株式市場ニュース
最新の金融ニュース · 更新 7月 29, 2026
Goldman SachsはなぜEPAM Systems, Inc. (EPAM)を中立に転換したのか
Why Goldman Suddenly Turned Neutral on EPAM Systems, Inc. (EPAM)
EPAM's stock is facing significant headwinds due to discretionary spending weakness, geopolitical risks, and high client concentration. While AI services …
アナリストは目標株価引き下げにもかかわらず、Itron, Inc. (ITRI)に強気姿勢を維持
Analysts Stay Bullish on Itron, Inc. (ITRI) Despite Target Cut
The panel consensus is bearish on Itron (ITRI) due to concerns about Q1 revenue pull-forward, weak Q2 guidance, and potential …
SpaceXへの投資を検討する前に、このトップの競合他社を考慮してください
Before You Invest in SpaceX, Consider This Top Competitor
The panel generally agrees that while Amazon's Project Kuiper has potential, it's still in its infancy and faces significant challenges, …
ServiceTitan Inc. (TTAN)が今買うべき最高の高リターン・テクノロジー株である理由
Here’s Why ServiceTitan Inc. (TTAN) Is Among The Best High-return Technology Stocks to Buy Now
The panel's net takeaway is that ServiceTitan (TTAN) faces significant risks, including high churn potential due to competition and 'wait …
Grab Holdings Limited (GRAB) バランスを取る：成長、利益率、そして資本還元
Grab Holdings Limited (GRAB) Balances Growth, Margins, and Capital Returns
The panel's discussion on Grab highlights impressive revenue growth and margin expansion, but there's disagreement on the sustainability of these …
Zeta Global Holdings Corp. (ZETA)を最も高いリターンのテクノロジーストックの一つにしている要因
What Makes Zeta Global Holdings Corp. (ZETA) One of The Best High Return Technology Stocks
The panel is largely bearish on Zeta Global (ZETA), citing high customer acquisition costs, lack of GAAP profitability, and the …
アナリストレポート：Republic Services Inc
Analyst Report: Republic Services Inc
The panel discusses Republic Services' (RSG) recent downgrade to HOLD by Argus Research, with concerns around valuation, capital-intensive investments in …
UBS、株価急騰後の上昇余地は限定的と見て、Dellの格付けをニュートラルに引き下げ
Dell gets downgraded by UBS as analysts see little room for upside following recent stock run
Despite Dell's strong AI growth and UBS's price target increase, the panel expresses caution due to valuation concerns, margin risks, …
クラビヨ, Inc. (NYSE:KVYO) は現在購入すべき最高のハイリターンテクノロジーストックでしょうか？
Is Klaviyo, Inc. (NYSE:KVYO) The Best High Return Technology Stock to Buy Now?
Panelists agree that Klaviyo is facing significant headwinds, with a loss of confidence in maintaining hyper-growth, margin compression due to …
Priority Technology Holdings, Inc. 2026年第1四半期決算電話会議サマリー
Priority Technology Holdings, Inc. Q1 2026 Earnings Call Summary
Panelists express concern about PRTH's liquidity risk, high credit losses, and reliance on H2 EBITDA acceleration. The 'collect-store-send' model and …
OPAL Fuels Inc. 2026年第1四半期決算電話会議サマリー
OPAL Fuels Inc. Q1 2026 Earnings Call Summary
OPAL Fuels' precarious pivot to a volume-based tolling model faces significant risks, including RIN volatility, counterparty credit risk, and feedstock …
トランプ大統領、安価な牛肉輸入への関税引き下げを計画。彼は病気の根本原因ではなく、その症状に対処しているのか？
President Trump Plans to Reduce Tariffs on Cheap Beef Imports. Is He Treating the Symptom, Not the Disease?
The panel is divided on the impact of beef tariff cuts. While some argue it may provide short-term relief to …