-- 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。12ヶ月目標株価を1ドル引き下げ、139ドルとします。これは、2027年のEPS予想の21.2倍に相当し、AWKの5年先予想平均である25.1倍を下回ります。2026年のEPS予想は6.09ドルで据え置き、2027年のEPS予想は0.08ドル引き上げ、6.58ドルとします。第1四半期のEPSは予想を下回り（-7.4%）、過去9四半期のうち7四半期で平均-3.1%と、予想を下回る結果が続いています。当社の「ホールド」の投資判断は、特にWTRGとの合併を巡るリスクとリターンのバランスをやや懸念していることを反映しています。ただし、ケンタッキー州での規制当局の承認は、取引の不確実性をある程度緩和する要因となります。金利の高止まりが長期化すれば、株価評価に圧力がかかると予想しています。 FOMCの直近の会合では、3人の地区総裁が金利据え置きを支持しましたが、声明の緩和傾向を否定しました。これは、FRBの次の動きが利下げではない可能性を示唆していると解釈しています。Nexus Water Group Systemsの決算予想の加速（2026年8月ではなく2026年6月30日）により、2026年の売上高は増加すると考えており、現在、前年比7%の成長を見込んでいます。
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