-- FactSetが調査したアナリストによると、KKR & Co（KKR）の平均投資判断は「買い」、平均目標株価は123.28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: $103.02, Change: $+1.02, Percent Change: +1.00%
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US Markets
Burger King Parent Restaurant Brands' First-Quarter Earnings, Revenue Top Street Views
Restaurant Brands International's (QSR) first-quarter earnings and revenue topped Wall Street's estimates Wednesday, while the restaurant operator's comparable sales growth was in line with consensus.The Burger King parent's adjusted earnings rose to $0.86 a share in the quarter through March 31 from $0.75 a year earlier, while revenue climbed 7.4% to $2.26 billion. Those results surpassed the Street's projections for $0.83 and $2.24 billion, respectively. Comparable sales grew 3.2%, matching the Street's views. Net restaurant growth was 2.6% versus a 3.3% increase a year earlier.The company's shares were down 5.5% in afternoon trade. So far in 2026, the stock has gained roughly 13% in value.First-quarter comparable sales grew 1.6% at the Tim Hortons brand, 5.8% at Burger King, and 5.7% at the international segment. The Firehouse Subs saw a 0.5% drop, while Popeyes plunged 6.5%."Tim Hortons and international each delivered their 20th consecutive quarter of positive comparable sales," Chief Executive Josh Kobza said in a statement. "At Burger King, our results reflect several years of hard work by our franchisees and teams."Restaurant Brands is on course to repurchase roughly $500 million in shares for 2026, Chief Financial Officer Sami Siddiqui said on an earnings conference call, according to a FactSet transcript."We are closely monitoring beef costs and expect normalization over time, with relief now anticipated closer to 2027," Siddiqui told analysts.The company continues to expect comparable sales growth of more than 3% from 2024 to 2028 and reach net restaurant growth north of 5% towards the end of its algorithm period.Restaurant Brands is on track to deliver about 1,800 net new restaurants a year by 2028, Siddiqui said. "We are continuing to simplify the business and have a path to sunset Restaurant Holdings by the end of 2027."Price: $77.08, Change: $-4.59, Percent Change: -5.62%
$QSR
US Markets
Corning to Expand Optical Connectivity Capacity Under Nvidia Deal
Specialty glass maker Corning (GLW) will boost its optical connectivity manufacturing capacity under a multiyear partnership with Nvidia (NVDA) to support artificial intelligence factory buildouts.The deal includes the construction of three new facilities in North Carolina and Texas, according to a joint statement released Wednesday. The expansion is expected to create more than 3,000 jobs.The partnership will boost Corning's optical connectivity manufacturing capacity in the US by 10 times and its domestic fiber production capacity by more than 50%.Shares of Corning surged 12% in Wednesday trade, while Nvidia was up 4.4%. Corning's share price has more than doubled year to date, while Nvidia is tracking 10% higher so far this year.Corning's expanded capacity will allow hyperscale data centers to deploy Nvidia-accelerated computing at scale, the companies said.Modern AI workloads require thousands of Nvidia's graphics processing units, and as AI factories grow larger, "optical connectivity becomes an important component of the AI infrastructure," according to the statement.Corning issued warrants to Nvidia, giving the chipmaker an option to buy up to 15 million shares of Corning at $180 per share, according to a filing from the specialty glass and fiber-optics maker. Nvidia also received a pre-funded warrant to purchase up to 3 million common shares for a total price of $500 million.The warrants are exercisable at any time, the filing showed.In January, Meta Platforms (META) and Corning announced an up to $6 billion deal to accelerate the buildout of US data centers.Corning is looking at building a $10 billion revenue stream by 2030, Chief Executive Wendell Weeks said in a separate statement on Wednesday.Price: $204.42, Change: $+7.92, Percent Change: +4.03%
$GLW$META$NVDA
Mining & Metals
Stifel Canada on Cargojet's "Solid" Q1
Cargojet (CJT.TO) reported solid first-quarter results despite the macro volatility, underpinned by resilient domestic network performance and growth in new charter business in South/Central America, notes Stifel Canada.Analyst Daryl Young, who is maintaining a buy rating and $120.00 price target on the company's shares, notes that, at first look, Cargojet's adjusted EBITDA of $81.9 million was 4.9% above consensus.Management provided a constructive outlook, with the domestic network performing well through April, while the new charter customers/routes are expected to smooth traditional seasonality across the year.Revenue associated with the grounding of the MD-11 jets last November is expected to continue through the third quarter of this year. The international aircraft, crew, maintenance and insurance (ACMI) business remains slow, but appears to have found a new run-rate for the north/south routes (east/west routes will still take time to recover), Young adds."Overall, we continue to think that CJT is doing a good job managing through the current depressed environment, with its fundamental results and share price poised to see upside as tariff/trade overhangs eventually fade."Price: $82.17, Change: $+4.47, Percent Change: +5.75%
$CJT.TO