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研究快訊:CFRA維持DTE能源公司股票的買入評級

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-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下:我們將12個月目標價調高3美元至165美元,相當於未來12個月每股盈餘預期的20.7倍本益比。我們將2026年每股收益預期下調0.05美元至7.76美元,並將2027年每股收益預期上調0.01美元至8.40美元。 2026年3月,DTE與Google簽署了一項1吉瓦的資料中心協議,並已向密西根州公共服務委員會(MPSC)提交合約申請審批;預計將於2026年9月獲得批准。該Google資料中心協議是對先前已批准的1.4吉瓦Oracle專案的補充。該協議旨在合約期間為現有客戶節省約17億美元的成本,同時要求Google承擔全部能源使用成本,包括所有相關的基礎設施投資。 DTE計劃在最近一次申請後至少兩年內暫停未來的電價調整申請,前提是Oracle資料中心能在2027年上線。我們預計,從2025年到2028年,DTE的每股盈餘將成長約7.5%,股利將成長約6.8%,在多用途公用事業同業中極具競爭力。

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