The AES Corporation (NYSE:AES) is one of the best energy storage stocks to buy according to hedge funds. On March 26, Argus Research analyst John Eade downgraded The AES Corporation (NYSE:AES) from Buy to Hold, citing the company’s pending acquisition agreement with a consortium of investors. This consortium is led by Global Infrastructure Partners, which intends to absorb the company at $15 per share.
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Eade clarified that the downgrade is not a negative view on AES’s business, rather, he is only acknowledging that with a buyout price locked in at $15, there is limited room for the stock to move higher. As such, a Buy rating no longer makes sense from a return standpoint. He noted that the 6% gap between the current stock price and the offer price reflects the time value of money and possibly minor uncertainty over the timing of closing. Put simply, Eade conceded that the deal is not risk-free, even if the risks appear small.
The analyst noted that the transaction has been unanimously approved by AES’s Board of Directors and is expected to close in late 2026 or early 2027. This is subject to regulatory approvals, and Eade noted that few, if any, other bidders have emerged, which means the likelihood of a competing or higher offer is quite low.
On March 25, 2026, Maximo, the solar robotics company incubated by AES, announced the successful installation of 100 MW of utility‑scale solar at AES’ Bellefield complex. The milestone highlights how Maximo’s robotic fleet, supported by NVIDIA AI and AWS cloud systems, is moving from pilot validation to sustained commercial deployment. By integrating robotics into standard construction workflows, the company nearly doubled installation productivity while maintaining safety and quality, underscoring the role of AI‑driven robotics in accelerating global solar expansion.
The AES Corporation (NYSE:AES) is a global power company. It develops, owns, and operates a diversified portfolio of electricity generation and distribution assets, and its operations are increasingly focusing on renewable energy and energy storage. The company deploys utility-scale battery energy storage systems across multiple markets.
While we acknowledge the risk and potential of AES as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AES and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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