Jim Cramer Says AES Looks Inexpensive—and Worth a Look
On a recent episode of CNBC, Jim Cramer pointed to AES as a name to watch. He called the stock “very inexpensive” and suggested investors give it a closer look, framing it as a potential value play among industrial names. The message was simple: keep AES on your screen while you weigh the trade-offs.
A Quick Look at AES’s Recent Results
AES released its second-quarter numbers, and the headline was mixed. Earnings landed at 38 cents per share, edging past the 37-cent consensus and offering a modest beat. Revenue told a different story: sales came in at $2.94 billion, below expectations of $3.19 billion. The combination—an earnings beat with a revenue miss—can happen when costs are managed well or when the business mix shifts, but it also puts the spotlight on growth.
How the Market Took the Report
Investor reaction was cautious. The earnings strength provided some comfort, yet the sales shortfall raised fair questions about momentum. For AES, the takeaway is clear enough: keep shoring up revenue in a competitive energy landscape while holding onto discipline. The path forward will likely hinge on execution rather than headlines.
Vertiv Holdings Co: Growth Backed by Demand
Cramer also singled out Vertiv Holdings Co, ticker VRT, as a smart pick right now. Vertiv has been growing, with net sales up 13% year over year to $1.953 billion. Demand linked to artificial intelligence has played a role, and the company has leaned into those needs—showing it can adapt as technology spending shifts.
A Measured Stance on NextEra Energy
On NextEra Energy (ticker: NEE), Cramer held back. “I don’t get this. I’ve got to find out what’s the truth, and then we’ll come back with a more considerate opinion,” he said. It’s a wait-and-see posture, which tracks with the mixed analyst views that have followed the stock lately.
Hertz’s Tough Quarter
Cramer also flagged challenges at Hertz Global Holdings, Inc (symbol: HTZ). Hertz reported revenue of $2.4 billion, short of what the market was looking for. The company posted an adjusted loss of $1.44 per share, wider than the expected 90-cent loss. It was a difficult print and a reminder that turnarounds rarely move in straight lines.
Stock Moves at a Glance
In trading, AES shares inched up 0.1% to close at $16.20. That small gain suggests investors are watching, not rushing—yet it also shows interest isn’t fading.
Elsewhere, NextEra Energy rose 1.5% to $81.19. Vertiv climbed 3.8% to $74.48, reflecting upbeat sentiment around its growth story. And Hertz advanced 4.1% to $2.82, a notable move higher even with the recent setbacks—an echo of hope for better quarters ahead.
Bottom Line on AES
Cramer’s endorsement frames AES as a value-minded idea: inexpensive on its face, with earnings execution that outpaced expectations, and revenue that still has room to improve. For investors looking for affordable, credible setups, AES may merit a deeper dive—patience required, discipline rewarded.
Frequently Asked Questions
What exactly did Jim Cramer say about AES?
He called AES “very inexpensive” and recommended investors consider buying it, positioning the stock as a value opportunity worth a closer look.
How did AES perform in its most recent quarter?
AES reported earnings of 38 cents per share, slightly above the 37-cent consensus. Revenue was $2.94 billion, which missed the expected $3.19 billion.
Which other stock did Cramer highlight positively?
He pointed to Vertiv Holdings Co (VRT), noting its 13% year-over-year net sales growth to $1.953 billion and demand supported by AI-related needs.
How did the featured stocks trade most recently?
AES closed up 0.1% at $16.20. NextEra Energy ended the session up 1.5% at $81.19. Vertiv gained 3.8% to $74.48, and Hertz rose 4.1% to $2.82.
What was Cramer’s view on NextEra Energy and Hertz?
For NextEra Energy (NEE), he took a cautious, wait-and-see stance, citing the need to sort fact from noise. On Hertz (HTZ), he noted a difficult quarter, with $2.4 billion in revenue and an adjusted loss of $1.44 per share versus an expected 90-cent loss.
