-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。今後12ヶ月のEPS予想5.20ドルの20.5倍に基づき、12ヶ月目標株価を14ドル引き下げ、107ドルとします。これは、過去5年間の平均17.3倍を上回る水準であり、同業他社とほぼ同水準です。2026年のEPS予想は0.18ドル引き下げて5.11ドル、2027年のEPS予想は0.12ドル引き下げて5.53ドルとします。SREは2026年第1四半期にテキサス州で主要な規制上の成果を上げました。これには、収益性を改善したOncorの基本料金改定案（ROE 9.75%、エクイティレイヤー43.5%）の承認、および規制遅延を短縮するためのUTMメカニズムの導入が含まれます。さらに、SREはERCOTに127GWの適格負荷予測を提出しました（これはOncorの現在のピーク負荷31GWの4倍に相当します）。これは、テキサス州のデータセンター需要による成長の可能性を浮き彫りにしていると考えられます。カリフォルニア州の電力会社に対する投資家のセンチメントは、同州の山火事の歴史や、州内の規制環境が厳格化している兆候から、やや弱まっていると見ています。しかしながら、テキサス州は今世紀末までに料金算定基準の約60%を占めると予想されており、規制対象の電力会社は2027年までに収益構成の約95%を占める見込みです。
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