The AES Corporation (AES) — closed signal from July 5, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 3, 2025.
Predicted vs. what happened
What happened
Reached its target in 88 days.
The thesis — published July 5, 2025
The stock is very hot after TotalEnergies bought half of AESs Dominican green power projects and a new Senate tax bill makes US projects more profitable. Utility stocks are also getting more attention. But lots of people already rushed in and the company carries plenty of debt. We prefer to see the price cool down to around 11 dollars before aiming for a possible gain of more than 20 percent by year end.
Primary drivers
- Deal with TotalEnergies confirms assets are valuable and adds fresh money for growth.
- New tax credits make future green projects more profitable, raising their present worth.
- Investors are shifting money into utility stocks, giving AES extra buying interest.
- Too many traders rushed in already, so a short pullback could happen before next run.
How it played out
AES: target reached in 88 days
Lyra published AES on 2025-07-05 at $11.22. The thesis expected 22% growth toward $13.34. It pointed to the TotalEnergies deal, new tax credits for green projects, more buying interest in utility stocks, and the risk that traders had already rushed in before a pullback.
Inside the window, AES rose above the target. It reached a peak of $15.32 on 2025-10-01, with a 36.5% gain at the peak. The target was reached in 88 days. The stock ended the window on 2025-10-03 at $14.4. The published thesis played out.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.