-- 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。GEVの第1四半期の好調な業績を受け、当社は12ヶ月目標株価を1,000ドルから1,350ドルに引き上げます。これは、2027年のEPS予想24.10ドル（従来予想23.36ドル、2026年のEPS予想14.50ドルから15.48ドルに修正）の56倍に相当します。この倍率は市場全体と比較すると割高ですが、GEVは独立企業として上場して以来、平均で約55倍で取引されています。価格、販売量、受注状況が好調であることから、2026年から2027年にかけての成長見通しは、予想を上回る四半期決算とともに上昇を続けています。第1四半期において、GEVの受注は前年同期比71%増の183億ドルという大幅なオーガニック成長を遂げ、総受注残高は1,630億ドルに拡大しました。この勢いは主にガスタービンとグリッドソリューションに対する需要の加速によってもたらされ、第1四半期だけでデータセンター向け電化受注が2025年通年の受注総額を上回りました。好調な第1四半期の業績を受け、通期の売上高、EBITDAマージン、フリーキャッシュフローの見通しを上方修正しました。
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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