-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：NiSource第一季非GAAP調整後每股盈餘為1.06美元，較去年同期成長8.2%，超出市場普遍預期的1.05美元。天氣因素為公司帶來了370萬美元的利好，而2025年第一季則造成了1680萬美元的負面影響。隨著與Alphabet和亞馬遜擴大合作，GenCo計劃持續推進，預計將為客戶節省約14億美元的成本，使NiSource能夠充分利用不斷增長的資料中心能源需求。管理層將2026-2033年非GAAP合併調整後每股收益複合年增長率預期從8%-9%上調至9%-10%，並重申了2026年每股收益預期為2.02-2.07美元。我們認為，長期成長預期上調反映了資料中心策略帶來的效益加速顯現，並使NiSource相比傳統公用事業同業擁有更優異的成長前景。我們認為，GenCo模式代表了一種差異化的成長策略，它既能加強電網基礎設施，也能為客戶帶來實際利益。
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