-- 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XEL未來12個月的目標股價上調3美元至95美元，對應的預期市盈率為22.4倍（基於我們未來12個月的每股收益預期4.25美元），高於同行和XEL五年曆史平均市盈率19.2倍。我們維持2026年每股收益預期不變，仍為4.11美元，但將2027年每股收益預期上調0.03美元至4.53美元。我們看好該公司在大型負載協議方面的進展。與Google資料中心（明尼蘇達州）的合作以及與NextEra的合作，為未來十年可能高達150億至200億美元以上的新增資本投資提供了一個可複製的框架。預計Google協議將為客戶帶來約11億美元的收益，Google將承擔其新服務的所有成本。目前，資料中心專案儲備包括約2吉瓦的已簽約/在建專案（包括約1吉瓦的Google專案），目標是在2027年底前再簽約4吉瓦（2026年1吉瓦，2027年3吉瓦），此外，還有超過20吉瓦的潛在專案正在籌備中。我們預計，2025年至2028年期間，公司每股收益將以9.5%的複合年增長率高於同業。
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Research Alert: CFRA Maintains Hold Rating On Shares Of Generac Holdings Inc.
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