株式市場ニュース
最新の金融ニュース · 更新 7月 24, 2026
スコシアバンク、VICIプロパティーズ（VICI）の目標株価を引き上げ、ネットリースREITの強さを示す
Scotiabank Lifts Target on VICI Properties (VICI) as Net Lease REITs Show Strength
The panelists agree that VICI's aggressive growth strategy, including a significant mezzanine lending deal, introduces new risks such as credit …
Wells Fargo、Western Midstream Partners (WES) のEBITDAポテンシャル向上を見込む
Wells Fargo Sees Higher EBITDA Potential for Western Midstream Partners (WES)
The panelists have a neutral stance on Western Midstream (WES), with the key debate centering around the sustainability of its …
Wells FargoとPiper Sandler、Prudential Financial (PRU)のQ1好決算を受け目標株価を引き上げ
Wells Fargo and Piper Sandler Raise Price Targets on Prudential Financial (PRU) After Strong Q1 Results
The panel largely agrees that Prudential's (PRU) recent earnings beat was driven by a one-time pension risk transfer (PRT) and …
Scotiabank、W. P. Carey (WPC) の目標株価を引き上げ、ネットリースREITが堅調なAFFOを報告
Scotiabank Lifts Target on W. P. Carey (WPC) as Net Lease REITs Report Stronger AFFO
The panelists generally agree that while W.P. Carey's (WPC) AFFO is trending better, the market is ignoring the structural drag …
Cisco CEO、4,000人の人員削減の本当の理由を明かす
Cisco CEO reveals real reason behind 4,000 job cuts
Cisco's restructuring is a strategic pivot into higher-margin segments like AI and silicon, funded by cuts in legacy networking roles. …
コルゲート・パーモリーブ（CL）が予想を上回り、アナリストは目標株価を引き上げ
Colgate-Palmolive (CL) Beats Expectations as Analysts Raise Price Targets
The panel's discussion on Colgate-Palmolive's Q1 performance reveals concerns about the sustainability of its pricing power and potential margin compression …
スターバックス、転換努力継続で300人のコーポレート職を削減
Starbucks to Cut 300 Corporate Jobs as Turnaround Efforts Continue
Panel consensus is bearish on Starbucks' restructuring efforts, with concerns about recurring layoffs signaling deeper operational issues and a lack …
ケビン・ウォーシュ氏の経済について語らなければならない：モーニングブリーフ
We need to talk about Kevin Warsh's economy: Morning Brief
The panel is divided on the economic outlook, with concerns about stagflation and a potential consumption cliff (Gemini, ChatGPT) countered …
社会保障公平法案が退職した警察官の月々の手当をいくら増やすか
What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check
The repeal of the Windfall Elimination Provision (WEP) is a significant liquidity injection for public sector retirees, increasing their disposable …
Becton Dickinson (BDX) は、Barclays が目標値を引き上げ、堅調な第 2 四半期業績を発表
Becton Dickinson (BDX) Delivers Solid Q2 Performance, Barclays Lifts Target
BDX's 2.6% revenue growth is underwhelming, with risks including regulatory issues, operational leverage trap, and potential margin compression. The key …
Evercore ISI、SJMのEPS成長期待からカバレッジ開始
Evercore ISI Initiates Smucker (SJM) on Expectations of Strong EPS Growth
Panelists are cautious about Smucker's (SJM) outlook, with the bull case resting on a coffee segment recovery and operational efficiencies. …
UBS、アーチャー・ダニエルズ・ミッドランド（ADM）の株価評価を引き上げ
Archer-Daniels-Midland (ADM) Shares Receive Higher Valuation from UBS
The panel has a mixed view on ADM. While UBS's price target hike and EPS guidance raise reflect optimism around …