-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將NEE未來12個月的目標股價調高5美元至106美元，相當於未來12個月每股盈餘預期值的25.8倍，高於同業及NEE過去五年平均遠期本益比24.5倍。我們將2026年和2027年的每股盈餘預期分別調高0.08美元至4.13美元和4.50美元。在財報電話會議上，由於討論了先前新聞稿中未提及的關鍵細節，股價應聲上漲。其中最重要的一點是管理層預期「至少有一家大型負載客戶將在年底前根據FPL的電價協議簽約」。我們認為，由於NEE預計每吉瓦的大型負載將帶來約20億美元的資本支出，因此其每股盈餘有上漲空間。依照報告的11.7%的淨資產收益率（ROE），每吉瓦（GW）發電量可帶來2.34億美元的收益，即每股收益0.11美元。管理層表示，目前正在就12吉瓦的大容量負荷項目進行深入洽談，一旦全面部署，預計每年將新增高達1.32美元的每股收益（EPS）。公司計劃最快於2028年開始使用部分新增容量。我們認為這支持了我們對2025年至2028年每股盈餘複合年增長率（EPS CAGR）為9.7%的預期。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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