[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-lam-research-surged-138-in-the-last-6-months-heres-how-much-the-stock-could-rise-in-2026-JA":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":271},{"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},95430,"ラムリサーチ、過去6ヶ月で138％急騰。2026年の株価上昇率は？","2026-03-03T12:05:00","2026-03-03T07:57:22","\u003Cp>ラム・リサーチは過去6ヶ月で138%上昇しており、当社の分析によると、2026年まで株価はさらに上昇する可能性がある。ここでは、AIによるメモリ支出の加速と営業レバレッジの拡大が引き続きラム・リサーチの株価を支える理由を説明する。\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-key-stats-for-lrcx-stock\">\u003Cstrong>LRCX株式の主要統計\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>過去6ヶ月のパフォーマンス:\u003C\u002Fstrong>138\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>52週レンジ: \u003C\u002Fstrong>$56 to $257\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>評価モデル目標株価:\u003C\u002Fstrong>$266\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>インプライド・アップサイド\u003C\u002Fstrong>: 15\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">TIKRの新しいバリュエーション・モデル（無料）を使って、Lam Researchのようなお気に入りの銘柄を5年分のアナリスト予測で評価してみましょう >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">\u003Cstrong>\u003Cstrong>何が起きたか？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=30655&tid=2625662&ref=srk6m3\">\u003Cstrong>ラムリサーチ\u003C\u002Fstrong>\u003C\u002Fa>AIによる半導体需要の加速とメモリ設備投資の急回復により、ウェハーファブ装置銘柄全体の大幅な再評価が進んだため、ラム・リサーチ株は過去6カ月で約138%上昇し、1株当たり約231ドルまで上昇した。\u003Cbr>\u003Cbr>この動きは、AIインフラ構築がまだ初期段階にあり、ラムが先端DRAM、最先端ファウンドリー、高帯域幅メモリに関連する成膜およびエッチング強度の成長の中心に位置しているという新たな自信を反映している。\u003C\u002Fp>\n\n\n\n\u003Cp>今週の決算では、この勢いがさらに強まった。ラムの12月四半期の売上高は過去最高の53億4,000万ドルで、10四半期連続の増収となり、売上総利益率は49.7%、営業利益率は34.3%、EPSは1.27ドルと、いずれもガイダンスの上限を上回りました。\u003Cbr>\u003Cbr>2025年度通期の売上高は27％増の206億ドル、EPSは49％増の4.89ドルに急増した。経営陣は、3月期の売上高を57億ドルプラスマイナス3億ドルとし、2026年のウェハ工場設備投資額を1,350億ドル程度と予想、ティム・アーチャー最高経営責任者（CEO）は、「加速する半導体需要環境において、好調な業績が続いている」と述べた。\u003C\u002Fp>\n\n\n\n\u003Cp>機関投資家のポジションは、選択的な削減と並んで幅広い積み増しを示した。アリアンツSEは269.1%増の12,772株（約171万ドル相当）、クアントボット・テクノロジーズは235.1%増の207,778株（約2,782万ドル相当）、アメリカン・センチュリー・カンパニーズは20.4%増の2,654,347株（約3億5,540万ドル相当）を保有した。\u003Cbr>\u003Cbr>ハンデルスバンケン・フォンダーABは15.2％増の61万794株（約8179万ドル相当）、ゼネラリ・インベストメンツは新たに2万2396株（約2999万ドル相当）のポジションを開始した。\u003C\u002Fp>\n\n\n\n\u003Cp>ラファティ・アセット・マネジメントが25.2％減の355万5418株、エルステ・アセット・マネジメントが35.4％減の93万2922株（約1億2220万ドル相当）、DNBアセット・マネジメントが17.2％減の260万095株（約3億4815万ドル相当）など、エクスポージャーを減らした会社もあった。\u003Cbr>\u003Cbr>今回の入れ替えにもかかわらず、機関投資家の保有比率は約84.61%と依然として高く、ラムがAI関連のDRAM、ファウンドリー、先端パッケージングへの投資を原動力とする2026年後半の成長サイクルに入る中、長期的な強い確信を強めている。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2293\" height=\"2560\" data-public-id=\"images\u002FLRCX_valuation_model-3\u002FLRCX_valuation_model-3.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2293,h_2560,c_scale\u002Ff_webp,q_auto\u002Fv1772523589\u002Fimages\u002FLRCX_valuation_model-3\u002FLRCX_valuation_model-3.webp?_i=AA\" alt=\"Lam Research stock\" class=\"wp-post-95430 wp-image-95454\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772523589\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">LRCXの評価モデル\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Lam Research に対するアナリストの成長予測と目標株価を見る（無料） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-is-lrcx-undervalued\">LRCX は割安か？\u003C\u002Fh2>\n\n\n\n\u003Cp>バリュエーションの前提条件として、株価は以下のようにモデル化されています：\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>収益成長率 (CAGR): \u003C\u002Fstrong>19\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>営業利益率\u003C\u002Fstrong>35.5%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>出口PER倍率:\u003C\u002Fstrong>27倍\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>売上高は、DRAM、NAND、および最先端ファウンドリーにおけるAI主導の持続的な需要とウェハ・ファブ設備集約度の拡大に支えられ、2028年まで大幅に加速すると予測される。\u003Cbr>\u003Cbr>経営陣は、2026年のWFEを1350億ドル程度と予想しており、2025年の約1100億ドルから増加し、クリーンルームの生産能力制約が緩和されるにつれて支出は下半期に偏重する。\u003Cbr>\u003Cbr>アドバンスト・パッケージングだけでも、広帯域メモリと3D集積の旺盛な需要を反映して、2026年には40%以上の成長が見込まれている。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_LRCX-Lam-Research-Corporation-Revenue-and-Revenue-Change-YoY-1\u002FTIKR.com_LRCX-Lam-Research-Corporation-Revenue-and-Revenue-Change-YoY-1.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1772523667\u002Fimages\u002FTIKR.com_LRCX-Lam-Research-Corporation-Revenue-and-Revenue-Change-YoY-1\u002FTIKR.com_LRCX-Lam-Research-Corporation-Revenue-and-Revenue-Change-YoY-1.webp?_i=AA\" alt=\"Lam Research stock\" class=\"wp-post-95430 wp-image-95456\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772523667\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">LRCXの売上高とアナリストによる5年間の成長予測\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>営業利益率が35.5%に拡大するのは、Akaraのような先進的なエッチング・成膜ツールへの継続的なミックスシフト、10万チャンバーを超える設置ベースからのサービス収益の強化、過去4年間で製造能力がほぼ倍増したことによる営業レバレッジを想定している。\u003Cbr>\u003Cbr>ラムはまた、顧客が全周ゲートノード、1C および 1D DRAM への移行、次世代 HBM4 アーキテクチャに移行するにつれて、WFE のシェアが拡大すると予想しています。\u003C\u002Fp>\n\n\n\n\u003Cp>これらのインプットに基づき、バリュエーション・フレームワークでは目標株価を\u003Cstrong>266ドルと見積もって\u003C\u002Fstrong>おり、現在の\u003Cstrong>231ドル\u003C\u002Fstrong>近辺から\u003Cstrong>約15％の\u003C\u002Fstrong>アップサイドを示唆している。\u003Cbr>\u003Cbr>株価は過去6ヵ月間ですでに急騰しているが、収益力はAIインフラ投資と並んでまだ拡大している。\u003C\u002Fp>\n\n\n\n\u003Cp>現在の水準では、ラム・リサーチ社の将来的な収益軌跡に比べ、ラム・リサーチ社はやや\u003Cstrong>過小評価されている \u003C\u002Fstrong>ように見える。2026年の業績は、単純な倍率の拡大よりも、DRAMの資本集約、40％を超える先端パッケージングの成長、最先端のロジックとメモリにおける継続的なシェア拡大によって牽引される可能性が高い。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">企業のフェアバリューを即座に見積もる（TIKRを使えば無料） >>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-how-much-upside-does-lrcx-stock-have-from-here\">\u003Cstrong>\u003Cstrong>\u003Cstrong>LRCX 株のここからの上昇率は？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>投資家は、\u003Cstrong>TIKRの新バリュエーション・モデル・ツールを使って\u003C\u002Fstrong>、1分以内にLam Researchの潜在的な株価、またはどのような銘柄の価値も見積もることができます。\u003C\u002Fp>\n\n\n\n\u003Cp>必要なのは3つの簡単な入力だけです：\u003C\u002Fp>\n\n\n\n\u003Col class=\"wp-block-list\">\n\u003Cli>収益成長率\u003C\u002Fli>\n\n\n\n\u003Cli>営業利益率\u003C\u002Fli>\n\n\n\n\u003Cli>出口PER倍率\u003C\u002Fli>\n\u003C\u002Fol>\n\n\n\n\u003Cp>そこから、TIKRは\u003Cstrong>ブル、ベース、ベア\u003C\u002Fstrong> \u003Cstrong>シナリオの\u003C\u002Fstrong>下での潜在的な株価とトータルリターンを計算するので、その銘柄が\u003Cstrong>割安か割高かを\u003C\u002Fstrong>すぐに知ることができる。\u003C\u002Fp>\n\n\n\n\u003Cp>何を入力すればよいかわからない場合、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埋めるので、素早く信頼できる出発点を得ることができます。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">ラムリサーチの真の価値、またはどの銘柄の価値も60秒以内に見ることができます。\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n",795,"ja","\u002Fblog\u002Flam-research-surged-138-in-the-last-6-months-heres-how-much-the-stock-could-rise-in-2026","lam-research-surged-138-in-the-last-6-months-heres-how-much-the-stock-could-rise-in-2026","images\u002F@Wachiwit-from-Getty-Images-Pro-via-Canva\u002F@Wachiwit-from-Getty-Images-Pro-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772524559\u002Fimages\u002F@Wachiwit-from-Getty-Images-Pro-via-Canva\u002F@Wachiwit-from-Getty-Images-Pro-via-Canva.png?_i=AA",{"altText":165,"imageCredit":166},"Lam Research Surged 138% in the Last 6 Months. Here’s How Much the Stock Could Rise in 2026","@Wachiwit from Getty Images Pro via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Nikko Henson","nikkotikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"Thomas Richmond","thomastikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"ストック・レビュー","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Lam Research is up 138% in the last six months, and our analysis suggests the stock could still deliver additional upside into 2026. Here’s why accelerating AI driven memory spending and expanding operating leverage continue to support the setup.",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","推定読書時間","1 minute",1200,630,[194,211,226,241,256],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":208,"relatedPosts":210},"アッヴィ、SkyriziとRinvoqの売上高が310億ドルに到達","2026-03-03 12:00:00","Skyriziは第3相クローン病皮下試験で勝利を収めたばかりだが、より大きな話題は次に来るもの、すなわちタバパドンの承認、Rinvoqの新たな適応症、そしてストリートがまだモデル化していない50億ドル超の片頭痛フランチャイズだ。",909,"\u002Fblog\u002Fabbvie-hits-31-billion-in-skyrizi-and-rinvoq-sales","abbvie-hits-31-billion-in-skyrizi-and-rinvoq-sales","images\u002FFEATURED-IMAGE-MAKER-385\u002FFEATURED-IMAGE-MAKER-385","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772530062\u002Fimages\u002FFEATURED-IMAGE-MAKER-385\u002FFEATURED-IMAGE-MAKER-385.png?_i=AA",{"altText":195},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},"Gian Estrada","giantikr",[],[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},"2026年のカーディナル・ヘルス株：アナリストが248ドルの平均目標を設定した理由","2026-03-03 11:29:00","カーディナル・ヘルスはEPSを36％増加させ、通期ガイダンスを10.15ドルから10.35ドルに引き上げた。\n",832,"\u002Fblog\u002Fcardinal-health-stock-is-up-90-from-its-52-week-low-why-analysts-see-more-upside-in-2026","cardinal-health-stock-is-up-90-from-its-52-week-low-why-analysts-see-more-upside-in-2026","images\u002FFEATURED-IMAGE-MAKER-384\u002FFEATURED-IMAGE-MAKER-384","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772526574\u002Fimages\u002FFEATURED-IMAGE-MAKER-384\u002FFEATURED-IMAGE-MAKER-384.png?_i=AA",{"altText":212},{"name":205,"slug":206,"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},"コカ・コーラ、年初来で15％上昇。2026年の株価上昇率は？","2026-03-02 22:35:00","コカ・コーラ株は年初来で約15%上昇しており、当社の分析では2026年にさらなる上昇を実現する可能性がある。ここでは、コカ・コーラのマージンの耐久性、価格決定力、そして強力なキャッシュフローが引き続き株価を支える理由を説明する。",725,"\u002Fblog\u002Fcoca-cola-is-up-15-year-to-date-heres-how-much-the-stock-could-rise-in-2026","coca-cola-is-up-15-year-to-date-heres-how-much-the-stock-could-rise-in-2026","images\u002F@TrueCreatives-via-Canva-23\u002F@TrueCreatives-via-Canva-23","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772488978\u002Fimages\u002F@TrueCreatives-via-Canva-23\u002F@TrueCreatives-via-Canva-23.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":253,"relatedPosts":255},"キャタピラー、過去6カ月で79％急騰。2026年の株価はこうなる","2026-03-02 21:05:00","キャタピラーの株価は過去6ヶ月で79%急騰しており、我々の分析では2026年までさらに上昇する可能性がある。発電能力の拡大、持続的なフリー・キャッシュ・フロー、サービス主導のマージンの強さが引き続き株価を支える理由はここにある。",740,"\u002Fblog\u002Fcaterpillar-has-surged-79-in-the-last-six-months-heres-where-the-stock-could-go-in-2026","caterpillar-has-surged-79-in-the-last-six-months-heres-where-the-stock-could-go-in-2026","images\u002F@Dushlik-from-Getty-Images-via-Canva-1\u002F@Dushlik-from-Getty-Images-via-Canva-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772471513\u002Fimages\u002F@Dushlik-from-Getty-Images-via-Canva-1\u002F@Dushlik-from-Getty-Images-via-Canva-1.png?_i=AA",{"altText":242},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":252},[],[254],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":257,"date":258,"excerpt":259,"wordCount":260,"uri":261,"slug":262,"cloudinaryAssetId":263,"featuredImageOriginalUrl":264,"featuredImageMetadata":265,"author":266,"categories":268,"relatedPosts":270},"ボールは過去6ヶ月で30％上昇。2026年の株価上昇率は？","2026-03-02 20:35:00","ボールの株価は過去6ヶ月で30%上昇しており、我々の分析では2026年までさらに上昇する可能性を示唆している。ここでは、利益率の改善、関税の逆風の緩和、持続的な需要が引き続き株価を支える理由を説明する。",738,"\u002Fblog\u002Fball-rose-30-in-the-last-6-months-heres-how-much-the-stock-could-rise-in-2026","ball-rose-30-in-the-last-6-months-heres-how-much-the-stock-could-rise-in-2026","images\u002F@ma-no-from-Getty-Images-via-Canva\u002F@ma-no-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772468828\u002Fimages\u002F@ma-no-from-Getty-Images-via-Canva\u002F@ma-no-from-Getty-Images-via-Canva.png?_i=AA",{"altText":257},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":267},[],[269],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[272,292,307,322,339,354,372,386,401,415],{"id":183,"title":273,"date":274,"excerpt":275,"wordCount":276,"uri":277,"slug":278,"cloudinaryAssetId":279,"featuredImageOriginalUrl":280,"featuredImageMetadata":281,"author":282,"categories":286,"relatedPosts":291},"バークレイズ、株価急落を受けアオウル株のレーティングを「イコールウェイト」に引き下げ","2026-03-03 11:59:00","バークレイズ、非上場BDCの資金流入が急減速し償還が急増したBlue Owl Capitalを格下げ。信用不安で株価は過去1年で50％下落。",775,"\u002Fblog\u002Fbarclays-cuts-blue-owl-nyse-owl-stock-rating-equal-weight-price-plunge","barclays-cuts-blue-owl-nyse-owl-stock-rating-equal-weight-price-plunge","images\u002FOWL-stock-1\u002FOWL-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772533744\u002Fimages\u002FOWL-stock-1\u002FOWL-stock-1.png?_i=AA",{"altText":273},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":285},"Aditya Raghunath","adityatikr",[],[287],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},"投資一般","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":293,"date":294,"excerpt":295,"wordCount":296,"uri":297,"slug":298,"cloudinaryAssetId":299,"featuredImageOriginalUrl":300,"featuredImageMetadata":301,"author":302,"categories":304,"relatedPosts":306},"ノボ・ノルディスクの株価が52週間ぶりの安値、ゴールドマン・サックスが「中立」に格下げ","2026-03-03 10:55:00","フィンテック企業が従業員の約半数にあたる4000人以上を解雇すると発表した後、ブロックの株価は20％以上上昇した。",655,"\u002Fblog\u002Fnovo-nordisk-nyse-nvo-stock-hits-52-week-low-as-goldman-sachs-downgrades-it-to-neutral","novo-nordisk-nyse-nvo-stock-hits-52-week-low-as-goldman-sachs-downgrades-it-to-neutral","images\u002FNVO-stock_954941bea1\u002FNVO-stock_954941bea1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772532602\u002Fimages\u002FNVO-stock_954941bea1\u002FNVO-stock_954941bea1.png?_i=AA",{"altText":293},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":303},[],[305],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":308,"date":309,"excerpt":310,"wordCount":311,"uri":312,"slug":313,"cloudinaryAssetId":314,"featuredImageOriginalUrl":315,"featuredImageMetadata":316,"author":317,"categories":319,"relatedPosts":321},"OpenAIの巨額資金調達ラウンドがアマゾン株の売りを誘発","2026-03-02 10:30:00","アマゾンは最大500億ドルを拠出し、AWSとの大規模なパートナーシップ契約を獲得したにもかかわらず、OpenAIの1100億ドルの資金調達後、アマゾンの株価は下落した。",831,"\u002Fblog\u002Fopenai-massive-funding-round-triggers-selloff-in-amazon-nasdaq-amzn-stock","openai-massive-funding-round-triggers-selloff-in-amazon-nasdaq-amzn-stock","images\u002FAMZN-stock-1\u002FAMZN-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772278707\u002Fimages\u002FAMZN-stock-1\u002FAMZN-stock-1.png?_i=AA",{"altText":308},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":318},[],[320],{"name":288,"slug":289,"uri":290,"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":336,"relatedPosts":338},"チャイム株、GAAP黒字化に向けて14％急騰：2026年の株価の行方はこうなる","2026-03-01 15:00:00","チャイム・ファイナンシャル（CHYM）株は、画期的な第4四半期の報告を受けて、決算後の大躍進を経験している。",743,"\u002Fblog\u002Fchime-stock-surges-14-on-path-to-gaap-profitability-heres-where-the-stock-could-be-headed-in-2026","chime-stock-surges-14-on-path-to-gaap-profitability-heres-where-the-stock-could-be-headed-in-2026","images\u002F21-2\u002F21-2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772322176\u002Fimages\u002F21-2\u002F21-2.png?_i=AA",{"altText":323},{"name":333,"slug":334,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":335},"Wiltone Asuncion","wiltonetikr",[],[337],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":346,"featuredImageOriginalUrl":347,"featuredImageMetadata":348,"author":349,"categories":351,"relatedPosts":353},"クレセントエナジー株、パーミアンのシナジー倍増で7％急騰：2026年の株価はこうなる","2026-03-01 14:50:00","クレセント・エナジー・カンパニー（CRGY）は、50億ドル近い取引を実行し、規模を拡大した複数鉱区のオペレーターとして2026年を迎える。 ",816,"\u002Fblog\u002Fcrescent-energy-stock-surges-7-on-doubled-permian-synergies-heres-where-the-stock-could-go-in-2026","crescent-energy-stock-surges-7-on-doubled-permian-synergies-heres-where-the-stock-could-go-in-2026","images\u002F20-2\u002F20-2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772322164\u002Fimages\u002F20-2\u002F20-2.png?_i=AA",{"altText":340},{"name":333,"slug":334,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":350},[],[352],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":355,"date":356,"excerpt":357,"wordCount":358,"uri":359,"slug":360,"cloudinaryAssetId":361,"featuredImageOriginalUrl":362,"featuredImageMetadata":363,"author":364,"categories":366,"relatedPosts":371},"史上最高値から25％下落、キャピタル・ワン株は2026年にリターンを改善できるか？","2026-03-03 11:25:00","キャピタル・ワン株は、ディスカバーの統合とブレックスの買収により、決済ネットワークの成長とビジネス・バンキングの拡大が見込まれるため、2028年までに30％のリターンを実現する可能性がある。",1309,"\u002Fblog\u002Fdown-25-from-all-time-high-can-capital-one-nyse-stock-deliver-better-returns-in-2026","down-25-from-all-time-high-can-capital-one-nyse-stock-deliver-better-returns-in-2026","images\u002FCOF-stock\u002FCOF-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772516734\u002Fimages\u002FCOF-stock\u002FCOF-stock.png?_i=AA",{"altText":355},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":365},[],[367],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},"評価","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":373,"date":294,"excerpt":374,"wordCount":375,"uri":376,"slug":377,"cloudinaryAssetId":378,"featuredImageOriginalUrl":379,"featuredImageMetadata":380,"author":381,"categories":383,"relatedPosts":385},"過去12ヶ月で20％上昇したシンクロニー・ファイナンシャル株は2026年にさらに上昇できるか？","12ヶ月で20%上昇したシンクロニー・ファイナンシャルはウォルマートとの提携拡大で有望。当社のモデルでは、2028年12月までに87ドルまで27％の上昇を予測。分析はこちらから。",1261,"\u002Fblog\u002Fup-20-in-last-12-months-can-synchrony-financial-syf-stock-deliver-further-in-2026","up-20-in-last-12-months-can-synchrony-financial-syf-stock-deliver-further-in-2026","images\u002FSYF-stock\u002FSYF-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772512295\u002Fimages\u002FSYF-stock\u002FSYF-stock.png?_i=AA",{"altText":373},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":382},[],[384],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[],{"id":183,"title":387,"date":388,"excerpt":389,"wordCount":390,"uri":391,"slug":392,"cloudinaryAssetId":393,"featuredImageOriginalUrl":394,"featuredImageMetadata":395,"author":396,"categories":398,"relatedPosts":400},"レイモンド・ジェームズ・ファイナンシャル株は3年で42％上昇、さらなる成長を遂げられるか？","2026-03-03 09:55:00","レイモンド・ジェームズの株価、12カ月で10％下落。強力なリクルート活動、310億ドルの純資産が回復の兆し。当社のモデルでは、2028年9月までに185ドルまで21%上昇すると予想。",1234,"\u002Fblog\u002Fup-42-in-3-years-can-raymond-james-financial-nyse-rjf-stock-deliver-further","up-42-in-3-years-can-raymond-james-financial-nyse-rjf-stock-deliver-further","images\u002FRJF-stock_9542509878\u002FRJF-stock_9542509878","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772467602\u002Fimages\u002FRJF-stock_9542509878\u002FRJF-stock_9542509878.png?_i=AA",{"altText":387},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":397},[],[399],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[],{"id":183,"title":402,"date":388,"excerpt":403,"wordCount":404,"uri":405,"slug":406,"cloudinaryAssetId":407,"featuredImageOriginalUrl":408,"featuredImageMetadata":409,"author":410,"categories":412,"relatedPosts":414},"過去12ヶ月で19％上昇、地域金融株は2026年にさらなる成長を遂げられるか？","第4四半期の好業績と18％のROTCEにより、リージョンズ・ファイナンシャルの成長が見込まれる。当社のモデルでは、2028年までに$35まで26%上昇すると予測している。RF株は2026年に成長できるか？",1264,"\u002Fblog\u002Fup-19-in-last-12-months-can-regional-financial-nyse-stock-deliver-better-returns-in-2026","up-19-in-last-12-months-can-regional-financial-nyse-stock-deliver-better-returns-in-2026","images\u002FRF-stock_953648bd63\u002FRF-stock_953648bd63","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772446487\u002Fimages\u002FRF-stock_953648bd63\u002FRF-stock_953648bd63.png?_i=AA",{"altText":402},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":411},[],[413],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[],{"id":183,"title":416,"date":417,"excerpt":418,"wordCount":419,"uri":420,"slug":421,"cloudinaryAssetId":422,"featuredImageOriginalUrl":423,"featuredImageMetadata":424,"author":425,"categories":427,"relatedPosts":429},"史上最高値から65％下落、ブラウン・フォーマン株は2026年に業績を改善できるか？","2026-03-03 09:45:00","ブラウン・フォーマンの株価は、ジャック・ダニエルのブラックベリーの成功と、短期的な消費者の逆風にもかかわらず新興市場の成長により、2028年までに36ドルに達する可能性がある。",1334,"\u002Fblog\u002Fdown-65-from-all-time-high-can-brown-forman-nyse-stock-deliver-better-results-in-2026","down-65-from-all-time-high-can-brown-forman-nyse-stock-deliver-better-results-in-2026","images\u002FBFB-stock\u002FBFB-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772433508\u002Fimages\u002FBFB-stock\u002FBFB-stock.png?_i=AA",{"altText":416},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":426},[],[428],{"name":368,"slug":369,"uri":370,"description":171,"postsCount":183},[]]