[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-down-20-in-last-12-months-can-marvell-technology-nasdaq-mrvl-stock-rebound-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":263},{"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},93851,"過去12ヶ月で20％下落したマーベル・テクノロジー株は2026年に反発できるか？","2026-02-25T23:55:00","2026-02-25T12:32:05","\u003Cp>AIインフラブームで売上高31％増、2028年までにマーベル株76％急騰の可能性。セレスティアルAI買収のターゲットは100億ドルの光市場\u003C\u002Fp>\n","\n\u003Ch2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\u003Cstrong>主な要点\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>AIインフラブーム：\u003C\u002Fstrong>AI需要の急増と光インターコネクトのリーダーシップにより、データセンターの売上は前年比38%増。 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>価格予測：\u003C\u002Fstrong>MRVLの株価は、2028年1月までに138ドルに達する可能性がある。 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在的利益：\u003C\u002Fstrong>このターゲットは、現在の価格78ドルから76％のトータルリターンを意味する。 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年間リターン：\u003C\u002Fstrong>投資家は、今後1.9年間で約34％の成長を見ることができる。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">現在ライブ中：TIKRの新しいバリュエーション・モデル（無料）を使って、あなたのお気に入りの銘柄がどれだけ上昇する可能性があるかをご覧ください。\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>マーベル・テクノロジー\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=31158&tid=2666094&ref=tikrblog\">（MRVL\u003C\u002Fa>）は、マット・マーフィー最高経営責任者（CEO）が2029年までの積極的な成長戦略を説明したため、2026年度第3四半期の売上高は前年同期比37％増の20億8000万ドルと過去最高を記録した。\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>同社は、クラウドの設備投資動向の強化とポートフォリオ全体の需要加速を理由に、2027年度のデータセンターの売上高成長率予測を25%以上に引き上げた。\u003C\u002Fli>\n\n\n\n\u003Cli>マーフィーは、3つの重要な成長ドライバーを強調した。 \u003C\u002Fli>\n\n\n\n\u003Cli>第1に、データセンタ収益の半分を占める相互接続事業は、ハイパースケーラが1.6テラビット光ソリューションを導入する中、クラウド設備投資の伸びを上回り続けている。 \u003C\u002Fli>\n\n\n\n\u003Cli>第二に、カスタムチップ事業は、次世代プログラムの受注に支えられ、来年は少なくとも20%の成長が見込まれる。 \u003C\u002Fli>\n\n\n\n\u003Cli>第3に、スイッチングとストレージの売上は15％増となり、従来の10％増見通しから加速する。\u003C\u002Fli>\n\n\n\n\u003Cli>同社はまた、セレスティアルAIの戦略的買収を発表し、次世代のスケールアップ相互接続用フォトニック・ファブリック技術を提供する。 \u003C\u002Fli>\n\n\n\n\u003Cli>これによりマーベルは、2030年までに100億ドル規模の光相互接続市場を獲得することになり、セレスティアルAIは2028年度後半までに年間売上高5億ドルに達する見込みである。\u003C\u002Fli>\n\n\n\n\u003Cli>マーフィーは、2027年度の売上高100億ドルの予測を超えて、2028年度にはデータセンターの成長が40%に加速し、カスタムチップのプログラムが倍増し、光インターコネクトが引き続き好調であることが原動力になると見ている。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">アナリストによるMRVL株の成長予測と予想を見る (無料) >>)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-the-model-says-for-marvell-technology-stock\">マーベル・テクノロジー株のモデルによる分析\u003C\u002Fh2>\n\n\n\n\u003Cp>データセンター・ネットワーキング、カスタム・シリコン、光インターコネクトの各分野で市場をリードする包括的なAIインフラ・プロバイダへと変貌を遂げたマーベルを分析した。\u003C\u002Fp>\n\n\n\n\u003Cp>同社は、AI展開における構造的な追い風の恩恵を受けている。ハイパースケーラは、膨大な帯域幅と低遅延接続を必要とする100万GPUクラスタを構築している。 \u003C\u002Fp>\n\n\n\n\u003Cp>PAM DSP、コヒーレント・ソリューション、そして今回のフォトニック・ファブリックを含むマーヴェルのエレクトロオプティクス・ポートフォリオは、このニーズに包括的に対応している。\u003C\u002Fp>\n\n\n\n\u003Cp>カスタムチップ事業は、大きなアップサイドをもたらします。マーベルはXPUおよびXPU-attachソケット向けに18件のデザインウィンを獲得しており、すでに数件が生産に入っている。 \u003C\u002Fp>\n\n\n\n\u003Cp>XPU-attach市場だけでも、ハイパースケーラがAIサーバ群にカスタムNICとCXLメモリ拡張を導入する2029年度までに20億ドルの収益が見込める。\u003C\u002Fp>\n\n\n\n\u003Cp>買収に関する経営陣の実績が自信を強めている。InphiとInnoviumを含む過去の取引は、InphiのPAM技術が800ギガと1.6テラビット接続の業界標準になるなど、変革を証明した。\u003C\u002Fp>\n\n\n\n\u003Cp>年間売上成長率31.3％、営業利益率36.1％という予測を用い、当社のモデルは株価が1.9年以内に138ドルまで上昇すると予測している。これは、株価収益倍率21.7倍を前提としている。\u003C\u002Fp>\n\n\n\n\u003Cp>この倍率は、マーベ ルの過去の平均PER24.9倍（1年）、31.7倍（5年）から低下しています。低い倍率は、同社がCelestial AIを統合し、複数のカスタム・プログラムを同時に立ち上げるため、短期的な実行リスクを反映している。\u003C\u002Fp>\n\n\n\n\u003Cp>真の価値は、光インターコネクトやスイッチングからカスタムアクセラレータに至るまで、AIインフラにおけるあらゆる重要なコンポーネントにおいて、数年にわたる構築サイクルの中でマーベルのポジショニングにある。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">当社の評価前提\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2233\" height=\"2560\" data-public-id=\"images\u002FMRVL_valuation_model_guided_9426273a2c\u002FMRVL_valuation_model_guided_9426273a2c.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2233,h_2560,c_scale\u002Ff_webp,q_auto\u002Fv1772018287\u002Fimages\u002FMRVL_valuation_model_guided_9426273a2c\u002FMRVL_valuation_model_guided_9426273a2c.webp?_i=AA\" alt=\"\" class=\"wp-post-93851 wp-image-94262\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772018287\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MRVL株式評価モデル\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">（TIKR）\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\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は無料） >>\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\">当社の評価前提\u003C\u002Fh2>\n\n\n\n\u003Cp>TIKRのバリュエーション・モデルでは、企業の\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Frevenue-growth-why-its-important-and-key-drivers?ref=tikrblog\">収益成長率\u003C\u002Fa>、\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-operating-margin-definition-formula?ref=tikrblog\">営業利益率\u003C\u002Fa>、\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio?ref-tikrblog\">PER倍率について\u003C\u002Fa>独自の仮定を差し込むことができ、株式の期待リターンを計算します。\u003C\u002Fp>\n\n\n\n\u003Cp>以下は、MRVL株で使用したものである：\u003C\u002Fp>\n\n\n\n\u003Ch3 class=\"wp-block-heading\" id=\"h-1-revenue-growth-31-3\">\u003Cstrong>1.収益成長率\u003C\u002Fstrong> \u003Cstrong>31.3%\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp>マーベルの成長の中心はAIインフラの拡大だ。\u003C\u002Fp>\n\n\n\n\u003Cp>同社は2027会計年度の各四半期で順次増収を見込んでおり、下期は上期よりも大幅に好調となる。\u003C\u002Fp>\n\n\n\n\u003Cp>経営陣の見通しは、一般的なガイダンスの水平線をはるかに超えている。顧客はAI構築のための供給を確保するため、複数年の容量計画を提供している。 \u003C\u002Fp>\n\n\n\n\u003Cp>このため、マーベルは2027年度にデータセンターが25%成長し、2028年度にはさらに加速すると予測している。\u003C\u002Fp>\n\n\n\n\u003Cp>相互接続事業は引き続きクラウドCapExを上回っており、来年の成長率は30%を超えると予想される。\u003C\u002Fp>\n\n\n\n\u003Cp>マーベルは、最適化された3ナノメートルソリューションで1.6テラビットをリードしており、2028年の展開に向けて3.2テラビット技術を実証している。\u003C\u002Fp>\n\n\n\n\u003Ch3 class=\"wp-block-heading\" id=\"h-2-operating-margins-36-1\">\u003Cstrong>2.営業利益率\u003C\u002Fstrong> \u003Cstrong>36.1%\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp>第3四半期の非GAAPベースの営業利益率は36.3%に拡大し、前四半期比150ベーシス・ポイントの上昇となった。 \u003C\u002Fp>\n\n\n\n\u003Cp>Willem Meintjes CFOは、2027年度の営業費用の伸びは売上高の約半分になると予想しており、大幅な営業レバレッジを発揮している。\u003C\u002Fp>\n\n\n\n\u003Cp>同社の製品ミックスは利益率の拡大に有利である。 \u003C\u002Fp>\n\n\n\n\u003Ch3 class=\"wp-block-heading\" id=\"h-3-exit-p-e-multiple-21-7x\">\u003Cstrong>3.出口PER倍率：21.7倍\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp>市場はマーベルを24.2倍の利益で評価している。予想期間中のPERは21.7倍まで低下し、5年平均の31.7倍を下回る。\u003C\u002Fp>\n\n\n\n\u003Cp>この保守的な倍率は、マーヴェルがセレスティアルAIの買収を複数のカスタム・プログラムと並行して進めているため、実行が複雑であることを考慮している。 \u003C\u002Fp>\n\n\n\n\u003Cp>フォトニック・ファブリック・テクノロジーは、初期の顧客エンゲージメントが強いにもかかわらず、量産規模では実証されていない領域です。\u003C\u002Fp>\n\n\n\n\u003Cp>マーベルが多様な成長ドライバーで一貫した実行力を示し、セレスティアルAIが5億ドルの収益目標に向けて前進するにつれて、倍率は過去の平均よりも高くなるはずです。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">あらゆる銘柄を評価する独自の評価モデルを構築する（無料です！） >>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happens-if-things-go-better-or-worse\">物事が良くなったり悪くなったりしたらどうなるか？\u003C\u002Fh2>\n\n\n\n\u003Cp>半導体企業は、技術の移行と顧客集中のリスクに直面しています。ここでは、2030年1月までのさまざまなシナリオの下で、マーベルの株価がどのように推移するかを示します：\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>ローケース:\u003C\u002Fstrong>収益成長率が28.3%に減速し、純利益率が27.0%に縮小した場合でも、投資家は126%のトータル・リターン（年間23%）を得ることができます。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>中位ケース：\u003C\u002Fstrong>成長率31.4%、利益率28.7%の場合、トータルリターンは210%（年率33%）を見込む。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>ハイケース：\u003C\u002Fstrong>AIインフラの加速により34.5%の収益成長が見込まれ、マーベルが30.1%のマージンを維持した場合、リターンは合計313%（年率43%）に達する可能性があります。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"2146\" data-public-id=\"images\u002FMRVL_valuation_model_adv\u002FMRVL_valuation_model_adv.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2146,c_scale\u002Ff_webp,q_auto\u002Fv1772018408\u002Fimages\u002FMRVL_valuation_model_adv\u002FMRVL_valuation_model_adv.webp?_i=AA\" alt=\"\" class=\"wp-post-93851 wp-image-94263\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772018408\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MRVLの株式評価モデル\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">(TIKR\u003C\u002Fa>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\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\">アナリストがMRVLの株価を今どう見ているか（TIKRで無料）>>を見る\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>このレンジは、カスタムチップのランプの実行、Celestial AI統合の成功、AIインフラの展開ペースを反映している。 \u003C\u002Fp>\n\n\n\n\u003Cp>低いケースでは、ハイパースケーラの統合で予想外の解約が発生したり、フォトニック・ファブリックの採用に予想以上の時間がかかったりする。 \u003C\u002Fp>\n\n\n\n\u003Cp>ハイケースの場合、AIのキャパシティビルディングが現在の予測を上回り、カスタムアタッチレートが予想を上回り、Celestial AIが予定よりも早く収益目標を達成する。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-how-much-upside-does-marvell-technology-stock-have-from-here\">マーベル・テクノロジー株は今後どの程度上昇するのか？\u003C\u002Fh2>\n\n\n\n\u003Cp>TIKRの\u003Cstrong>新しいバリュエーション・モデル・ツールを\u003C\u002Fstrong>使えば、1分以内にその銘柄の潜在株価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\u003Cul 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\u002Ful>\n\n\n\n\u003Cp>何を入力すればよいか分からない場合、TIKRはアナリストのコンセンサス予想を使って各入力を自動的に入力し、迅速で信頼できる出発点を提供します。\u003C\u002Fp>\n\n\n\n\u003Cp>そこから、TIKRは\u003Cstrong>ブル、ベース、ベアシナリオの\u003C\u002Fstrong>下での潜在的な株価とトータルリターンを計算しますので、株価が割安か割高かを素早く確認することができます。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>60秒以内に銘柄の真の価値を見る（TIKRを使えば無料） >>\u003C\u002Fem>\u003C\u002Fstrong>\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\">\u003Cstrong>新しいチャンスをお探しですか？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>億万長者の投資家が\u003Cstrong> \u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>億万長者の投資家が買っている銘柄を見る\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong> \u003C\u002Fstrong>スマートマネーを追いかけることができます。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>わずか5分で銘柄分析\u003C\u002Fstrong>\u003C\u002Fa>TIKRのオールインワンで使いやすいプラットフォームで。\u003C\u002Fli>\n\n\n\n\u003Cli>岩をひっくり返せばひっくり返すほど、より多くのチャンスを発見できます。 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>TIKRで10万以上の世界の株式、世界のトップ投資家の保有銘柄などを検索。\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-disclaimer\">免責事項\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cem>TIKRに掲載されている記事は、TIKRやコンテンツチームによる投資や財務のアドバイス、また銘柄の売買を推奨するものではありません。弊社は、TIKRターミナルの投資データおよびアナリストの予測に基づいてコンテンツを作成しています。弊社の分析には、最近の企業ニュースや重要な最新情報が含まれていない場合があります。TIKRはいかなる銘柄にも投資しておりません。お読みいただきありがとうございます！\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Cp>\u003C\u002Fp>\n",1256,"ja","\u002Fblog\u002Fdown-20-in-last-12-months-can-marvell-technology-nasdaq-mrvl-stock-rebound-in-2026","down-20-in-last-12-months-can-marvell-technology-nasdaq-mrvl-stock-rebound-in-2026","images\u002FMRVL-stock_94261120c7\u002FMRVL-stock_94261120c7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772018125\u002Fimages\u002FMRVL-stock_94261120c7\u002FMRVL-stock_94261120c7.png?_i=AA",{"altText":165,"imageCredit":166},"Down 20% In Last 12 Months, Can Marvell Technology Stock Rebound in 2026?","@kynny from Getty Images Pro via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Aditya Raghunath","adityatikr","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},"評価","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Marvell stock could surge 76% by 2028 as AI infrastructure boom drives 31% revenue growth. Celestial AI acquisition targets $10B optical market.",{"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,[194,209,224,233,248],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"過去12カ月で72％下落、バーテックス株は新AI戦略で回復できるか？","2026-02-24 09:04:00","新CEOがAI戦略で税務コンプライアンスを変革。株価は最近72％下落したが、2028年までに44.5％のリターンの可能性。電子請求書の拡大が成長の原動力",1178,"\u002Fblog\u002Fdown-72-in-last-12-months-can-vertex-nasdaq-verx-stock-recover-with-new-ai-strategy","down-72-in-last-12-months-can-vertex-nasdaq-verx-stock-recover-with-new-ai-strategy","images\u002FVERX-stock-1\u002FVERX-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771736626\u002Fimages\u002FVERX-stock-1\u002FVERX-stock-1.png?_i=AA",{"altText":195},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":205},[],[207],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":221,"relatedPosts":223},"過去12ヶ月で58％近く下落、SPSコマース株は立ち直れるか？","2026-02-22 11:28:00","SPSコマースの株価は12ヶ月で60％下落。このサプライチェーンソフトウェア企業が2030年まで有意義なリターンを提供できるかどうかを分析する。",1018,"\u002Fblog\u002Fdown-nearly-58-in-last-12-months-can-sps-commerce-nasdaq-spsc-stock-bounce-back","down-nearly-58-in-last-12-months-can-sps-commerce-nasdaq-spsc-stock-bounce-back","images\u002FSPSC-stock\u002FSPSC-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771327032\u002Fimages\u002FSPSC-stock\u002FSPSC-stock.png?_i=AA",{"altText":210},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":220},[],[222],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":225,"slug":226,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":227,"author":228,"categories":230,"relatedPosts":232},"\u002Fblog\u002Fdown-nearly-58-in-last-12-months-can-sps-commerce-nasdaq-stock-bounce-back","down-nearly-58-in-last-12-months-can-sps-commerce-nasdaq-stock-bounce-back",{"altText":210},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":229},[],[231],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":234,"date":235,"excerpt":236,"wordCount":237,"uri":238,"slug":239,"cloudinaryAssetId":240,"featuredImageOriginalUrl":241,"featuredImageMetadata":242,"author":243,"categories":245,"relatedPosts":247},"過去12ヶ月で24％減、LiveRamp株は2026年にもっと良いリターンを提供できるか？","2026-02-22 11:02:00","ライブランプ株20％下落も、AI追い風、利用ベースの価格設定、マージン拡大で18％リターンの可能性。目標：2028年3月までに30ドル。分析",1283,"\u002Fblog\u002Fdown-24-in-last-12-months-can-liveramp-nyse-ramp-stock-deliver-better-returns-in-2026","down-24-in-last-12-months-can-liveramp-nyse-ramp-stock-deliver-better-returns-in-2026","images\u002FRAMP-stock\u002FRAMP-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771604486\u002Fimages\u002FRAMP-stock\u002FRAMP-stock.png?_i=AA",{"altText":234},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":244},[],[246],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":249,"date":250,"excerpt":251,"wordCount":252,"uri":253,"slug":254,"cloudinaryAssetId":255,"featuredImageOriginalUrl":256,"featuredImageMetadata":257,"author":258,"categories":260,"relatedPosts":262},"過去12ヶ月で15％減、Unity Software株は2026年にもっと良いリターンを提供できるか？","2026-02-22 10:42:00","ユニティの広告プラットフォーム「ベクター」が前年比72％増と急成長、AI搭載ツールが市場リーチを拡大。2028年まで利益率が改善するため、株価は45%のリターンをもたらす可能性がある。",1266,"\u002Fblog\u002Fdown-15-in-last-12-months-can-unity-software-nyse-stock-deliver-better-returns-in-2026","down-15-in-last-12-months-can-unity-software-nyse-stock-deliver-better-returns-in-2026","images\u002FU-stock-6\u002FU-stock-6","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771564715\u002Fimages\u002FU-stock-6\u002FU-stock-6.png?_i=AA",{"altText":249},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":259},[],[261],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[264,284,299,314,331,346,366,381,396,411,426,444,459,474,489],{"id":183,"title":265,"date":266,"excerpt":267,"wordCount":268,"uri":269,"slug":270,"cloudinaryAssetId":271,"featuredImageOriginalUrl":272,"featuredImageMetadata":273,"author":274,"categories":278,"relatedPosts":283},"イミュニティ・バイオの株価は今週18％上昇：世界のANKTIVA承認が意味するもの","2026-02-25 22:40:50","ANKTIVAの販売が加速し、世界的な承認が拡大したイミュニティ・バイオ（IBRX）の株価が17％上昇した理由はここにある。",577,"\u002Fblog\u002Fimmunitybio-stock-is-up-18-this-week-heres-what-global-anktiva-approvals-mean","immunitybio-stock-is-up-18-this-week-heres-what-global-anktiva-approvals-mean","images\u002FIBRX-stock-1-1\u002FIBRX-stock-1-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772029748\u002Fimages\u002FIBRX-stock-1-1\u002FIBRX-stock-1-1.png?_i=AA",{"altText":265},{"name":275,"slug":276,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":277},"Rexielyn Diaz","rexietikr",[],[279],{"name":280,"slug":281,"uri":282,"description":171,"postsCount":183},"ストック・レビュー","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":285,"date":286,"excerpt":287,"wordCount":288,"uri":289,"slug":290,"cloudinaryAssetId":291,"featuredImageOriginalUrl":292,"featuredImageMetadata":293,"author":294,"categories":296,"relatedPosts":298},"Keysight株、業績好調で2026年に23％上昇：このラリーが意味するもの","2026-02-25 22:30:51","AIデータセンター需要に牽引された好業績と明るい見通しを受け、キーサイト株が2026年に急騰した理由はここにある。",581,"\u002Fblog\u002Fkeysight-stock-is-up-23-in-2026-after-earnings-beat-what-the-rally-means-from-here","keysight-stock-is-up-23-in-2026-after-earnings-beat-what-the-rally-means-from-here","images\u002FKEYS-stock-1\u002FKEYS-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772029266\u002Fimages\u002FKEYS-stock-1\u002FKEYS-stock-1.png?_i=AA",{"altText":285},{"name":275,"slug":276,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":295},[],[297],{"name":280,"slug":281,"uri":282,"description":171,"postsCount":183},[],{"id":183,"title":300,"date":301,"excerpt":302,"wordCount":303,"uri":304,"slug":305,"cloudinaryAssetId":306,"featuredImageOriginalUrl":307,"featuredImageMetadata":308,"author":309,"categories":311,"relatedPosts":313},"アフィニウス主導の買収でベリス・レジデンシャル株が12％急騰。VRE保有者に何が起こるか","2026-02-25 21:45:00","ベリス・レジデンシャルの株価が、34億ドルの非公開化取引でこの集合住宅リートへの期待がリセットされた後に急上昇した理由は以下の通りだ。",829,"\u002Fblog\u002Fveris-residential-stock-spikes-12-on-affinius%e2%80%91led-buyout-deal-heres-what-comes-next-for-vre-holders","veris-residential-stock-spikes-12-on-affinius%e2%80%91led-buyout-deal-heres-what-comes-next-for-vre-holders","images\u002FVRE-stock\u002FVRE-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771913022\u002Fimages\u002FVRE-stock\u002FVRE-stock.png?_i=AA",{"altText":300},{"name":275,"slug":276,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":310},[],[312],{"name":280,"slug":281,"uri":282,"description":171,"postsCount":183},[],{"id":183,"title":315,"date":316,"excerpt":317,"wordCount":318,"uri":319,"slug":320,"cloudinaryAssetId":321,"featuredImageOriginalUrl":322,"featuredImageMetadata":323,"author":324,"categories":328,"relatedPosts":330},"GEエアロスペース、昨年のフリーキャッシュフローは77億ドル：2026年の株価の行方は？","2026-02-25 20:01:00","GEエアロスペースは、2028年の利益目標を3年早く達成し、すでに77億ドルのフリー・キャッシュ・フローを生み出している。",949,"\u002Fblog\u002Fge-aerospace-delivered-7-7-billion-in-free-cash-flow-last-year-heres-where-shares-could-go-in-2026","ge-aerospace-delivered-7-7-billion-in-free-cash-flow-last-year-heres-where-shares-could-go-in-2026","images\u002FFEATURED-IMAGE-MAKER-325\u002FFEATURED-IMAGE-MAKER-325","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772023001\u002Fimages\u002FFEATURED-IMAGE-MAKER-325\u002FFEATURED-IMAGE-MAKER-325.png?_i=AA",{"altText":315},{"name":325,"slug":326,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":327},"Gian Estrada","giantikr",[],[329],{"name":280,"slug":281,"uri":282,"description":171,"postsCount":183},[],{"id":183,"title":332,"date":333,"excerpt":334,"wordCount":335,"uri":336,"slug":337,"cloudinaryAssetId":338,"featuredImageOriginalUrl":339,"featuredImageMetadata":340,"author":341,"categories":343,"relatedPosts":345},"GEヴァーノヴァは完売し、規模拡大へ：83ギガワットのバックログが株価2,700ドルを示唆する理由","2026-02-25 19:00:00","GEバーノバは、2020年代後半までガスタービンを完売し、83ギガワットを契約しており、DCFモデルによる株価は現在2,772.8ドルと、現在の3倍以上となっている。",974,"\u002Fblog\u002Fge-vernova-is-sold-out-and-scaling-up-why-its-83-gigawatt-backlog-points-to-a-potential-25-share-price-increase","ge-vernova-is-sold-out-and-scaling-up-why-its-83-gigawatt-backlog-points-to-a-potential-25-share-price-increase","images\u002FFEATURED-IMAGE-MAKER-324\u002FFEATURED-IMAGE-MAKER-324","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772021162\u002Fimages\u002FFEATURED-IMAGE-MAKER-324\u002FFEATURED-IMAGE-MAKER-324.png?_i=AA",{"altText":332},{"name":325,"slug":326,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":342},[],[344],{"name":280,"slug":281,"uri":282,"description":171,"postsCount":183},[],{"id":183,"title":347,"date":348,"excerpt":349,"wordCount":350,"uri":351,"slug":352,"cloudinaryAssetId":353,"featuredImageOriginalUrl":354,"featuredImageMetadata":355,"author":356,"categories":360,"relatedPosts":365},"フレッシュペット株、利益約束の地に到達：2026年の株価の行方はこうなる","2026-02-25 18:30:00","フレッシュペットの株価が上昇しているのは、フレッシュペット・フードの巨大企業が、現金を消費する成長ストーリーから利益を生み出すマシンへと移行しているためだ。 ",1008,"\u002Fblog\u002Ffreshpet-stock-reaches-the-profit-promised-land-heres-where-the-stock-could-go-in-2026frpt","freshpet-stock-reaches-the-profit-promised-land-heres-where-the-stock-could-go-in-2026frpt","images\u002F14-4\u002F14-4","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771998160\u002Fimages\u002F14-4\u002F14-4.png?_i=AA",{"altText":347},{"name":357,"slug":358,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":359},"Wiltone Asuncion","wiltonetikr",[],[361],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},"投資一般","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":367,"date":368,"excerpt":369,"wordCount":370,"uri":371,"slug":372,"cloudinaryAssetId":373,"featuredImageOriginalUrl":374,"featuredImageMetadata":375,"author":376,"categories":378,"relatedPosts":380},"キューリグ・ドクター・ペッパーの株価が大規模な会社分割に備える：2026年の株価の行方は？","2026-02-25 18:00:00","キューリグ・ドクター・ペッパーの株価は、同社が大規模な会社分割を実施する準備を進める中、複雑な過渡期を迎えている。",986,"\u002Fblog\u002Fkeurig-dr-pepper-stock-prepares-for-massive-corporate-split-heres-where-the-stock-could-be-headed-in-2026kdp","keurig-dr-pepper-stock-prepares-for-massive-corporate-split-heres-where-the-stock-could-be-headed-in-2026kdp","images\u002F13-7\u002F13-7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771998148\u002Fimages\u002F13-7\u002F13-7.png?_i=AA",{"altText":367},{"name":357,"slug":358,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":377},[],[379],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":382,"date":383,"excerpt":384,"wordCount":385,"uri":386,"slug":387,"cloudinaryAssetId":388,"featuredImageOriginalUrl":389,"featuredImageMetadata":390,"author":391,"categories":393,"relatedPosts":395},"ドミノ・ピザ株、QSR市場を引き締める：利益力」が699ドルの目標を確保する理由","2026-02-25 17:30:00","ドミノ・ピザの株価は、クイック・サービス・レストラン市場における支配力を着実に強めている。 ",921,"\u002Fblog\u002Fdominos-pizza-stock-tightens-grip-on-qsr-market-why-profit-power-secures-a-699-target","dominos-pizza-stock-tightens-grip-on-qsr-market-why-profit-power-secures-a-699-target","images\u002F12-8\u002F12-8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771998137\u002Fimages\u002F12-8\u002F12-8.png?_i=AA",{"altText":382},{"name":357,"slug":358,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":392},[],[394],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":397,"date":398,"excerpt":399,"wordCount":400,"uri":401,"slug":402,"cloudinaryAssetId":403,"featuredImageOriginalUrl":404,"featuredImageMetadata":405,"author":406,"categories":408,"relatedPosts":410},"ホーム・デポ株は凍りついた住宅市場をナビゲートする：プロ」ピボットが402ドルの目標を確保する理由","2026-02-25 17:00:00","ホーム・デポの株価は、非常に具体的でありながら慎重な第4四半期決算発表後、難しいマクロ経済情勢を乗り切っている。",927,"\u002Fblog\u002Fhome-depot-stock-navigates-a-frozen-housing-market-why-the-pro-pivot-secures-a-402-target","home-depot-stock-navigates-a-frozen-housing-market-why-the-pro-pivot-secures-a-402-target","images\u002F11-9\u002F11-9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771998126\u002Fimages\u002F11-9\u002F11-9.png?_i=AA",{"altText":397},{"name":357,"slug":358,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":407},[],[409],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":412,"date":413,"excerpt":414,"wordCount":415,"uri":416,"slug":417,"cloudinaryAssetId":418,"featuredImageOriginalUrl":419,"featuredImageMetadata":420,"author":421,"categories":423,"relatedPosts":425},"ベリスク・アナリティクスの株価がAI展開で上昇：2026年の株価の行方は？","2026-02-25 16:30:00","ベリスク・アナリティクスの株価は、堅調な第4四半期の決算を受け、着実に上昇した。",819,"\u002Fblog\u002Fverisk-analytics-stock-gains-momentum-on-ai-rollouts-heres-where-the-stock-could-go-in-2026","verisk-analytics-stock-gains-momentum-on-ai-rollouts-heres-where-the-stock-could-go-in-2026","images\u002F10-9\u002F10-9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771998115\u002Fimages\u002F10-9\u002F10-9.png?_i=AA",{"altText":412},{"name":357,"slug":358,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":422},[],[424],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":427,"date":428,"excerpt":429,"wordCount":430,"uri":431,"slug":432,"cloudinaryAssetId":433,"featuredImageOriginalUrl":434,"featuredImageMetadata":435,"author":436,"categories":438,"relatedPosts":443},"Workdayの株価、サブスクリプション収入のガイダンスがアナリスト予想を下回り10％下落","2026-02-25 14:59:00","ワークデイ株価、第4四半期予想上回るも弱いサブスクリプションガイダンスで10％下落。AI投資が利益率の重荷となり、成長率は12-13%に鈍化。",804,"\u002Fblog\u002Fworkday-nasdaq-wday-stock-sinks-10-after-subscription-revenue-guidance-misses-analyst-estimates","workday-nasdaq-wday-stock-sinks-10-after-subscription-revenue-guidance-misses-analyst-estimates","images\u002FWDAY-stock\u002FWDAY-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772022533\u002Fimages\u002FWDAY-stock\u002FWDAY-stock.png?_i=AA",{"altText":427},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":437},[],[439],{"name":440,"slug":441,"uri":442,"description":171,"postsCount":183},"業績アップデート","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":445,"date":446,"excerpt":447,"wordCount":448,"uri":449,"slug":450,"cloudinaryAssetId":451,"featuredImageOriginalUrl":452,"featuredImageMetadata":453,"author":454,"categories":456,"relatedPosts":458},"CoStar Group、第4四半期業績見通しが予想に届かず株価4％下落","2026-02-25 14:55:00","CoStarグループの株価、第4四半期は好調も第1四半期の業績ガイダンスが弱く4％下落。Homes.comへの投資が目先の収益性を圧迫。",835,"\u002Fblog\u002Fcostar-group-nasdaq-cgsp-stock-drops-4-after-q4-earnings-forecast-misses-expectations","costar-group-nasdaq-cgsp-stock-drops-4-after-q4-earnings-forecast-misses-expectations","images\u002FCSGP-stock\u002FCSGP-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772025055\u002Fimages\u002FCSGP-stock\u002FCSGP-stock.png?_i=AA",{"altText":445},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":455},[],[457],{"name":440,"slug":441,"uri":442,"description":171,"postsCount":183},[],{"id":183,"title":460,"date":461,"excerpt":462,"wordCount":463,"uri":464,"slug":465,"cloudinaryAssetId":466,"featuredImageOriginalUrl":467,"featuredImageMetadata":468,"author":469,"categories":471,"relatedPosts":473},"Virバイオテクノロジー株、前立腺がん治療試験の好結果で65％急騰","2026-02-25 12:55:00","Virバイオテクノロジー株、有望な前立腺癌治療薬の試験データと、強力な安全性プロファイルを持つ17億ドルのアステラス製薬との提携で65％急騰。",1130,"\u002Fblog\u002Fvir-biotechnology-nasdaq-stock-skyrockets-65-on-positive-prostate-cancer-treatment-trial-results","vir-biotechnology-nasdaq-stock-skyrockets-65-on-positive-prostate-cancer-treatment-trial-results","images\u002FVIR-stock\u002FVIR-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772013982\u002Fimages\u002FVIR-stock\u002FVIR-stock.png?_i=AA",{"altText":460},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":470},[],[472],{"name":440,"slug":441,"uri":442,"description":171,"postsCount":183},[],{"id":183,"title":475,"date":476,"excerpt":477,"wordCount":478,"uri":479,"slug":480,"cloudinaryAssetId":481,"featuredImageOriginalUrl":482,"featuredImageMetadata":483,"author":484,"categories":486,"relatedPosts":488},"ルーシッド・グループの株価が4％下落、第4四半期の赤字拡大と人員削減が重荷に","2026-02-25 12:45:00","第4四半期の赤字拡大と12％の人員削減を発表したルーシッド・グループの株価は3.83％下落。売上高は予想を上回ったが、黒字化への道筋は依然不透明。",656,"\u002Fblog\u002Flucid-group-nasdaq-lcid-stock-falls-as-wider-quarterly-loss-and-workforce-cuts-weigh-on-shares","lucid-group-nasdaq-lcid-stock-falls-as-wider-quarterly-loss-and-workforce-cuts-weigh-on-shares","images\u002FSPSC-stock-2\u002FSPSC-stock-2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771350026\u002Fimages\u002FSPSC-stock-2\u002FSPSC-stock-2.png?_i=AA",{"altText":475},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":485},[],[487],{"name":440,"slug":441,"uri":442,"description":171,"postsCount":183},[],{"id":183,"title":490,"date":491,"excerpt":492,"wordCount":350,"uri":493,"slug":494,"cloudinaryAssetId":495,"featuredImageOriginalUrl":496,"featuredImageMetadata":497,"author":498,"categories":500,"relatedPosts":502},"キーサイトの株価、第1四半期の好業績を受けて23％上昇","2026-02-24 17:50:00","キーサイト・テクノロジーズ、AIインフラ需要の急増と国防費の堅調な伸びを背景に第1四半期の業績が大幅に改善し、株価が15%急騰。","\u002Fblog\u002Fkeysightnyse-keys-stock-jump-15-following-strong-first-quarter-earnings-beat","keysightnyse-keys-stock-jump-15-following-strong-first-quarter-earnings-beat","images\u002FKEYS-stock\u002FKEYS-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771944186\u002Fimages\u002FKEYS-stock\u002FKEYS-stock.png?_i=AA",{"altText":490},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":499},[],[501],{"name":440,"slug":441,"uri":442,"description":171,"postsCount":183},[]]