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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%
$TSN
Mining & Metals
RBC Lifts Price Targets of Headwater, Whitecap After Q1 Results
RBC Capital Markets on Friday raised the price targets of Headwater Exploration (HWX.TO) and Whitecap Resources (WCP.TO) following the release of their first-quarter results.RBC lifted Headwater's price target to C$14.00 from C$13.00 with a sector-perform rating, as the company's cash flow of C$0.41 per share exceeded RBC's projection of C$0.39 and the Street estimate of C$0.37.RBC also increased Whitecap's price target to C$18.00 from C$17.00 and maintained its sector-perform rating after the company's adjusted funds from operations of C$0.84 per share beat RBC's forecast of C$0.75 and the Street expectation of C$0.74.Meanwhile, RBC reiterated Advantage Energy's (AAV.TO) sector-perform rating and C$14.00 price target. The company's cash flow of C$0.71 per share beat RBC's estimate of C$0.68 and the Street forecast of C$0.67.Price: $13.33, Change: $-0.13, Percent Change: -0.93%
$AAV.TO$HWX.TO$WCP.TO