株式市場ニュース
最新の金融ニュース · 更新 5月 24, 2026
BofA は Copa Holdings (CPA) の目標を下方修正; Citi は燃料の逆風にもかかわらず回復を見込む
BofA Lowers Copa Holdings (CPA) Target; Citi Sees Recovery Despite Fuel Headwinds
Despite strong operational efficiency and demand recovery, Copa Holdings faces significant headwinds from structural fuel costs and potential currency mismatches, …
米国株式は、原油の変動が続く中、下落する可能性があります。
U.S. Stocks May Move To The Downside Amid Continued Oil Volatility
The panelists agree that headline-driven oil price volatility is the immediate market mover, but disagree on the extent to which …
Papa John’s は、新テクノロジーパートナーシップにより配達を簡素化する動きに出ました。
Papa John’s Moves to Simplify Delivery with New Tech Partnership
The panel generally views Papa John's partnership with Deliverect as a sensible operational move, but consensus is that it's not …
今後20年間保持するべき3つのモンスター株
3 Monster Stocks to Hold for the Next 20 Years Starting Right Now
The panel generally agrees that while these tech giants have strong moats, their current valuations may not sustain 20-year holds. …
キーフィー・ブリュエットはウォーカー＆ダンロップ（WD）の目標株価を引き下げ、投資者向け説明会で2030年の成長目標を設定
Keefe Bruyette Lowers Walker & Dunlop (WD) Target, Investor Day Sets 2030 Growth Goals
The panelists generally agree that Walker & Dunlop's 'Journey to '30' plan is ambitious and risky, with most expressing bearish …
数学が示すFTLSは84ドルまで上昇する可能性がある
The Math Shows FTLS Can Go To $84
The panel consensus is bearish on FTLS, citing extreme upside targets, reliance on analyst consensus, and ignoring short portfolio risks. …
Mizuho は National Storage (NSA) の目標株価を引き上げ; $10.5B の取引ニュースを受けて Evercore は格上げ
Mizuho Lifts National Storage (NSA) Price Target; Evercore Upgrades after $10.5B Deal News
The panel is divided on the $10.5 billion acquisition of NSA by Public Storage (PSA). While some highlight potential synergies …
Ichor Holdings はアナリスト目標株価に到達
Ichor Holdings Reaches Analyst Target Price
The panel is divided on ICHR's future, with concerns about margin sustainability and capex burn offset by potential AI-driven demand …
Scotiabank ミッドストリームの見通しを更新、Enterprise Products (EPD) の目標株価を引き上げ
Scotiabank Updates Midstream Views, Raises Enterprise Products (EPD) Target
The panel has a neutral consensus on EPD, with concerns about capex, debt refinancing, and contract mechanics offsetting the benefits …
エル・ポロ・ロコ・ホールディングスがアナリスト目標株価に到達
El Pollo Loco Holdings Reaches Analyst Target Price
The panel generally agrees that LOCO hitting its consensus target is not a significant catalyst, with analysts showing low conviction …
AKAM 上回る 平均アナリスト目標
AKAM Crosses Above Average Analyst Target
Akamai's (AKAM) brief cross above the $95 average analyst target is overhyped noise, with a fractured 'wisdom of crowds' and …
ランボルギーニ2025年の利益、米国の関税とEV戦略転換で減少
Lamborghini 2025 profit dented by US tariffs and EV U-turn
Despite record sales, Lamborghini's margins compressed due to U.S. tariffs, and its pivot to plug-in hybrids risks long-term competitiveness in …