AES Corp. Call Buyer Reaps 44% Same-Day Gains

An investor who bought 15,000 AES Corp. (AES) Nov-25 15 calls at $0.50 yesterday at 10:22ET realized a 44% same-day gain after the stock closed at $12.59 and the calls at $0.72, resulting in a mark-to-market profit of $331K on a $750K outlay.

AES Corp (AES) stock experienced a significant rise of 20% on Wednesday, July 2, 2025, reaching $13.26 per share, up from $11.07 the previous day. The surge was driven by rumors that major investment firms, including Blackstone, Brookfield Asset Management, and BlackRock's Global Infrastructure Partners unit, are exploring strategic options for the company [2]. The company has been a key player in the renewable energy sector, supplying clean power to tech giants like Microsoft and Amazon, and demand for its assets is expected to rise due to growing energy needs of AI data centers and cloud computing.

AES Corp's stock price also benefited from a notable gain by an investor who purchased 15,000 call options for AES at $0.50 each. This transaction occurred around 10:22 ET when AES shares were at $12.44. By the close of the market, these shares climbed to $12.59, and the value of the call options increased to $0.72. This resulted in a 44% profit, equating to $331,000, based on an initial investment of $750,000 [1].

The company's strong footprint in renewables and its strategic partnerships, such as a power supply agreement with Microsoft, make it particularly appealing to buyers looking to enter or expand in the clean tech sector. Analysts remain cautious but intrigued by the potential changes ahead for AES Corp. While some warn that a full sale may not happen soon, many agree that AES is undervalued considering its long-term contracts, clean energy projects, and role in supplying power to AI systems.

Looking ahead, all eyes will be on any official announcement from AES Corp. Until then, the stock could remain volatile as speculators pile in. Traders should also watch broader trends in the AI and energy sectors, as those will likely continue to influence the company's valuation. For now, AES Corp stock is back in the spotlight, and if the strategic review leads to a sale or major shift, this could just be the beginning of a larger rally.

References:
[1] https://www.gurufocus.com/news/2974533/aes-stock-rises-investor-sees-significant-gains-on-call-options-aes-stock-news
[2] https://www.ainvest.com/news/aes-stock-surges-20-rumors-potential-takeover-rising-renewable-energy-demand-2507/