-- 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144ドルに据え置き、これは今後12ヶ月のEPS予想の21.5倍に相当します。これは過去5年間の平均18.4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0.01ドル引き下げて6.70ドルとし、2027年のEPS予想は7.16ドルで新規に開始します。DUKはデータセンター顧客と約7.6GWの電力供給契約を締結しており、うち5GWは既に建設中です。これは、電力需要の加速的な増加を裏付ける重要な指標となります。電力需要全体は2026年の1.5～2.0%から2027～2030年には3～4%に増加すると予想され、カロライナ州における電力需要の伸びも同時期に4～5%になると見込まれています。 2025年から2028年にかけてのEPSの年平均成長率（CAGR）は6.7%と予想しており、これは電力会社グループの予想中央値である7.9%を下回っています。また、配当成長率も同時期に同業他社に比べて低迷すると見ており、予想CAGRは3.9%に対し、同業他社グループの予想中央値は5.2%となっています。短期的なEPSおよび配当成長率の見通しはやや弱めですが、DUKのサービス提供地域における顧客数および電力販売量の魅力的な成長傾向により、DUKはより高い株価倍率を達成できると考えています。
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