-- 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5ドル引き上げ、106ドルとします。これは、今後12ヶ月のEPS予想の25.8倍に相当し、同業他社およびNEEの過去5年間の平均予想PER24.5倍を上回る水準です。2026年と2027年のEPS予想もそれぞれ0.08ドル引き上げ、4.13ドルと4.50ドルとします。決算説明会では、当初のプレスリリースでは触れられていなかった重要な詳細が議論されたため、株価は急騰しました。その中でも特に注目すべきは、経営陣が「年末までに少なくとも1社の大口顧客がFPLの料金プランに基づく契約を結ぶ」と見込んでいることです。NEEは、大口顧客1ギガワットあたり約20億ドルの設備投資を見込んでおり、EPSには上振れ余地があると見ています。報告されているROE11.7%に基づくと、1GWあたり2億3400万ドルの利益、1株当たり0.11ドルに相当します。経営陣は、12GWの大規模負荷に関する関心が現在最終段階の協議に入っており、完全に展開されれば年間最大1.32ドルのEPS増加が見込まれると述べています。同社は、この容量の一部を2028年にも提供開始することを目指しています。これは、2025年から2028年までのEPSの年平均成長率（CAGR）が9.7%になるとの当社の予想を裏付けるものと考えています。
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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.
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$^TASI$SASE:2380$SASE:4012
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
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