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研究快訊:CFRA維持對Wec Energy Group, Inc.股票的持有評等。

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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WEC未來12個月的目標股價上調2美元至124美元,基於我們對WEC未來12個月每股收益(EPS)5.67美元的21.8倍市盈率,該市盈率接近同業公用事業公司,並高於WEC三年(20.1倍)和五年(21.2倍市盈率)的市盈率。我們將WEC 2026年的每股盈餘預期調高0.01美元至5.60美元,並將2027年的每股盈餘預期調降0.02美元至6.00美元。 WEC公佈了穩健的第一季業績,調整後每股收益年增7.9%,超出市場預期6.5%;營收成長9.0%至34.3億美元(超出市場預期0.5%),主要得益於更高的費率和適度的銷售成長。 WEC重申了2026年的業績指引,並維持了長期業績指引不變。 WEC預計,在新建資料中心、製造工廠和其他大負載客戶的推動下,其電力銷售成長將在2027年前後加速。我們預計,2025年至2028年期間,WEC的每股盈餘和股利複合年增長率分別約為7.3%和6.8%,均極具競爭力。我們維持「持有」評級,因為我們認為WEC的估值已反映了其近期具有競爭力的每股盈餘和股息成長潛力,短期內上漲空間有限。

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