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AES Stock Forecast: The AES Corp. Price Predictions for 2026-2027

Last close, 18 Sept 2026
$15
−0.13% on the day

The 9 Wall Street analysts covering The AES Corp. hold a median 12-month price target of $15 — +1.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 19 Sept 2026 — in the upper half.

Market cap
$10.6B
Ticker Nerd rank
59 / 100
Median analyst target
$15
Analysts covering
9
Revenue$3.4B+19.9% y/y
Operating income$630.0M
Net income$387.0M
Free cash flow−$597.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+0.3%
1M
+0.6%
YTD
+7.2%
1Y
+20.1%
From 52W high
−12.1%
From 52W low
+20.1%
$12
$17
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AES stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores The AES Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 19 Sept 2026
59 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
94
Momentum
85
Quality
85
Value
67
Accruals
47
Revisions
42
Issuance
36
Size
15
Volatility
14

Growth (94): Sales and profits are climbing, and climbing faster than before.

Volatility (14): The share price moves around a lot.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

AES stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AES, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$12$13$14$15$16Oct 25Jan 26Apr 26Jul 26AESHigh $15Median $15Low $15

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says9 analysts
0 Buy9 Hold0 Sell
Low $15Median $15High $15

The green dot is the last close — the median target sits +1.1% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
7 May 2026BarclaysMaintainsEqual-Weight$12 → $16
9 Apr 2026SusquehannaDowngradeNeutral$16 → $15
9 Apr 2026SusquehannaDowngradeNeutral—
26 Mar 2026Argus ResearchDowngradeHold—
6 Mar 2026Morgan StanleyDowngradeEqual-Weight—
3 Mar 2026MizuhoDowngradeNeutral—
27 Feb 2026Seaport GlobalUpgradeNeutral—
20 Feb 2026Morgan StanleyMaintainsOverweight—
4 Feb 2026BarclaysDowngradeEqual-Weight—
4 Feb 2026JefferiesMaintainsHold—
29 Jan 2026JP MorganMaintainsOverweight—
21 Jan 2026SusquehannaMaintainsPositive—
5 Dec 2025Argus ResearchUpgradeBuy—
18 Nov 2025JefferiesUpgradeHold—
6 Nov 2025MizuhoMaintainsOutperform—
22 Oct 2025Morgan StanleyMaintainsOverweight—
21 Oct 2025BarclaysMaintainsOverweight—
13 Oct 2025SusquehannaMaintainsPositive—
7 Oct 2025Evercore ISI GroupInitiatesIn-Line—
22 July 2025BarclaysMaintainsOverweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AES appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

AES vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 18 Sept 2026, The AES Corp. returned +20.1% against +16.3% for the S&P 500, dividends included.

AES vs S&P 500, last 12 monthsTotal return, rebased to 100
100110120130Oct 25Jan 26Apr 26Jul 26AESS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

AES analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
0
Analysts cutting
0
Fundamentals

The AES Corp. (AES) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
5.6×

Cheaper than 65% of US stocks

Price / sales
0.8×

Cheaper than 73% of US stocks

Price / book
2.1×

Cheaper than 43% of US stocks

EV / EBITDA
12.2×

Cheaper than 30% of US stocks

Growth & margins
Revenue growth (YoY)
19.9%

Higher than 69% of US stocks

Earnings growth (YoY)
19.9%

Higher than 58% of US stocks

Gross margin
20.2%

Higher than 21% of US stocks

Operating margin
18.7%

Higher than 77% of US stocks

Net margin
14.3%

Higher than 77% of US stocks

Returns & dividend
Return on equity
9.6%

Higher than 62% of US stocks

Return on assets
3.0%

Higher than 65% of US stocks

Dividend yield
4.7%

Higher than 81% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

The AES Corp. (AES) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • The AES Corp. has a market value of $10.6B and an enterprise value of $49.6B.

  • Revenue in the twelve months to 30 June 2026: $13.1B. The latest quarter grew 19.9% year on year.

  • Net income over the same four quarters: $1.0B, a 8.0% net margin.

  • Free cash flow in the twelve months to 30 June 2026: −$1.7B, after $6.8B of capital spending.

  • The AES Corp. spent $502.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 713.2M.

  • Trailing P/E: 5.6×; forward P/E: 6.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 4.74%, paying out 26% of earnings.

  • The AES Corp. employs 8,336 people — $1.6M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 18 Sept 2026

Data provided by Twelve Data

Peers

AES vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelUtilities - Diversified
CompanyMarket capTKN rank
AESThe AES Corp.$10.6B
59
AVAAvista Corp.$2.9B
54
SRESempra$53.2B
35
UTLUNITIL Corp.$946.8M
84
ENLTEnlight Renewable Energy Ltd.*$10.4B
17
PNWPinnacle West Capital Corp.*$11.4B
32
WTRGEssential Utilities, Inc.*$11.6B
28

* Nearest Utilities names by size — few utilities - diversified companies of this scale trade in the US universe.

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own The AES Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest AES news & analysis

Wall Street's Most Accurate Analysts Weigh In On 3 Utilities Stocks Delivering High-Dividend Yields

Benzinga · 15 Sept 2026neutral

The article reports that Wall Street's most accurate analysts are weighing in on three utility stocks delivering high-dividend yields. It notes that during market turbulence, many investors turn to dividend-yielding stocks, which are typically companies with high free cash flows that reward shareholders with high dividend payouts.

Why it matters — AES watchers would care because the company is positioned within the utility sector being highlighted for high-dividend yields favored by investors during market uncertainty.

Why Is AES (AES) Up 0.7% Since Last Earnings Report?

Zacks Investment Research · 3 Sept 2026neutral

AES (AES) reported earnings 30 days ago, and its stock has since risen 0.7%. The article examines what may be next for the company after that earnings report.

Why it matters — AES watchers would care because the piece evaluates the stock's recent performance following its last earnings report and looks ahead to what may come next.

Wall Street's Most Accurate Analysts Spotlight On 3 Utilities Stocks Delivering High-Dividend Yields

Benzinga · 4 Aug 2026neutral

Benzinga published a piece noting that during market turbulence and uncertainty, many investors turn to dividend-yielding stocks, often companies with high free cash flows that reward shareholders with high dividend payouts. The article spotlights three utilities stocks delivering high-dividend yields, as selected by Wall Street's most accurate analysts.

Why it matters — The article highlights utilities stocks as high-dividend-yield investments during uncertain markets, a category in which AES investors may take interest, though AES is not specifically mentioned.

Opponents Of The AES Deal Are Fighting The Wrong Battle

Forbes · 2 Aug 2026positive

The Private Equity Stakeholder Project, joined by Public Citizen and Citizens Action Coalition Indiana, petitioned the Federal Energy Regulatory Commission (Docket EC26-99) to block AES Corporation's $33.4 billion acquisition by Global Infrastructure Partners and EQT, or to force owner BlackRock to divest utility holdings as a condition of approval. The Forbes article characterizes this as a familiar stop-the-deal campaign fighting the wrong battle.

Why it matters — AES watchers would care because regulatory opposition to the pending $33.4 billion acquisition could affect the deal's outcome and AES's future ownership structure.

FAQ

Frequently asked questions about AES stock

What is the AES stock price forecast for 2026-2027?

The 9 Wall Street analysts covering The AES Corp. have a median 12-month price target of $15, with estimates ranging from $15 to $15. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AES stock a buy right now?

Of the 9 analysts covering The AES Corp., 0 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks The AES Corp. 59 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AES?

As at 19 Sept 2026, The AES Corp. ranks 59 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (94 of 100).

Will AES stock go up?

No one can know that. What the data says: the median 12-month target from 9 analysts implies +1.1% from the last close, and Ticker Nerd's factor model ranks The AES Corp. 59 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AES stock forecast for 2030?

No analyst covering The AES Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AES are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $15 to $15 over the next 12 months.

How has AES stock performed over the past year?

The AES Corp. returned +20.1% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does The AES Corp. do?

The AES Corporation is a global energy company that develops, owns, and operates power generation and utility assets. AES serves residential, commercial, industrial, and governmental customers through a mix of regulated utilities, wholesale electricity businesses, and generation facilities.

What is the latest news on AES?

The most recent item we track (Benzinga, 15 Sept 2026): "Wall Street's Most Accurate Analysts Weigh In On 3 Utilities Stocks Delivering High-Dividend Yields". The article reports that Wall Street's most accurate analysts are weighing in on three utility stocks delivering high-dividend yields. It notes that during market turbulence, many investors turn to dividend-yielding stocks, which are typically companies with high free cash flows that reward shareholders with high dividend payouts.

Company

About The AES Corp.

The AES Corporation is a global energy company that develops, owns, and operates power generation and utility assets. AES serves residential, commercial, industrial, and governmental customers through a mix of regulated utilities, wholesale electricity businesses, and generation facilities. Its current operations span renewable energy, including solar, wind, hydro, and energy storage, alongside conventional thermal generation and LNG infrastructure. The company also invests in newer energy technologies that support grid modernization, digital energy services, and cleaner power delivery. AES is active in multiple regions across the Americas and other international markets, making it a diversified participant in the electric power sector. Headquartered in Arlington, Virginia, and founded in 1981, The AES Corporation focuses on producing, transmitting, and distributing electricity as part of the global transition toward more flexible and lower-carbon energy systems.

CEO Mr. Andres Ricardo Gluski Weilert Ph.D. · 8,336 employees · United States · https://www.aes.com