-- 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AWK的12個月目標價下修1美元至139美元,相當於2027年每股盈餘預期值的21.2倍,低於AWK五年遠期平均本益比25.1倍。我們維持2026年每股收益預期6.09美元不變,並將2027年每股收益預期上調0.08美元至6.58美元。第一季每股收益低於預期(-7.4%),這是該公司近期一系列業績不如預期中的最新一次,過去九個季度中有七個季度低於預期,平均低於預期3.1%。我們維持「持有」評級,反映了我們對風險和回報較為平衡的看法,尤其是在WTRG合併案方面,儘管肯塔基州的監管批准在一定程度上緩解了交易的不確定性。我們認為,長期高利率將對估值構成壓力。在聯邦公開市場委員會(FOMC)最近一次會議上,三位地區總裁支持維持利率不變,但否定了聲明中體現的寬鬆傾向,我們認為這表明聯準會的下一步行動可能不會是降息。我們認為,Nexus Water Group Systems的預期交割日期提前(2026年6月30日而非2026年8月)將提振2026年的銷售額,因為我們目前預計其同比增長7%。
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