The AES Corporation

The AES Corporation

AESยทNYSE

$14.73

+0.14%
UtilitiesIndependent Power Producers

The AES Corporation operates as a diversified power generation and utility company. It owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries. The company also owns and/or operates utilities to generate or purchase, distribute, transmit, and sell electricity to end-user customers in the residential, commercial, industrial, and governmental sectors; and generates and sells electricity on the wholesale market. It uses a range of fuels and technologies to generate electricity, including coal, gas, hydro, wind, solar, and biomass; and renewables, such as energy storage and landfill gas. The company owns and/or operates a generation portfolio of approximately 31,459 megawatts. It has operations in the United States, Puerto Rico, El Salvador, Chile, Colombia, Argentina, Brazil, Mexico, Central America, the Caribbean, Europe, and Asia. The company was formerly known as Applied Energy Services, Inc. and changed its name to The AES Corporation in April 2000. The AES Corporation was incorporated in 1981 and is headquartered in Arlington, Virginia.

At a Glance

Live Snapshot
Market Cap$10.50B
EPS1.2600
P/E Ratio11.69
Earnings Date07/30/2026
aes

The AES Corporation Street Expectations Map

AES ยท NYSE

Wall Street analysts project that AES stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 18.25, with estimates ranging from a low of 16.00 to a high of 23.00.

Lowest Target
16.00
8.62%
Consensus Target
18.25
23.90%
Highest Target
23.00
56.14%

The consensus 1-year price target stands at 18.25, with estimates ranging from a low of 16.00 to a high of 23.00.

Analyst Consensus Analysis

Upside Potential

+23.9%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

38.4% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

aes

The AES Corporation Forward Estimates of Revenue

AES ยท NYSE
Latest Revenue
12.23B
FY 2025
Avg Estimate
12.46B
FY 2026
Estimate Range
11.95B - 13.42B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

aes

The AES Corporation Forward Estimates of Net Income

AES ยท NYSE
Latest Net Income
949.00M
FY 2025
Avg Estimate
1.64B
FY 2026
Estimate Range
1.52B - 1.92B
Analyst Spread

Forward Growth Analysis

Projected Growth+73.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread24%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

aes

The AES Corporation Forward Estimates of EPS

AES ยท NYSE
Latest EPS
1.26
FY 2025
Avg Estimate
$2.31
FY 2026
Estimate Range
$2.14 - $2.70
Analyst Spread

Forward Growth Analysis

Projected Growth+83.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread24%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

aes

The AES Corporation Forward Estimates of EBIT

AES ยท NYSE
Latest EBIT
1.48B
FY 2025
Avg Estimate
1.27B
FY 2026
Estimate Range
1.21B - 1.36B
Analyst Spread

Forward Growth Analysis

Projected Growth-14.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

aes

The AES Corporation Forward Estimates of EBITDA

AES ยท NYSE
Latest EBITDA
2.94B
FY 2025
Avg Estimate
2.46B
FY 2026
Estimate Range
2.36B - 2.65B
Analyst Spread

Forward Growth Analysis

Projected Growth-16.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

aes

The AES Corporation Forward Estimates of SG&A Expense

AES ยท NYSE
Latest SG&A Expense
241.00M
FY 2025
Avg Estimate
229.16M
FY 2026
Estimate Range
219.78M - 246.75M
Analyst Spread

Forward Growth Analysis

Projected Growth-4.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

aes

The AES Corporation Insider Positioning

AES ยท NYSE

During the last 12 months, there has been no insider trading activity reported for AES.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.