Institutional analysts include regulatory updates in their AES stock price forecast, noting favorable clean energy tax credits. EPS guidance for FY2024 has a mid-point 3% above consensus estimates, which could drive revaluation in utility-focused portfolios. RH (RH) dropped more than -1% in pre-market trading after William Blair downgraded the stock to Market Perform from Outperform. In short, deal chatter + AI-driven power demand = investor frenzy. Whether the buyout rumors become reality or not, AES just reminded the market that it might be worth a closer look. Current AES stock price forecast models point toward a 5–8% gain over the next quarter. Utility stocks have been outperforming the broader S&P 500 Utilities index by 1.3% year-to-date, driven by stable cash flows and renewable energy commitments.
