AES CORP (AES) Forecast, Price Target & Analyst Ratings

NYSE:AES • US00130H1059

Current stock price

14.18 USD
-0.02 (-0.14%)
At close:
14.1826 USD
+0 (+0.02%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for AES CORP (AES).

Forecast Snapshot

Consensus Price Target

Price Target
$15.75
+ 11.05% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Mar 31, 2026
Period
Q1 / 2026
EPS Estimate
$0.45
Revenue Estimate
3.118B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
73.68%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$15.75
Upside
+ 11.05%
From current price of $14.18 to mean target of $15.75, Based on 19 analyst forecasts
Low
$8.59
Median
$16.32
High
$24.15

Price Target Revisions

1 Month
1.80%
3 Months
0.78%

Price Target Summary

19 Wall Street analysts provided a forecast for the next 12 months for AES. The average price target is 15.75 USD. This implies a price increase of 11.05% is expected in the next year compared to the current price of 14.18.
The average price target has been revised upward by 0.78% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

AES Current Analyst RatingAES Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8

Analyst Ratings History

AES Historical Analyst RatingsAES Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15

Analyst Ratings Consensus

ChartMill Buy Consensus
73.68%
AES was analyzed by 19 analysts. The buy percentage consensus is at 74. So analysts seem to be have mildly positive about AES.
In the previous month the buy percentage consensus was at a similar level.
AES was analyzed by 19 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-06Morgan StanleyDowngrade Overweight -> Equal-Weight
2026-02-04BarclaysDowngrade Overweight -> Equal-Weight
2026-02-04JefferiesMaintains Hold -> Hold
2025-12-05Argus ResearchUpgrade Hold -> Buy
2025-11-18JefferiesUpgrade Underperform -> Hold
2025-11-06MizuhoMaintains Outperform -> Outperform
2025-10-22Morgan StanleyMaintains Overweight -> Overweight
2025-10-21BarclaysMaintains Overweight -> Overweight
2025-10-13SusquehannaMaintains Positive -> Positive
2025-10-07Evercore ISI GroupInitiate In-Line
2025-07-22BarclaysMaintains Overweight -> Overweight
2025-07-22JP MorganMaintains Overweight -> Overweight
2025-07-21SusquehannaMaintains Positive -> Positive
2025-05-27Argus ResearchDowngrade Buy -> Hold
2025-05-20JefferiesDowngrade Hold -> Underperform
2025-04-24JP MorganMaintains Overweight -> Overweight
2025-04-10JefferiesDowngrade Buy -> Hold
2025-03-05SusquehannaMaintains Positive -> Positive
2025-03-04MizuhoMaintains Outperform -> Outperform
2025-03-04B of A SecuritiesUpgrade Underperform -> Neutral
2025-03-03Seaport GlobalDowngrade Neutral -> Sell
2025-01-27BarclaysMaintains Overweight -> Overweight
2024-12-13BarclaysMaintains Overweight -> Overweight
2024-12-13HSBCInitiate Buy
2024-11-21MizuhoMaintains Outperform -> Outperform

Next Earnings Forecast Details

Next Earnings Details

Release Date
Mar 31, 2026
Period
Q1 / 2026
EPS Estimate
$0.45
Revenue Estimate
3.118B
Revenue Q2Q
6.56%
EPS Q2Q
67.02%
Number of Analysts
6

Next Earnings Revisions

Revenue (1 Month)
1.07%
Revenue (3 Months)
1.07%
EPS (1 Month)
-4.76%
EPS (3 Months)
-4.76%

Next Earnings Summary

AES is expected to report earnings on 3/31/2026. The consensus EPS estimate for the next earnings is 0.45 USD and the consensus revenue estimate is 3.12B USD.
The next earnings revenue estimate has been revised upward by 1.07% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
AES revenue by date.AES revenue by date.
12.668B
0.40%		12.278B
-3.08%		12.233B
-0.37%		12.945B
5.82%		13.513B
4.39%		11.598B
-14.17%		19.601B
69.00%		12.903B
-34.17%
EBITDA
YoY % growth
AES ebitda by date.AES ebitda by date.
3.409B
-0.15%		3.316B
-2.73%		3.384B
2.05%		3.571B
5.53%		3.928B
10.00%		4.065B
3.49%		3.882B
-4.50%		N/A
EBIT
YoY % growth
AES ebit by date.AES ebit by date.
2.281B
-3.39%		2.052B
-10.04%		1.927B
-6.09%		2.309B
19.82%		2.504B
8.45%		3.887B
55.23%		3.909B
0.57%		4.448B
13.79%
Operating Margin
AES operating margin by date.AES operating margin by date.
18.01%16.71%15.75%17.84%18.53%33.51%19.94%34.47%
EPS
YoY % growth
AES eps by date.AES eps by date.
1.76
5.39%		2.13
21.02%		N/A
2.32%		2.35
7.67%		2.39
1.93%		2.56
6.83%		2.81
9.88%		3.68
30.94%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26
EPS
Q2Q % growth		0.45
67.02%		0.61
19.50%		0.71
-5.60%		0.60
-1.00%
Revenue
Q2Q % growth		3.118B
6.56%		3.046B
6.69%		3.326B
-0.75%		3.16B
1.90%
EBITDA
Q2Q % growth		669.14M
-6.54%		760.69M
-29.95%		793.85M
-54.84%		817.09M
-57.29%
EBIT
Q2Q % growth		459.9M
21.35%		580.63M
46.99%		616.08M
-12.24%		532.27M
16.73%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

AES Yearly Revenue VS EstimatesAES Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5B 10B 15B
AES Yearly EPS VS EstimatesAES Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1 2 3

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
3.94%
EPS Next 5 Year
5.68%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
1.88%
Revenue Next 5 Year
8.94%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
25.09%
EBIT Next 5 Year
16.92%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

AES CORP / AES Forecast FAQ

What is the price target for AES stock?

19 analysts have analysed AES and the average price target is 15.75 USD. This implies a price increase of 11.05% is expected in the next year compared to the current price of 14.18.

What is the next earnings date for AES stock?

AES CORP (AES) will report earnings on 2026-03-31.

What are the consensus estimates for AES stock next earnings?

The consensus EPS estimate for the next earnings of AES CORP (AES) is 0.45 USD and the consensus revenue estimate is 3.12B USD.

Can you provide the expected long term growth rate for AES CORP stock?

The expected long term growth rate for AES CORP (AES) is 1.88%.