2] - The one-month return for The AES Corporation was -1.62%, and its shares decreased by 29.75% over the last 52 weeks, closing at $12.73 per share with a market capitalization of $9.064 billion on September 10, 2025 [2] Group 3: Challenges and Opportunities for The AES Corporation - The AES Corporation has faced challenges due to prospective changes to investment tax credits for renewable energy sources, which have created uncertainty in the market [3] - Despite these challenges, the company continues to receive orders for renewable systems from its customer base, particularly for data centers [3] - There are rumors of interest from private equity and infrastructure funds regarding a potential takeover of The AES Corporation, which has positively impacted its stock price [3][4] Group 4: Hedge Fund Interest - The AES Corporation was held by 49 hedge fund portfolios at the end of Q2 2025, a decrease from 52 in the previous quarter [4] - While The AES Corporation is recognized for its investment potential, certain AI stocks are considered to offer greater upside potential with less downside risk [4]