-- FactSetが調査したアナリストによると、NextEra Energy（NEE）の平均投資判断は「オーバーウェイト」、平均目標株価は99.75ドルです。 （は、北米、アジア、ヨーロッパの主要銀行および調査会社による株式、商品、経済に関する調査レポートを配信しています。調査レポート提供者の方は、こちらからお問い合わせください：https://www..com/contact-us）
Price: $96.30, Change: $-0.69, Percent Change: -0.71%
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Research
Research Alert: CFRA Lowers Opinion On Shares Of Carpenter Technology To Buy From Strong Buy
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $7 to $508, on an EV/EBITDA of 18.5x our FY 28 (June) EBITDA estimate, in line with CRS's average forward EV/EBITDA during the trailing 12 months of 18.6x. We raise our EPS estimates: FY 26 by $0.07 to $10.64, FY 27 by $0.62 to $13.84 and FY 28 by $0.08 to $16.60. CRS remains exceptionally well-positioned as the aerospace cycle accelerates, with structural demand inflecting and engine orders surging amid tightening nickel-based superalloy supply. We expect sustained pricing power and further margin expansion as SAO segment profitability targets 40%+ longer-term. The $400M brownfield expansion adds only modest capacity versus industry deficits, preserving favorable supply-demand dynamics through FY 28+. However, shares now trade well above historical EV/EBITDA multiples, prompting our downgrade despite strong fundamentals. After the 112% increase in share price in the last year, we think CRS is baking in most of the positive fundamentals, leaving less potential upside.
$CRS
US Markets
Tyson Foods' Second Quarter Tops Views as Chicken, Prepared Foods Drive Gains
Tyson Foods' (TSN) fiscal second-quarter results surpassed Wall Street's expectations, lifted by price and volume gains in the chicken and prepared foods segments.Sales in the three months ended March 28 increased 4.4% to $13.65 billion from a year earlier, topping the FactSet consensus of $13.63 billion. Adjusted per-share earnings fell to $0.87 from $0.92 a year earlier, still exceeding the Street's $0.78 estimate.Tyson continues to expect sales to increase by 2% to 4% in fiscal 2026. Analysts are looking for sales of $56.51 billion, compared with the previous year's $54.44 billion.The company now anticipates full-year adjusted operating income to be $2.2 billion to $2.4 billion, compared with its previous forecast of $2.1 billion to $2.3 billion.Tyson's stock rose 2.6% in Monday trading. The shares have climbed 11% this year."We see continued evidence that chicken will be a preferred protein in the upcoming year, and we also expect our operational execution and performance to continue at a high level," Chief Financial Officer Curt Calaway said during an earnings call, according to a FactSet transcript."Based on the continuation of tight cattle supply, we expect segment operating income in beef to be a loss between $500 million and $350 million," Calaway said. "This outlook reflects the current view of cattle availability and spread conditions, partially offset by the footprint actions we implemented in the second quarter and the operating discipline we have underway."Chicken sales in the second quarter increased to $4.29 billion from $4.14 billion as the average price rose 1.8%, while volume grew 1.7%. Prepared-food sales advanced to $2.51 billion from $2.4 billion, with the average price increasing 4.4% and volume rising 0.4%.Beef revenue rose to $5.21 billion from almost $5.20 billion, with the average price up 11.5%, while volume decreased by 13%. Pork sales increased to $1.58 billion from $1.24 billion as the average price gained 1.3%, and volume climbed 4.4%.The chicken segment's operating margin improved to 11.8% in the second quarter from 8.9%. Margins for prepared foods edged higher to 13.9% from 13.7%.Beef's operating margin was negative 4.6% compared with negative 4.3% a year earlier, while the pork segment's operating margin improved to 2.6% from negative 14.5%.Price: $65.33, Change: $+1.65, Percent Change: +2.59%
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Mining & Metals
Transat Launches South Packages on Porter Flights; Shares up 4.6%
Transat A.T (TRZ.TO) and Porter Airlines are launching new Transat packages that combine Porter non-stop flights to Nassau, Grand Cayman, Cancun and Puerto Vallarta, with Transat's "recognized tour operator expertise," taking "another step forward" in their commercial partnership, the companies said on Monday.For some "popular destinations" served by both carriers, such as Cancun and Puerto Vallarta, packages will now feature expanded flight options operated by either Porter or Transat, said the companies.New packages will be available from Toronto, Ottawa and Hamilton for travel on or after Nov. 1, 2026, the companies added."These additions mark a significant enhancement to Transat's South destination portfolio," said Renee Boisvert, Vice-President, Tour Operator Products at Transat. "Through our partnership with Porter Airlines, we're expanding our reach with sought-after destinations like Nassau and George Town, while giving travellers more ways to build the trip that suits them best."The company's shares were last seen up $0.12 at $2.68 on the Toronto Stock Exchange.Price: $2.68, Change: $+0.12, Percent Change: +4.69%
$TRZ.TO