[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-heres-why-paccar-net-income-dropped-43-but-the-stock-keeps-climbing-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":195,"suggestedPosts":273},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},94250,"PACCARの純利益は43％減少したが、株価は上昇を続けている理由がここにある。","2026-02-25T19:00:00","2026-02-25T08:15:18","\u003Cp>PACCARのトラック1台当たりの純利益は、9,500ドルから18,000ドルへとほぼ倍増し、700億ドルの部品機会がまだほとんど未開拓であるため、トラックのサイクルがどのような状況にあろうとも、収益フロアは上昇し続ける。\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-key-stats-for-paccar-stock\">PACCAR株式の主要統計\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>過去1週間のパフォーマンス \u003C\u002Fstrong>+1.2%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>52週レンジ: \u003C\u002Fstrong>$85 to $132\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>現在の株価: \u003C\u002Fstrong>$126\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>ほとんどの投資家は、株価が本当に割安なのか、割高なのかを知ることはありません。TIKRのプロ級のバリュエーション・ツールは、60,000以上の銘柄について、データに裏打ちされた明確な答えを無料で提供します。\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">\u003Cstrong>何が起きたか？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>PACCAR\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=294721&tid=2637023&ref=tikrblog\">(PCAR\u003C\u002Fa>)は、43%のGAAP純利益の減少が、実際に強気のケースを強める可能性があることを証明しています。市場は26億ドルの調整後の利益と、輸入に依存するあらゆる競合他社よりも構造的に優れた製造ポジションに注目しているため、株価は52週安値を49.1%上回る126.25ドルを維持しています。\u003C\u002Fp>\n\n\n\n\u003Cp>具体的には、2月10日のアナリスト・デーで、プレストン・フェイト最高経営責任者（CEO）とその経営陣が、トラック1台当たりの純利益が9,500ドルから18,000ドルへとほぼ倍増したことを示すサイクルオーバーの利益データを提示し、2025年の谷を悪化ではなく、むしろ出発点として捉え直したことが、最近のセンチメントの変化を促した。\u003C\u002Fp>\n\n\n\n\u003Cp>PACCARの232条関税の優位性は、中型トラックの生産をカナダとメキシコからチリコテとデントンの米国工場にシフトさせたことで、競合他社が輸入トラックの未解決の価格不確実性に直面している間に、関税の総エクスポージャーを50％以上緩和した。\u003C\u002Fp>\n\n\n\n\u003Cp>その結果、市場はPACCARを循環的なトラックメーカーから構造的に複合的な産業へと積極的に再評価しており、現在では部品と金融サービスが総利益の71％を占め、ビジネスサイクルのあらゆる時点でより高い収益フロアを提供しています。\u003C\u002Fp>\n\n\n\n\u003Cp>プレストン・フェイト最高経営責任者（CEO）は第4四半期決算説明会で、「昨年は関税と排ガスが明確になって終わった」と述べ、フリート顧客が資本を投下する自信を取り戻し、12月と1月にかけて受注が急加速した理由を端的に説明した。\u003C\u002Fp>\n\n\n\n\u003Cp>ウェルズ・ファーゴのアナリストであるジェリー・レビッチは、第4四半期の電話会議と2月10日のアナリスト・デーの両方で、経営陣に対し、サイクルを超えたマージンの拡大について圧力をかけ、一流のセルサイド企業が、PACCARをコモディティサイクルトレードではなく、プレミアム産業用コンパウンダーとして積極的に評価していることを示した。\u003C\u002Fp>\n\n\n\n\u003Cp>さらに先を見据えて、PACCARの700億ドルの部品対応可能市場、Auroraとの自律走行車プラットフォーム・パートナーシップ、ローカル・フォア・ローカル製造の優位性は、少なくとも2030年まで、将来のあらゆるサイクルのピーク時にトラック1台当たりより高い利益を提供するために、同社を総体的に位置づけている。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>ウォール街が銘柄を格上げする瞬間を、市場の他の銘柄が格上げする前にご覧ください。\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-wall-street-s-take-on-pcar-stock\">\u003Cstrong>ウォール街によるPCAR株への評価\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>2月10日のアナリスト・デーで明らかになった232条関税の優位性、現地生産シフト、EPA27事前購入の設定は、2026年の残り期間から2027年にかけて、収益とマージンの拡大が加速することを示唆している。\u003C\u002Fp>\n\n\n\n\u003Cp>アナリストの予測では、2026年の売上高は5.2%増の276億ドルに回復する一方、正規化EPSは5.6ドルに上昇し、5年間のEPS CAGRは15.0%に拡大し、PACCARの全ビジネスサイクルにわたる構造的な収益力を強調する。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"842\" height=\"562\" data-public-id=\"images\u002Fimage-368\u002Fimage-368.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_842,h_562,c_scale\u002Ff_webp,q_auto\u002Fv1772006500\u002Fimages\u002Fimage-368\u002Fimage-368.png?_i=AA\" alt=\"paccar stock\" class=\"wp-post-94250 wp-image-94252\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772006500\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1772006500\u002Fimages\u002Fimage-368\u002Fimage-368.png?_i=AA 842w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1772006500\u002Fimages\u002Fimage-368\u002Fimage-368.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_513,c_scale\u002Ff_webp,q_auto\u002Fv1772006500\u002Fimages\u002Fimage-368\u002Fimage-368.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772006500\u002Fimages\u002Fimage-368\u002Fimage-368.png?_i=AA 600w\" sizes=\"auto, (max-width: 842px) 100vw, 842px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">ストリートアナリストによるPCAR株式\u003Cstrong>(\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>TIKR\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>ウォール街は現在、6人の買い、1人のアウトパフォーム、14人のホールドでこの回復を支持しており、平均目標株価124.8ドルは現在価格の126.3ドルからわずか1.2%低い位置にあり、株価が短期的なコンセンサス予想にほぼ追いついたことを示している。\u003C\u002Fp>\n\n\n\n\u003Cp>しかし、目標株価のレンジは、弱気ケースの安値92.0ドルから強気ケースの高値150.0ドルまでと、よりバラバラである。つまり、確信度は大きく異なり、上昇ケースではEPA27のプレバイ・サイクルとパーツの成長加速の実行が求められる。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-does-the-valuation-model-say\">\u003Cstrong>評価モデルは何を示しているか？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"832\" data-public-id=\"images\u002FPCAR_valuation_model_94253322db\u002FPCAR_valuation_model_94253322db.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1772006671\u002Fimages\u002FPCAR_valuation_model_94253322db\u002FPCAR_valuation_model_94253322db.webp?_i=AA\" alt=\"\" class=\"wp-post-94250 wp-image-94253\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772006671\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1772006671\u002Fimages\u002FPCAR_valuation_model_94253322db\u002FPCAR_valuation_model_94253322db.webp?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1772006671\u002Fimages\u002FPCAR_valuation_model_94253322db\u002FPCAR_valuation_model_94253322db.webp?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_624,c_scale\u002Ff_webp,q_auto\u002Fv1772006671\u002Fimages\u002FPCAR_valuation_model_94253322db\u002FPCAR_valuation_model_94253322db.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1248,c_scale\u002Ff_webp,q_auto\u002Fv1772006671\u002Fimages\u002FPCAR_valuation_model_94253322db\u002FPCAR_valuation_model_94253322db.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1663,c_scale\u002Ff_webp,q_auto\u002Fv1772006671\u002Fimages\u002FPCAR_valuation_model_94253322db\u002FPCAR_valuation_model_94253322db.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_975,c_scale\u002Ff_webp,q_auto\u002Fv1772006671\u002Fimages\u002FPCAR_valuation_model_94253322db\u002FPCAR_valuation_model_94253322db.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1137,c_scale\u002Ff_webp,q_auto\u002Fv1772006671\u002Fimages\u002FPCAR_valuation_model_94253322db\u002FPCAR_valuation_model_94253322db.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">PCAR株式評価モデル結果\u003Cstrong> (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=21127&tid=2621295&ref=tikrblog\">\u003Cstrong>TIKR\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>PACCARのトラック1台当たりの純利益の倍増、700億ドルの部品機会、232条製造の優位性を考慮したTIKRのミッドケース・バリュエーション・モデルでは、PCARの株価を147.9ドルとし、4.8年間のトータルリターンを17.1%、年率換算IRRを3.3%と控えめに見積もっています。\u003C\u002Fp>\n\n\n\n\u003Cp>主なリスクはPER倍率の圧縮で、モデルでは2030年まで年率7.9％のPER収縮を予測している。つまり、52週安値からの株価を押し上げたバリュエーション再評価はすでにほぼ織り込み済みであるため、収益成長だけでリターンを確保しなければならない。\u003C\u002Fp>\n\n\n\n\u003Cp>アナリストの平均目標株価をわずか1.2%上回る水準で取引され、バリュエーション・モデルは年率3.3%のリターンのみを指摘しているため、PACCARは現在、かなり割安に見える。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>ウォール街の最高のアイデアは、長くは隠されていない。何千もの銘柄について、アナリストのアップグレード、業績の上振れ、収益のサプライズが起こった瞬間に、TIKRで無料でキャッチしましょう。\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-paccar-inc\">\u003Cstrong>PACCARに投資すべきか？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>本当に知る唯一の方法は、自分で数字を見ることです。TIKRは、プロのアナリストがまさにその質問に答えるために使っているのと同じ、機関投資家品質の財務データに無料でアクセスできます。\u003C\u002Fp>\n\n\n\n\u003Cp>PCARの株を引き出せば、何年分の過去の財務データ、ウォール街のアナリストが予想する収益と今後の四半期、評価倍率の推移、目標株価が上昇傾向か下降傾向かを見ることができます。\u003C\u002Fp>\n\n\n\n\u003Cp>PACCAR Incを他の銘柄と一緒に追跡する無料のウォッチリストを作成することができます。クレジットカードは必要ありません。ご自身の判断に必要なデータだけです。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>プロフェッショナルツールでTIKRのPCAR株を無料で分析する\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n",834,"ja","\u002Fblog\u002Fheres-why-paccar-net-income-dropped-43-but-the-stock-keeps-climbing","heres-why-paccar-net-income-dropped-43-but-the-stock-keeps-climbing","images\u002FFEATURED-IMAGE-MAKER-323\u002FFEATURED-IMAGE-MAKER-323","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772006690\u002Fimages\u002FFEATURED-IMAGE-MAKER-323\u002FFEATURED-IMAGE-MAKER-323.png?_i=AA",{"altText":165,"imageCredit":166},"Here’s Why PACCAR Net Income Dropped 43% But the Stock Keeps Climbing","TIKR",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Gian Estrada","giantikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"Thomas Richmond","thomastikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"ストック・レビュー","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"PACCAR’s net income per truck nearly doubled from $9,500 to $18,000 cycle over cycle, and with a $70 billion parts opportunity still largely untapped, the earnings floor keeps rising regardless of where the truck cycle stands.",{"title":188,"description":189,"twitterTitle":188,"twitterDescription":189,"author":168,"articlePublisher":190,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":191,"twitterData1":192,"ogTitle":188,"ogDescription":189,"ogUrl":160,"ogImage":163,"ogImageWidth":193,"ogImageHeight":194,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"Here’s Why PACCAR Net Income Dropped 43% But the Stock Keeps Climbing","PACCAR’s net income per truck nearly doubled from $9,500 to $18,000 cycle over cycle, and with a $70 billion parts opportunity still largely untapped, the earnings floor keeps rising regardless of where the truck cycle stands.","TIKR.com","推定読書時間","1 minute",1200,630,[196,211,226,241,258],{"id":183,"title":197,"date":198,"excerpt":199,"wordCount":200,"uri":201,"slug":202,"cloudinaryAssetId":203,"featuredImageOriginalUrl":204,"featuredImageMetadata":205,"author":206,"categories":208,"relatedPosts":210},"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":197},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":218,"featuredImageOriginalUrl":219,"featuredImageMetadata":220,"author":221,"categories":223,"relatedPosts":225},"バンク・オブ・アメリカ：金融業界を揺るがすAIの混乱に何を期待するか","2026-02-25 18:30:00","バンク・オブ・アメリカは、金融セクター全体に打撃を与えたAI主導の暴落を吸収したばかりだが、今年のNII成長率は5％から7％、EPSは14.2％上昇する見込みで、本当の動きはまだ始まっていないのかもしれない。",907,"\u002Fblog\u002Fbank-of-america-heres-what-to-expect-as-ai-disruption-rattles-financials","bank-of-america-heres-what-to-expect-as-ai-disruption-rattles-financials","images\u002FFEATURED-IMAGE-MAKER-319\u002FFEATURED-IMAGE-MAKER-319","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772001795\u002Fimages\u002FFEATURED-IMAGE-MAKER-319\u002FFEATURED-IMAGE-MAKER-319.png?_i=AA",{"altText":212},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":222},[],[224],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":227,"date":228,"excerpt":229,"wordCount":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":236,"categories":238,"relatedPosts":240},"ゼネラルモーターズ、国内生産に50億ドルを投入？","2026-02-25 17:13:00","ゼネラルモーターズは、ここ数年で最も強気なCFO（最高財務責任者）の公式声明を発表したばかりだが、次世代トラックの発売、2027年後半のサッカー・パス・リチウムの完成、そしてソフトウェア定義型車両2.0の展開は、この物語の最も重要な章がまだ先にあることを意味している。",888,"\u002Fblog\u002Fwhats-to-expect-after-general-motors-commits-5-billion-to-domestic-manufacturing","whats-to-expect-after-general-motors-commits-5-billion-to-domestic-manufacturing","images\u002FFEATURED-IMAGE-MAKER-321\u002FFEATURED-IMAGE-MAKER-321","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772003894\u002Fimages\u002FFEATURED-IMAGE-MAKER-321\u002FFEATURED-IMAGE-MAKER-321.png?_i=AA",{"altText":227},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":237},[],[239],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":242,"date":243,"excerpt":244,"wordCount":245,"uri":246,"slug":247,"cloudinaryAssetId":248,"featuredImageOriginalUrl":249,"featuredImageMetadata":250,"author":251,"categories":255,"relatedPosts":257},"イートンは2026年に17％上昇。株価はどこまで上がるか","2026-02-25 17:05:00","イートン株は2026年に年初来で約17％上昇し、直近では1株当たり373ドル近辺で取引されており、当社の分析によれば、株価は今後数年間も上昇を続ける可能性がある。ここでは、加速するデータセンターの電力需要とマージンの拡大がイートンの株価を支え続ける理由を説明する。",704,"\u002Fblog\u002Featon-is-up-17-in-2026-heres-how-much-higher-the-stock-could-go","eaton-is-up-17-in-2026-heres-how-much-higher-the-stock-could-go","images\u002F@Nelia-BOHATYR-from-Getty-Images-via-Canva-b\u002F@Nelia-BOHATYR-from-Getty-Images-via-Canva-b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772036939\u002Fimages\u002F@Nelia-BOHATYR-from-Getty-Images-via-Canva-b\u002F@Nelia-BOHATYR-from-Getty-Images-via-Canva-b.png?_i=AA",{"altText":242},{"name":252,"slug":253,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":254},"Nikko Henson","nikkotikr",[],[256],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":259,"date":260,"excerpt":261,"wordCount":262,"uri":263,"slug":264,"cloudinaryAssetId":265,"featuredImageOriginalUrl":266,"featuredImageMetadata":267,"author":268,"categories":270,"relatedPosts":272},"エクセル・エナジー、グーグルを囲い込みパイプラインを6GWに倍増：投資家が知っておくべきことはこれだ","2026-02-25 17:00:00","ウォール街は何年もエクセル・エナジーを低成長配当株として扱ってきたが、6GWのAIデータセンター・パイプラインとグーグルの提携により、アナリストは全く違うものを評価せざるを得なくなっている。",856,"\u002Fblog\u002Fxcel-energy-locks-in-google-and-doubles-its-pipeline-to-6-gw-heres-what-investors-need-to-know","xcel-energy-locks-in-google-and-doubles-its-pipeline-to-6-gw-heres-what-investors-need-to-know","images\u002FFEATURED-IMAGE-MAKER-322\u002FFEATURED-IMAGE-MAKER-322","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772005357\u002Fimages\u002FFEATURED-IMAGE-MAKER-322\u002FFEATURED-IMAGE-MAKER-322.png?_i=AA",{"altText":259},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":269},[],[271],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[274,293,308,322,337,352,372,387,402,417,431],{"id":183,"title":275,"date":213,"excerpt":276,"wordCount":277,"uri":278,"slug":279,"cloudinaryAssetId":280,"featuredImageOriginalUrl":281,"featuredImageMetadata":282,"author":283,"categories":287,"relatedPosts":292},"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","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":275},{"name":284,"slug":285,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":286},"Wiltone Asuncion","wiltonetikr",[],[288],{"name":289,"slug":290,"uri":291,"description":171,"postsCount":183},"投資一般","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":294,"date":295,"excerpt":296,"wordCount":297,"uri":298,"slug":299,"cloudinaryAssetId":300,"featuredImageOriginalUrl":301,"featuredImageMetadata":302,"author":303,"categories":305,"relatedPosts":307},"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":294},{"name":284,"slug":285,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":304},[],[306],{"name":289,"slug":290,"uri":291,"description":171,"postsCount":183},[],{"id":183,"title":309,"date":260,"excerpt":310,"wordCount":311,"uri":312,"slug":313,"cloudinaryAssetId":314,"featuredImageOriginalUrl":315,"featuredImageMetadata":316,"author":317,"categories":319,"relatedPosts":321},"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ドルの目標を確保した理由","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":309},{"name":284,"slug":285,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":318},[],[320],{"name":289,"slug":290,"uri":291,"description":171,"postsCount":183},[],{"id":183,"title":323,"date":324,"excerpt":325,"wordCount":326,"uri":327,"slug":328,"cloudinaryAssetId":329,"featuredImageOriginalUrl":330,"featuredImageMetadata":331,"author":332,"categories":334,"relatedPosts":336},"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":323},{"name":284,"slug":285,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":333},[],[335],{"name":289,"slug":290,"uri":291,"description":171,"postsCount":183},[],{"id":183,"title":338,"date":339,"excerpt":340,"wordCount":341,"uri":342,"slug":343,"cloudinaryAssetId":344,"featuredImageOriginalUrl":345,"featuredImageMetadata":346,"author":347,"categories":349,"relatedPosts":351},"ゼータ・グローバル株、超大型ガイダンスで13％急騰：2026年の株価の行方","2026-02-25 16:00:00","ゼータ・グローバル株は、18期連続の増収増益を達成し、大きな上昇の勢いを見せた。",822,"\u002Fblog\u002Fzeta-global-stock-surges-13-on-blockbuster-guidance-heres-where-the-stock-could-be-headed-in-2026","zeta-global-stock-surges-13-on-blockbuster-guidance-heres-where-the-stock-could-be-headed-in-2026","images\u002F9-9\u002F9-9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1771998072\u002Fimages\u002F9-9\u002F9-9.png?_i=AA",{"altText":338},{"name":284,"slug":285,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":348},[],[350],{"name":289,"slug":290,"uri":291,"description":171,"postsCount":183},[],{"id":183,"title":353,"date":354,"excerpt":355,"wordCount":356,"uri":357,"slug":358,"cloudinaryAssetId":359,"featuredImageOriginalUrl":360,"featuredImageMetadata":361,"author":362,"categories":366,"relatedPosts":371},"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":353},{"name":363,"slug":364,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":365},"Aditya Raghunath","adityatikr",[],[367],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},"業績アップデート","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":373,"date":374,"excerpt":375,"wordCount":376,"uri":377,"slug":378,"cloudinaryAssetId":379,"featuredImageOriginalUrl":380,"featuredImageMetadata":381,"author":382,"categories":384,"relatedPosts":386},"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":373},{"name":363,"slug":364,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":383},[],[385],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[],{"id":183,"title":388,"date":389,"excerpt":390,"wordCount":391,"uri":392,"slug":393,"cloudinaryAssetId":394,"featuredImageOriginalUrl":395,"featuredImageMetadata":396,"author":397,"categories":399,"relatedPosts":401},"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":388},{"name":363,"slug":364,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":398},[],[400],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[],{"id":183,"title":403,"date":404,"excerpt":405,"wordCount":406,"uri":407,"slug":408,"cloudinaryAssetId":409,"featuredImageOriginalUrl":410,"featuredImageMetadata":411,"author":412,"categories":414,"relatedPosts":416},"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":403},{"name":363,"slug":364,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":413},[],[415],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[],{"id":183,"title":418,"date":419,"excerpt":420,"wordCount":277,"uri":421,"slug":422,"cloudinaryAssetId":423,"featuredImageOriginalUrl":424,"featuredImageMetadata":425,"author":426,"categories":428,"relatedPosts":430},"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":418},{"name":363,"slug":364,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":427},[],[429],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[],{"id":183,"title":432,"date":433,"excerpt":434,"wordCount":435,"uri":436,"slug":437,"cloudinaryAssetId":438,"featuredImageOriginalUrl":439,"featuredImageMetadata":440,"author":441,"categories":443,"relatedPosts":448},"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":432},{"name":363,"slug":364,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":442},[],[444],{"name":445,"slug":446,"uri":447,"description":171,"postsCount":183},"評価","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[]]