株式市場ニュース
最新の金融ニュース · 更新 7月 15, 2026
Goldman SachsはLATAM Airlines（LTM）に引き続き強気、目標株価を引き上げ
Goldman Sachs Remains Bullish on LATAM Airlines (LTM), Lifts PT
The panelists have a mixed view on LATAM's stock, with concerns about yield dilution, currency risks, and competitive pressures outweighing …
Allegiant Travel Company (ALGT) は、Sun Country Airlines Holdings の買収を成功裏に完了したと発表しました。
Allegiant Travel Company (ALGT) Announces Successful Acquisition of Sun Country Airlines Holdings
The acquisition of Sun Country by Allegiant Air is seen as strategically sound for network diversification and scale, but panelists …
Citi、フィスコルQ1決算を受け、フロンティア・グループ・ホールディングス（ULCC）の目標株価を引き上げ
Citi Lifts PT on Frontier Group Holdings (ULCC) Following Fiscal Q1 Results
Panelists agree that Frontier's Q1 results were strong, but there's no consensus on the sustainability of its performance. The key …
ストリートが Copa Holdings（CPA）について考えること
Here’s What the Street Thinks About Copa Holdings (CPA)
While Copa's Q1 results show solid execution with strong EPS growth and operating margins, panelists express concerns about fuel volatility, …
Ryanair Holdings (RYAAY)は記録的な2026年純利益22.6億ユーロを発表、40%増
Ryanair Holdings (RYAAY) Reports Record 2026 PAT of €2.26 Billion, Up 40%
Ryanair's strong 2026 results mask structural risks, including Boeing delivery delays, potential margin compression due to rising costs, and the …
JetBlue Airways Corporation (JBLU)がユナイテッド航空との相互ロイヤルティ特典とメリットを発表
JetBlue Airways Corporation (JBLU) Announces Reciprocal Loyalty Perks and Benefits With United Airlines
The panel is largely bearish on JetBlue's (JBLU) partnership with United (UAL), citing high execution risk, limited strategic value, and …
アナリストがSkyWest, Inc. (SKYW)について語ることはこちら
Here’s What Analysts Are Saying About SkyWest, Inc. (SKYW)
The panel consensus is bearish on SkyWest (SKYW) due to margin compression risks stemming from higher fuel costs and reduced …
今後20年間保有する予定の2つの株式
2 Stocks I Plan to Hold for the Next 20 Years
The panel consensus is bearish on both Energy Transfer (ET) and Amazon (AMZN) as long-term holds, citing significant risks that …
アラスカ・エア・グループ（ALK）がボーイングのバーチャル・エアプレーンを統合へ
Alaska Air Group (ALK) Set to Integrate Boeing’s Virtual Airplane
The panel generally agrees that Alaska Air's recent developments, while operationally positive, do not significantly alter the company's valuation or …
Redditによると、デルタ航空（DAL）が最高の航空株の1つである理由
Why Delta Air Lines (DAL) is One of the Best Airline Stocks to Buy According to Reddit
The panel is generally neutral to bearish on Delta Air Lines (DAL). While they acknowledge the benefits of fuel hedging …
Cisco (CSCO)がUSGAとのパートナーシップを延長し、AI対応インフラを統合
Cisco (CSCO) Extends USGA Partnership to Integrate AI-Ready Infrastructure
The panelists generally agree that Cisco's USGA partnership is more of a marketing win than a significant revenue driver, with …
RTX（RTX）が自己修復型戦闘通信システムPACE4ACEを実証
RTX (RTX) Demonstrates Self-Healing Combat Communications System PACE4ACE
The panel generally views RTX's PACE4ACE demo as a technical achievement but expresses skepticism about its near-term impact on RTX's …