マーケットニュース＆AI分析
最新の金融ニュース · 更新 5月 14, 2026
リーバイ・ストラス&コ(LEVI)は2026年度の予測を上方修正
Levi Strauss & Co. (LEVI) Increases its Fiscal 2026 Projection
While Levi's Q1 beat and guidance raise signal a successful DTC pivot and pricing power, panelists express concerns about potential …
Jefferies は Boot Barn Holdings, Inc. (BOOT) に関して Buy にレーティングを引き上げ、Hold から。
Jefferies Raises to Buy from Hold on Boot Barn Holdings, Inc. (BOOT)
While Boot Barn's Q3 showed strong growth and margin expansion, the panel is divided on its sustainability and valuation. Bulls …
アバクロンビー&フィッチ (ANF) は2026年に購入するのに最適なアパレル株の1つですか？
Is Abercrombie & Fitch Co. (ANF) One of the Best Apparel Stocks to Buy in 2026?
Panelists agree that ANF's turnaround is impressive but caution about potential risks, including the sustainability of growth, reliance on trend-sensitive …
BofA は Victoria’s Secret & Co. (VSCO) に対し Neutral レーティングを維持
BofA Maintains a Neutral Rating on Victoria’s Secret & Co. (VSCO)
Panelists agree that VSCO's turnaround under Hillary Super is gaining traction, with broad-based comp gains across categories. However, they differ …
シティはアメリカン・イーグル・アウトフィッターズ (AEO) に対し中立格付けを維持、目標株価を24ドルに引き上げ
Citi Keeps a Neutral Rating on American Eagle Outfitters, Inc. (AEO)
Analysts are divided on AEO's future prospects, with concerns about the core brand's growth and potential risks in maintaining high …
ゴールドマン・サックスは、カーターズ・インコーポレート（CRI）を「売り」から「中立」に引き上げました。
Goldman Sachs Raises to Neutral from Sell on Carter’s, Inc. (CRI)
The panelists generally agree that Carter's (CRI) recent upgrade to 'Neutral' by Goldman reflects stabilization rather than a fundamental turnaround. …
HSBC は NIKE, Inc. (NKE) を「購入」から「保有」に引き下げ
HSBC Reduces to Hold from Buy on NIKE, Inc. (NKE)
The panel consensus is bearish, with the key takeaway being that Nike's recent struggles, including a 40.2% gross margin, a …
NDIV’s 5% yield may not survive the VIX’s recent collapse
Why NDIV’s 5% yield may not survive the VIX’s recent collapse
NDIV's March 2026 distribution was unsustainable and driven by VIX spike. The fund's high exposure to energy sector and chemical …
モルガン・スタンレーはFIGS, Inc. (FIGS)に対して「イコールウェイト」格付けを維持
Morgan Stanley Retains an Equal Weight Rating on FIGS, Inc. (FIGS)
The panel discusses Morgan Stanley's price target hike for FIGS, with mixed views on the company's growth prospects and valuation. …
UBS は G-III Apparel Group, Ltd. (GIII) に関して Neutral レーティングを維持
UBS maintains a Neutral Rating on G-III Apparel Group, Ltd. (GIII)
The panel consensus is bearish on GIII, citing structural headwinds from the PVH brand phaseout and rising SG&A costs for …
Kontoor Brands (KTB) は、CFO Joseph Alkire のグローバルリーダーシップの拡大を発表
Kontoor Brands (KTB) Announces an Expanded Global Leadership Role for CFO Joseph Alkire
Kontoor Brands' (KTB) Q4 2025 results showed strong operational discipline with 46% revenue growth and a $198M inventory reduction. However, …
AI に関する懸念が、スターフェル・ファイナンシャル社（SF）の第 1 四半期に影響
Concerns Over AI Pressured Stifel Financial Corp. (SF) in Q1
Despite initial fears of AI disruption and rate volatility, Stifel Financial's (SF) core strengths in middle-market investment banking and wealth …