-- 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。2026年第1四半期決算を精査した結果、当社は12ヶ月後の目標株価を14ドル引き上げ、60ドルとします。これは、平均PER25.8倍、2027年のEPS予想2.21ドル（57ドル）、およびDCFモデル（終末成長率2.5%、WACC6.2%、10年間のFCFF年平均成長率12.0%（63ドル）を前提とする）に基づいています。また、2026年のEPS予想を1.86ドルから1.94ドルに、2027年のEPS予想を2.07ドルから2.21ドルにそれぞれ引き上げます。当社の売上高予測は、2026年が148億ドル、2027年が155億ドルです。CSXの最近の株価上昇と評価額の上昇は、力強い業務改善によって正当化されます。同社は、輸送量と収益の増加とコスト削減により、2026年を好調にスタートしました。第1四半期の指標では、列車の速度、停車時間、稼働中の貨車数が前年同期比で増加し、第1四半期の燃費は1,000総トンマイルあたり0.97ガロンと過去最高を記録しました。中東紛争は機会とリスクの両方をもたらします。エネルギー価格の上昇はCSXの顧客の一部に利益をもたらしますが、インフレが加速すれば消費者の心理を冷え込ませる可能性があります。株価利回りは1.2%です。
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
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