Ameren Corporation

(New York Stock Exchange)
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Bullish +65

Ameren Stock: Is Wall Street Bullish or Bearish?

Analyst upgrade Earnings report Guidance raised AI-generated analysis

πŸ“ˆ Ameren reported a 6.8% year-over-year increase in total operating revenue to $2.88 billion for Q3.

πŸ’° Adjusted earnings per share climbed 11.5% to $2.42, surpassing analyst expectations of $2.29.

πŸš€ The company raised its full-year 2026 adjusted EPS guidance to $5.35–$5.55 from the prior range.

πŸ“Š Analysts project current fiscal year EPS growth of 7.6% year-over-year to reach $5.41.

🎯 Mizuho raised its price target on AEE to $123, maintaining an 'Outperform' rating.

πŸ”‹ Ameren is integrating nuclear power with expanding investments in solar, wind, and battery storage.

πŸ“ˆ The company introduced a higher long-term EPS compound annual growth target of 8%–10% for 2027–2031.

🀝 Among 18 analysts covering the stock, the consensus rating is a 'Moderate Buy'.

Bullish Signals
  • Ameren delivered a solid Q3 performance with improving profitability and higher earnings from infrastructure investments.
  • Total operating revenue increased 6.8% year-over-year to $2.88 billion, demonstrating strong operational growth.
  • Adjusted EPS climbed 11.5% to $2.42, exceeding analyst expectations of $2.29.
  • The company raised its full-year 2026 adjusted EPS guidance to $5.35–$5.55 from the previous range.
  • Analysts expect current fiscal year EPS to grow 7.6% year-over-year to $5.41, indicating consistent earnings expansion.
  • Mizuho raised its price target to $123 following stronger-than-expected Q3 results and a revised growth outlook.
  • The company introduced a higher long-term EPS compound annual growth target of 8%–10% for 2027–2031, up from 7%–9%.
  • Ameren topped consensus estimates in each of the last four quarters, showing a promising earnings surprise history.
Full Analysis
Ameren Corporation (AEE), a utility holding company with a market cap of $31.4 billion, reported solid Q3 performance on Nov. 5. The company's energy portfolio is shifting toward sustainability, integrating nuclear power with significant investments in solar, wind, and battery storage technologies. Financial results for the quarter showed improving profitability across regulated operations and higher earnings from infrastructure investments. Total operating revenue rose 6.8% year-over-year to $2.88 billion, while adjusted EPS climbed 11.5% to $2.42, beating analyst expectations of $2.29. Following the strong results, Ameren raised its full-year 2026 adjusted EPS guidance to a range of $5.35–$5.55 from the previous $5.25–$5.45. Analysts expect current fiscal year EPS to grow 7.6% year-over-year to $5.41, and the company has introduced a higher long-term compound annual growth target of 8%–10% for 2027–2031. Wall Street sentiment remains positive with a consensus 'Moderate Buy' rating among 18 analysts. Mizuho raised its price target to $123 from $113, citing the stronger-than-expected Q3 results and the updated growth outlook, suggesting potential upside for shareholders.