AES — AES Corp
Utilities · Utilities - Diversified · Data-center power & energy
About AES Corp
The AES Corporation, together with its subsidiaries, operates as a power generation and utility company. It operates through four segments: Renewables, Utilities, Energy Infrastructure, and New Energy Technologies. The company owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries; owns and/or operates utilities to generate or purchase, distribute, transmit, and sell electricity to end-user customers in the residential, commercial, industrial, and governmental sectors; and generates and sells electricity on the wholesale market, as well as investments in technologies to support leading-edge greener energy solutions. It uses various fuels and technologies to generate electricity, such as solar, hydro, wind, coal, and gas, as well as renewables comprising ener
Data-center power & energy
This basket covers the power, energy and physical infrastructure that AI data centers depend on — electricity generation, grid and cooling, and the operators that host high-density compute. AI's soaring power demand has made this an unexpectedly central part of the trade. The businesses are capital-intensive and turn on access to cheap, reliable power, long-term contracts and financing costs. AES Corp is tracked in this sub-theme as a Utilities - Diversified name — see the full Data-center power & energy list.
Key data · delayed ~15 min, as of 8 July 2026
| Ticker | AES |
| Company | AES Corp |
| Price | $14.57 |
| Market cap | $10.2B |
| Sector / industry | Utilities / Utilities - Diversified |
| Performance | 1W -0.7% · 1M -1.0% · 1Y +33.0% |
| Analyst mean target | $15 (8 analysts, hold) |
Valuation read
What the price implies: a reverse-DCF on forward earnings ($2.38/sh) backs out roughly ~-11%/yr earnings growth — very low — the market prices near-flat or declining earnings; on cyclicals that's the cycle speaking. Run your own scenario in the fair-value calculator.
Chart
Related in Data-center power & energy
See the full picture on the AI stocks bubble map, gauge froth with the AI bubble-risk index, or stress-test your exposure.
Create a free Santro AI account to run unlimited valuations, save AES to a watchlist, and set price alerts.
Create a free account →Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.