株式市場ニュース
最新の金融ニュース · 更新 5月 15, 2026
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 …
iShares、First Trust、Invesco：2026年のポートフォリオに合うクリーンエネルギーETFはどれか
iShares, First Trust, and Invesco: Which Clean Energy ETF Fits Your 2026 Portfolio
The panel generally agrees that ICLN, QCLN, and ACES are not robust hedges against oil volatility, as they are more …
ワイndhamホテルズ（WH）のQ1に影響を与えた要因
Here’s What Impacted Wyndham Hotels’ (WH) Revenue in Q1
The panelists have a mixed view on Wyndham Hotels (WH). While some see value in its current valuation and potential …
Visa (V) は、一貫して強いパフォーマンスを見せるにもかかわらず、下落しました。
Visa (V) Traded Lower Despite Consistent Strong Performance
Panelists debate Visa's valuation compression, with some attributing it to disruption fears and others to structural shifts in global trade …