株式市場ニュース
最新の金融ニュース · 更新 6月 24, 2026
US Foods Holding Corp. 2026年度第1四半期決算説明会概要
US Foods Holding Corp. Q1 2026 Earnings Call Summary
While US Foods (USFD) has shown strong operational execution with 20 consecutive quarters of independent market share gains and margin …
Cushman & Wakefield plc Q1 2026 決算説明会サマリー
Cushman & Wakefield plc Q1 2026 Earnings Call Summary
Cushman & Wakefield's (CWK) Q1 results show strong operational momentum with 9% revenue growth and 17% leasing growth, but the …
BGCグループ、2026年第1四半期決算電話会議サマリー
BGC Group, Inc Q1 2026 Earnings Call Summary
BGC's Q1 results showed strong top-line growth, but near-term profitability depends on cost discipline and sustained macro volatility. The panel …
Blue Owl Tech (OTF) 2026年第1四半期決算トランスクリプト
Blue Owl Tech (OTF) Q1 2026 Earnings Transcript
Blue Owl Technology Finance's (OTF) earnings sustainability is at risk due to a coverage gap, reliance on spillover income and …
Advanced Flower Capital Inc. 2026年第1四半期決算説明会サマリー
Advanced Flower Capital Inc. Q1 2026 Earnings Call Summary
The panel consensus is bearish on Advanced Flower Capital's (AFCG) pivot to a diversified BDC, citing concerns about adverse selection, …
ファクトボックス：中東紛争を受け航空会社がフライトをキャンセル
Factbox-Airlines cancel flights in response to Middle East conflict
The panel consensus is that the flight cancellations and rerouting represent a significant, potentially permanent, shift in regional logistics and …
eHealth (EHTH) Q1 2026 決算トランスクリプト
eHealth (EHTH) Q1 2026 Earnings Transcript
The panel is divided on eHealth's pivot to a lifetime advisory model. While some see improved LTV/CAC ratios and cost …
Pivotal ResearchはMeta Platforms（META）に強気姿勢を維持するも、目標株価を引き下げ
Pivotal Research Remains Bullish on Meta Platforms (META) But Cuts PT
The panel's net takeaway is that Meta's (META) impressive 33% YoY revenue growth is being scrutinized due to uncertainty around …
マイクロソフト（MSFT）の決算発表後のアナリストの見解
Here’s What the Street Thinks About Microsoft Corporation (MSFT) Post Earnings
Analysts have mixed views on MSFT's AI execution and future margins. While Azure's growth is impressive, the $190B FY26 capex …
Nvidiaは2027年までに300ドルに達するか？その答えが「イエス」である理由
Can Nvidia Hit $300 by 2027? Here’s Why the Answer Is Yes
Panelists agree that Nvidia's FY2026 results are impressive, but the $300 target price hinges on sustained AI spend and successful …
BioMarin Pharmaceutical Inc. (BMRN) は、最大のアップサイドポテンシャルを持つトップの割安株の1つか？
Is BioMarin Pharmaceutical Inc. (BMRN) One of the Top Cheap Stocks to Buy With the Biggest Upside Potential?
The panel's discussion revolves around BioMarin's (BMRN) potential and valuation, with a focus on VOXZOGO's clinical data and the company's …
Canaccord、金相場を牽引する要因に基づきCoeur Mining (CDE)をアップグレード
Canaccord Upgrades Coeur Mining (CDE) on Factors Driving Gold
The panel's net takeaway is that Coeur Mining's (CDE) valuation relies heavily on a bullish gold price projection and operational …