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研究快報:CFRA維持對Alliant Energy Corporation股票的「持有」評級

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-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:我們將LNT未來12個月的目標股價上調2美元至75美元,市盈率為21.5倍(基於我們未來12個月的每股收益預期)。我們將2026年的每股盈餘預期下調0.03美元至3.42美元,並將2027年的預期下調0.02美元至3.68美元。基礎成本成長主要得益於對發電、儲能和輸電資產的投資,以及對建設期間資金使用額度的提高。 LNT在愛荷華州簽署了一份約370兆瓦的電力服務協議,使其資料中心總合約需求達到約3.4吉瓦(此前為3吉瓦),並有可能根據正在進行的談判再增加2-4吉瓦。 LNT目前已簽署五份資料中心協議,另有三個項目正在興建中。我們認為,以靈活發電(簡單循環天然氣和電池儲能)為支撐,專注於僅提供電力容量的服務協議的戰略策略,既能使資本部署與收入增長保持一致,又能為未來的能源需求保留選擇。我們認為,2025年至2028年期間,每股盈餘和股息成長率分別為7.6%和6.1%,具有吸引力。

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