- Ameren Corporation reported a rise in revenue and net income for the second quarter and first half of 2025, with second quarter sales reaching US$2.22 billion and net income of US$275 million, both up compared to the previous year.
- An important development is Ameren's expanded infrastructure investment and increased data center demand, resulting in over 2.3 gigawatts of signed construction agreements expected to begin ramping up in late 2026.
- Let's explore how the company's strong earnings release and major infrastructure investments could influence its investment outlook going forward.
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Ameren Investment Narrative Recap
To be confident in Ameren’s story, an investor needs to believe in the long-term opportunity created by the company’s substantial investments in energy infrastructure and the data center market’s growth in Missouri. The recent strong second quarter result points to healthy execution, and Ameren reaffirmed its full-year earnings guidance, which helps address the most important short-term catalyst: sustained earnings performance. For now, the biggest risk, regulatory and political changes affecting infrastructure returns, has not been materially impacted by this update.
Among recent announcements, Ameren’s reaffirmed 2025 earnings guidance stands out. Continued delivery in the upper half of its US$4.85 to US$5.05 diluted earnings per share target hinges on maintaining cost discipline and realized returns from its pipeline of major grid and generation projects, tied to rising data center demand. This is crucial as infrastructure spending and regulatory clarity remain central to the investment case.
In contrast, investors should watch for shifting regulatory or political sentiment, which could quickly challenge assumptions underlying…
Read the full narrative on Ameren (it's free!)
Ameren's outlook anticipates $9.5 billion in revenue and $1.7 billion in earnings by 2028. This scenario assumes a 7.7% annual revenue growth rate and a $0.5 billion increase in earnings from the current $1.2 billion level.
Uncover how Ameren's forecasts yield a $105.07 fair value, a 3% upside to its current price.
Exploring Other Perspectives
Two fair value estimates from the Simply Wall St Community span from US$91.03 to US$105.07 per share. With regulatory stability being central to revenue growth, explore several alternative viewpoints to see how opinions can differ.
Explore 2 other fair value estimates on Ameren - why the stock might be worth 11% less than the current price!
Build Your Own Ameren Narrative
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
- A great starting point for your Ameren research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
- Our free Ameren research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ameren's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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