-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将CMS未来12个月的目标股价上调1美元至87美元，市盈率为22.0倍，高于同行及CMS过去三年平均市盈率18.4倍。我们将2026年和2027年的每股收益预期分别下调0.02美元至3.88美元和4.17美元。CMS公布的第一季度调整后每股收益增长10.8%。CMS宣布，两家超大规模数据中心已就合同条款达成商业协议，并在第一季度签署了110兆瓦的新负荷（超过2025年全年的签约量），预计这些负荷将于2028年开始陆续上线，所有新增负荷均在现有计划之外。每新增1吉瓦负荷，即可带来20亿至50亿美元的资本投资机会，同时将平均客户费率增长降低约2%。我们认为CMS近期每股收益（2025-2028年复合年增长率约为7.6%）和股息增长前景（约5.8%）都具有竞争力。我们认为，密歇根州是全美监管力度最大的地区之一，CMS最近的电力费率案件结果凸显了监管机构通过多种追偿机制支持审慎投资的意愿。
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