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TC Energy目标价在RBC、TD和CIBC均被上调

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-- 加拿大皇家银行资本市场(RBC Capital Markets)、道明证券(TD Securities)和加拿大帝国商业银行资本市场(CIBC Capital Markets)的分析师均上调了TC Energy Corp.(TRP.TO,TRP)的目标股价。 RBC分析师Maurice Choy将这家总部位于卡尔加里的能源公司的目标股价从92加元上调至95加元,并在其公布季度业绩后维持“跑赢大盘”评级。 Choy在给客户的报告中表示:“鉴于TC Energy公布了符合预期的2026财年第一季度业绩,并重申了近期业绩指引范围,这进一步巩固了其运营势头,该公司成长型股票投资逻辑的核心依然稳固。” 这位分析师还表示:“TC Energy的资产负债表正朝着4.75倍的债务/EBITDA目标稳步迈进,我们相信其高效的资本增长模式正在按预期运作。” 道明证券分析师Aaron MacNeil将目标股价从88加元上调至90加元,并维持“持有”评级。 MacNeil在致客户的报告中指出:“2026年第一季度业绩巩固了TC以美国为中心的增长机遇。Appalachia项目已建立起一个可扩展的平台,其估值倍数将随着时间的推移而显著下降;同时,Crossroads/Columbus项目的超额认购和不断增长的积压订单表明,到2030年,TC将实现加速增长,并保持资本效率,同时不会损害其资产负债表的稳健性。” 加拿大帝国商业银行(CIBC)分析师Robert Catellier将该股的目标价从89美元上调至94美元,并维持“跑赢大盘”评级。 Catellier在致客户的报告中表示:“TRP第一季度的业绩表明其系统持续保持稳健的执行力和运营实力,但更重要的是,其增长计划不断扩大,并且为满足强劲的电力需求,走廊内可扩展的扩建项目前景更加明朗。” “近期超额认购的招标季表明,2026年将有更多项目做出最终投资决定(FID)。”

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