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The AES Corporation ($AES) Stock Forecast: Up 6.7% Today

Morpher AI identified a bullish signal. The stock price may continue to rise based on the momentum of the good news.

What is The AES Corporation?

AES Corp. (AES) is a U.S.-based utility company currently in advanced acquisition talks with BlackRock's Global Infrastructure Partners (GIP) and EQT AB. The potential acquisition news has driven a strong bullish movement in AES shares today.

Why is The AES Corporation going up?

AES stock is up 6.7% on Feb 27, 2026 19:36

  • AES shares surged by 5.3% following reports of the potential acquisition by BlackRock's GIP and EQT AB, highlighting investor optimism in the deal.
  • The growing investor interest in large, reliable power generation portfolios, driven by increasing electricity demands from data centers, has further boosted AES's market value.
  • Despite facing financial hurdles such as high debt and declining margins, the acquisition talks have provided a positive outlook for AES shares in the short term.
  • Investors should monitor future developments, including the upcoming Q4 earnings release, to assess the long-term impact of the potential acquisition on AES's financial performance.

AES Price Chart

AES Technical Analysis

AES News

BlackRock’s GIP, EQT close to acquiring AES Corp, Bloomberg News reports

Bloomberg News has reported that BlackRock-owned Global Infrastructure Partners (GIP) and equity firm EQT AB are in advanced talks to acquire U.S.-based utility AES Corp. This potential acquisition comes as data-center demand increases strain on electrical grids, highlighting a growing need for reliable power generation. AES shares rose 5% on the news and the company has a market value of approximately $11.57 billion.

https://wmbdradio.com/2026/02/27/blackrocks-gip-eqt-close-to-acquiring-aes-corp-bloomberg-news-reports/

0 News Article Image BlackRock’s GIP, EQT close to acquiring AES Corp, Bloomberg News reports

AES (AES) Surges on Potential Acquisition Talks

AES Corp. (AES) shares surged by 5.3% due to ongoing acquisition talks with BlackRock's Global Infrastructure Partners and EQT AB, with a formal announcement potentially next week. Despite this optimistic market sentiment, the company faces financial hurdles including high debt, declining margins, and a low interest coverage ratio, placing it in a distress zone according to its Altman Z-Score. Investors are advised to exercise caution as future developments, including the upcoming Q4 earnings release, will be crucial.

https://www.gurufocus.com/news/8663096/aes-aes-surges-on-potential-acquisition-talks

1 Missing News Article Image AES (AES) Surges on Potential Acquisition Talks

BlackRock GIP, EQT in talks to acquire AES, Bloomberg says

BlackRock-owned Global Infrastructure Partners (GIP) and equity firm EQT AB are reportedly in advanced talks to acquire the U.S. utility AES Corp, with an announcement possible as early as next week. This potential deal highlights the growing investor interest in large, reliable power generation portfolios, driven by increasing electricity demands from data centers. Following the news, AES shares saw a 6.7% rise, bringing its market value to approximately $11.57 billion.

https://www.globalbankingandfinance.com/blackrocks-gip-eqt-close-acquiring-aes-corp-bloomberg-news/

2 News Article Image BlackRock GIP, EQT in talks to acquire AES, Bloomberg says

BlackRock's GIP, EQT close to acquiring AES Corp, Bloomberg News reports

Bloomberg News has reported that BlackRock's Global Infrastructure Partners (GIP) and EQT are nearing an agreement to acquire AES Corp. The report indicates significant merger and acquisition activity involving these major financial entities.

https://www.tradingview.com/news/reuters.com,2026:newsml_L4N3ZN1DS:0-blackrock-s-gip-eqt-close-to-acquiring-aes-corp-bloomberg-news-reports/

3 News Article Image BlackRock's GIP, EQT close to acquiring AES Corp, Bloomberg News reports

BlackRock's GIP, EQT near deal to acquire AES Corp, Bloomberg News reports

Bloomberg News has reported that BlackRock's Global Infrastructure Partners (GIP) and EQT are close to finalizing a deal to acquire AES Corp. This potential acquisition involves significant players in the financial and energy sectors. The news is brief and notes that details are still emerging surrounding this merger and acquisition activity.

https://www.tradingview.com/news/reuters.com,2026:newsml_L4N3ZN1D1:0-blackrock-s-gip-eqt-near-deal-to-acquire-aes-corp-bloomberg-news-reports/

4 News Article Image BlackRock's GIP, EQT near deal to acquire AES Corp, Bloomberg News reports

The AES Corporation Price History

09.06.2025 - AES Stock was up 16.3%

  • 1. AES stock witnessed a significant surge today after reports of interest from large investment firms for a possible takeover.
  • 2. The stock had previously declined by nearly 50% in the last two years, potentially presenting an attractive acquisition opportunity.
  • 3. Increased macroeconomic risks like tariffs and inflation could have also played a role in the stock's upward movement, with investors turning to acquisitions as a safer investment avenue during uncertain times.

27.01.2026 - AES Stock was up 6.7%

  • AES shares surged by 5.3% following reports of the potential acquisition by BlackRock's GIP and EQT AB, highlighting investor optimism in the deal.
  • The growing investor interest in large, reliable power generation portfolios, driven by increasing electricity demands from data centers, has further boosted AES's market value.
  • Despite facing financial hurdles such as high debt and declining margins, the acquisition talks have provided a positive outlook for AES shares in the short term.
  • Investors should monitor future developments, including the upcoming Q4 earnings release, to assess the long-term impact of the potential acquisition on AES's financial performance.

06.05.2025 - AES Stock was up 5.3%

  • AES stock showed significant bullish movement.
  • Potential investor interest in AES may have been influenced by the comparison made with Exelon.
  • The emphasis on renewable energy by both companies likely added to the positive market sentiment towards AES.
  • AES is viewed by investors as a promising contender in the utilities sector, particularly due to its focus on renewable energy.

27.01.2026 - AES Stock was up 7.9%

  • AES stock gained 5.3% amidst speculation regarding a possible acquisition involving BlackRock's Global Infrastructure Partners and EQT AB, reflecting positive sentiment among investors.
  • The discussions around the potential acquisition underscore a rising enthusiasm for secure power generation assets, spurred by the growing needs for electricity from data centers.
  • Despite encountering financial challenges such as elevated debt levels and shrinking margins, investors reacted favorably to the development, with a keen eye on forthcoming events like the Q4 earnings report.

27.01.2026 - AES Stock was up 7.0%

  • The bullish movement in AES stock today can be attributed to the potential acquisition by major players in the financial and energy sectors. This signals confidence in AES's strategic positioning and growth potential.
  • The comparison between AES and Entergy, highlighting AES's better earnings growth, higher Return on Equity, more attractive dividend yield, and superior valuation, might have also contributed to the positive sentiment surrounding AES stock.
  • The rescheduling of AES's financial review call to March 3 could have sparked anticipation among investors, leading to increased interest and buying activity in the stock.
  • The tax-related share disposition by an AES executive might not have directly impacted the bullish movement but could have added a layer of transparency and corporate governance, which investors often appreciate, further enhancing the positive sentiment towards AES stock.

27.01.2026 - AES Stock was up 7.2%

  • AES stock showed a positive trend, possibly influenced by the rescheduling of the company's Q4 and full-year 2025 financial review call, suggesting strong potential financial performance.
  • Notable executives, such as Ricardo Manuel Falu and CFO Stephen Coughlin, engaged in tax-related share dispositions, indicating confidence in AES's future trajectory.
  • The market responded favorably to AES's shift from a traditional dividend utility to a growth-driven renewable energy entity, positioning it as an attractive investment in the context of decarbonization.
  • The challenges faced by Alphabet (Google) in Europe may have indirectly benefited AES, as investors could view AES's emphasis on renewable energy more positively in comparison.

10.06.2025 - AES Stock was down 5.0%

  • AES stock exhibited significant bearish movement, despite rumored interest from prominent investment entities for a potential takeover.
  • Market response was adverse, potentially influenced by a nearly 50% decline in the stock's value in the last two years.
  • Escalating macroeconomic uncertainties such as trade tariffs and inflation likely contributed to the downward trajectory of AES stock.
  • Investor sentiment appears cautious towards the company's future performance, driving the bearish movement notwithstanding speculation of takeover interest.

03.01.2026 - AES Stock was up 6.5%

  • An increase in AES Corp.'s price target to $16 from $13 by Jefferies, reportedly due to acquisition speculations by GIP-EQT, may have boosted investor confidence.
  • BMO Capital and Morgan Stanley analysts upheld favorable ratings for AES, in line with the positive sentiment in the Utilities sector.
  • The potential acquisition bid for AES Corp. by a BlackRock unit and EQT suggests growing interest in renewable energy, which could positively impact AES's stock performance.
  • Positive developments within the sector, such as Babcock & Wilcox hitting a 52-week high, may have contributed to the overall bullish trend seen in AES Corp.'s market movement.

03.01.2026 - AES Stock was up 10.4%

  • The partnership between BlackRock's GIP and EQT in a bid to acquire AES Corp has sparked investor optimism and confidence in the renewable energy sector, leading to a surge in AES stock price.
  • The potential acquisition deal, valued at approximately $43 billion, reflects the growing interest in utility companies, especially those catering to the rising electricity demand from data centers supporting AI.
  • The news of the partnership and potential acquisition has created a positive sentiment around AES, driving the stock price higher as investors anticipate the outcome of the deal in the coming weeks.
  • This strategic move in the energy sector highlights the trend of significant M&A activity, further boosting investor interest and contributing to the bullish movement in AES stock.

21.04.2025 - AES Stock was down 5.3%

  • AES stock has declined by 41% in the past year, reflecting sustained poor performance.
  • Caution is advised for potential investors considering AES stock, given its substantial debt levels and lackluster market performance.
  • The current bearish trend in AES stock may stem from apprehensions about its financial stability and unimpressive market standing, prompting investors to divest their holdings.

11.11.2025 - AES Stock was down 0.1%

  • The deferral of the vote on Lee Beaman's nomination to the TVA board of directors may have raised concerns about potential policy gridlock and regulatory challenges in the energy sector, impacting investor sentiment towards AES.
  • The affirmation of Enel Generacion's ratings, highlighting its strong financial position and stable outlook, could have indirectly emphasized competition in the renewable energy space, potentially affecting AES's stock performance.
  • AES's decision to maintain its dividend and mark over a decade of increases demonstrates stability but the suggestion that certain AI stocks offer greater promise may have shifted investor focus away from AES, contributing to the bearish movement.
  • The upgrade of AES to Buy with a price target of $18, based on sustainable profit growth and renewables expansion plans, indicates long-term potential for the company despite the current market movement.

01.09.2025 - AES Stock was up 14.6%

  • AES Corp stock rose by more than 14% during pre-market trading.
  • The increase in stock price was influenced by speculation about a possible $38 billion acquisition by BlackRock's Global Infrastructure Partners.
  • This development regarding a significant acquisition deal probably contributed to increased investor confidence and optimism about the future growth prospects of AES Corp.
  • The market's response demonstrates the favorable sentiment regarding the potential acquisition and its potential impact on AES Corp's valuation and strategic trajectory.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.