AES secures 650 MW solar PPAs for Meta data centers

Published 21/05/2025, 12:12
AES secures 650 MW solar PPAs for Meta data centers

ARLINGTON, Va. - The AES Corporation (NYSE: AES), currently trading at $11.24 and considered undervalued according to InvestingPro analysis, has solidified its role as a significant energy partner for corporate customers by securing two long-term Power Purchase Agreements (PPA) with Meta, aimed at powering their data centers. The agreements, involving 650 megawatts (MW) of solar projects within the Southwest Power Pool (SPP) market, were announced today. With a market capitalization of approximately $8 billion, AES has demonstrated consistent dividend growth, having raised its dividend for 13 consecutive years.

These PPAs represent a strategic collaboration between AES and Meta, with AES President and CEO Andrés Gluski highlighting the company’s commitment to providing "reliable and affordable renewable energy" in support of Meta’s sustainability ambitions. Meta’s Global Head of Energy, Urvi Parekh, expressed enthusiasm for the partnership, emphasizing the projects’ alignment with Meta’s clean energy objectives and their role in adding new generation capacity to the grid. Notably, four analysts have recently revised their earnings upward for the upcoming period, suggesting positive momentum for AES’s growth strategy.

The solar projects, located in Texas and Kansas, are expected to generate not only renewable energy but also significant economic benefits for the local communities. The construction phase is anticipated to create hundreds of jobs, while the operational projects will contribute millions in tax revenue, bolstering support for local schools and counties.

AES stands as the largest US-based global power company, operating 32.7 gigawatts (GW) of power generation capacity, with an additional 12.3 GW in signed long-term PPAs and a 65 GW development pipeline. The company has established itself as a leading energy provider to corporate customers, with 10.1 GW of contractual arrangements with major global hyperscalers. This includes 7.7 GW of long-term PPAs specifically for renewable capacity to meet data center energy requirements. AES’s prominence in the sector has been recognized by Bloomberg New Energy Finance (BNEF), which ranked it as a top provider of clean energy to corporations for the third consecutive year in its 2024 Corporate Energy Market Outlook.

This announcement is based on a press release statement and includes forward-looking statements subject to risks, uncertainties, and other factors that could affect actual results. AES has consistently conveyed its commitment to innovation and operational excellence while addressing the strategic energy transitions of its customers. The company currently offers a significant 6.26% dividend yield, though investors should note its substantial debt burden and cash flow challenges. For detailed analysis of AES’s financial health and growth prospects, including 12 additional ProTips and comprehensive valuation metrics, visit InvestingPro.

In other recent news, AES Corporation reported its first-quarter 2025 earnings, revealing an adjusted EPS of $0.27, which fell short of the forecasted $0.49. Revenue also missed expectations, coming in at $2.93 billion against a forecast of $3.16 billion. Despite these misses, the company reaffirmed its 2025 guidance, projecting adjusted EPS between $2.10 and $2.26. AES continues to see significant growth in renewables, with a 45% year-over-year EBITDA increase, and remains optimistic about its long-term growth prospects. In other developments, Jefferies analyst Julien Dumoulin-Smith downgraded AES Corp stock from Hold to Underperform, adjusting the price target to $9.00 from the previous $10.00. The downgrade reflects concerns about the company’s future in the renewable sector and uncertainties surrounding its credit rating. Jefferies’ analysis suggests a cautious stance on AES Corp’s financial health and market position.

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