주식 시장 뉴스
최신 금융 뉴스 · 업데이트 5월 23, 2026
카디널 헬스(CAH), 제약 강점 및 마진 확대로 핵심 기여자로 부상
Cardinal Health (CAH) Emerged as a Key Contributor on Pharmaceutical Strength and Margin Expansion
Cardinal Health's (CAH) recent margin expansion, driven by specialty drugs and biosimilars, is being debated for sustainability. While some panelists …
L&G와 Manulife WAM, 글로벌 자산운용 제휴 체결
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, Behavox와 데이터 플랫폼 계약 갱신
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 …
미국 CFO, 전쟁 발발 전까지는 견조한 경제 전망 보여…연준 설문조사
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The panel consensus is that the CFO survey data is outdated and does not reflect the current geopolitical reality, particularly …
유럽 증시 상승, 유가 하락, 이란 협상 트럼프 발언에 시장 환호
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 그룹, 신임 CEO 및 회장 임명
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 …
Morgan Stanley, Intuit(INTU)를 최우선 종목으로 선정하고 비중확대 등급 유지
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 Capital은 FactSet Research Systems(FDS)의 목표 주가를 $320에서 $243로 하향 조정
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 …
씨티, 머크앤코(MRK) 목표주가 120달러에서 125달러로 상향
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 …
Bernstein, EOG Resources(EOG) 목표 주가 126달러에서 167달러로 상향 조정
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 …
솔라나(SOL) 100달러 미만, 3가지 새로운 매력적인 이유
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)를 600달러 목표가로 Outperform 등급 상향 조정
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 …