AES
Q3 2026 EPS Estimate
$0.54
Jul 30, 2026 · Reports after close
Revenue Estimate
$3.09B
FY2026E EPS$2.32
FY2027E EPS$2.45

Analyst Sentiment

Wall St. Consensus
Hold
20 analysts·High coverage
61
Score
9 Buy (45%)11 Hold (55%)0 Sell (0%)
Rating Breakdown
Strong Buy
00%
Buy
945%
Hold
1155%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$16.00
+9.1%
Consensus
$16.00
+9.1%
Bull
$23.00
+56.8%
12-Month Target Range20 analysts
$16.00$16.00$23.00
Current $14.67Consensus
Current Price
$14.67
Upside to Consensus
$1.33

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+5.34%
EPS+5.62%
FY2028
Rev+3.04%
EPS+5.20%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028E
Revenue Avg$12.82B$13.51B$13.92B
Low$12.09B$12.23B$13.88B
High$13.65B$14.57B$13.95B
EBITDA Avg$5.55B$5.85B$6.03B
Low$5.24B$5.30B$6.01B
High$5.91B$6.31B$6.04B
EBIT Avg$3.81B$4.01B$4.13B
Low$3.59B$3.63B$4.12B
High$4.05B$4.32B$4.14B
Net Income Avg$1.61B$1.72B$1.80B
Low$1.47B$1.55B$1.66B
High$1.75B$1.86B$2.02B
EPS Avg$2.32$2.45$2.58
Low$2.07$2.18$2.33
High$2.45$2.61$2.84
Analysts (Rev / EPS)2 / 25 / 65 / 3
Quarterly
MetricQ2 2026Q3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028
Revenue Avg$3.09B$3.43B$3.15B$3.18B$3.18B$3.18B$3.18B$3.18B
Low$3.09B$3.43B$3.15B$3.18B$3.18B$3.18B$3.18B$3.18B
High$3.09B$3.43B$3.15B$3.18B$3.18B$3.18B$3.18B$3.18B
EBITDA Avg$1.34B$1.48B$1.36B$1.38B$1.38B$1.38B$1.38B$1.38B
Low$1.34B$1.48B$1.36B$1.38B$1.38B$1.38B$1.38B$1.38B
High$1.34B$1.48B$1.36B$1.38B$1.38B$1.38B$1.38B$1.38B
EBIT Avg$916M$1.02B$934M$944M$944M$944M$944M$944M
Low$916M$1.02B$934M$944M$944M$944M$944M$944M
High$916M$1.02B$934M$944M$944M$944M$944M$944M
Net Income Avg$386M$493M$486M$202M$381M$560M$605M$206M
Low$386M$493M$486M$202M$381M$560M$605M$206M
High$386M$493M$486M$202M$381M$560M$605M$206M
EPS Avg$0.54$0.69$0.68$0.28$0.53$0.78$0.85$0.29
Low$0.54$0.69$0.68$0.28$0.53$0.78$0.85$0.29
High$0.54$0.69$0.68$0.28$0.53$0.78$0.85$0.29
Analysts (Rev / EPS)1 / 11 / 11 / 11 / 11 / 11 / 11 / 11 / 1

Earnings Surprises

Recent Analyst Actions

Feb 20, 2026HSBC
AES Corp. downgraded to Hold from Buy at HSBC
Target:$16.00
-3.1%from $16.51
Feb 20, 2026Morgan Stanley
AES Corp. price target lowered to $23 from $24 at Morgan Stanley
Target:$23.00
+40.6%from $16.36
Feb 3, 2026Jefferies
AES Corp. price target raised to $16 from $13 at Jefferies
Target:$16.00
+1.6%from $15.74
Dec 5, 2025Argus Research
AES Corp. upgraded to Buy at Argus on more sustainable earnings growth
Target:$18.00
+29.2%from $13.93
Oct 22, 2025Morgan Stanley
AES Corp. price target raised to $24 from $23 at Morgan Stanley
Target:$24.00
+68.9%from $14.21
Oct 21, 2025Barclays
AES Corp. price target raised to $15 from $14 at Barclays
Target:$15.00
+4.2%from $14.40
Oct 13, 2025Susquehanna
AES Corp. price target raised to $17 from $16 at Susquehanna
Target:$17.00
+20.8%from $14.07
Oct 6, 2025Evercore ISI
AES Corp. initiated with an In Line at Evercore ISI
Target:$15.00
+5.1%from $14.27
Mar 5, 2025Susquehanna
AES Corp. price target lowered to $15 from $16 at Susquehanna
Target:$15.00
+36.9%from $10.96
Mar 4, 2025Mizuho Securities
AES Corp. price target lowered to $15 from $16 at Mizuho
Target:$15.00
+38.6%from $10.82
Mar 3, 2025Seaport Global
AES Corp. downgraded to Sell from Neutral at Seaport Research
Target:$7.00
-37.4%from $11.19
Sep 18, 2024Evercore ISI
Evercore ISI Reiterates Outperform Rating on AES Corp. (AES)
Target:$23.00
+19.5%from $19.24
Sep 11, 2024Jefferies
Jefferies Starts AES Corp. (AES) at Buy
Target:$20.00
+12.0%from $17.86
May 31, 2024Argus Research
AES Corp. (AES) PT Lowered to $28 at Argus
Target:$28.00
+28.6%from $21.77
May 17, 2024Mizuho Securities
AES Corp. (AES) PT Raised to $24 at Mizuho
Target:$24.00
+13.2%from $21.21
Aug 2, 2023UBS
These 3 Utilities Stocks Delivering High-Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
Target:$26.00
+23.6%from $21.04
Aug 2, 2023RBC Capital
These 3 Utilities Stocks Delivering High-Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
Target:$32.00
+53.3%from $20.88
Nov 29, 2022UBS
UBS Maintains Buy on AES, Raises Price Target to $33
Target:$33.00
+17.7%from $28.04
Aug 18, 2022Morgan Stanley
Morgan Stanley Maintains Overweight on AES, Raises Price Target to $32
Target:$32.00
+26.2%from $25.36
Jul 21, 2022Morgan Stanley
Morgan Stanley Maintains Overweight on AES, Raises Price Target to $29.5
Target:$29.50
+47.6%from $19.98
Jun 29, 2022UBS
AES Corporation (AES) Stock: $25 Target And Buy Rating
Target:$25.00
+22.7%from $20.37
Jun 23, 2022Morgan Stanley
Morgan Stanley Maintains Overweight on AES, Lowers Price Target to $28.5
Target:$28.50
+40.7%from $20.25
Jun 13, 2022Morgan Stanley
Morgan Stanley Maintains Overweight on AES, Lowers Price Target to $29
Target:$29.00
+45.1%from $19.99
Apr 26, 2022Credit Suisse
Credit Suisse Initiates Coverage On AES with Neutral Rating, Announces Price Target of $25
Target:$25.00
+13.2%from $22.08
Apr 20, 2022Morgan Stanley
Morgan Stanley Maintains Overweight on AES, Raises Price Target to $32.5
Target:$32.50
+30.4%from $24.92
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.