-- 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。NiSourceは、第1四半期の非GAAP調整後EPSが1.06ドルとなり、8.2%の成長を記録し、市場予想の1.05ドルを上回りました。天候の影響は370万ドルのプラス要因となり、2025年第1四半期の1,680万ドルのマイナス要因とは対照的です。GenCoイニシアチブは、AlphabetおよびAmazonとの提携拡大により勢いを増しており、顧客コストを約14億ドル削減できる見込みです。これにより、NiSourceはデータセンターのエネルギー需要拡大を捉える態勢を整えています。経営陣は、2026年から2033年までの非GAAP連結調整後EPSの年平均成長率ガイダンスを8～9%から9～10%に引き上げ、2026年のガイダンスである2.02～2.07ドルを再確認しました。長期成長見通しの上方修正は、データセンター戦略による効果の加速を反映したものであり、従来の電力会社と比較してNiSourceに優れた成長見通しをもたらすものと考えています。当社の見解では、GenCoモデルは、送電網インフラを強化しつつ、顧客に具体的なメリットを提供する、差別化された成長戦略です。
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