[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-down-72-in-last-12-months-can-vertex-nasdaq-verx-stock-recover-with-new-ai-strategy-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":264},{"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},93647,"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？","2026-02-24T09:04:00","2026-02-24T08:05:40","\u003Cp>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\u003C\u002Fp>\n","\n\u003Ch2 class=\"wp-block-heading\" id=\"h-key-takeaways\">\u003Cstrong>重要なポイント\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>AIイノベーション：\u003C\u002Fstrong>新CEOのクリス・ヤングはマイクロソフトのAI専門知識を導入し、税務コンプライアンスのワークフローを変革する。 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>価格予測：\u003C\u002Fstrong>現在の執行に基づき、VERX株は2028年12月までに18.41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、現在価格12.74ドルから44.5%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2.9年間でおよそ13.7％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>バーテックス\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=969374&tid=688285874&ref=tikrblog\">(VERX\u003C\u002Fa>)は2025年第4四半期に1億9470万ドルの売上を達成し、ガイダンスの予想を達成した。\u003C\u002Fp>\n\n\n\n\u003Cp>新CEOのクリス・ヤング氏は、最初の決算説明会で課題と機会の両方を強調した。 \u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>通期では12.2％の増収を達成し、収益性も堅調だった。\u003C\u002Fli>\n\n\n\n\u003Cli>同社は2025年に、主に年商5万ドル未満の小規模アカウントに集中する、資格取得の伸びの低下と顧客減少の増加に直面した。しかし、競争上の損失は小幅にとどまっており、バーテックスは競合他社からより多くのビジネスを獲得し続けている。\u003C\u002Fli>\n\n\n\n\u003Cli>同社の電子請求書事業は、クロスセルにより顧客売上が平均20%以上増加し、初年度は予想を上回った。\u003C\u002Fli>\n\n\n\n\u003Cli>スマート・カテゴライゼーションなどの新製品は、小売業で6桁の大金を獲得し、人気を博している。\u003C\u002Fli>\n\n\n\n\u003Cli>バーテックスは、フォーチュン500社の60％以上にサービスを提供し、ミッションクリティカルな税務計算とコンプライアンスを法域を超えて提供している。\u003C\u002Fli>\n\n\n\n\u003Cli>ヤングは、間接税コンプライアンスは「ルールが多く、データが多く、反復性が高い」、まさにAIによる変革に適した業務であると強調した。 \u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>顧客のワークフローに組み込まれた同社のポジションと収益ベースの価格モデルは、AIの導入が加速する中で優位性を発揮する。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">アナリストによるヴァーテックス株の成長予測と予想を見る（無料） >>>へ\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-the-model-says-for-vertex-stock\">ヴァーテックス株のモデルによる評価\u003C\u002Fh2>\n\n\n\n\u003Cp>バーテックスは、AIファーストの税務コンプライアンス・プラットフォームへと変貌を遂げ、グローバルな機能を拡大していると分析している。\u003C\u002Fp>\n\n\n\n\u003Cp>同社は構造的な追い風を受けている。企業顧客は税務ソリューションを統合しており、多くの場合、事業の一部で競合他社を使用した後、Vertexに標準化している。 \u003C\u002Fp>\n\n\n\n\u003Cp>2026年1月にベルギーで開始され、フランス、ドイツがこれに続く。\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Vertexは現在、39カ国の電子請求書をカバーしており、以前の位置付けから大幅に増加している。 \u003C\u002Fli>\n\n\n\n\u003Cli>付加価値税（VAT）計算と電子請求書を組み合わせたプラットフォームは市場でもユニークで、インストールベース内でクロスセルの機会を生み出している。\u003C\u002Fli>\n\n\n\n\u003Cli>ヤングのAI戦略は、商品のSKU分類や返品処理のような手作業によるワークフローの自動化に重点を置いている。 \u003C\u002Fli>\n\n\n\n\u003Cli>スマートな分類は、すでに6桁規模の小売業での受注を数件獲得しており、さらに他の業種にも拡大する計画だ。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>年間収益成長率11.6％、営業利益率21.1％という予測を用い、当社のモデルでは株価が2.9年以内に18.41ドルまで上昇すると予測している。これは株価収益倍率16.7倍を前提としている。\u003C\u002Fp>\n\n\n\n\u003Cp>この倍率は、バーテックスの過去の平均PER 42.6倍（1年）、58.9倍（3年）より低い。 \u003C\u002Fp>\n\n\n\n\u003Cp>この低い倍率は、従業員の確保という短期的な逆風と、成長を加速させるために必要な実行力を認めている。\u003C\u002Fp>\n\n\n\n\u003Cp>真の価値は、電子請求書をグローバルに拡大しながら、AIによる変革の機会を捉えることにある。経営陣は、新製品のイノベーションとカスタマー・サクセス・カバレッジの改善を通じて、成長加速を回復できると見込んでいる。\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\u002FVERX_valuation_model_guided_93702c3ad2\u002FVERX_valuation_model_guided_93702c3ad2.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2233,h_2560,c_scale\u002Ff_webp,q_auto\u002Fv1771736826\u002Fimages\u002FVERX_valuation_model_guided_93702c3ad2\u002FVERX_valuation_model_guided_93702c3ad2.webp?_i=AA\" alt=\"\" class=\"wp-post-93647 wp-image-93702\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1771736826\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">ヴァークス株式評価モデル\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） >>>について\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VERX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-11-6\">\u003Cstrong>1.収益成長率\u003C\u002Fstrong>：\u003Cstrong>11.6\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp>ヴァーテックスの成長の中心は、企業顧客との実証済みのランド・アンド・エキスパンド・モーションである。 \u003C\u002Fp>\n\n\n\n\u003Cp>2025年の新規ロゴ売上は、競合他社からの買収や国産ソリューションからの切り替えを含め、20%増加した。\u003C\u002Fp>\n\n\n\n\u003Cp>電子請求書は、加速の可能性を秘めている。初期契約は5桁台半ばから後半だが、フルスイート採用のための発射台となる。\u003C\u002Fp>\n\n\n\n\u003Cp>クロスセルは、既存顧客の収益を平均20％以上増加させている。\u003C\u002Fp>\n\n\n\n\u003Cp>小売業の顧客は、SKUマッピングを自動化するために6桁の金額を支払っている。業種を拡大することで、対応可能な市場の幅が広がる。\u003C\u002Fp>\n\n\n\n\u003Ch3 class=\"wp-block-heading\" id=\"h-2-operating-margins-21-1\">\u003Cstrong>2.営業利益率\u003C\u002Fstrong>：\u003Cstrong>21.1\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp>バーテックスは、エコシオとAIに多額の研究開発投資を行いながら、調整後EBITDAマージンを2025年に21.6%に拡大した。 \u003C\u002Fp>\n\n\n\n\u003Cp>経営陣は、これらの投資が成熟しリターンを生むにつれてマージンが改善すると見込んでいる。\u003C\u002Fp>\n\n\n\n\u003Cp>AIを活用した自動化へのシフトは、社内と顧客の両方の効率化を促進するはずだ。 \u003C\u002Fp>\n\n\n\n\u003Cp>ヤングはスピードと実行に重点を置き、規律あるコスト管理を維持しながら、より多くの価値を提供することを目指している。\u003C\u002Fp>\n\n\n\n\u003Ch3 class=\"wp-block-heading\" id=\"h-3-exit-p-e-multiple-16-7x\">\u003Cstrong>3.出口PER倍率：16.7倍\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp>市場は現在、バーテックスを17.3倍の利益で評価している。予想期間中は16.7倍まで緩やかな圧縮を想定。\u003C\u002Fp>\n\n\n\n\u003Cp>当面の不確定要素であるリテンション指標と成長加速計画の実行が、この倍率の重石となる。 \u003C\u002Fp>\n\n\n\n\u003Cp>ヤングは、AIイノベーションと電子請求書発行の拡大で前進を見せれば、市場リーダーシップに見合うプレミアムがつくはずだ。\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バリュエーション・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\">事態が好転した場合、あるいは悪化した場合はどうなるか？\u003C\u002Fh2>\n\n\n\n\u003Cp>SaaS企業は、製品イノベーションと顧客維持における実行リスクに直面しています。2030年12月までのさまざまなシナリオの下で、バーテックスの株価がどのように推移するかをご紹介します：\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>ローケース：\u003C\u002Fstrong>収益の伸びが9.9%に鈍化し、純利益マージンが16.0%に縮小しても、投資家は46.7%のトータル・リターン（年間8.2%）を見込む。 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>ミッドケース：\u003C\u002Fstrong>成長率11.0%、利益率17.1%の場合、トータルリターンは86.9%（年率13.7%）を見込む。 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>ハイケース：\u003C\u002Fstrong>AIの導入が加速し、バーテックスが18.1％のマージンを維持しながら12.1％の収益成長を牽引した場合、リターンは合計131.3％（年率18.8％）に達する可能性がある。\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\u002FVERX_valuation_model_adv\u002FVERX_valuation_model_adv.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2146,c_scale\u002Ff_webp,q_auto\u002Fv1771736990\u002Fimages\u002FVERX_valuation_model_adv\u002FVERX_valuation_model_adv.webp?_i=AA\" alt=\"\" class=\"wp-post-93647 wp-image-93703\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1771736990\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">VERX 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VERX株について今どう考えているかを見る(TIKRで無料)＞＞＞。\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、AI製品開発の実行、顧客統合の成功、グローバルなマンデート主導の需要を取り込む電子請求書の能力を反映している。\u003C\u002Fp>\n\n\n\n\u003Cp>低水準の場合、顧客維持に課題が残り、AIの革新は意味のある収益を生み出せない。 \u003C\u002Fp>\n\n\n\n\u003Cp>高水準のケースでは、スマート分類が業種をまたいで急速に拡大し、電子請求が予想を上回るスピードで加速し、AIを活用した自動化によってマージンが大幅に拡大する。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-how-much-upside-does-vertex-stock-have-from-here\">バーテックス株はここからどれくらい上昇するのか？\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、銘柄が割安に見えるか割高に見える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",1178,"ja","\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":165,"imageCredit":166},"Down 72% In Last 12 Months, Can Vertex Stock Recover With New AI Strategy?","@Bychykhin_Olexandr from Getty Images 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},"New CEO brings AI strategy to transform tax compliance. Stock could return 44.5% by 2028 despite recent 72% decline. E-invoicing expansion key growth driver.",{"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,[194,209,219,234,249],{"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":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":195,"date":196,"excerpt":210,"wordCount":198,"uri":211,"slug":212,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":213,"author":214,"categories":216,"relatedPosts":218},"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会社が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。","\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":195},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":215},[],[217],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":220,"date":221,"excerpt":222,"wordCount":223,"uri":224,"slug":225,"cloudinaryAssetId":226,"featuredImageOriginalUrl":227,"featuredImageMetadata":228,"author":229,"categories":231,"relatedPosts":233},"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":220},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":230},[],[232],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":235,"date":236,"excerpt":237,"wordCount":238,"uri":239,"slug":240,"cloudinaryAssetId":241,"featuredImageOriginalUrl":242,"featuredImageMetadata":243,"author":244,"categories":246,"relatedPosts":248},"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":235},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":245},[],[247],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":250,"date":251,"excerpt":252,"wordCount":253,"uri":254,"slug":255,"cloudinaryAssetId":256,"featuredImageOriginalUrl":257,"featuredImageMetadata":258,"author":259,"categories":261,"relatedPosts":263},"過去12カ月で45％減のAvePoint株、2026年にはもっと良いリターンを実現できるか？","2026-02-22 10:30:00","AvePoint株価分析：AIガバナンス需要で24％の増収。株価は2027年12月までに14.55ドルに達する可能性があり、現在の10.63ドルから37％の上昇を意味する。",1264,"\u002Fblog\u002Fdown-45-in-last-12-months-can-avepoint-nasdaq-stock-deliver-better-returns-in-2026","down-45-in-last-12-months-can-avepoint-nasdaq-stock-deliver-better-returns-in-2026","images\u002FAVPT-stock\u002FAVPT-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771600017\u002Fimages\u002FAVPT-stock\u002FAVPT-stock.png?_i=AA",{"altText":250},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":260},[],[262],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[265,283,298,315,330,345,363,378,396,411,428,442],{"id":183,"title":266,"date":267,"excerpt":268,"wordCount":269,"uri":270,"slug":271,"cloudinaryAssetId":272,"featuredImageOriginalUrl":273,"featuredImageMetadata":274,"author":275,"categories":277,"relatedPosts":282},"グレイル社、がん治療薬の臨床試験で主要評価項目を達成できず株価は47％下落","2026-02-24 09:02:00","大規模ながんスクリーニング試験で主要評価項目が不合格となり、FDAの承認とメディケアの適用見通しに疑問が生じ、グレイルの株価は47％急落。",876,"\u002Fblog\u002Fgrail-nasdaq-gral-stock-crater-47-after-cancer-drug-trial-fails-to-meet-primary-endpoint","grail-nasdaq-gral-stock-crater-47-after-cancer-drug-trial-fails-to-meet-primary-endpoint","images\u002FGRAL-stock\u002FGRAL-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771753042\u002Fimages\u002FGRAL-stock\u002FGRAL-stock.png?_i=AA",{"altText":266},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":276},[],[278],{"name":279,"slug":280,"uri":281,"description":171,"postsCount":183},"投資一般","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":284,"date":285,"excerpt":286,"wordCount":287,"uri":288,"slug":289,"cloudinaryAssetId":290,"featuredImageOriginalUrl":291,"featuredImageMetadata":292,"author":293,"categories":295,"relatedPosts":297},"ファクトセット・リサーチ・システムズの株価、モメンタムの衰えが投資家の再評価を促し、数年来の安値を更新","2026-02-24 08:47:00","ファクトセットの株価は、成長鈍化とAI破壊の懸念の中、1年間で58％急落し、数年来の安値となった。アナリストは、目先の逆風にもかかわらず上昇の可能性があると見ている。",998,"\u002Fblog\u002Ffactset-research-systems-nyse-stock-hits-multiyear-lows-as-fading-momentum-triggers-investor-reassessment","factset-research-systems-nyse-stock-hits-multiyear-lows-as-fading-momentum-triggers-investor-reassessment","images\u002FFDS-stock\u002FFDS-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771845190\u002Fimages\u002FFDS-stock\u002FFDS-stock.png?_i=AA",{"altText":284},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":294},[],[296],{"name":279,"slug":280,"uri":281,"description":171,"postsCount":183},[],{"id":183,"title":299,"date":300,"excerpt":301,"wordCount":302,"uri":303,"slug":304,"cloudinaryAssetId":305,"featuredImageOriginalUrl":306,"featuredImageMetadata":307,"author":308,"categories":312,"relatedPosts":314},"新興株、過去1年で63％下落。何がこの動きを後押ししているのか","2026-02-23 21:00:00","投資家が第4四半期決算、CEOの交代、新たな自動車資金調達案件を消化する中、アップスタート株が今週下落した理由は以下の通り。",592,"\u002Fblog\u002Fupstart-stock-is-down-63-over-the-past-year-heres-whats-driving-the-move","upstart-stock-is-down-63-over-the-past-year-heres-whats-driving-the-move","images\u002FUPST-stock\u002FUPST-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771777392\u002Fimages\u002FUPST-stock\u002FUPST-stock.png?_i=AA",{"altText":299},{"name":309,"slug":310,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":311},"Rexielyn Diaz","rexietikr",[],[313],{"name":279,"slug":280,"uri":281,"description":171,"postsCount":183},[],{"id":183,"title":316,"date":317,"excerpt":318,"wordCount":319,"uri":320,"slug":321,"cloudinaryAssetId":322,"featuredImageOriginalUrl":323,"featuredImageMetadata":324,"author":325,"categories":327,"relatedPosts":329},"Circle Internet Group株価、高値から80％近く下落。何がリセットの原動力か。","2026-02-23 20:50:00","投資家がステーブルコインのヘッドライン、ロックアップの期限切れ、今後の業績を考慮する中、Circle Internet Groupの株価が今週動いた理由は以下の通り。",570,"\u002Fblog\u002Fcircle-internet-group-stock-is-down-nearly-80-from-its-high-heres-whats-driving-the-reset","circle-internet-group-stock-is-down-nearly-80-from-its-high-heres-whats-driving-the-reset","images\u002FCRCL-stock\u002FCRCL-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771772071\u002Fimages\u002FCRCL-stock\u002FCRCL-stock.png?_i=AA",{"altText":316},{"name":309,"slug":310,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":326},[],[328],{"name":279,"slug":280,"uri":281,"description":171,"postsCount":183},[],{"id":183,"title":331,"date":332,"excerpt":333,"wordCount":334,"uri":335,"slug":336,"cloudinaryAssetId":337,"featuredImageOriginalUrl":338,"featuredImageMetadata":339,"author":340,"categories":342,"relatedPosts":344},"SoFi株は2026年に27％下落。長期投資家にとって92%のアップサイドが重要な理由とは？","2026-02-23 20:40:00","SoFiの株価が、記録的な第4四半期決算と2028年までの92.3%リターンの見通しにもかかわらず、2026年に25%以上下落している理由はここにある。",643,"\u002Fblog\u002Fsofi-stock-is-down-27-in-2026-heres-why-a-92-upside-matters-for-long%e2%80%91term-investors","sofi-stock-is-down-27-in-2026-heres-why-a-92-upside-matters-for-long%e2%80%91term-investors","images\u002FSOFI-stock_93741d1716\u002FSOFI-stock_93741d1716","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771741890\u002Fimages\u002FSOFI-stock_93741d1716\u002FSOFI-stock_93741d1716.png?_i=AA",{"altText":331},{"name":309,"slug":310,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":341},[],[343],{"name":279,"slug":280,"uri":281,"description":171,"postsCount":183},[],{"id":183,"title":346,"date":347,"excerpt":348,"wordCount":349,"uri":350,"slug":351,"cloudinaryAssetId":352,"featuredImageOriginalUrl":353,"featuredImageMetadata":354,"author":355,"categories":357,"relatedPosts":362},"オープンドア・テクノロジーズの株価が予想以上の四半期決算を受けて19％上昇","2026-02-24 08:58:00","オープンドア・テクノロジーズ、第4四半期の売上高予想を上回り、10月期決算で会社史上最高益を達成し、株価は19％急騰。",985,"\u002Fblog\u002Fopendoor-technologies-nasdaq-open-stock-jumps-19-percent-following-better-than-expected-quarterly-results","opendoor-technologies-nasdaq-open-stock-jumps-19-percent-following-better-than-expected-quarterly-results","images\u002FOPEN-stock_937781af8d\u002FOPEN-stock_937781af8d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771757121\u002Fimages\u002FOPEN-stock_937781af8d\u002FOPEN-stock_937781af8d.png?_i=AA",{"altText":346},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":356},[],[358],{"name":359,"slug":360,"uri":361,"description":171,"postsCount":183},"業績アップデート","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":377},"DraftKingsの株価が下落、弱い収益予測で投資家が動揺","2026-02-22 10:21:00","ドラフトキングスの株価は、2026年の収益予測がウォール街の予想を6億ドル以上下回ったことで17％下落した。",740,"\u002Fblog\u002Fdraftkings-nasdaq-stock-tumble-after-weak-revenue-forecast-rattles-investors","draftkings-nasdaq-stock-tumble-after-weak-revenue-forecast-rattles-investors","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":364},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":374},[],[376],{"name":359,"slug":360,"uri":361,"description":171,"postsCount":183},[],{"id":183,"title":379,"date":380,"excerpt":381,"wordCount":382,"uri":383,"slug":384,"cloudinaryAssetId":385,"featuredImageOriginalUrl":386,"featuredImageMetadata":387,"author":388,"categories":390,"relatedPosts":395},"ユニティソフト株価、過去1ヶ月で57％下落。何が暴落の原因か？","2026-02-23 21:20:00","ユニティ・ソフトウェアの株価が、ゲーム株やソフトウェア株全体の低迷を受け、この1ヶ月で57％も下落した理由は以下の通り。",658,"\u002Fblog\u002Funity-software-stock-is-down-57-over-the-past-month-heres-whats-driving-the-selloff","unity-software-stock-is-down-57-over-the-past-month-heres-whats-driving-the-selloff","images\u002FUnity-stock\u002FUnity-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771831369\u002Fimages\u002FUnity-stock\u002FUnity-stock.png?_i=AA",{"altText":379},{"name":309,"slug":310,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":389},[],[391],{"name":392,"slug":393,"uri":394,"description":171,"postsCount":183},"ストック・レビュー","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"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},"ラックスペース・テクノロジー株、パランティアとの提携で37％急騰。株価上昇の原動力はこれだ","2026-02-23 21:10:00","パランティアとのAI提携がショートスクイーズスタイルのリバウンドを引き起こし、ラックスペース・テクノロジーの株価が急騰した理由がここにある。",646,"\u002Fblog\u002Frackspace-technology-stock-surges-37-on-palantir-partnership-heres-whats-driving-the-rally","rackspace-technology-stock-surges-37-on-palantir-partnership-heres-whats-driving-the-rally","images\u002FRXT-stock\u002FRXT-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771829803\u002Fimages\u002FRXT-stock\u002FRXT-stock.png?_i=AA",{"altText":397},{"name":309,"slug":310,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":407},[],[409],{"name":392,"slug":393,"uri":394,"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":425,"relatedPosts":427},"キンダー・モルガンが6ヶ月で23％上昇。次は2026年だ","2026-02-23 21:05:00","キンダー・モルガンは、過去最高益と天然ガス需要の急増により投資家の信頼が高まり、過去6ヶ月で23％上昇している。ここでは、LNG量の増加と100億ドルのバックログが2026年も安定した成長を支える可能性がある理由を説明する。",716,"\u002Fblog\u002Fkinder-morgan-has-rallied-23-in-6-months-heres-what-comes-next-in-2026","kinder-morgan-has-rallied-23-in-6-months-heres-what-comes-next-in-2026","images\u002F@Totojang-from-Getty-Images-Pro-via-Canva-a\u002F@Totojang-from-Getty-Images-Pro-via-Canva-a","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771878505\u002Fimages\u002F@Totojang-from-Getty-Images-Pro-via-Canva-a\u002F@Totojang-from-Getty-Images-Pro-via-Canva-a.png?_i=AA",{"altText":412},{"name":422,"slug":423,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":424},"Nikko Henson","nikkotikr",[],[426],{"name":392,"slug":393,"uri":394,"description":171,"postsCount":183},[],{"id":183,"title":429,"date":430,"excerpt":431,"wordCount":382,"uri":432,"slug":433,"cloudinaryAssetId":434,"featuredImageOriginalUrl":435,"featuredImageMetadata":436,"author":437,"categories":439,"relatedPosts":441},"サイファー・マイニングは先月14%上昇。2026年に株価はどこへ向かうか","2026-02-23 20:35:00","サイファー・マイニングの株価は、投資家が20億ドルの拡張資金調達と機関投資家の新たなポジショニングに反応し、先月14%上昇した。インフラストラクチャーの規模と営業レバレッジが2026年に向けて大きな上昇をもたらす理由はここにあります。","\u002Fblog\u002Fcipher-mining-rose-14-in-the-last-month-heres-where-the-stock-could-head-in-2026","cipher-mining-rose-14-in-the-last-month-heres-where-the-stock-could-head-in-2026","images\u002F@Cipher-Mining-via-Canva\u002F@Cipher-Mining-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771877239\u002Fimages\u002F@Cipher-Mining-via-Canva\u002F@Cipher-Mining-via-Canva.png?_i=AA",{"altText":429},{"name":422,"slug":423,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":438},[],[440],{"name":392,"slug":393,"uri":394,"description":171,"postsCount":183},[],{"id":183,"title":443,"date":444,"excerpt":445,"wordCount":446,"uri":447,"slug":448,"cloudinaryAssetId":449,"featuredImageOriginalUrl":450,"featuredImageMetadata":451,"author":452,"categories":456,"relatedPosts":458},"ナスダック、過去最高の売上とEPS予想を上回る。ではなぜ株価は横ばいなのか？","2026-02-23 20:30:00","ナスダックはEPS予想を5.5％上回り、純利益を60.1％急増させたばかりだが、株価はウォール街の平均目標株価を31.6％下回っている。",813,"\u002Fblog\u002Fnasdaq-posted-record-revenue-and-beat-eps-estimates-so-why-is-the-stock-flat","nasdaq-posted-record-revenue-and-beat-eps-estimates-so-why-is-the-stock-flat","images\u002FFEATURED-IMAGE-MAKER-304\u002FFEATURED-IMAGE-MAKER-304","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1771870355\u002Fimages\u002FFEATURED-IMAGE-MAKER-304\u002FFEATURED-IMAGE-MAKER-304.png?_i=AA",{"altText":443},{"name":453,"slug":454,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":455},"Gian Estrada","giantikr",[],[457],{"name":392,"slug":393,"uri":394,"description":171,"postsCount":183},[]]