-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。12ヶ月目標株価を1ドル引き上げ、101ドルとします。これは、今後12ヶ月のEPS予想4.59ドルの22.0倍に相当し、過去5年間の平均予想19.7倍を上回ります。2026年のEPS予想を0.02ドル引き上げ、4.57ドルとします。また、2027年のEPS予想を4.92ドルで新規に開始します。SOは、75GWを超える大規模電力需要パイプラインのうち、23GWが契約済み（11GW）または最終段階／最終調整段階（12GW）にあると発表しました。これらの活動の大部分はデータセンター関連です。この大規模なパイプラインは、2030年以降も8%以上の持続的な料金ベース成長を裏付ける強力な見通しであり、これは過去の5～6%の成長率を上回るものです。当社の見解では、265億ドルのDOE融資は、同社の資本構成のリスクを軽減します。これらの融資は、低コスト（米国債利回り＋37.5ベーシスポイント）、長期（30年）の資金を提供し、現在建設中の10GWの新規規制発電設備の大部分について、借り換えリスクを排除するからです。当社は、EPS成長率（2025年から2030年までの年平均成長率約7.3%）が同業他社と同程度になると見ていますが、配当成長率はわずか3.2%の年平均成長率にとどまり、同期間において同業他社を下回ると予想しています。
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