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.
AEE
$98.87+Infinity%1D
Analyst Views on AEE
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 111.70 USD with a low forecast of 108.00 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 111.70 USD with a low forecast of 108.00 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: 97.270
Low
108.00
Averages
111.70
High
119.00
Current: 97.270
Low
108.00
Averages
111.70
High
119.00
KeyBanc
Overweight -> Sector Weight
downgrade
2025-12-12
New
Reason
KeyBanc
Price Target
2025-12-12
New
downgrade
Overweight -> Sector Weight
Reason
KeyBanc downgraded Ameren to Sector Weight from Overweight without a price target as part of its 2026 outlook for the utilities group. The firm is concerned about the lack of major hyperscaler announcements in Missouri. While the state screens attractive as a data center destination territory, the developments on the ground are slow to emerge, the analyst tells investors in a research note. As such, KeyBanc is taking a more cautious stance on Ameren.
Goldman Sachs
Neutral
maintain
$108 -> $110
2025-11-10
Reason
Goldman Sachs
Price Target
$108 -> $110
2025-11-10
maintain
Neutral
Reason
Goldman Sachs raised the firm's price target on Ameren to $110 from $108 and keeps a Neutral rating on the shares. Ameren is expected to deliver 8% near-term EPS growth, supported by 3GW of data center projects under construction agreements and a large Missouri load tariff anticipated by February 2026, the analyst tells investors in a research note. Long-term growth clarity is awaited on the Q4 earnings call, the firm says.
Mizuho
Outperform
maintain
$108 -> $114
2025-10-27
Reason
Mizuho
Price Target
$108 -> $114
2025-10-27
maintain
Outperform
Reason
Mizuho raised the firm's price target on Ameren to $114 from $108 and keeps an Outperform rating on the shares.
RBC Capital
Stephen D'Ambrisi
Sector Perform
initiated
$119
2025-10-27
Reason
RBC Capital
Stephen D'Ambrisi
Price Target
$119
2025-10-27
initiated
Sector Perform
Reason
RBC Capital analyst Stephen D'Ambrisi initiated coverage of Ameren with a Sector Perform rating and $119 price target. While the firm has a favorable view of the company's growth and regulatory profile, it believes these attributes are fairly reflected at a roughly 2% premium to large cap regulated electric peers on the firm's 2028 estimates. RBC added that it sees limited potential in the near-term for upward estimate revisions, and in-line estimates include full credit for 1GW data center peak load growth.
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.
