株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
L&GとManulife WAMがグローバル資産運用アライアンスを形成
L&G and Manulife WAM form global asset management alliance
The panel is divided on the L&G-Manulife alliance, with bullish views focusing on expanded distribution and product offerings, while bearish …
Lloyds、Behavoxとのデータプラットフォーム契約を更新
Lloyds renews agreement with Behavox for data platform
The panel agrees that Lloyds' multi-year renewal of Behavox's Mosaic signals satisfaction with the incumbent, but the absence of financial …
米企業のCFO、戦争勃発までは堅調な経済見通しを抱いていたことがFRB調査で判明
US company CFOs saw a solid economic outlook, at least until war broke out, Fed survey shows
The panel consensus is that the CFO survey data is outdated and does not reflect the current geopolitical reality, particularly …
欧州株は上昇、原油は下落、トランプ氏のイラン交渉発言で市場は好感
European stocks rise, oil falls, markets cheered by Trump talk of Iran negotiation
Despite a relief rally in European stocks and a drop in Brent crude, the panel remains skeptical due to Iran's …
N Brown、新CEOと会長を発表
N Brown Group names new CEO and chair
The panel consensus is bearish, with concerns about N Brown's pivot towards credit expansion, potential job cuts, and the lack …
モルガン・スタンリーがIntuit (INTU) を優良銘柄に指定、レーティングを「アウトパフォーム」に維持
Morgan Stanley Names Intuit (INTU) a Top Pick and Maintains an Overweight Rating
The panelists generally agree that Intuit's (INTU) recent upgrade to Morgan Stanley's Top Pick signals confidence in the company's capital …
RBCキャピタル、FactSet Research Systems (FDS)の目標株価を320ドルから243ドルに引き下げ
RBC Capital Lowers its Price Target on FactSet Research Systems (FDS) to $243 from $320
The panelists agree that RBC's price target cut for FactSet (FDS) reflects concerns about potential margin compression due to AI …
シティ、メルク（MRK）の目標株価を120ドルから125ドルに引き上げ
Citi Raises its Price Target on Merck & Co. (MRK) to $125 from $120
Analysts are generally neutral on Merck, with disagreements on the valuation ceiling and concerns about Keytruda's patent cliff and the …
バーンスタイン、EOGリソース（EOG）の目標株価を126ドルから167ドルに引き上げ
Bernstein Raises its Price Target on EOG Resources (EOG) to $167 from $126
Analysts have raised EOG's price targets due to higher crude prices and geopolitical risk premium, but maintain neutral ratings due …
100ドル未満のSolana（SOL）が割安である3つの新たな理由
3 Brand New Reasons Solana (SOL) Under $100 Could Be a Steal
Despite initial optimism about the SEC's potential classification of SOL as a 'digital commodity', the panel consensus is bearish due …
BNP Paribas、Mastercard (MA) を Outperform に格上げ、目標株価は 600 ドル
BNP Paribas Upgrades Mastercard (MA) to Outperform with a $600 Price Target
The panel is divided on Mastercard's (MA) $1.8B acquisition of BVNK, with bulls seeing it as a strategic move into …
Evercore ISI、CSX Corporation (CSX)のレーティングをOutperformからIn Lineに引き下げ
Evercore ISI Downgrades CSX Corporation (CSX) to In Line from Outperform
Panelists agree that CSX's recent rally has priced in much of its upside, with valuation being the primary concern. They …