---
title: "研究警報：CFRA 將 PPL Corporation 的股票評級從持有上調至買入"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286445026.md"
description: "CFRA 已將對 PPL Corporation 的評級從持有上調至買入，並將 12 個月目標價提高至 42 美元。分析師預計未來 12 個月每股收益（EPS）估計為 1.99 美元，給予 21.0 倍的市盈率，指出強勁的每股收益和股息增長潛力。他們維持 2026 年每股收益估計為 1.95 美元，並啓動 2027 年每股收益估計為 2.12 美元。PPL 在 2026 年至 2029 年的 230 億美元資本投資計劃預計將實現 10.3% 的基礎收益年複合增長率，得益於與黑石基礎設施的合資企業"
datetime: "2026-05-14T16:10:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286445026.md)
  - [en](https://longbridge.com/en/news/286445026.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286445026.md)
---

# 研究警報：CFRA 將 PPL Corporation 的股票評級從持有上調至買入

12:10 PM EDT, 05/14/2026 (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 lift our 12-month target by $1 to $42, 21.0x our next-12-month EPS estimate of $1.99, near peers based on PPL's strong EPS and dividend growth potential. Our 2026 EPS view is kept at $1.95, and we initiate 2027 EPS at $2.12. Recent rate case outcomes have been largely constructive, which we think reduces execution risk and supports our confidence in timely cost recovery for the aggressive capital program. PPL guides for $23 billion in capital investments from 2026 to 2029, which it expects to translate into a 10.3% rate base CAGR, above peer growth rates, in our view. The Blackstone Infrastructure joint venture (51% PPL, 49% Blackstone) is gaining significant momentum, with gas turbine reservation agreements executed and multiple generation projects submitted into PJM's interconnection queue. This JV structure is particularly compelling because it provides exposure to merchant-like returns on generation assets serving captive data center loads under long-term contracts with "regulated-like" risk profiles.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

### 相關股票

- [PPL.US](https://longbridge.com/zh-HK/quote/PPL.US.md)
- [BX.US](https://longbridge.com/zh-HK/quote/BX.US.md)
- [PPLC.US](https://longbridge.com/zh-HK/quote/PPLC.US.md)

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