Ameresco股价上涨,因上调2026年每股收益预期,且数据中心业务势头强劲

路透中文
Aug 05
BUZZ-Ameresco股价上涨,因上调2026年每股收益预期,且数据中心业务势头强劲

8月4日 - ** 能源基础设施公司Ameresco(AMRC.N)的股价周二飙升29.7%至29.47美元,有望创下一年来最大涨幅。此前该公司上调了全年盈利预期,并表示新获得的项目订单额较一年前增加了逾两倍,总计达18亿美元

** AMRC股价触及两个月高点,年内迄今累计涨幅约为1%

** 这家总部位于马萨诸塞州弗雷明汉的公司于周一晚间公布第二季度调整后每股收益为20美分,较伦敦证券交易所集团(LSEG)的预期高出4美分,并将全年盈利指引从此前预期的1.06–1.28美元上调至1.15–1.35美元

** 该公司表示, (link) 本季度录得的新订单中约有12亿美元与数据中心项目相关;其余部分来自公司的其他业务线,包括其工业和商业客户

** 法国巴黎银行将AMRC评级从“中性”上调至“跑赢大盘”,并将目标价上调6美元至40美元

** 法国巴黎银行在致客户的报告中指出,数据中心项目$(DC)$ 进展的这一显著且“略显意外”的加速,尽管尚处于初期阶段,但应能提升AMRC的估值水平——其估值近期一直处于低迷状态(约为未来两年EV/EBITDA的8-9倍)

** 覆盖AMRC的12家券商平均评级为“买入”;目标价中位数为44美元——伦敦证券交易所集团

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