AES

AES

Market cap $12.3B

BlackRock-owned Global Infrastructure Partners and equity firm EQT AB are nearing a deal to acquire U.S.-based utility AES Corp , Bloomberg News reported on Friday, citing people familiar with the matter.

AES and ETR ramp up renewable investments and AI-driven grid upgrades as data center demand accelerates clean power growth.

ARLINGTON, Va., Feb. 27, 2026 /PRNewswire/ -- The AES Corporation (NYSE: AES) rescheduled its fourth quarter and full year 2025 financial review conference call, which was previously scheduled for Friday, February 27, 2026.

AES heads into Q4 with estimates pointing to double-digit earnings and revenue growth, fueled by grid upgrades and AI-driven power demand.

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AES Corp said on Tuesday it has signed agreements to provide energy generation for a new Google data center planned in Wilbarger County, Texas.

Google and AES Sign 20-year PPAs for Co-Located Generation ARLINGTON, Va., Feb. 24, 2026 /PRNewswire/ -- The AES Corporation (NYSE: AES) today announced agreements for energy generation that will be co-located with a new Google data center in Wilbarger County, Texas.

AES Corporation (AES) is downgraded to Hold, after a ~27% total return since last August, as risk/reward is now less favorable. EBITDA recovery and rerating have played out, but high leverage (~7x net debt/EBITDA) and negative free cash flow persist, due to elevated capex. Data center agreements and renewables offer long-term growth, but capital intensity and acquisition speculation introduce near-term uncertainty.

Here is how AES (AES) and Deutsche Telekom AG (DTEGY) have performed compared to their sector so far this year.