-- 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CMS未來12個月的目標股價調高1美元至87美元，本益比為22.0倍，高於同業及CMS過去三年18.4倍的歷史平均水準。我們將2026年和2027年的每股盈餘預期分別下調0.02美元至3.88美元和4.17美元。 CMS公佈的第一季調整後每股收益成長10.8%。 CMS宣布，兩家超大規模資料中心已就合約條款達成商業協議，並在第一季度簽署了110兆瓦的新負載（超過2025年全年的簽約量），預計這些負載將於2028年開始陸續上線，所有新增負載均在現有計劃之外。每新增1吉瓦負荷，即可帶來20億至50億美元的資本投資機會，同時將平均客戶費率成長降低約2%。我們認為CMS近期每股收益（2025-2028年複合年增長率約7.6%）和股息成長前景（約5.8%）都具有競爭力。我們認為，密西根州是全美監管力度最大的地區之一，CMS最近的電力費率案件結果凸顯了監管機構透過多種追償機制支持審慎投資的意願。
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