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AES Corporation (AES)
NYSE:AES
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AES (AES) Price & Analysis

2,610 Followers

AES Stock Chart & Stats

$14.84
<$0.01(0.07%)
At close: 4:00 PM EDT
$14.84
<$0.01(0.07%)

Bulls Say, Bears Say

Bulls Say
Improved Profitability And EBITDA MarginAES’s TTM improvement in net and EBITDA margins reflects recovering operations and better unit economics across generation and utility segments. Sustained margins support internal funding for maintenance and renewables development, improving resilience to cyclical power prices and aiding longer-term operational planning.
Solid Operating Cash Flow GenerationConsistently strong operating cash flow (~$5B TTM) provides a durable cash base to fund working capital, service interest, and support large-scale utility and storage projects. This operating cash generation underpins the business model’s ability to run capital-intensive assets and sustain regulated operations over multiple years.
Take‑private Vote And Strategic Ownership ChangeShareholder approval of the buyout by infrastructure investors signals a structural ownership shift likely to bring patient capital, longer debt maturities and strategic focus on clean energy investments. If completed, the deal could materially improve capital flexibility and enable multi-year investment without public-market pressure.
Bears Say
Very High LeverageAES’s elevated debt-to-equity (~7x) increases refinancing, interest rate and covenant exposure over the medium term. High leverage limits strategic optionality, raises sensitivity to rate resets or weaker cash flow, and makes the company reliant on capital markets or sponsor support to fund growth or navigate shocks.
Persistently Negative Free Cash FlowRepeated negative free cash flow means earnings do not translate into surplus cash after required reinvestment, necessitating external financing for capex and debt servicing. This structural cash shortfall elevates refinancing risk and constrains the ability to delever or return capital absent asset sales or sponsor support.
Margin Volatility And Declining Gross Margin TrendVolatile net and gross margins reduce earnings predictability and complicate long-term planning for capital-intensive projects. Declining gross margins versus prior years suggests pressure from costs or market pricing that can compress returns on new investments and weaken the company’s ability to consistently generate excess cash.

AES News

AES FAQ

What was AES Corporation’s price range in the past 12 months?
AES Corporation lowest stock price was $12.33 and its highest was $17.65 in the past 12 months.
    What is AES Corporation’s market cap?
    AES Corporation’s market cap is $10.47B.
      When is AES Corporation’s upcoming earnings report date?
      AES Corporation’s upcoming earnings report date is Oct 29, 2026 which is in 87 days.
        How were AES Corporation’s earnings last quarter?
        Currently, no data Available
        Is AES Corporation overvalued?
        According to Wall Street analysts AES Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does AES Corporation pay dividends?
          AES Corporation pays a Quarterly dividend of $0.176 which represents an annual dividend yield of 4.79%. See more information on AES Corporation dividends here
            What is AES Corporation’s EPS estimate?
            AES Corporation’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does AES Corporation have?
            AES Corporation has 713,157,700 shares outstanding.
              What happened to AES Corporation’s price movement after its last earnings report?
              Currently, no data Available
              Which hedge fund is a major shareholder of AES Corporation?
              Currently, no hedge funds are holding shares in AES
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                AES Corporation

                The AES Corporation operates as an international enterprise primarily focused on electricity generation and distribution. Its activities involve both the ownership and management of power plants, producing and supplying electricity to a diverse clientele that includes other utility companies, large industrial consumers, and various intermediate purchasers. Beyond generation, AES also functions as a utility provider, managing infrastructure to either produce or acquire, then transmit, distribute, and ultimately sell power directly to end-users across residential, commercial, industrial, and governmental sectors. The company is also an active participant in the wholesale electricity market. For power production, AES utilizes a broad spectrum of energy sources and advanced technologies. This includes conventional fuels like coal and natural gas, as well as a significant commitment to renewables such as hydroelectric, wind, solar, and biomass. Its renewable portfolio further incorporates energy storage solutions and landfill gas. With an operational generation capacity of approximately 31,459 megawatts, the company maintains a substantial global presence, conducting business in the United States, Puerto Rico, various nations across Central and South America (including El Salvador, Chile, Colombia, Argentina, Brazil, Mexico), the Caribbean, Europe, and Asia. Founded in 1981, the company was initially named Applied Energy Services, Inc., before officially rebranding to The AES Corporation in April 2000. Its corporate headquarters are located in Arlington, Virginia.

                AES (AES) Earnings & Revenues

                AES Revenue Breakdown

                23.81%23.81%33.70%44.16%<0.01%1.22%-2.89%
                23.81% Renewables SBU
                33.70% Utilities SBU
                44.16% Energy Infrastructure SBU
                <0.01% New Energy Technologies SBU
                1.22% Corporate and Other
                -2.89% Eliminations
                tipranks

                AES Stock 12 Month Forecast

                Average Price Target

                $15.50
                ▲(4.45% Upside)
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                Ownership Overview

                0.57%20.78%1.46%47.61%
                1.46% Other Institutional Investors
                47.61% Public Companies and Individual Investors
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