[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-air-products-is-up-12-year-to-date-heres-where-the-stock-could-go-in-2026-JA":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":273},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},94982,"エアープロダクツ、年初来で12％上昇。2026年の株価の行方は？","2026-02-28T15:05:00","2026-02-28T13:36:38","\u003Cp>エアープロダクツは、利益率の改善と2026年ガイダンスの再確認により投資家の信頼が高まり、年初来で12%上昇した。ここでは、プロジェクトの遂行、価格規律、利益率の拡大が今年も収益成長を支える可能性がある理由を説明する。\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-key-stats-for-apd-stock\">\u003Cstrong>APD株の主な統計\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>年初来パフォーマンス:\u003C\u002Fstrong>12\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>52週レンジ: \u003C\u002Fstrong>$229 to $321\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>バリュエーション・モデルの目標株価:\u003C\u002Fstrong>349ドル\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>インプライド・アップサイド\u003C\u002Fstrong>: 27\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">TIKRの新しいバリュエーション・モデル（無料）を使って、エアープロダクツ・アンド・ケミカルズのようなお気に入りの銘柄を5年分のアナリスト予測で評価してみましょう。\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">\u003Cstrong>\u003Cstrong>何が起きたか？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=248356&tid=2587580&ref=srk6m3\">\u003Cstrong>エアープロダクツ・アンド・ケミカルズ\u003C\u002Fstrong>\u003C\u002Fa>の株価は今週\u003Cstrong>276ドル\u003C\u002Fstrong>近辺で取引され、投資家が2026年度第1四半期の業績好調とガイダンスの再確認に反応したため、現在\u003Cstrong>年初来で約12％\u003C\u002Fstrong>上昇している。\u003Cbr>\u003Cbr>株価の上昇は、ヘリウムによる逆風や混迷するマクロ環境にもかかわらず、価格決定、生産性向上、利益率拡大に対する新たな自信を反映している。\u003C\u002Fp>\n\n\n\n\u003Cp>株価が特に上昇したのは、業績が予想を上回ったことと、経営陣が通期見通しを再確認したためだ。\u003Cbr>\u003Cbr>今週、エアプロダクツは調整後EPSを前年比10％増の3.16ドルとし、調整後営業利益は12％増、営業利益率は24.4％に拡大した。\u003Cbr>\u003Cbr>経営陣は、通期EPSガイダンスを12.85～13.15ドル（7～9％成長）と再確認し、第2四半期EPSを2.95～3.10ドル（10～15％成長）とした。\u003Cbr>\u003Cbr>エドゥアルド・メネゼスCEOは、ヘリウム圧力を相殺する価格設定と生産性向上を強調し、「今期は堅調なスタート」と述べた。\u003C\u002Fp>\n\n\n\n\u003Cp>また、機関投資家のポジションもこの動きの背景となった。バンガードは保有株を22,000,734株に増やし、約9.89％（約60億ドル相当）の保有となった。\u003Cbr>\u003Cbr>アセットマーク・インクは13.4％増の12万9605株、ウェドブッシュ・セキュリティーズは64.3％増となった。同時に、アバディーン・グループは保有株を18.5%減らし、CIBCワールド・マーケットは保有株を92.8%減らし、ディレクター・リッジ・エルピー・マントルは70,175株を売却し、保有株を42.9%減らした。積み立てと売却が混在していることから、広範な分配よりもポートフォリオの再配置が進んでいることがうかがえる。\u003C\u002Fp>\n\n\n\n\u003Cp>全体として、年初来の上昇は2026年の収益見通しの改善とマージン執行の強化を反映しているが、投資家は資本規律と大型プロジェクトの経済性を今年のパフォーマンスの主な要因として引き続き注視している。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2293\" height=\"2560\" data-public-id=\"images\u002FAPD_valuation_model\u002FAPD_valuation_model.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2293,h_2560,c_scale\u002Ff_webp,q_auto\u002Fv1772284706\u002Fimages\u002FAPD_valuation_model\u002FAPD_valuation_model.webp?_i=AA\" alt=\"Air Products and Chemicals stock\" class=\"wp-post-94982 wp-image-95050\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772284706\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">APDガイド付きバリュエーション・モデル\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">エアープロダクツ・アンド・ケミカルズに関するアナリストの成長予測と目標株価を見る（無料） >>＞ （英語のみ\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-is-apd-undervalued\">APDは割安か？\u003C\u002Fh2>\n\n\n\n\u003Cp>バリュエーションの前提条件として、株価は以下のようにモデル化されています：\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>収益成長率（CAGR）：\u003C\u002Fstrong>5.3\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>営業利益率：\u003C\u002Fstrong>25.9\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>出口PER倍率：\u003C\u002Fstrong>20.8倍\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Frevenue-growth-why-its-important-and-key-drivers\">売上高は\u003C\u002Fa>、2026年の約126億ドルから、水素プロジェクトの立ち上がり、半導体ガス需要、長期供給契約に組み込まれた契約価格エスカレーターに支えられ、2030年までに約165億ドルへと拡大すると予測される。\u003Cbr>\u003Cbr>産業ガス契約は、一般的にテイク・オア・ペイの特徴を持つ構造になっており、資産が建設からフル稼働に移行すると、収益を安定させることができる。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_APD-Air-Products-and-Chemicals-Inc.-Revenue-and-Revenue-Change-YoY\u002FTIKR.com_APD-Air-Products-and-Chemicals-Inc.-Revenue-and-Revenue-Change-YoY.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1772284717\u002Fimages\u002FTIKR.com_APD-Air-Products-and-Chemicals-Inc.-Revenue-and-Revenue-Change-YoY\u002FTIKR.com_APD-Air-Products-and-Chemicals-Inc.-Revenue-and-Revenue-Change-YoY.webp?_i=AA\" alt=\"Air Products and Chemicals stock\" class=\"wp-post-94982 wp-image-95051\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772284717\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">APDの収益とアナリストによる5年間の成長予測\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>2026年における重要な進展は、資本規律とプロジェクトの最適化に重点を置くことである。経営陣は、カナダとオランダの主要クリーン・エネルギー・プロジェクトが完成に近づいた後、資本支出は大幅に減少し、今期は総額約40億ドルになると予想している。\u003Cbr>\u003Cbr>これらの資産が多額の投資段階から収益を生み出す事業へと移行するにつれ、営業レバレッジがフリー・キャッシュ・フローを改善し、収益指標を強化する可能性がある。\u003C\u002Fp>\n\n\n\n\u003Cp>エレクトロニクス需要も引き続き重要な牽引役である。経営陣は、大規模なチップ製造施設が高純度ガスと空気分離装置を必要とするアジアにおける半導体関連の活動の加速と進行中のプロジェクト実行について言及した。\u003Cbr>\u003Cbr>固定費のかかる事業であるため、これらの資産の稼働率が高まれば、利益率が向上する可能性がある。\u003C\u002Fp>\n\n\n\n\u003Cp>これらのインプットに基づき、モデルでは目標株価を\u003Cstrong>349ドルと\u003C\u002Fstrong>推定しており、現在の\u003Cstrong>276ドル\u003C\u002Fstrong>近辺から\u003Cstrong>約27%の\u003C\u002Fstrong>上昇を意味し、株価がやや\u003Cstrong>割安に\u003C\u002Fstrong>見えることを示唆している。\u003C\u002Fp>\n\n\n\n\u003Cp>現在の水準では、エア・プロダクツは2026年に安定した業績を上げ、マージンの耐久性、規律ある資本配分、大型プロジェクトの現金創出事業への移行が業績を牽引すると思われる。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">企業の公正価値を即座に見積もる（TIKRを使えば無料） >>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-how-much-upside-does-apd-stock-have-from-here\">\u003Cstrong>\u003Cstrong>\u003Cstrong>APD株はここからどれくらい上昇するのか？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>投資家は、\u003Cstrong>TIKRの新バリュエーション・モデル・ツールを使って\u003C\u002Fstrong>、1分以内にエアープロダクツ・アンド・ケミカルズの潜在的な株価、またはどのような株式がどの程度の価値を持つかを見積もることができます。\u003C\u002Fp>\n\n\n\n\u003Cp>必要なのは3つの簡単な入力だけです：\u003C\u002Fp>\n\n\n\n\u003Col class=\"wp-block-list\">\n\u003Cli>収益成長率\u003C\u002Fli>\n\n\n\n\u003Cli>営業利益率\u003C\u002Fli>\n\n\n\n\u003Cli>出口PER倍率\u003C\u002Fli>\n\u003C\u002Fol>\n\n\n\n\u003Cp>そこから、TIKRは\u003Cstrong>ブル、ベース、ベア\u003C\u002Fstrong> \u003Cstrong>シナリオの\u003C\u002Fstrong>下での潜在的な株価とトータルリターンを計算するので、ある銘柄が\u003Cstrong>割安か割高かを\u003C\u002Fstrong>すぐに知ることができる。\u003C\u002Fp>\n\n\n\n\u003Cp>何を入力すればよいかわからない場合は、アナリストのコンセンサス予想を使ってTIKRが自動的に各入力を埋めてくれるので、素早く信頼性の高い出発点が得られます。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">エアープロダクツ・アンド・ケミカルズ、または他の銘柄の真の価値を60秒以内に見る（TIKRを使えば無料） >>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n",738,"ja","\u002Fblog\u002Fair-products-is-up-12-year-to-date-heres-where-the-stock-could-go-in-2026","air-products-is-up-12-year-to-date-heres-where-the-stock-could-go-in-2026","images\u002F@Alexandrum79-from-Getty-Images-via-Canva-g\u002F@Alexandrum79-from-Getty-Images-via-Canva-g","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772285670\u002Fimages\u002F@Alexandrum79-from-Getty-Images-via-Canva-g\u002F@Alexandrum79-from-Getty-Images-via-Canva-g.png?_i=AA",{"altText":165,"imageCredit":166},"Air Products Is Up 12% Year to Date. Here’s Where the Stock Could Go in 2026","@Alexandrum79 from Getty Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Nikko Henson","nikkotikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"Thomas Richmond","thomastikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"ストック・レビュー","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Air Products is up 12% year to date as stronger margins and reaffirmed 2026 guidance improved investor confidence. Here’s why project execution, pricing discipline, and margin expansion could continue supporting earnings growth this year.",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","推定読書時間","1 minute",1200,630,[194,211,226,243,258],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":208,"relatedPosts":210},"企業に競争優位性があるかどうかを見分ける方法","2026-02-28 14:41:47","真の競争優位性とは、企業のマーケティング・パンフレットではなく、高い資本利益率と拡大するマージンを頑なに維持することにある。",1461,"\u002Fblog\u002Fhow-to-tell-if-a-company-has-a-competitive-advantage","how-to-tell-if-a-company-has-a-competitive-advantage","images\u002FCompetitive-Advantage-Featured\u002FCompetitive-Advantage-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772145614\u002Fimages\u002FCompetitive-Advantage-Featured\u002FCompetitive-Advantage-Featured.png?_i=AA",{"altText":195},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},"David Beren","davidberentikr",[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":218,"featuredImageOriginalUrl":219,"featuredImageMetadata":220,"author":221,"categories":223,"relatedPosts":225},"ハウメット・エアロスペースは過去6ヶ月で49％上昇。2026年の株価の行方は？","2026-02-28 14:35:00","ハウメット・エアロスペースは、過去最高益、利益率の上昇、ガスタービン需要の加速により、過去6ヶ月で49%上昇した。航空宇宙生産とデータセンターの電力需要が拡大する中、2026年に継続的な成長をもたらす可能性があるのは以下の通りだ。",752,"\u002Fblog\u002Fhowmet-aerospace-is-up-49-in-the-last-6-months-heres-where-the-stock-could-head-in-2026","howmet-aerospace-is-up-49-in-the-last-6-months-heres-where-the-stock-could-head-in-2026","images\u002F@Chirila-Sofias-Images-via-Canva-23\u002F@Chirila-Sofias-Images-via-Canva-23","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772280029\u002Fimages\u002F@Chirila-Sofias-Images-via-Canva-23\u002F@Chirila-Sofias-Images-via-Canva-23.png?_i=AA",{"altText":212},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":222},[],[224],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":227,"date":228,"excerpt":229,"wordCount":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":236,"categories":240,"relatedPosts":242},"ノースロップ・グラマン株は昨年60％上昇。アナリストはさらに上昇すると見ているか？","2026-02-28 14:30:00","ノースロップ・グラマンのバックログは過去最高の950億ドルに達し、フリーキャッシュフローは2025年に26％急増した。",927,"\u002Fblog\u002Fnorthrop-grumman-stock-is-up-60-last-year-do-analysts-see-more-upside","northrop-grumman-stock-is-up-60-last-year-do-analysts-see-more-upside","images\u002FFEATURED-IMAGE-MAKER-353_94959c6632\u002FFEATURED-IMAGE-MAKER-353_94959c6632","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772250324\u002Fimages\u002FFEATURED-IMAGE-MAKER-353_94959c6632\u002FFEATURED-IMAGE-MAKER-353_94959c6632.png?_i=AA",{"altText":227},{"name":237,"slug":238,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":239},"Gian Estrada","giantikr",[],[241],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":244,"date":245,"excerpt":246,"wordCount":247,"uri":248,"slug":249,"cloudinaryAssetId":250,"featuredImageOriginalUrl":251,"featuredImageMetadata":252,"author":253,"categories":255,"relatedPosts":257},"AMETEKは過去6ヶ月で28％上昇。2026年の株価の行方は？","2026-02-28 14:05:00","AMETEKの株価は、過去最高の売上高、加速する受注、そして2026年の好調な見通しを報告した後、過去6ヶ月で28％上昇している。マージンの拡大と35.8億ドルの受注残が今年も株価を支え続ける可能性がある理由はここにある。",663,"\u002Fblog\u002Fametek-is-up-28-in-the-last-6-months-heres-where-the-stock-could-go-in-2026","ametek-is-up-28-in-the-last-6-months-heres-where-the-stock-could-go-in-2026","images\u002F@Muhammad-Atif-Bashir-from-Atif-Graphics-via-Canva-b\u002F@Muhammad-Atif-Bashir-from-Atif-Graphics-via-Canva-b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772275658\u002Fimages\u002F@Muhammad-Atif-Bashir-from-Atif-Graphics-via-Canva-b\u002F@Muhammad-Atif-Bashir-from-Atif-Graphics-via-Canva-b.png?_i=AA",{"altText":244},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":254},[],[256],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":259,"date":260,"excerpt":261,"wordCount":262,"uri":263,"slug":264,"cloudinaryAssetId":265,"featuredImageOriginalUrl":266,"featuredImageMetadata":267,"author":268,"categories":270,"relatedPosts":272},"フリーポート・マクモラン、今週6％上昇。2026年の株価はこうなる","2026-02-28 13:35:00","フリーポート・マクモランは今週、銅価格の上昇と経営陣による長期的な生産拡大計画の強化により約6％上昇した。ここでは、銅のファンダメンタルズの改善と営業レバレッジの上昇が、2026年までさらなる上昇を支える可能性がある理由を説明する。",744,"\u002Fblog\u002Ffreeport-mcmoran-rose-6-this-week-heres-where-the-stock-could-go-in-2026","freeport-mcmoran-rose-6-this-week-heres-where-the-stock-could-go-in-2026","images\u002F@Alfio-Manciagli-from-Getty-Images-Pro-via-Canva-24\u002F@Alfio-Manciagli-from-Getty-Images-Pro-via-Canva-24","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772274029\u002Fimages\u002F@Alfio-Manciagli-from-Getty-Images-Pro-via-Canva-24\u002F@Alfio-Manciagli-from-Getty-Images-Pro-via-Canva-24.png?_i=AA",{"altText":259},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":269},[],[271],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[274,294,309,323,338,355,373,388,405,420],{"id":183,"title":275,"date":276,"excerpt":277,"wordCount":278,"uri":279,"slug":280,"cloudinaryAssetId":281,"featuredImageOriginalUrl":282,"featuredImageMetadata":283,"author":284,"categories":288,"relatedPosts":293},"第4四半期決算が予想を上回ったモンスター・ビバレッジの株価が下落","2026-02-28 13:00:00","モンスター・ビバレッジは、今後アルミニウムのコスト圧力に直面するものの、売上高が初めて20億ドルを超え、第4四半期の業績予想を上回った。",793,"\u002Fblog\u002Fmonster-beverage-nasdaq-mnst-stock-climbs-after-q4-earnings-beat-expectations","monster-beverage-nasdaq-mnst-stock-climbs-after-q4-earnings-beat-expectations","images\u002FMNST-stock\u002FMNST-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772276232\u002Fimages\u002FMNST-stock\u002FMNST-stock.png?_i=AA",{"altText":275},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":287},"Aditya Raghunath","adityatikr",[],[289],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},"業績アップデート","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":295,"date":296,"excerpt":297,"wordCount":298,"uri":299,"slug":300,"cloudinaryAssetId":301,"featuredImageOriginalUrl":302,"featuredImageMetadata":303,"author":304,"categories":306,"relatedPosts":308},"デル株、AIサーバーの大幅な収益予測で22％急騰","2026-02-28 12:20:00","メモリ不足にもかかわらず、同社が2027年度のAIサーバー売上高を前年比倍増の500億ドルと予想したことで、デル株は21％急騰した。",758,"\u002Fblog\u002Fdell-stock-soars-22-on-massive-ai-server-revenue-forecasts","dell-stock-soars-22-on-massive-ai-server-revenue-forecasts","images\u002FDELL-stock-1_94986d211f\u002FDELL-stock-1_94986d211f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772259435\u002Fimages\u002FDELL-stock-1_94986d211f\u002FDELL-stock-1_94986d211f.png?_i=AA",{"altText":295},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":305},[],[307],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":310,"date":296,"excerpt":311,"wordCount":312,"uri":313,"slug":314,"cloudinaryAssetId":315,"featuredImageOriginalUrl":316,"featuredImageMetadata":317,"author":318,"categories":320,"relatedPosts":322},"コアウィーブの株価が20％急落、弱いガイダンスがマージン懸念に飛び火","コアウィーブの株価は、第1四半期のガイダンスが弱く、売上高が好調に伸び、契約残が668億ドルに達したにもかかわらず、利益率に懸念が生じたため、20％下落した。",622,"\u002Fblog\u002Fcoreweave-nasdaq-crwv-stock-plunges-20-as-weak-guidance-sparks-margin-concerns","coreweave-nasdaq-crwv-stock-plunges-20-as-weak-guidance-sparks-margin-concerns","images\u002FFSLR-stock-1\u002FFSLR-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772257000\u002Fimages\u002FFSLR-stock-1\u002FFSLR-stock-1.png?_i=AA",{"altText":310},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":319},[],[321],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":324,"date":325,"excerpt":326,"wordCount":327,"uri":328,"slug":329,"cloudinaryAssetId":330,"featuredImageOriginalUrl":331,"featuredImageMetadata":332,"author":333,"categories":335,"relatedPosts":337},"デュオリンゴの株価が14％下落、2026年の収益見通しが期待外れだったことを受けて","2026-02-28 12:15:00","デュオリンゴの株価は、同社が利益よりもユーザー数の増加を優先し、2026年の売上高とEBITDAマージンの予想を低調に導くと、14％下落した。",786,"\u002Fblog\u002Fduolingo-nasdaq-duol-stock-slides-14-following-disappointing-2026-revenue-outlook","duolingo-nasdaq-duol-stock-slides-14-following-disappointing-2026-revenue-outlook","images\u002FDUOL-stock-1\u002FDUOL-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772269566\u002Fimages\u002FDUOL-stock-1\u002FDUOL-stock-1.png?_i=AA",{"altText":324},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":334},[],[336],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":339,"date":340,"excerpt":341,"wordCount":342,"uri":343,"slug":344,"cloudinaryAssetId":345,"featuredImageOriginalUrl":346,"featuredImageMetadata":347,"author":348,"categories":352,"relatedPosts":354},"エヌビディアの今週の決算説明会で投資家が聞くべき4つの言葉","2026-02-27 19:08:24","エヌビディアは2026年度第4四半期決算を発表し、売上高は前年同期比73％増の680億ドルとなった。株価は売られたが、以下は決算説明会での最も重要な4つの引用であり、長期投資家にとってどのような意味を持つかである。",1311,"\u002Fblog\u002Fnvidia-quotes","nvidia-quotes","images\u002FNVDA-FI\u002FNVDA-FI","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772218712\u002Fimages\u002FNVDA-FI\u002FNVDA-FI.png?_i=AA",{"altText":339},{"name":349,"slug":350,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":351},"David Hanson","davidtikr",[],[353],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":356,"date":357,"excerpt":358,"wordCount":359,"uri":360,"slug":361,"cloudinaryAssetId":362,"featuredImageOriginalUrl":363,"featuredImageMetadata":364,"author":365,"categories":367,"relatedPosts":372},"セールスフォース、記録的な成長後に500億ドルの自社株買いを開始","2026-02-28 12:55:00","セールスフォースは、AI事業の年間経常収益が29億ドルに達し、好調な第4四半期決算を報告した後、500億ドルの自社株買いを発表した。",741,"\u002Fblog\u002Fsalesforce-nyse-crm-stock-launches-50-billion-buyback-after-hitting-record-growth","salesforce-nyse-crm-stock-launches-50-billion-buyback-after-hitting-record-growth","images\u002FCRM-stock-3\u002FCRM-stock-3","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772261825\u002Fimages\u002FCRM-stock-3\u002FCRM-stock-3.png?_i=AA",{"altText":356},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":366},[],[368],{"name":369,"slug":370,"uri":371,"description":171,"postsCount":183},"投資一般","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":374,"date":375,"excerpt":376,"wordCount":377,"uri":378,"slug":379,"cloudinaryAssetId":380,"featuredImageOriginalUrl":381,"featuredImageMetadata":382,"author":383,"categories":385,"relatedPosts":387},"バンク・オブ・アメリカ、インフラ需要の急増を受けクアンタ・サービシズの目標株価を610ドルに引き上げ","2026-02-28 12:45:00","バンク・オブ・アメリカ、クアンタ・サービシズの目標株価を610ドルに引き上げ、戦略的サプライチェーン投資によりインフラ・リーダーが持続的成長を遂げるとしている。",745,"\u002Fblog\u002Fbank-of-america-raises-quanta-services-nyse-pwr-stock-price-target-to-610-as-infrastructure-demand-surges","bank-of-america-raises-quanta-services-nyse-pwr-stock-price-target-to-610-as-infrastructure-demand-surges","images\u002FPWR-stock-1\u002FPWR-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771751175\u002Fimages\u002FPWR-stock-1\u002FPWR-stock-1.png?_i=AA",{"altText":374},{"name":285,"slug":286,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":384},[],[386],{"name":369,"slug":370,"uri":371,"description":171,"postsCount":183},[],{"id":183,"title":389,"date":390,"excerpt":391,"wordCount":392,"uri":393,"slug":394,"cloudinaryAssetId":395,"featuredImageOriginalUrl":396,"featuredImageMetadata":397,"author":398,"categories":402,"relatedPosts":404},"Figma株価、クロード・コード統合で7％上昇：クロード・コード・インテグレーションが72ドルの目標を確保した理由","2026-02-27 15:30:00","Figmaの株価は、Figma Makeの記録的な採用と、AnthropicのClaude Codeとの革新的な新しい統合を特徴とする、第4四半期の大成功を受けて急騰しています。",881,"\u002Fblog\u002Ffigma-stock-gains-7-on-claude-code-integration-why-claude-integration-secures-a-72-target","figma-stock-gains-7-on-claude-code-integration-why-claude-integration-secures-a-72-target","images\u002F15-4_94670bef2c\u002F15-4_94670bef2c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772147861\u002Fimages\u002F15-4_94670bef2c\u002F15-4_94670bef2c.png?_i=AA",{"altText":389},{"name":399,"slug":400,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":401},"Wiltone Asuncion","wiltonetikr",[],[403],{"name":369,"slug":370,"uri":371,"description":171,"postsCount":183},[],{"id":183,"title":406,"date":407,"excerpt":408,"wordCount":409,"uri":410,"slug":411,"cloudinaryAssetId":412,"featuredImageOriginalUrl":413,"featuredImageMetadata":414,"author":415,"categories":417,"relatedPosts":419},"SPXテクノロジーズ株、1年で57％急騰：2026年の株価はこうなる","2026-02-27 15:20:00","SPXテクノロジーズ（SPXC）の株価は、データセンター冷却市場を支配するために経営陣がバランスシートを武器にしているため、飛躍的な成長を遂げた1年後に落ち着いている。 ",905,"\u002Fblog\u002Fspx-technologies-stock-surges-57-in-one-year-heres-where-the-stock-could-go-in-2026","spx-technologies-stock-surges-57-in-one-year-heres-where-the-stock-could-go-in-2026","images\u002F14-5\u002F14-5","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772147837\u002Fimages\u002F14-5\u002F14-5.png?_i=AA",{"altText":406},{"name":399,"slug":400,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":416},[],[418],{"name":369,"slug":370,"uri":371,"description":171,"postsCount":183},[],{"id":183,"title":421,"date":422,"excerpt":423,"wordCount":424,"uri":425,"slug":426,"cloudinaryAssetId":427,"featuredImageOriginalUrl":428,"featuredImageMetadata":429,"author":430,"categories":432,"relatedPosts":434},"Tempus AI株価、記録的なデータ増加にもかかわらず7％引き下げ：11億ドルのバックログが86ドルの目標を確保した理由","2026-02-27 15:10:00","テンポスAI（TEM）の株価は、ヘルスケアAI分野での同社の優位性を確認する非常に戦略的な第4四半期の業績報告を受けて、最近の引き下げをナビゲートしている。",928,"\u002Fblog\u002Ftempus-ai-stock-pulls-back-7-despite-record-data-growth-why-a-1-1-billion-backlog-secures-a-112-target","tempus-ai-stock-pulls-back-7-despite-record-data-growth-why-a-1-1-billion-backlog-secures-a-112-target","images\u002F13-8\u002F13-8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772147820\u002Fimages\u002F13-8\u002F13-8.png?_i=AA",{"altText":421},{"name":399,"slug":400,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":431},[],[433],{"name":369,"slug":370,"uri":371,"description":171,"postsCount":183},[]]