Tesla Stock Performance: Tesla Inc's stock has dropped 8% year-to-date in 2025, with some analysts, including T. Rowe Capital's David Giroux, labeling it as overvalued and predicting further declines.
Giroux's Investment Strategy: Giroux stated he would not invest in Tesla or other stocks like Palantir and Costco due to their high price-to-earnings ratios, emphasizing a cautious approach rather than shorting the stocks.
Giroux's Fund Success: David Giroux has achieved strong returns with the T. Rowe Capital Appreciation Mutual Fund, averaging an annual return of 11.9% over the past 15 years, outperforming most peers.
Recommended Stocks: Among Giroux's preferred investments are UnitedHealth Group, Cigna, and Aurora Innovation, which he believes offer better value compared to overvalued stocks like Tesla.
Wall Street analysts forecast AEE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AEE is 111.80 USD with a low forecast of 103.00 USD and a high forecast of 119.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast AEE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AEE is 111.80 USD with a low forecast of 103.00 USD and a high forecast of 119.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 102.900
Low
103.00
Averages
111.80
High
119.00
Current: 102.900
Low
103.00
Averages
111.80
High
119.00
Morgan Stanley
David Arcaro
Equal Weight
maintain
$103 -> $108
2026-01-21
New
Reason
Morgan Stanley
David Arcaro
Price Target
$103 -> $108
AI Analysis
2026-01-21
New
maintain
Equal Weight
Reason
Morgan Stanley analyst David Arcaro raised the firm's price target on Ameren to $108 from $103 and keeps an Equal Weight rating on the shares. The firm is updating its Regulated & Diversified Utilities / IPPs in North America under its coverage, noting utilities underperformed the S&P's return in December, the analyst tells investors.
Wells Fargo
Overweight
downgrade
$112 -> $111
2026-01-20
New
Reason
Wells Fargo
Price Target
$112 -> $111
2026-01-20
New
downgrade
Overweight
Reason
Wells Fargo lowered the firm's price target on Ameren to $111 from $112 and keeps an Overweight rating on the shares. The firm says Ameren's large load tariff unlocks DC growth opportunities, and notes there's potential that growth is reflected in Ameren's Q4 call roll forward. Wells believes it remains a premium beat and higher rebase story.
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UBS
Buy
downgrade
$121 -> $115
2025-12-17
Reason
UBS
Price Target
$121 -> $115
2025-12-17
downgrade
Buy
Reason
UBS lowered the firm's price target on Ameren to $115 from $121 and keeps a Buy rating on the shares.
Morgan Stanley
Equal Weight
downgrade
$108 -> $103
2025-12-16
Reason
Morgan Stanley
Price Target
$108 -> $103
2025-12-16
downgrade
Equal Weight
Reason
Morgan Stanley lowered the firm's price target on Ameren to $103 from $108 and keeps an Equal Weight rating on the shares. Utility performance will be heavily driven by data centers and growth upside in 2026, the analyst tells investors in a year-ahead note.
About AEE
Ameren Corporation is a public utility holding company. The Company operates through four segments: Ameren Missouri, Ameren Illinois Electric Distribution, Ameren Illinois Natural Gas, and Ameren Transmission. The Ameren Missouri segment includes all of the operations of Ameren Missouri. Ameren Missouri operates a rate-regulated electric generation, transmission, and distribution business and a rate-regulated natural gas distribution business in Missouri. The Ameren Illinois Electric Distribution segment consists of the electric distribution business of Ameren Illinois. The Ameren Illinois Natural Gas segment consists of the natural gas business of Ameren Illinois. The Ameren Transmission segment primarily consists of the aggregated electric transmission businesses of Ameren Illinois and Ameren Transmission Company of Illinois (ATXI). The Company owns an integrated transmission system that is composed of the transmission assets of Ameren Missouri, Ameren Illinois and ATXI.
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.
