-- 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：我們維持對PCG未來12個月的目標價為14美元，基於8.7倍的2026年每股收益預期，遠低於同業19.7倍的平均水平，這反映了PCG較低的股息收益率（1.2%）、野火責任方面的監管不確定性，以及該公司在2020年破產後仍存在的謹慎情緒重組。我們將2026年每股收益預期上調0.03美元至1.64美元，並將2027年每股收益預期上調0.07美元至1.80美元。由於管理層表示，如果SB 254第二階段立法未能提供野火尾部風險建模的能力，PCG 730億美元的資本支出計劃可能會面臨更大的不確定性。令人欣喜的是，野火防範工作持續取得顯著進展。本季度，PCG在火災高風險地區完成了31英里輸電線路的地下化改造，並安裝了44英里加強電線桿和覆層線路。我們認為，無論從實際操作或資金投入來看，野火風險防範工作都將為未來幾年高於平均的每股盈餘成長提供支撐。我們預計2026年營收成長5.5%，2027年成長3.1%。
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