AES Shares Surge on Potential $38 Billion Acquisition Speculation

A dramatic shift is underway for AES Corporation, as the energy company’s stock stages an impressive recovery following a challenging period that saw declines exceeding 30 percent. Market enthusiasm has ignited following reports of potential acquisition talks with BlackRock’s Global Infrastructure Partners in a deal valued at $38 billion. Investors are now weighing whether this optimistic sentiment has lasting power.

The current positive momentum finds solid grounding in AES’s robust third-quarter 2025 results. The company delivered an adjusted earnings per share of $0.75, surpassing analyst projections and demonstrating operational resilience. Revenue climbed to $3.35 billion, propelled by increased regulated returns and the company’s strategic emphasis on renewable energy development.

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