[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-down-nearly-58-in-last-12-months-can-sps-commerce-nasdaq-spsc-stock-bounce-back-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":186,"relatedPosts":192,"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":172,"categories":177,"relatedPosts":183,"seo":184},92849,"過去12ヶ月で58％近く下落、SPSコマース株は立ち直れるか？","2026-02-22T11:28:00","2026-02-24T07:32:49","\u003Cp>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。\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>サプライチェーンのバックボーン：\u003C\u002Fstrong>SPS Commerceは100四半期連続で売上を伸ばしており、110億ドルの市場において小売業者とサプライヤーにサービスを提供しています。 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>価格予測：\u003C\u002Fstrong>現在の執行に基づき、SPSC株は2028年12月までに74.58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>この目標は、現在の価格61.92ドルから20.4％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年間で年間約6.7％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>\u003Cstrong>SPSコマース\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=34696&tid=102379345&ref=tikrblog\">（SPSC\u003C\u002Fa>）は、100四半期連続の増収を報告したばかりだ。しかし株価は、成長鈍化、マクロ的逆風、レベニュー・リカバリー事業をめぐる不確実性などの影響を受け、史上最高値から約70%下落している。\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>2025年通期の売上高は18％増の7億5,150万ドル。 \u003C\u002Fli>\n\n\n\n\u003Cli>2026年については、7億9,850万ドルから8億690万ドルの範囲で、売上高成長率は約7％増と、一段と低下している。 \u003C\u002Fli>\n\n\n\n\u003Cli>この減速は、投資家たちが今直面している核心的な問題である。\u003C\u002Fli>\n\n\n\n\u003Cli>同社は、顧客が支出を精査していること、小売店との関係がシフトしているためSPS接続を縮小していること、アマゾンの方針変更により収益回復（Revenue Recovery）の獲得率が低下していることに対処している。 \u003C\u002Fli>\n\n\n\n\u003Cli>これらの逆風は現実のものだが、経営陣は2026年後半までにはそのほとんどを解消できると見込んでいる。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>SPSは、小売業者とサプライヤーがますます依存するネットワークを運営している。AIを搭載した新製品MAXは早くから注目を集めている。 \u003C\u002Fp>\n\n\n\n\u003Cp>同社は、既存のフルフィルメント・ベースにアナリティクスとレベニュー・リカバリーをクロスセルすることで、ARPUを拡大し続けている。\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SPSC株の成長予測と予想を見る（無料） >>> SPSC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-sps-commerce-stock\">SPSコマース株のモデルについて\u003C\u002Fh2>\n\n\n\n\u003Cp>SPSCのモデルはネットワーク効果を中心に構築されています。小売業者がSPSベースのEDIコンプライアンスを義務付けると、そのサプライヤーベース全体が接続する必要があります。\u003C\u002Fp>\n\n\n\n\u003Cp>短期的な痛みはほとんど周期的なものです。サプライヤーは、厳しい貿易環境の中、裁量的な接続を控えています。 \u003C\u002Fp>\n\n\n\n\u003Cp>しかし、サプライチェーン・オートメーションに対する構造的な需要はなくならない。むしろ、関税の変動は、効率的な取引先管理の価値を低下させるどころか、より高めることになる。\u003C\u002Fp>\n\n\n\n\u003Cp>経営陣はまた、マージン拡大への明確な道筋を見出しており、EBITDAマージンの年間約2％ポイント改善を目標としている。 \u003C\u002Fp>\n\n\n\n\u003Cp>売上総利益率は、長年にわたるインフラ投資の恩恵を受けており、維持するために同レベルの人員はもはや必要ない。\u003C\u002Fp>\n\n\n\n\u003Cp>年間売上成長率7.5％、純利益率32.0％という予測を用いると、SPSCは2028年12月までに74.58ドルに達すると予測される。\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\u002FSPSC_valuation_model_guided_93034a36c5\u002FSPSC_valuation_model_guided_93034a36c5.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2233,h_2560,c_scale\u002Ff_webp,q_auto\u002Fv1771327253\u002Fimages\u002FSPSC_valuation_model_guided_93034a36c5\u002FSPSC_valuation_model_guided_93034a36c5.webp?_i=AA\" alt=\"\" class=\"wp-post-92849 wp-image-93034\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1771327253\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SPSC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は無料です） >>> （英語のみ\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>独自の仮定を入力し、株式の期待リターンを計算することができます。\u003C\u002Fp>\n\n\n\n\u003Cp>以下は、SPSC 株に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-7-5\">\u003Cstrong>1.収益成長率\u003C\u002Fstrong>：\u003Cstrong>7.5\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp>SPSは2026年に約7%の収益成長を達成すると予想される。歴史的に、同社は毎年17-20％の収益成長を遂げてきた。\u003C\u002Fp>\n\n\n\n\u003Cp>減速は、構造的な悪化ではなく、目先のマクロ圧力を反映している。 \u003C\u002Fp>\n\n\n\n\u003Cp>2026年後半には、顧客のダウンセルやアマゾンの方針変更による逆風が弱まり、成長は徐々に再加速するはずだ。 \u003C\u002Fp>\n\n\n\n\u003Cp>経営陣は、2026年以降も買収なしで少なくとも1桁台後半の成長を見込んでいる。\u003C\u002Fp>\n\n\n\n\u003Ch3 class=\"wp-block-heading\" id=\"h-2-operating-margins-32-0\">\u003Cstrong>2.営業利益率\u003C\u002Fstrong> \u003Cstrong>32.0%\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp>同社は、過去のインフラ投資から効率性を引き出すことで、計画的に粗利益率を改善してきた。 \u003C\u002Fp>\n\n\n\n\u003Cp>研究開発費の対売上高比率は横ばいで推移し、G&A費も10～15%の目標に向かっていることから、利益率の拡大ストーリーは改善するだろう。\u003C\u002Fp>\n\n\n\n\u003Cp>純利益率23.7%の前提は、現実的な定常状態の改善軌道を反映している。\u003C\u002Fp>\n\n\n\n\u003Ch3 class=\"wp-block-heading\" id=\"h-3-exit-p-e-multiple-13-3x\">\u003Cstrong>3.出口PER倍率：13.3倍\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp>これはモデルの中で最も保守的な仮定であり、意図的にそうしている。SPSCのNTM PERは過去1年間平均28倍、過去5年間平均53倍である。\u003C\u002Fp>\n\n\n\n\u003Cp>13.3倍という倍率は、成長の減速と収益回復の軌跡をめぐる不確実性を考慮したものである。 \u003C\u002Fp>\n\n\n\n\u003Cp>センチメントが改善し、成長が再加速すれば、アップサイドケースは大幅に説得力を増す。\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\">事態が好転または悪化した場合はどうなるか？\u003C\u002Fh2>\n\n\n\n\u003Cp>2030年12月までの様々なシナリオの下で、SPSCがどのようなパフォーマンスを示す可能性があるかを以下に示します：\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6.4%、純利益率22.1%でトータルリターン7.9%（年率1.6%）。 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>ミッドケース：\u003C\u002Fstrong>7.1%の成長と23.7%のマージンにより、36.2%のトータル・リターン（年率6.5%）。 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>ハイケース：\u003C\u002Fstrong>7.8％の成長と25.0％のマージンにより、リターンは合計66.3％（年率11.0％）に達する。\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\u002FSPSC_valuation_model_adv\u002FSPSC_valuation_model_adv.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2146,c_scale\u002Ff_webp,q_auto\u002Fv1771327417\u002Fimages\u002FSPSC_valuation_model_adv\u002FSPSC_valuation_model_adv.webp?_i=AA\" alt=\"\" class=\"wp-post-92849 wp-image-93036\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1771327417\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SPSC 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SPSC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>幅広いレンジは、Revenue Recoveryが安定し、2026年後半にイネーブルメントキャンペーンが転換し、MAXが時間をかけて収益化可能な製品として商業的牽引力を得ることにどれだけ依存しているかを反映している。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-how-much-upside-does-sps-commerce-stock-have-from-here\">SPSコマー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に関するアドバイス、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",1018,"ja","\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":165,"imageCredit":166},"Down Nearly 58% In Last 12 Months, Can SPS Commerce Stock Bounce Back?","",{"name":168,"slug":169,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":171},"Aditya Raghunath","adityatikr","author",[],{"name":173,"slug":174,"role":175,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":176},"Thomas Richmond","thomastikr","editor",[],[178],{"name":179,"slug":180,"uri":181,"description":166,"postsCount":182},"評価","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",0,[],{"title":165,"metaDesc":185,"opengraphDescription":185,"twitterTitle":165,"twitterDescription":185},"SPS Commerce stock sits 60% in 12 months. We break down whether the supply chain software company can deliver meaningful returns through 2030.",{"title":165,"description":185,"twitterTitle":165,"twitterDescription":185,"author":168,"articlePublisher":187,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":188,"twitterData1":189,"ogTitle":165,"ogDescription":185,"ogUrl":160,"ogImage":163,"ogImageWidth":190,"ogImageHeight":191,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","推定読書時間","1 minute",1200,630,[193,204,219,234,249],{"id":182,"title":153,"date":194,"excerpt":195,"wordCount":158,"uri":196,"slug":197,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":198,"author":199,"categories":201,"relatedPosts":203},"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。","\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":153},{"name":168,"slug":169,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":200},[],[202],{"name":179,"slug":180,"uri":181,"description":166,"postsCount":182},[],{"id":182,"title":205,"date":206,"excerpt":207,"wordCount":208,"uri":209,"slug":210,"cloudinaryAssetId":211,"featuredImageOriginalUrl":212,"featuredImageMetadata":213,"author":214,"categories":216,"relatedPosts":218},"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":205},{"name":168,"slug":169,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":215},[],[217],{"name":179,"slug":180,"uri":181,"description":166,"postsCount":182},[],{"id":182,"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":220},{"name":168,"slug":169,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":230},[],[232],{"name":179,"slug":180,"uri":181,"description":166,"postsCount":182},[],{"id":182,"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":235},{"name":168,"slug":169,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":245},[],[247],{"name":179,"slug":180,"uri":181,"description":166,"postsCount":182},[],{"id":182,"title":250,"date":251,"excerpt":252,"wordCount":253,"uri":254,"slug":255,"cloudinaryAssetId":256,"featuredImageOriginalUrl":257,"featuredImageMetadata":258,"author":259,"categories":261,"relatedPosts":263},"昨年46％減のアルカミ・テクノロジー株、2026年に反発できるか？","2026-02-22 10:19:00","アルカミ・テクノロジーの株価は昨年、好調な業績にもかかわらず46％下落した。当社の分析によると、このデジタル・バンキング・プラットフォームは2027年までに32％のリターンをもたらす可能性がある。",1306,"\u002Fblog\u002Fdown-46-in-last-year-can-alkami-technology-nasdaq-stock-rebound-in-2026","down-46-in-last-year-can-alkami-technology-nasdaq-stock-rebound-in-2026","images\u002FRAMP-stock-1\u002FRAMP-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771675984\u002Fimages\u002FRAMP-stock-1\u002FRAMP-stock-1.png?_i=AA",{"altText":250},{"name":168,"slug":169,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":260},[],[262],{"name":179,"slug":180,"uri":181,"description":166,"postsCount":182},[],[265,285,300,317,331,348,366,381,396,411,425],{"id":182,"title":266,"date":267,"excerpt":268,"wordCount":269,"uri":270,"slug":271,"cloudinaryAssetId":272,"featuredImageOriginalUrl":273,"featuredImageMetadata":274,"author":275,"categories":279,"relatedPosts":284},"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":266},{"name":276,"slug":277,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":278},"Rexielyn Diaz","rexietikr",[],[280],{"name":281,"slug":282,"uri":283,"description":166,"postsCount":182},"ストック・レビュー","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":182,"title":286,"date":287,"excerpt":288,"wordCount":289,"uri":290,"slug":291,"cloudinaryAssetId":292,"featuredImageOriginalUrl":293,"featuredImageMetadata":294,"author":295,"categories":297,"relatedPosts":299},"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反発を引き起こし、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":286},{"name":276,"slug":277,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":296},[],[298],{"name":281,"slug":282,"uri":283,"description":166,"postsCount":182},[],{"id":182,"title":301,"date":302,"excerpt":303,"wordCount":304,"uri":305,"slug":306,"cloudinaryAssetId":307,"featuredImageOriginalUrl":308,"featuredImageMetadata":309,"author":310,"categories":314,"relatedPosts":316},"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が投資家の信頼を高め、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":301},{"name":311,"slug":312,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":313},"Nikko Henson","nikkotikr",[],[315],{"name":281,"slug":282,"uri":283,"description":166,"postsCount":182},[],{"id":182,"title":318,"date":319,"excerpt":320,"wordCount":269,"uri":321,"slug":322,"cloudinaryAssetId":323,"featuredImageOriginalUrl":324,"featuredImageMetadata":325,"author":326,"categories":328,"relatedPosts":330},"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20億ドルの拡張融資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る。","\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":318},{"name":311,"slug":312,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":327},[],[329],{"name":281,"slug":282,"uri":283,"description":166,"postsCount":182},[],{"id":182,"title":332,"date":333,"excerpt":334,"wordCount":335,"uri":336,"slug":337,"cloudinaryAssetId":338,"featuredImageOriginalUrl":339,"featuredImageMetadata":340,"author":341,"categories":345,"relatedPosts":347},"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":332},{"name":342,"slug":343,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":344},"Gian Estrada","giantikr",[],[346],{"name":281,"slug":282,"uri":283,"description":166,"postsCount":182},[],{"id":182,"title":349,"date":350,"excerpt":351,"wordCount":352,"uri":353,"slug":354,"cloudinaryAssetId":355,"featuredImageOriginalUrl":356,"featuredImageMetadata":357,"author":358,"categories":360,"relatedPosts":365},"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":349},{"name":276,"slug":277,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":359},[],[361],{"name":362,"slug":363,"uri":364,"description":166,"postsCount":182},"投資一般","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":182,"title":367,"date":368,"excerpt":369,"wordCount":370,"uri":371,"slug":372,"cloudinaryAssetId":373,"featuredImageOriginalUrl":374,"featuredImageMetadata":375,"author":376,"categories":378,"relatedPosts":380},"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":367},{"name":276,"slug":277,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":377},[],[379],{"name":362,"slug":363,"uri":364,"description":166,"postsCount":182},[],{"id":182,"title":382,"date":383,"excerpt":384,"wordCount":385,"uri":386,"slug":387,"cloudinaryAssetId":388,"featuredImageOriginalUrl":389,"featuredImageMetadata":390,"author":391,"categories":393,"relatedPosts":395},"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":382},{"name":276,"slug":277,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":392},[],[394],{"name":362,"slug":363,"uri":364,"description":166,"postsCount":182},[],{"id":182,"title":397,"date":398,"excerpt":399,"wordCount":400,"uri":401,"slug":402,"cloudinaryAssetId":403,"featuredImageOriginalUrl":404,"featuredImageMetadata":405,"author":406,"categories":408,"relatedPosts":410},"ペイパル株、決算とCEO交代で2026年に29％下落。投資家が次に注目するのはこれだ","2026-02-23 20:20:00","ペイパルの株価が、見通しの下方修正、CEOの交代、新たな投資家訴訟の見出しの後、2026年に低迷を続けている理由がここにある。",652,"\u002Fblog\u002Fpaypal-stock-falls-29-in-2026-after-earnings-and-ceo-change-heres-what-investors-are-watching-next","paypal-stock-falls-29-in-2026-after-earnings-and-ceo-change-heres-what-investors-are-watching-next","images\u002FPYPL-stock-1\u002FPYPL-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771684584\u002Fimages\u002FPYPL-stock-1\u002FPYPL-stock-1.png?_i=AA",{"altText":397},{"name":276,"slug":277,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":407},[],[409],{"name":362,"slug":363,"uri":364,"description":166,"postsCount":182},[],{"id":182,"title":412,"date":398,"excerpt":413,"wordCount":414,"uri":415,"slug":416,"cloudinaryAssetId":417,"featuredImageOriginalUrl":418,"featuredImageMetadata":419,"author":420,"categories":422,"relatedPosts":424},"マイクロソフト株は2026年に18％下落。クラウドの成長で55%回復の可能性","長期的なAIの成長と2028年までの55.1％のリターンの可能性が投資家の注目を集め続けているにもかかわらず、マイクロソフトの株価が2月に下落した理由はここにある。",684,"\u002Fblog\u002Fmicrosoft-stock-has-fallen-18-in-2026-heres-how-cloud-growth-could-drive-a-55-rebound","microsoft-stock-has-fallen-18-in-2026-heres-how-cloud-growth-could-drive-a-55-rebound","images\u002FMSTF-stock\u002FMSTF-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771740718\u002Fimages\u002FMSTF-stock\u002FMSTF-stock.png?_i=AA",{"altText":412},{"name":276,"slug":277,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":421},[],[423],{"name":362,"slug":363,"uri":364,"description":166,"postsCount":182},[],{"id":182,"title":426,"date":427,"excerpt":428,"wordCount":429,"uri":430,"slug":431,"cloudinaryAssetId":432,"featuredImageOriginalUrl":433,"featuredImageMetadata":434,"author":435,"categories":437,"relatedPosts":442},"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":426},{"name":168,"slug":169,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":436},[],[438],{"name":439,"slug":440,"uri":441,"description":166,"postsCount":182},"業績アップデート","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[]]