AES Earnings
Thursday, Apr 30 2026
EPS Estimate
$0.37
$0.26 – $0.48
Revenue Estimate
$3.3B
Current Price
$14.44
Our Position
neutralAES buyout offer at $15 waits regulatory OK
est. revisions rising
(+87.9pp / 30d)
This buyout signals a high-value exit but underlines market skepticism on regulatory clearance and timing risks, impacting near-term stock performance and investor sentiment.
Watch: Regulatory approval progress and any competing bids will dictate deal closure timing and stock risk premium.
Data Signal Summary
2 bullish
2 bearish
Estimates up +44%
Insider selling cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.4%
P/E Ratio
11.1
Est. Revisions (30d)
+43.7% 0up/0dn
Analyst Target (mean)
$15 $15–$16 +5%
Options P/C Ratio
0.24
Est. Dispersion
61% 2 analysts
Insider Cluster
strong sell
Fund Convergence
moderate Citadel, Bridgewater
Recent Activity
insider trades
21 transactions
Award
·
DA SANTOS BERNERD R (Officer)
·70,035 shares
Award
·
FREEDMAN PAUL L. (General Counsel)
·53,636 shares
Award
·
RUBIOLO JUAN IGNACIO (Officer)
·70,269 shares
Award
·
KOHAN SHERRY (Officer)
·21,250 shares
Award
·
COUGHLIN STEPHEN (Chief Financial Officer)
·76,535 shares
16 more
Award
·
FALU RICARDO MANUEL
·148,259 shr
Award
·
GLUSKI ANDRES RICARDO
·391,103 shr
Award
·
MENDOZA TISH
·60,568 shr
Award
·
DA SANTOS BERNERD R
·83,951 shr
Award
·
FREEDMAN PAUL L.
·66,492 shr
Award
·
RUBIOLO JUAN IGNACIO
·70,576 shr
Award
·
KOHAN SHERRY
·20,018 shr
Award
·
COUGHLIN STEPHEN
·82,619 shr
Award
·
FALU RICARDO MANUEL
·42,493 shr
Award
·
GLUSKI ANDRES RICARDO
·252,636 shr
Award
·
MENDOZA TISH
·74,835 shr
Sell
·
KOHAN SHERRY
·15,000 shr
·$305,250
Sell
·
DA SANTOS BERNERD R
·66,250 shr
·$1,401,188
Exercise
·
DA SANTOS BERNERD R
·66,250 shr
·$787,712
Sell
·
MENDOZA TISH
·66,250 shr
·$1,405,162
Exercise
·
MENDOZA TISH
·66,250 shr
·$787,712
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