AES Announces Third Quarter 2025 Financial Review Conference Call to be Held on Wednesday, November 5, 2025 at 10:00 a.m. ET
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 06 2025
0mins
Should l Buy AES?
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AES?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 16.360
Low
15.00
Averages
18.25
High
24.00
Current: 16.360
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 Ranked Top Seller of Clean Energy to Corporations for Fifth Consecutive Year
- Market Leadership: According to BloombergNEF's Corporate Energy Market Outlook, AES has been ranked as the top seller of clean energy to corporations in the U.S. and the Americas for 2025, marking its fifth consecutive year at the top, which underscores its strong position in corporate Power Purchase Agreement (PPA) signings.
- Surging Demand: AES President and CEO Andrés Gluski noted that the corporate sector's demand for clean energy is surging, largely driven by AI data center development and advanced manufacturing, a trend that not only enhances the company's market share but also strengthens its long-term partnerships with major corporate clients.
- Increased Contract Proportion: Currently, PPAs with corporate customers represent nearly two-thirds of AES' backlog, and approximately 85% of the long-term renewable contracts signed in 2025 were with corporate clients, indicating the company's robust growth potential in the renewable energy market.
- Strengthened Strategic Partnerships: AES's collaboration with global tech companies, including Google, which became AES's largest corporate buyer in 2025, not only enhances the company's brand influence but also lays a solid foundation for future business expansion.
See More
Trump's New Tariff Plan Triggers Market Volatility
- Tariff Policy Shift: Following the Supreme Court ruling, Trump plans to impose a new 10% global tariff, which could lead to the U.S. needing to refund billions in tariffs to importers; the market reacted with initial gains followed by losses, reflecting investor uncertainty about future trade relations.
- Legal Challenge Outlook: The Supreme Court's ruling that Trump wrongfully invoked the International Emergency Economic Powers Act to implement tariffs pushes the refund issue back to lower courts, indicating that firms will face lengthy legal processes to obtain refunds, potentially impacting their cash flow and investment decisions.
- Cautious Market Sentiment: While geopolitical risks have not historically impacted the stock market significantly, investors may reduce exposure as stocks approach all-time highs, especially with the upcoming Nvidia earnings report raising concerns about potential disappointments, leading to heightened market tension.
- Economic Stimulus Expectations: Despite uncertainties, investors remain hopeful that the fiscal stimulus from last year's legislation will begin to take effect in the coming months, potentially alleviating signs of economic weakness and supporting long-term market growth.
See More
AES Ranked Top Seller of Clean Energy to Corporations for Fifth Consecutive Year
- Market Leadership: According to BloombergNEF's Corporate Energy Market Outlook, AES has been ranked as the top seller of clean energy to corporations in the U.S. and the Americas for 2025, marking its fifth consecutive year at the top, showcasing its strong position in corporate Power Purchase Agreement (PPA) signings.
- Surging Demand: AES President and CEO Andrés Gluski noted that the corporate sector's demand for clean energy is surging, driven largely by AI data center development and advanced manufacturing, which not only enhances the company's market share but also strengthens its partnerships with major corporations.
- Increased Contract Proportion: Currently, PPAs with corporate customers represent nearly two-thirds of AES' backlog, and approximately 85% of the long-term renewable contracts signed in 2025 were with corporate clients, indicating robust growth potential in the renewable energy market.
- Deepening Strategic Partnerships: AES has established long-term partnerships with global technology companies, with Google being AES' largest corporate buyer in 2025, which not only solidifies AES' market position but also lays a foundation for future business expansion.
See More
Data Centers Drive Growth for Fluence and Credo
- Fluence Growth Potential: Fluence Energy's battery modules provide stable power for data centers, with projected sales growth of 57% over the next two years despite flat revenues, indicating strong market demand and potential order opportunities.
- Data Center Project Development: Fluence is currently developing 36 GWh of data center projects, and while these potential sales are not yet included in the official order backlog, they highlight the company's significant position in the rapidly growing AI data center market.
- Credo Technological Innovation: Credo Technology's high-performance networking tools achieve data flows of up to 0.8 Tbps through its Active Electrical Cables, significantly reducing power consumption and cooling requirements, catering to the urgent demand for efficiency in data centers.
- Significant Revenue Growth: Credo's preliminary report for Q3 2026 shows revenues nearing $406 million, tripling from $135 million in the same period last year, demonstrating strong performance in the data center market and reliance on large clients' investments.
See More
Fluence and Credo Technologies Empower Data Centers
- Battery System Advantage: Fluence Energy's industrial-scale battery modules provide clean, stable power for AI data centers, particularly well-suited for integration with renewable energy sources, with projected sales growth of 57% over the next two years, indicating strong market demand.
- Data Center Project Development: Fluence is currently developing 36 GWh of data center projects, and while these potential sales are not yet included in the official order backlog, the expected increase in order volume reflects the company's strategic positioning in a rapidly growing market.
- Efficient Networking Solutions: Credo Technology's high-speed copper cables can transmit data at 0.8 Tbps while consuming significantly less power than fiber-optic networks, addressing the urgent need for high performance and lower costs in data centers, further solidifying its market position.
- Revenue Growth Potential: Credo's preliminary report for Q3 2026 shows revenues nearing $406 million, tripling from $135 million in the same period last year, highlighting its importance in data center infrastructure investments and future growth potential.
See More
US Stocks Close Lower as Tech Sector Retreats
- Market Decline: The S&P 500 index fell by 0.84%, the Dow Jones by 0.34%, and the Nasdaq 100 by 1.55%, indicating a sharp sell-off after reaching record highs, which negatively impacted investor sentiment.
- Tech Sector Retreat: Data service and software stocks plummeted following the release of an automation tool by AI firm Anthropic, with Thomson Reuters and EPAM Systems down over 15% and 13% respectively, reflecting a loss of confidence in tech stocks.
- Precious Metals Rally: Gold prices surged over 6% and silver over 8%, leading to gains in mining stocks, with Hecla Mining and Freeport McMoRan rising more than 8% and 6% respectively, indicating increased demand for safe-haven assets.
- Economic Outlook Improvement: Richmond Fed President noted an improving US economic outlook despite ongoing risks, with markets focusing on upcoming economic data and the passage of a spending bill to gauge future economic trends.
See More
AES Ranked Top Seller of Clean Energy to Corporations for Fifth Consecutive Year
- Market Leadership: According to BloombergNEF's Corporate Energy Market Outlook, AES has been ranked as the top seller of clean energy to corporations in the U.S. and the Americas for 2025, marking its fifth consecutive year at the top, which underscores its strong position in corporate Power Purchase Agreement (PPA) signings.
- Surging Demand: AES President and CEO Andrés Gluski noted that the corporate sector's demand for clean energy is surging, largely driven by AI data center development and advanced manufacturing, a trend that not only enhances the company's market share but also strengthens its long-term partnerships with major corporate clients.
- Increased Contract Proportion: Currently, PPAs with corporate customers represent nearly two-thirds of AES' backlog, and approximately 85% of the long-term renewable contracts signed in 2025 were with corporate clients, indicating the company's robust growth potential in the renewable energy market.
- Strengthened Strategic Partnerships: AES's collaboration with global tech companies, including Google, which became AES's largest corporate buyer in 2025, not only enhances the company's brand influence but also lays a solid foundation for future business expansion.
See More
Trump's New Tariff Plan Triggers Market Volatility
- Tariff Policy Shift: Following the Supreme Court ruling, Trump plans to impose a new 10% global tariff, which could lead to the U.S. needing to refund billions in tariffs to importers; the market reacted with initial gains followed by losses, reflecting investor uncertainty about future trade relations.
- Legal Challenge Outlook: The Supreme Court's ruling that Trump wrongfully invoked the International Emergency Economic Powers Act to implement tariffs pushes the refund issue back to lower courts, indicating that firms will face lengthy legal processes to obtain refunds, potentially impacting their cash flow and investment decisions.
- Cautious Market Sentiment: While geopolitical risks have not historically impacted the stock market significantly, investors may reduce exposure as stocks approach all-time highs, especially with the upcoming Nvidia earnings report raising concerns about potential disappointments, leading to heightened market tension.
- Economic Stimulus Expectations: Despite uncertainties, investors remain hopeful that the fiscal stimulus from last year's legislation will begin to take effect in the coming months, potentially alleviating signs of economic weakness and supporting long-term market growth.
See More
AES Ranked Top Seller of Clean Energy to Corporations for Fifth Consecutive Year
- Market Leadership: According to BloombergNEF's Corporate Energy Market Outlook, AES has been ranked as the top seller of clean energy to corporations in the U.S. and the Americas for 2025, marking its fifth consecutive year at the top, showcasing its strong position in corporate Power Purchase Agreement (PPA) signings.
- Surging Demand: AES President and CEO Andrés Gluski noted that the corporate sector's demand for clean energy is surging, driven largely by AI data center development and advanced manufacturing, which not only enhances the company's market share but also strengthens its partnerships with major corporations.
- Increased Contract Proportion: Currently, PPAs with corporate customers represent nearly two-thirds of AES' backlog, and approximately 85% of the long-term renewable contracts signed in 2025 were with corporate clients, indicating robust growth potential in the renewable energy market.
- Deepening Strategic Partnerships: AES has established long-term partnerships with global technology companies, with Google being AES' largest corporate buyer in 2025, which not only solidifies AES' market position but also lays a foundation for future business expansion.
See More
Data Centers Drive Growth for Fluence and Credo
- Fluence Growth Potential: Fluence Energy's battery modules provide stable power for data centers, with projected sales growth of 57% over the next two years despite flat revenues, indicating strong market demand and potential order opportunities.
- Data Center Project Development: Fluence is currently developing 36 GWh of data center projects, and while these potential sales are not yet included in the official order backlog, they highlight the company's significant position in the rapidly growing AI data center market.
- Credo Technological Innovation: Credo Technology's high-performance networking tools achieve data flows of up to 0.8 Tbps through its Active Electrical Cables, significantly reducing power consumption and cooling requirements, catering to the urgent demand for efficiency in data centers.
- Significant Revenue Growth: Credo's preliminary report for Q3 2026 shows revenues nearing $406 million, tripling from $135 million in the same period last year, demonstrating strong performance in the data center market and reliance on large clients' investments.
See More
Fluence and Credo Technologies Empower Data Centers
- Battery System Advantage: Fluence Energy's industrial-scale battery modules provide clean, stable power for AI data centers, particularly well-suited for integration with renewable energy sources, with projected sales growth of 57% over the next two years, indicating strong market demand.
- Data Center Project Development: Fluence is currently developing 36 GWh of data center projects, and while these potential sales are not yet included in the official order backlog, the expected increase in order volume reflects the company's strategic positioning in a rapidly growing market.
- Efficient Networking Solutions: Credo Technology's high-speed copper cables can transmit data at 0.8 Tbps while consuming significantly less power than fiber-optic networks, addressing the urgent need for high performance and lower costs in data centers, further solidifying its market position.
- Revenue Growth Potential: Credo's preliminary report for Q3 2026 shows revenues nearing $406 million, tripling from $135 million in the same period last year, highlighting its importance in data center infrastructure investments and future growth potential.
See More
US Stocks Close Lower as Tech Sector Retreats
- Market Decline: The S&P 500 index fell by 0.84%, the Dow Jones by 0.34%, and the Nasdaq 100 by 1.55%, indicating a sharp sell-off after reaching record highs, which negatively impacted investor sentiment.
- Tech Sector Retreat: Data service and software stocks plummeted following the release of an automation tool by AI firm Anthropic, with Thomson Reuters and EPAM Systems down over 15% and 13% respectively, reflecting a loss of confidence in tech stocks.
- Precious Metals Rally: Gold prices surged over 6% and silver over 8%, leading to gains in mining stocks, with Hecla Mining and Freeport McMoRan rising more than 8% and 6% respectively, indicating increased demand for safe-haven assets.
- Economic Outlook Improvement: Richmond Fed President noted an improving US economic outlook despite ongoing risks, with markets focusing on upcoming economic data and the passage of a spending bill to gauge future economic trends.
See More
