-- 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：我們下調12個月目標價14美元至107美元，基於我們對未來12個月每股收益（EPS）5.20美元的20.5倍市盈率，該市盈率高於其五年平均水平17.3倍，與同行大致持平。我們將2026年每股收益預期下修0.18美元至5.11美元，2027年每股收益預期下修0.12美元至5.53美元。 SRE在2026年第一季於德州取得了重大監管勝利，包括Oncor公司基準利率方案獲得批准，該方案提高了回報率（9.75%的淨資產收益率，43.5%的權益層），以及實施UTM機制以減少監管滯後。 此外，SRE向ERCOT提交了一份127吉瓦的合格負載預測（是Oncor目前31吉瓦尖峰負載的4倍），我們認為這凸顯了德州資料中心需求的成長潛力。鑑於加州歷史上曾發生過野火，且有跡象顯示該州的監管環境正在收緊，我們注意到投資者對加州公用事業的信心略顯疲軟。然而，預計到本十年末，德州將占美國電力市場總費率的近60%，到2027年，受監管的公用事業公司將占美國電力市場收益的約95%。
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