Jim Cramer has publicly voiced strong interest in AES Corp. (AES), highlighting the utility company’s strategic positioning in the evolving energy landscape. The endorsement comes amid renewed investor attention on infrastructure plays within the energy sector.
- Jim Cramer publicly expressed increased interest in AES Corp. (AES) on December 13, 2025
- AES reported Q3 2025 adjusted EPS of $0.87, up 12% YoY
- AES announced $1.2 billion in new investments for grid and storage projects in the U.S. Southwest
- AES stock rose 14% over the past 30 days, outperforming the broader utilities sector
- Current stock price: ~$48.50; dividend yield: 3.6%
- Cramer’s endorsement may influence retail investor sentiment and short-term trading dynamics
Jim Cramer, host of CNBC’s 'Mad Money,' shared his growing confidence in AES Corp. (NYSE: AES) during a recent segment, stating, 'I’ve taken a liking to it down here,' a phrase underscoring his renewed interest in the company’s long-term prospects. The comment follows broader market shifts toward clean energy infrastructure and resilient utility assets, particularly as grid modernization and renewable integration gain momentum. AES Corp., a global power company with operations across North America, Latin America, and Europe, reported adjusted earnings per share of $0.87 for Q3 2025, reflecting a 12% year-over-year increase. The company also announced a $1.2 billion investment in energy storage and grid resilience projects in the U.S. Southwest, signaling commitment to infrastructure expansion amid rising demand for reliable, low-carbon power. These developments align with Cramer’s focus on companies with tangible growth vectors in the energy transition. The stock, trading at approximately $48.50 as of December 13, 2025, has seen a 14% rise in the past 30 days, outperforming the S&P 500 Utilities Sector Index, which gained 5% over the same period. Market analysts note that Cramer’s endorsement may further boost retail investor interest, particularly among those seeking exposure to regulated utilities with decarbonization strategies. The move could also influence short-term trading volumes, particularly in options and ETFs with AES exposure. Investors tracking utility stocks, renewable energy developers, and infrastructure funds are likely to monitor AES closely in the coming weeks. The company’s dividend yield of 3.6% adds appeal for income-focused portfolios, especially in a rising rate environment where yield stability is valued.