--- title: "研究警示:CFRA 维持对 DTE Energy 公司股票的买入评级" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/276782292.md" description: "CFRA 对 DTE Energy 维持买入评级,将 12 个月目标价上调 8 美元至 162 美元,反映 2026 年每股收益预估的市盈率为 20.7 倍。2026 年每股收益预测上调至 7.81 美元,2027 年每股收益预测为 8.39 美元。DTE 的 2025 年运营每股收益为 7.36 美元,超出指导预期。与 Oracle 达成的 1.4 GW 数据中心交易正在进行中,预计将推动每股收益增长。近期电价案件的批准使得监管环境保持有利" datetime: "2026-02-24T20:15:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276782292.md) - [en](https://longbridge.com/en/news/276782292.md) - [zh-HK](https://longbridge.com/zh-HK/news/276782292.md) --- # 研究警示:CFRA 维持对 DTE Energy 公司股票的买入评级 03:15 PM EST, 02/24/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We raise our 12-month target by $8 to $162, valuing shares of DTE at 20.7x our 2026 EPS estimate, a premium to its five-year average forward P/E of 18.4x. We raise our 2026 EPS view by $0.09 to $7.81 and initiate our 2027 EPS forecast at $8.39. DTE Energy ( DTE ) delivered 2025 operating EPS of $7.36, beating guidance of $7.09-$7.23 and marking 7.8% growth. The company's 1.4 GW data center agreement with Oracle received MPSC approval in December 2025, with construction now underway. The load will ramp over two to three years under a 15-year contract with Oracle funding storage. Management expects a second data center deal in coming weeks, part of ~3 GW in advanced hyperscaler discussions that should push operating EPS CAGR above 8% for 2027-2030. The regulatory environment remains constructive after the February 2026 electric rate case, where MPSC authorized $242M (42% of DTE's $574M request) and maintained the 9.9% ROE, below DTE's 10.75% ask but aligned with our expectations given recent Michigan regulatory trends. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited. ### 相关股票 - [XLU.US](https://longbridge.com/zh-CN/quote/XLU.US.md) - [ORCX.US](https://longbridge.com/zh-CN/quote/ORCX.US.md) - [DTE.US](https://longbridge.com/zh-CN/quote/DTE.US.md) - [ORCL.US](https://longbridge.com/zh-CN/quote/ORCL.US.md) - [JXI.US](https://longbridge.com/zh-CN/quote/JXI.US.md) ## 相关资讯与研究 - [甲骨文被指在近期裁员中针对持有股票期权的员工](https://longbridge.com/zh-CN/news/282581785.md) - [美国最大电网 PJM 发布 “紧急提案”:拟增 15 吉瓦电力,以应对 AI 数据中心浪潮](https://longbridge.com/zh-CN/news/282550758.md) - [当工商业储能参与电力交易](https://longbridge.com/zh-CN/news/282405474.md) - [海底电缆资产公司获得首个 50Hertz 电缆转盘系统合同](https://longbridge.com/zh-CN/news/282046688.md) - [解 AI 缺电燃眉之急?SOFC 龙头获甲骨文 2.8GW 订单 交付周期短于燃气轮机](https://longbridge.com/zh-CN/news/282617131.md)