株式市場ニュース
最新の金融ニュース · 更新 5月 23, 2026
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 …
BofA、CFインダストリーズ・ホールディングス（CF）の目標株価を86ドルから103ドルに引き上げ
BofA Raises its Price Target on CF Industries Holdings (CF) to $103 from $86
Analysts disagree on the sustainability of nitrogen pricing for CF Industries, with some arguing that geopolitical risks and supply crunches …
Alkami Technology、インドのエンジニアリング事業を拡大
Alkami Technology expands India engineering operations
Alkami's expansion in India's NCR is operationally sound, aiming to lower R&D costs and tap into specialized talent, but it …
Broadcom (AVGO)が機内ネットワーク暗号化ソリューションの発売を発表
Broadcom (AVGO) Announces Launch of In-Flight Network Encryption Solution
Broadcom's post-quantum cryptography and 3nm DSP launches address real data center pain points, but the panelists disagree on the revenue …
ウェルズ・ファーゴは、アムジェン（AMGN）の目標株価を375ドルから390ドルに引き上げる
Wells Fargo Raises its Price Target on Amgen (AMGN) to $390 from $375
Panelists generally agree that Amgen's price target increase to $390 is cautious and not a strong buy signal, with most …
Victory Capital、Janus Hendersonの買収提案を撤回、Janus Hendersonは買収条件を提示
Victory Capital ends pursuit as Janus Henderson ups takeover terms
Despite a 25% premium, the $52 cash offer for Janus Henderson faces significant execution risks, including regulatory delays, AUM leakage, …
暗号資産による政治献金、Reform UKへの打撃となる可能性も
Political donations in cryptocurrency could be blocked in blow to Reform UK
The panel is divided on the immediate impact of the Rycroft review on Reform UK, but agrees that the proposed …