周二早盘，国家燃料燃气公司（NFG.N）股价飙升5.9%，触及历史高点89.05美元，此前美国银行全球研究将其评级从“落后大盘”一举上调至“买入”。该券商同时将目标价上调22美元，至华尔街最高的107美元，隐含约27%的上行空间。在一份研究报告中，美国银行指出，预计公司2026财年每股收益（EPS）可达9.12美元，这得益于其在宾夕法尼亚州Tioga县Utica页岩资产的生产率改善。美国银行盛赞公司销量增长“卓越”，库存期限更是同行的近两倍。结合NFG的投资级信用评级和中游业务专长，该行认为公司是理想定位的企业，能充分受益于长期供应协议或潜在项目如Millennium或Constitution带来的纽约市场通道拓展。当前，六家券商中有三家给予“强力买入”或“买入”评级，其余维持“持有”；根据LSEG数据，中位目标价已从一个月前的85美元跃升至98美元。年初至今，NFG股价累计飙升约46%，远超标普400天然气公用事业板块约19%的涨幅。
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