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美国银行在第一季度业绩稳健后更新了TotalEnergies的预测

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-- 在法国能源巨头道达尔能源(TotalEnergies,股票代码:TTE.PA,TTE.L)发布第一季度财报后,美国银行全球研究部更新了对该公司的盈利预测。 “我们仅在道达尔能源2026财年第一季度业绩强劲(目标价维持不变,为86欧元)后才对预测进行微调:所有部门的税前盈利均超出我们此前高于市场普遍预期的水平。然而,道达尔能源39%的实际税率高于我们34%的预期和市场普遍预期的36%。但我们略微下调的2026财年盈利预测(尽管现在假设实际税率超过40%)仍然比市场普遍预期高出20%以上。”该研究机构周四表示。 2026年和2027年的调整后每股收益预测分别从13.66美元和12.69美元下调至13.03美元和12.46美元。2028年的调整后每股收益预测从12.71美元下调至12.54美元。 分析师指出:“我们仍然将 TTE 视为我们首选的大型石油公司,也是美国银行在 2026 年欧洲“25 家重点投资公司”名单中的一员”,并维持了该股的买入评级。

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