AES

The AES Corporation (AES) | Rumor.io

The AES

AES

Attention (50-day avg)0%

Attention rank (50-day avg)#2,998

Bullish sentiment (50-day avg)100%

Price to earnings ratio5.57

Market capitalization10.6B

Earnings per share2.67

Dividend yield (TTM)4.74%

Revenue (annual)12.2B

Net income (annual)162M

Social

What share of all stock conversation is about AES?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0% new	0% +0	0% 0

Mar 23

The AES Corporation is partnering with Nvidia and Emerald AI to develop "flexible" AI data centers that can adjust power consumption based on grid conditions.
The partnership aims to create data centers that can actively participate in grid stability through flexible load, faster interconnection, and behind-the-meter generation.
This development is seen as a significant shift in the energy theme, focusing on flexibility rather than supply, and is considered a bullish signal for energy orchestration.

Generated by AI

Sentiment

Of the messages about AES that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% 0	84.97% -2.7
Bearish	—	—	0% 0	15.03% +2.7

Bullish· Mar 2

The acquisition of AES by a consortium led by Global Infrastructure Partners and EQT for $10.7B in cash represents a 35.5% premium to the unaffected price.
AES's FY 2025 numbers show a highly cash-generative business that does not justify selling the equity at $15 per share, implying a potential increase in value.
If shareholders hold onto their AES shares until the buyout, they can earn between 8-10% including dividends, with the potential for higher returns if the lawsuits from big investors push the price closer to $20 per share.

Bearish· Mar 2

The acquisition of AES by a consortium led by BlackRock's Global Infrastructure Partners and EQT for $15.00 per share represents a 17% plunge in stock value.
The deal is seen as a low-ball offer, with some investors expecting a price of at least $20 per share, and the management being accused of misvaluing the company and prioritizing the interests of debt holders and insiders.
The acquisition has been met with widespread criticism and disappointment from shareholders, with many calling for a lawsuit and a rejection of the merger proposal, citing a lack of transparency and fiduciary responsibility from the Board of Directors.

Generated by AI

Topics

Of the messages about AES that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	100%	100%	63.94%
Technical Analysis	0%	0%	0%	4.42%
Macro	0%	0%	0%	18.96%
Controversies	0%	0%	0%	0.96%
Analysts	0%	0%	0%	8.38%
Earnings	0%	0%	0%	3.34%

Earnings· Feb 27

AES Corporation reports Q4 mixed earnings with adjusted EPS of $0.49, beating estimates of $0.46, and revenue of $3.06B, beating estimates of $2.99B.
The company initiates FY 2023 guidance for adjusted EPS of $1.65-$1.75 and reaffirms its 7% to 9% annualized growth rate target through 2025.
AES updates FY 2023 guidance to $1.65-$1.75 EPS, targeting signing 14-17 GW of new long-term renewables PPAs through 2025 and maintaining a 7% to 9% annualized growth rate target through 2025.

Announcements· Mar 23

AES is collaborating with major energy players, including Constellation, Invenergy, NextEra Energy, and Vistra, on "flexible" AI data centers that can adjust power consumption based on grid conditions.
These data centers will participate in grid stability by actively managing their electricity consumption, rather than simply consuming it.
The collaboration between NVIDIA, Emerald AI, and AES marks a shift in the energy theme, prioritizing flexibility over supply, and highlights the growing importance of AI in grid stability.

Controversies· Apr 12

AES-128 encryption method used in a product raises security concerns, impacting stock price.
AES Corporation's stock experiences significant decline, down 80% by Monday.
No further information provided on why AES-128 was chosen over AES-256.

Macro· Mar 23

AES is collaborating with companies like Nvidia and Emerald AI on AI data centers that can adjust power consumption based on grid conditions.
The focus is shifting towards behind-the-meter generation for data centers, which changes the energy theme.
This development could impact the power demand narrative, as AI data centers become more flexible and efficient.

Generated by AI

Community

Of the messages about AES, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	6.45%	9.09%	13.74%
Newcomers	0%	93.55%	90.91%	86.26%

Regulars· Mar 2

The AES Corporation has been involved in a deal where a consortium led by Global Infrastructure Partners and EQT will acquire the company for $15.00 per share in cash, valuing the equity at $10.7B and the enterprise value at ~$33.4B including assumed debt.
This offer represents a 40.3% premium to the 30-day VWAP prior to July 8, 2025, and has been met with criticism from some shareholders who believe it is a misvaluation of the company.
The acquisition is an all-cash deal, and the offer has been made after a period of significant decline in the company's stock price, with some investors expressing disappointment at the price.

Newcomers· Mar 3

The focus of these newcomers is on the current dividend yield of AES stock and its sustainability, with some questioning whether it's a trap or a good investment opportunity.
There is concern about the recent decline in net income and earnings compression, which may signal high volatility and significant earnings changes in the future.
The merger agreement between AES Corporation and a buyer at $15.00 per share is seen as a major development, with some analyzing the valuation and potential implications for the company's status as a private entity.

Generated by AI

News

US lawmakers, including Sen. Warren, push regulators to block $33B AES buyout: Reuters (AES:NYSE)

4h agoSeeking Alpha

EXCLUSIVE: US lawmakers including Sen. Warren push energy regulators to reject acquisition of power company AES

18h agoReuters

How Is AES Corporation's Stock Performance Compared to Other Utility Stocks

AES Corporation has rallied other utility stocks, yet analysts remain skeptical about the stock’s outlook.

8d agoYahoo Finance

AES Corp. wins Ohio approval for sale to Global Infrastructure Partners consortia

11d agoSeeking Alpha

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

AES (AES) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

26d agoYahoo Finance

AES Gains CFIUS Approval for Pending Horizon Merger

Detailed price information for The Aes Corp (AES-N) from The Globe and Mail including charting and trades.

1mo agoThe Globe and Mail

Also Discussed

Investors talking about AES also mention

#	Name	Attention
1	Edison InternationalEIX	0.03%+0.02
2	NextEra Energy Inc.NEE	0%0
3	American Electric Power Company, Inc.AEP	0%+0
4	CenterPoint Energy IncCNP	0%0
5	CMS Energy Corporation Common StockCMS	0%0
6	DTE Energy CompanyDTE	0%new
7	Ameren CorporationAEE	0%new
8	Duke Energy CorporationDUK	0%0
9	PPL CorporationPPL	0%new
10	Alliant Energy CorporationLNT	0%0

The AES Corporation

Utilities
Utilities - Diversified

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.

Website

Location

4300 Wilson Boulevard

Arlington, VA, 22203

United States

Social

What share of all stock conversation is about AES?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0% new	0% +0	0% 0

Mar 23

The AES Corporation is partnering with Nvidia and Emerald AI to develop "flexible" AI data centers that can adjust power consumption based on grid conditions.
The partnership aims to create data centers that can actively participate in grid stability through flexible load, faster interconnection, and behind-the-meter generation.
This development is seen as a significant shift in the energy theme, focusing on flexibility rather than supply, and is considered a bullish signal for energy orchestration.

Generated by AI

Sentiment

Of the messages about AES that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% 0	84.97% -2.7
Bearish	—	—	0% 0	15.03% +2.7

Bullish· Mar 2

The acquisition of AES by a consortium led by Global Infrastructure Partners and EQT for $10.7B in cash represents a 35.5% premium to the unaffected price.
AES's FY 2025 numbers show a highly cash-generative business that does not justify selling the equity at $15 per share, implying a potential increase in value.
If shareholders hold onto their AES shares until the buyout, they can earn between 8-10% including dividends, with the potential for higher returns if the lawsuits from big investors push the price closer to $20 per share.

Bearish· Mar 2

The acquisition of AES by a consortium led by BlackRock's Global Infrastructure Partners and EQT for $15.00 per share represents a 17% plunge in stock value.
The deal is seen as a low-ball offer, with some investors expecting a price of at least $20 per share, and the management being accused of misvaluing the company and prioritizing the interests of debt holders and insiders.
The acquisition has been met with widespread criticism and disappointment from shareholders, with many calling for a lawsuit and a rejection of the merger proposal, citing a lack of transparency and fiduciary responsibility from the Board of Directors.

Generated by AI

Topics

Of the messages about AES that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	100%	100%	63.94%
Technical Analysis	0%	0%	0%	4.42%
Macro	0%	0%	0%	18.96%
Controversies	0%	0%	0%	0.96%
Analysts	0%	0%	0%	8.38%
Earnings	0%	0%	0%	3.34%

Earnings· Feb 27

AES Corporation reports Q4 mixed earnings with adjusted EPS of $0.49, beating estimates of $0.46, and revenue of $3.06B, beating estimates of $2.99B.
The company initiates FY 2023 guidance for adjusted EPS of $1.65-$1.75 and reaffirms its 7% to 9% annualized growth rate target through 2025.
AES updates FY 2023 guidance to $1.65-$1.75 EPS, targeting signing 14-17 GW of new long-term renewables PPAs through 2025 and maintaining a 7% to 9% annualized growth rate target through 2025.

Announcements· Mar 23

AES is collaborating with major energy players, including Constellation, Invenergy, NextEra Energy, and Vistra, on "flexible" AI data centers that can adjust power consumption based on grid conditions.
These data centers will participate in grid stability by actively managing their electricity consumption, rather than simply consuming it.
The collaboration between NVIDIA, Emerald AI, and AES marks a shift in the energy theme, prioritizing flexibility over supply, and highlights the growing importance of AI in grid stability.

Controversies· Apr 12

AES-128 encryption method used in a product raises security concerns, impacting stock price.
AES Corporation's stock experiences significant decline, down 80% by Monday.
No further information provided on why AES-128 was chosen over AES-256.

Macro· Mar 23

AES is collaborating with companies like Nvidia and Emerald AI on AI data centers that can adjust power consumption based on grid conditions.
The focus is shifting towards behind-the-meter generation for data centers, which changes the energy theme.
This development could impact the power demand narrative, as AI data centers become more flexible and efficient.

Generated by AI

Community

Of the messages about AES, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	6.45%	9.09%	13.74%
Newcomers	0%	93.55%	90.91%	86.26%

Regulars· Mar 2

The AES Corporation has been involved in a deal where a consortium led by Global Infrastructure Partners and EQT will acquire the company for $15.00 per share in cash, valuing the equity at $10.7B and the enterprise value at ~$33.4B including assumed debt.
This offer represents a 40.3% premium to the 30-day VWAP prior to July 8, 2025, and has been met with criticism from some shareholders who believe it is a misvaluation of the company.
The acquisition is an all-cash deal, and the offer has been made after a period of significant decline in the company's stock price, with some investors expressing disappointment at the price.

Newcomers· Mar 3

The focus of these newcomers is on the current dividend yield of AES stock and its sustainability, with some questioning whether it's a trap or a good investment opportunity.
There is concern about the recent decline in net income and earnings compression, which may signal high volatility and significant earnings changes in the future.
The merger agreement between AES Corporation and a buyer at $15.00 per share is seen as a major development, with some analyzing the valuation and potential implications for the company's status as a private entity.

Generated by AI

The AES

Social

Mar 23

Bullish· Mar 2

Bearish· Mar 2

Earnings· Feb 27

Announcements· Mar 23

Controversies· Apr 12

Macro· Mar 23

Regulars· Mar 2

Newcomers· Mar 3

US lawmakers, including Sen. Warren, push regulators to block $33B AES buyout: Reuters (AES:NYSE)

EXCLUSIVE: US lawmakers including Sen. Warren push energy regulators to reject acquisition of power company AES

How Is AES Corporation's Stock Performance Compared to Other Utility Stocks

AES Corp. wins Ohio approval for sale to Global Infrastructure Partners consortia

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

AES Gains CFIUS Approval for Pending Horizon Merger

Also Discussed

The AES Corporation

Company Information

Location

US lawmakers, including Sen. Warren, push regulators to block $33B AES buyout: Reuters (AES:NYSE)

EXCLUSIVE: US lawmakers including Sen. Warren push energy regulators to reject acquisition of power company AES

How Is AES Corporation's Stock Performance Compared to Other Utility Stocks

AES Corp. wins Ohio approval for sale to Global Infrastructure Partners consortia

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

AES Gains CFIUS Approval for Pending Horizon Merger

Also Discussed

Social

Mar 23

Bullish· Mar 2

Bearish· Mar 2

Earnings· Feb 27

Announcements· Mar 23

Controversies· Apr 12

Macro· Mar 23

Regulars· Mar 2

Newcomers· Mar 3