AES AES Corporation Loading... : Bullish and Bearish Analyst Opinions
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07:30
Jul 15
Jul 15
BlackRock, through its infrastructure platform, is acquiring AES, signaling a major bet on utility-scale energy and grid infrastructure, which may affect AES's capital structure and operations.
HIGH
23:44
Jul 01
Jul 01
AES is a great speculative turnaround stock.
AES is a great speculative stock that could turn positive and make money in two years, making it a buy on its recent break.
MED
13:02
Jun 03
Jun 03
AES benefits from AI energy demand
EQT announced the take-private of AES, a large U.S. energy company, as part of its AI infrastructure investment push. This signals that AES is a key energy asset needed to power AI data centers. EQT is investing more in energy assets to support AI infrastructure.
MED
21:26
Mar 02
Mar 02
BlackRock/GIP agreeing to buy AES for $15/share ($10.7B cash). Stock fell ~18% to match the deal price (below Friday's close). The stock has adjusted to the acquisition price. The arbitrage gap is likely closed or minimal. The drop occurred because the market had speculated a higher price before the official announcement. NEUTRAL. The trade is effectively over unless you are playing a competing bid (unlikely given BlackRock's size). Deal falls through (regulatory), sending stock lower.
12:25
Mar 02
Mar 02
Sold AES position to derisk portfolio.
Author discloses selling their AES position last week to derisk the portfolio ahead of a cheap BlackRock deal.
HIGH
00:39
Feb 25
Feb 25
Long $AES — rare combination of long-term company inflection (data center buildout demand) plus.
HIGH
00:16
Feb 25
Feb 25
Long $AES — data center x energy pure play; currently priced like a safe-utility-dividend.
HIGH
19:53
Feb 24
Feb 24
AES to re-rate on data center power demand
Buy AES as a data-center-affiliated power company poised to re-rate higher; speaker sees energy as the primary trade theme driven by surging data center power demand.
MED
17:46
Feb 16
Feb 16
AES long on BlackRock-backed data center power
Long AES as a long-term beneficiary of AI-driven power demand growth, with BlackRock's energy/gas involvement providing institutional backing and positioning the utility to outperform peers in the data center power buildout.
MED
19:33
Feb 10
Feb 10
AES dark pool premium signals BlackRock M&A soon
Buy AES ahead of a potential BlackRock M&A announcement; unusual dark pool activity printing at a premium on a broad down day signals informed positioning and near-term catalyst.
MED
15:48
Feb 03
Feb 03
Notes potential BlackRock acquisition around $18
Notes potential acquisition by BlackRock at an estimated $18 valuation, highlighting strong fundamentals.
MED
04:48
Feb 03
Feb 03
AES long: BlackRock M&A catalyst confirmed
Buy AES calls; a BlackRock M&A catalyst materialized within one month of entry, and the author maintains the position pending announced merger valuation, underpinned by a broader thesis that energy trades near NAV book value with strong dividends and multiple catalysts.
HIGH
19:30
Jan 25
Jan 25
AES long on data center, winter grid demand
Buy AES as underperforming US grid infrastructure and rising data center power demand, compounded by winter load stress, position the company as a beneficiary of both structural energy demand growth and near-term seasonal catalysts.
MED
00:02
Jan 13
Jan 13
AES: data center contracts plus M&A catalyst
Buy AES as it holds pre-existing data center contracts positioning it as a primary beneficiary of the energy/AI infrastructure buildout, and its high debt burden in a high-rate environment makes it a compelling M&A target for a larger infrastructure partner.
MED
21:49
Jan 11
Jan 11
Author backs AES as 2026 energy bet
Author names AES as a personal energy sector bet for 2026; no specific catalyst given beyond sector conviction and forward positioning intent.
MED
19:01
Jan 02
Jan 02
AES calls cheap; AI energy demand catalyst
Buy AES calls — speaker has entered a position citing AI/data center energy demand as a structural 2026 catalyst, a technical breakout from long consolidation, strong fundamentals with dividend support, and unusually cheap implied volatility making options attractive.
HIGH
About AES Analyst Coverage
Buzzberg tracks AES (AES Corporation) across 5 sources. 12 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (75%). 16 total trade ideas tracked. Latest voices: Martin S. Small, Jim Cramer, Jean Eric Salata.