---
title: "Research Alert: CFRA Keeps Hold Opinion On Shares Of The Aes Corporation"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286136934.md"
description: "CFRA maintains a Hold opinion on AES Corporation shares, with a 12-month target price of $16, reflecting a discount to peer valuations. The target is above the $15.00 per-share deal price, indicating limited upside. Analysts lowered EPS estimates for 2026 and 2027 by $0.01 to $2.29 and $2.39, respectively, and expect 4.2% revenue growth in 2026. The adjusted EBITDA margin is anticipated to be around 24% in 2026, up from 23.5% in 2025. There is some risk regarding the transaction's closure on current terms."
datetime: "2026-05-12T17:05:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286136934.md)
  - [en](https://longbridge.com/en/news/286136934.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286136934.md)
---

# Research Alert: CFRA Keeps Hold Opinion On Shares Of The Aes Corporation

01:05 PM EDT, 05/12/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

Our 12-month target is unchanged at $16, 6.5x our 2027 EPS estimate of $2.39, a significant discount to AES's ( AES ) five-year forward average of 10.3x and peer valuations. We note that our target sits above the $15.00 per-share deal price, and we maintain Hold, as we see limited upside beyond the offer while acknowledging some risk that the transaction may not close on current terms. Should the deal close as expected in late 2026 or early 2027, shareholders would receive $15.00 in cash; our modestly higher target reflects residual optionality around a potential price bump or deal failure that could re-rate shares. We lower both our 2026 and 2027 EPS estimates by $0.01 to $2.29 and $2.39, respectively. We expect revenue growth of approximately 4.2% in 2026, reflecting contributions from new renewables projects as AES ( AES ) works through its project backlog. We anticipate an adjusted EBITDA margin near 24% in 2026 compared to approximately 23.5% in 2025.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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