-- 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XEL未来12个月的目标股价上调3美元至95美元，对应的预期市盈率为22.4倍（基于我们未来12个月的每股收益预期4.25美元），高于同行和XEL五年历史平均市盈率19.2倍。我们维持2026年每股收益预期不变，仍为4.11美元，但将2027年每股收益预期上调0.03美元至4.53美元。我们看好该公司在大型负载协议方面取得的进展。与谷歌数据中心（明尼苏达州）的合作以及与NextEra的合作，为未来十年可能高达150亿至200亿美元以上的新增资本投资提供了一个可复制的框架。预计谷歌协议将为客户带来约11亿美元的收益，谷歌将承担其新服务的所有成本。目前，数据中心项目储备包括约2吉瓦的已签约/在建项目（包括约1吉瓦的谷歌项目），目标是在2027年底前再签约4吉瓦（2026年1吉瓦，2027年3吉瓦），此外，还有超过20吉瓦的潜在项目正在筹备中。我们预计，2025年至2028年期间，公司每股收益将以9.5%的复合年增长率高于同行。
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