주식 시장 뉴스
최신 금융 뉴스 · 업데이트 7월 29, 2026
애널리스트, 워키바(Workiva Inc., WK)에서 강력한 위험-보상 전망 제시
Analysts See Strong Risk-Reward in Workiva Inc. (WK)
Despite a strong Q1 and promising AI-driven expansion, Workiva's (WK) long-term growth prospects and valuation are debated. While some panelists …
골드만삭스가 EPAM Systems, Inc.(EPAM)에 대해 갑자기 중립적으로 돌아선 이유
Why Goldman Suddenly Turned Neutral on EPAM Systems, Inc. (EPAM)
EPAM's stock is facing significant headwinds due to discretionary spending weakness, geopolitical risks, and high client concentration. While AI services …
애널리스트들, 목표가 하향에도 불구하고 Itron, Inc.(ITRI)에 대해 강세 유지
Analysts Stay Bullish on Itron, Inc. (ITRI) Despite Target Cut
The panel consensus is bearish on Itron (ITRI) due to concerns about Q1 revenue pull-forward, weak Q2 guidance, and potential …
SpaceX 투자 전, 이 경쟁사 상위권을 고려하세요
Before You Invest in SpaceX, Consider This Top Competitor
The panel generally agrees that while Amazon's Project Kuiper has potential, it's still in its infancy and faces significant challenges, …
ServiceTitan Inc.(TTAN)가 지금 당장 매수해야 할 최고의 고수익 기술 주식인 이유
Here’s Why ServiceTitan Inc. (TTAN) Is Among The Best High-return Technology Stocks to Buy Now
The panel's net takeaway is that ServiceTitan (TTAN) faces significant risks, including high churn potential due to competition and 'wait …
Grab Holdings Limited (GRAB) 성장, 마진 및 자본 수익 균형 맞추기
Grab Holdings Limited (GRAB) Balances Growth, Margins, and Capital Returns
The panel's discussion on Grab highlights impressive revenue growth and margin expansion, but there's disagreement on the sustainability of these …
Zeta Global Holdings Corp. (ZETA) 가 최고의 고수익 기술 주식인 이유
What Makes Zeta Global Holdings Corp. (ZETA) One of The Best High Return Technology Stocks
The panel is largely bearish on Zeta Global (ZETA), citing high customer acquisition costs, lack of GAAP profitability, and the …
분석가 보고서: Republic Services Inc
Analyst Report: Republic Services Inc
The panel discusses Republic Services' (RSG) recent downgrade to HOLD by Argus Research, with concerns around valuation, capital-intensive investments in …
Dell, UBS에 의해 등급 하향 조정, 애널리스트들은 최근 주가 상승 후 상승 여력이 거의 없다고 판단
Dell gets downgraded by UBS as analysts see little room for upside following recent stock run
Despite Dell's strong AI growth and UBS's price target increase, the panel expresses caution due to valuation concerns, margin risks, …
Klaviyo, Inc.(NYSE:KVYO)는 지금 매수해야 할 최고의 고수익 기술 주식인가?
Is Klaviyo, Inc. (NYSE:KVYO) The Best High Return Technology Stock to Buy Now?
Panelists agree that Klaviyo is facing significant headwinds, with a loss of confidence in maintaining hyper-growth, margin compression due to …
Priority Technology Holdings, Inc. 2026년 1분기 실적 발표 요약
Priority Technology Holdings, Inc. Q1 2026 Earnings Call Summary
Panelists express concern about PRTH's liquidity risk, high credit losses, and reliance on H2 EBITDA acceleration. The 'collect-store-send' model and …
OPAL Fuels Inc. 2026년 1분기 실적 발표 요약
OPAL Fuels Inc. Q1 2026 Earnings Call Summary
OPAL Fuels' precarious pivot to a volume-based tolling model faces significant risks, including RIN volatility, counterparty credit risk, and feedstock …