AES Corporation Set to Announce Q4 Earnings on February 27
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy AES?
Source: seekingalpha
- Earnings Announcement: AES Corporation is scheduled to release its Q4 earnings on February 27 before market open, with consensus EPS estimate at $0.61, reflecting a 13.0% year-over-year increase, which could positively influence the stock price.
- Revenue Expectations: The anticipated revenue for Q4 stands at $3.06 billion, marking a 3.4% year-over-year growth; although the revenue growth appears modest, it indicates the company's stability in the market.
- Historical Performance Review: Over the past two years, AES has beaten EPS estimates 50% of the time and revenue estimates 25% of the time, showcasing some volatility in profitability that investors should monitor moving forward.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and two downward revisions, while revenue estimates experienced no upward revisions and one downward revision, reflecting a cautious market sentiment regarding the company's future performance.
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Analyst Views on AES
Wall Street analysts forecast AES stock price to rise
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 16.370
Low
15.00
Averages
18.25
High
24.00
Current: 16.370
Low
15.00
Averages
18.25
High
24.00
About AES
The AES Corporation is an energy company. The Company operates in four segments: Renewables, Utilities, Energy Infrastructure, and New Energy Technologies. The Renewables segment include solar, wind, energy storage, and hydro generation facilities. The Utilities segment includes AES Indiana, AES Ohio, and AES El Salvador regulated utilities and their generation facilities. The Energy Infrastructure segment includes natural gas, liquefied natural gas (LNG), coal, pet coke, diesel, and oil generation facilities, and its businesses in Chile, which have a mix of generation sources, including renewables. The New Energy Technologies segment includes investments in Fluence, Uplight, Maximo and other initiatives. It has two lines of business: Generation, which owns and/or operates power plants to generate and sell power to customers and Utilities that own and/or operate utilities to generate or purchase, distribute, transmit and sell electricity to end-user customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AES Corporation Set to Announce Q4 Earnings on February 27
- Earnings Announcement: AES Corporation is scheduled to release its Q4 earnings on February 27 before market open, with consensus EPS estimate at $0.61, reflecting a 13.0% year-over-year increase, which could positively influence the stock price.
- Revenue Expectations: The anticipated revenue for Q4 stands at $3.06 billion, marking a 3.4% year-over-year growth; although the revenue growth appears modest, it indicates the company's stability in the market.
- Historical Performance Review: Over the past two years, AES has beaten EPS estimates 50% of the time and revenue estimates 25% of the time, showcasing some volatility in profitability that investors should monitor moving forward.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and two downward revisions, while revenue estimates experienced no upward revisions and one downward revision, reflecting a cautious market sentiment regarding the company's future performance.
See More
Major Earnings Reports Expected Thursday
- Earnings Release Companies: After the bell on Thursday, major companies including Block (XYZ), CoreWeave (CRWV), Rocket Lab (RKLB), and Dell Technologies (DELL) are set to report earnings, with market expectations potentially influencing their stock performance in the short term.
- Additional Earnings Forecast: In addition to the major players, over 80 other companies, including Main Street Capital Corporation (MAIN), are scheduled to release earnings, indicating broad market interest and potential investment opportunities across various sectors.
- Market Reaction Expectations: Investors are keenly focused on the outcomes of these earnings reports, particularly in the current economic climate, as corporate profitability and growth outlooks will directly impact market sentiment and investment decisions.
- Earnings Season Calendar: Seeking Alpha provides a comprehensive earnings season calendar, assisting investors in tracking upcoming earnings releases to make more informed investment choices.
See More
AES Corp. Signs 20-Year Clean Energy Deal with Google
- Clean Energy Agreement: AES's 20-year Power Purchase Agreements (PPAs) with Google further solidify its leadership in the U.S. clean energy market, as highlighted by BloombergNEF ranking AES as a top provider to corporate customers over the past five years, emphasizing its significance in the rapidly growing data center sector.
- Energy Supply Capacity: To date, AES has signed agreements for nearly 12 GW of energy with data center customers, with 9 GW being PPAs directly with hyperscalers, which not only enhances AES's infrastructure capabilities but also underscores its strong commitment to sustainable energy solutions.
- Strong Stock Performance: Over the past 12 months, AES's stock price has increased by 52.24%, currently trading at $16.32, which is 3.4% above its 20-day SMA and 12.9% above its 100-day SMA, indicating a strong bullish trend, with technical indicators like RSI and MACD suggesting further upside potential.
- Upcoming Earnings Report: AES is set to report earnings on February 26, 2026, with analysts anticipating an EPS of 61 cents (up year-over-year) and revenue of $3.23 billion (up year-over-year), alongside a P/E ratio of 10.7x, indicating a favorable valuation opportunity.
See More
AES Corp Signs 20-Year Power Agreement with Google
- Long-Term Power Agreement: AES Corp has signed a 20-year power purchase agreement with Google to develop energy generation projects near a new data center in Wilbarger County, Texas, which is expected to significantly enhance the company's competitiveness in the clean energy market.
- Infrastructure Development: The agreement includes securing land and interconnection agreements, with AES set to build shared electricity infrastructure that will ensure stable power supply for the data center, thereby enhancing Google's data processing capabilities.
- Asset Management: AES will own and operate the generation assets while providing retail, cost optimization, and energy management services under a long-term agreement, which will create a stable revenue stream and elevate its market position.
- Positive Market Reaction: In pre-market trading, Alphabet's stock rose by 0.21% to $312.34, while AES's stock increased by 0.98% to $16.43, reflecting market optimism regarding the partnership and its potential to drive future growth for both companies.
See More
Investors Turn to High-Yield Stocks Amid Market Uncertainty
- Investment Strategy in Turbulent Markets: During times of market turbulence and uncertainty, many investors are turning to high-dividend stocks, which typically have high free cash flows and reward shareholders with substantial dividends, thereby enhancing investor confidence and stability.
- High-Yield Stock Analysis: Analysts have rated three high-yield stocks in the utilities sector, including Edison International (EIX), AES Corp (AES), and Clearway Energy Inc (CWEN), which are favored for their stable cash flows and dividend payments, indicating their investment potential in uncertain market conditions.
- Importance of Dividend Payments: High-dividend stocks not only provide a stable income source for investors but also offer relative safety during market fluctuations, attracting investors seeking to preserve capital, especially as economic uncertainty increases.
- Analyst Accuracy: The ratings from the most accurate analysts on these high-yield stocks highlight their significance in the current economic environment, allowing investors to make more informed investment decisions, which could further enhance the market performance of these companies.
See More
Google and AES Sign 20-Year Power Agreements for Co-Located Generation
- Long-Term Partnership: AES and Google have signed a 20-year Power Purchase Agreement (PPA) to co-locate energy generation with a new data center in Wilbarger County, Texas, aimed at meeting the increasing demand for core services and strengthening their long-term partnership.
- Commitment to Clean Energy: The new facility will be directly connected to the data center, with AES responsible for building the necessary electricity infrastructure, ensuring that Google meets its energy reliability and affordability goals while promoting renewable energy use and enhancing its sustainability image.
- Market Leadership: According to BloombergNEF, AES has been ranked as a leading clean energy provider for U.S. corporations over the past five years, having signed nearly 12 GW of energy agreements with data center customers, of which 9 GW are PPAs directly with hyperscalers, showcasing its strong influence in the industry.
- Community Economic Development: This collaboration will not only create job opportunities for the local community but also support rural landowners, contributing to the economic development of the surrounding region and further solidifying AES's leadership and social responsibility within the community.
See More
AES Corporation Set to Announce Q4 Earnings on February 27
- Earnings Announcement: AES Corporation is scheduled to release its Q4 earnings on February 27 before market open, with consensus EPS estimate at $0.61, reflecting a 13.0% year-over-year increase, which could positively influence the stock price.
- Revenue Expectations: The anticipated revenue for Q4 stands at $3.06 billion, marking a 3.4% year-over-year growth; although the revenue growth appears modest, it indicates the company's stability in the market.
- Historical Performance Review: Over the past two years, AES has beaten EPS estimates 50% of the time and revenue estimates 25% of the time, showcasing some volatility in profitability that investors should monitor moving forward.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen two upward revisions and two downward revisions, while revenue estimates experienced no upward revisions and one downward revision, reflecting a cautious market sentiment regarding the company's future performance.
See More
Major Earnings Reports Expected Thursday
- Earnings Release Companies: After the bell on Thursday, major companies including Block (XYZ), CoreWeave (CRWV), Rocket Lab (RKLB), and Dell Technologies (DELL) are set to report earnings, with market expectations potentially influencing their stock performance in the short term.
- Additional Earnings Forecast: In addition to the major players, over 80 other companies, including Main Street Capital Corporation (MAIN), are scheduled to release earnings, indicating broad market interest and potential investment opportunities across various sectors.
- Market Reaction Expectations: Investors are keenly focused on the outcomes of these earnings reports, particularly in the current economic climate, as corporate profitability and growth outlooks will directly impact market sentiment and investment decisions.
- Earnings Season Calendar: Seeking Alpha provides a comprehensive earnings season calendar, assisting investors in tracking upcoming earnings releases to make more informed investment choices.
See More
AES Corp. Signs 20-Year Clean Energy Deal with Google
- Clean Energy Agreement: AES's 20-year Power Purchase Agreements (PPAs) with Google further solidify its leadership in the U.S. clean energy market, as highlighted by BloombergNEF ranking AES as a top provider to corporate customers over the past five years, emphasizing its significance in the rapidly growing data center sector.
- Energy Supply Capacity: To date, AES has signed agreements for nearly 12 GW of energy with data center customers, with 9 GW being PPAs directly with hyperscalers, which not only enhances AES's infrastructure capabilities but also underscores its strong commitment to sustainable energy solutions.
- Strong Stock Performance: Over the past 12 months, AES's stock price has increased by 52.24%, currently trading at $16.32, which is 3.4% above its 20-day SMA and 12.9% above its 100-day SMA, indicating a strong bullish trend, with technical indicators like RSI and MACD suggesting further upside potential.
- Upcoming Earnings Report: AES is set to report earnings on February 26, 2026, with analysts anticipating an EPS of 61 cents (up year-over-year) and revenue of $3.23 billion (up year-over-year), alongside a P/E ratio of 10.7x, indicating a favorable valuation opportunity.
See More
AES Corp Signs 20-Year Power Agreement with Google
- Long-Term Power Agreement: AES Corp has signed a 20-year power purchase agreement with Google to develop energy generation projects near a new data center in Wilbarger County, Texas, which is expected to significantly enhance the company's competitiveness in the clean energy market.
- Infrastructure Development: The agreement includes securing land and interconnection agreements, with AES set to build shared electricity infrastructure that will ensure stable power supply for the data center, thereby enhancing Google's data processing capabilities.
- Asset Management: AES will own and operate the generation assets while providing retail, cost optimization, and energy management services under a long-term agreement, which will create a stable revenue stream and elevate its market position.
- Positive Market Reaction: In pre-market trading, Alphabet's stock rose by 0.21% to $312.34, while AES's stock increased by 0.98% to $16.43, reflecting market optimism regarding the partnership and its potential to drive future growth for both companies.
See More
Investors Turn to High-Yield Stocks Amid Market Uncertainty
- Investment Strategy in Turbulent Markets: During times of market turbulence and uncertainty, many investors are turning to high-dividend stocks, which typically have high free cash flows and reward shareholders with substantial dividends, thereby enhancing investor confidence and stability.
- High-Yield Stock Analysis: Analysts have rated three high-yield stocks in the utilities sector, including Edison International (EIX), AES Corp (AES), and Clearway Energy Inc (CWEN), which are favored for their stable cash flows and dividend payments, indicating their investment potential in uncertain market conditions.
- Importance of Dividend Payments: High-dividend stocks not only provide a stable income source for investors but also offer relative safety during market fluctuations, attracting investors seeking to preserve capital, especially as economic uncertainty increases.
- Analyst Accuracy: The ratings from the most accurate analysts on these high-yield stocks highlight their significance in the current economic environment, allowing investors to make more informed investment decisions, which could further enhance the market performance of these companies.
See More
Google and AES Sign 20-Year Power Agreements for Co-Located Generation
- Long-Term Partnership: AES and Google have signed a 20-year Power Purchase Agreement (PPA) to co-locate energy generation with a new data center in Wilbarger County, Texas, aimed at meeting the increasing demand for core services and strengthening their long-term partnership.
- Commitment to Clean Energy: The new facility will be directly connected to the data center, with AES responsible for building the necessary electricity infrastructure, ensuring that Google meets its energy reliability and affordability goals while promoting renewable energy use and enhancing its sustainability image.
- Market Leadership: According to BloombergNEF, AES has been ranked as a leading clean energy provider for U.S. corporations over the past five years, having signed nearly 12 GW of energy agreements with data center customers, of which 9 GW are PPAs directly with hyperscalers, showcasing its strong influence in the industry.
- Community Economic Development: This collaboration will not only create job opportunities for the local community but also support rural landowners, contributing to the economic development of the surrounding region and further solidifying AES's leadership and social responsibility within the community.
See More
