The AES Corporation (AES) — closed signal from July 7, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 5, 2025.
Predicted vs. what happened
What happened
Reached its target in 2 days.
The thesis — published July 7, 2025
The share price jumped sharply after six months of sliding, thanks to TotalEnergies buying half of AESs green power sites in the Dominican Republic and new, longer-lasting tax breaks for clean hydrogen projects. Those positives are real, but the price ran up fast and could dip back toward 10.8-11.3 dollars. If it does, buyers who step in there could see the stock climb to around 13.5-14 in the next three months.
Primary drivers
- Deal with TotalEnergies brings cash and proves AES storage assets are valuable.
- Extended tax breaks for clean hydrogen boost future earnings for many years.
- Price run is strong but overheated; a short pause could give a safer entry.
- Share price left a long slump, and buying volume is far higher than normal.
How it played out
AES: target reached in 2 days
Lyra published AES at $11.22 on July 7, 2025, with a short-term thesis for 15% growth. The thesis pointed to the TotalEnergies deal, longer clean hydrogen tax breaks, heavy buying volume, and a possible pause near $10.8 to $11.3 before another move higher.
Inside the window, AES reached the $12.57 target in 2 days. The stock later peaked at $15.32 on October 1, with a 36.5% gain, and ended at $14.4 on October 5. The thesis played out and more. The target was reached early, and the close stayed above it.
What happened during the window
On October 1, 2025, Investor's Business Daily reported that Global Infrastructure Partners was nearing a deal to acquire AES, and said AES had announced in July that it was exploring strategic options, including a potential sale.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.