[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-solstice-advanced-materials-is-up-62-year-to-date-heres-where-the-stock-could-go-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},95258,"ソルスティス・アドバンスト・マテリアルズ、年初来で62％上昇。2026年の株価の行方は？","2026-03-02T12:05:00","2026-03-02T06:44:38","\u003Cp>ソルスティス・アドバンスト・マテリアルズは、原子力、データセンター、冷媒の成長ポジショニングが投資家に受け入れられ、年初来で62%上昇している。マージンの拡大と生産能力への投資が、2026年までさらなる上昇を支える可能性がある理由はここにある。\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-key-stats-for-sols-stock\">\u003Cstrong>SOLS株式の主要統計\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>年初来のパフォーマンス:\u003C\u002Fstrong>62\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>52週レンジ: \u003C\u002Fstrong>$40 to $84\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>評価モデルの目標株価:\u003C\u002Fstrong>91ドル\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>インプライド・アップサイド\u003C\u002Fstrong>: 15.5%\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・モデルを使って、ソルスティス・アドバンスト・マテリアルズ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>どうなった？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=1899957333&tid=1966651828&ref=srk6m3\">\u003Cstrong>ソルスティス・アドバンスト・マテリアルズ\u003C\u002Fstrong>\u003C\u002Fa>は、原子力エネルギーの拡大、データセンターの冷却需要、半導体材料、規制主導の冷媒転換へのエクスポージャーに投資家が傾注し、年初来で62%急騰した。\u003Cbr>\u003Cbr>株価は2.8％高の80.05ドルで始まり、日中取引では83.11ドルまで上昇した（前引けは74.95ドル）。\u003C\u002Fp>\n\n\n\n\u003Cp>四半期ごとの収益性がまちまちだったにもかかわらず、長期的な成長ポジションへの確信が上昇に拍車をかけている。\u003Cbr>\u003Cbr>みずほ証券は、RBCとバーティカル・リサーチが株価を引き上げ、UBSが75ドルの目標株価を設定したにもかかわらず、中立レーティングを維持したまま、目標株価を65ドルに引き上げた。\u003Cbr>\u003Cbr>また、インベスコが約2,168万ドルの保有を開始するなど、機関投資家のポジションも強化され、オプション市場では、通常の1日の取引量を約23％上回る2,126枚のプット契約が取引されるなど、活発な動きが見られた。\u003C\u002Fp>\n\n\n\n\u003Cp>決算はさらにセンチメントを形成した。同社は、0.40ドルのコンセンサス予想に対して0.26ドルの四半期EPSを発表し、売上高は予想を上回る9億8700万ドル、2026年通年のEPSガイダンスは2.45～2.75ドルに設定された。\u003Cbr>\u003Cbr>経営陣はまた、2026年の売上高を約3,000万ドル、EBITDAを約1,000万ドル、TSAコストを約3,000万ドル、調整後EBITDAを前年比20％減少させた第4四半期のマージン圧力など、予定されている製品ローンの返却を含む短期的な逆風を指摘し、0.075ドルの四半期配当を開始し、2026年に予定されている4億ドルから4億2,500万ドルの資本支出の概要を明らかにした。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2293\" height=\"2560\" data-public-id=\"images\u002FSOLS_valuation_model\u002FSOLS_valuation_model.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2293,h_2560,c_scale\u002Ff_webp,q_auto\u002Fv1772432970\u002Fimages\u002FSOLS_valuation_model\u002FSOLS_valuation_model.webp?_i=AA\" alt=\"Solstice Advanced Materials stock\" class=\"wp-post-95258 wp-image-95299\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772432970\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SOLS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\">ソルスティス・アドバンスト・マテリアルズに関するアナリストの成長予測と目標株価を見る（無料） >>> （英語のみ\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-is-sols-undervalued\">SOLS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>5.2\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>営業利益率：\u003C\u002Fstrong>21.2\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>出口PER倍率： \u003C\u002Fstrong>25.0倍\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>収益成長率の前提は、原子力転換、HFO冷媒、電子材料、防衛用途の着実な拡大を反映しており、規制の追い風とデータセンター需要に支えられている。\u003Cbr>\u003Cbr>原子力の生産能力拡大と2030年まで完売するサイトが長期的な見通しを提供する一方、冷媒のHFOへの転換はアフターマーケットの数量が拡大するにつれて1桁台半ばの成長を支える。\u003Cbr>\u003Cbr>第4四半期の19%増とスパッタリングターゲットの生産能力倍増計画を含むエレクトロニクスの成長は、半導体と先端パッケージング需要から利益を得るためのものである。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_SOLS-Solstice-Advanced-Materials-Inc.-Revenue-and-Revenue-Change-YoY\u002FTIKR.com_SOLS-Solstice-Advanced-Materials-Inc.-Revenue-and-Revenue-Change-YoY.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1772432979\u002Fimages\u002FTIKR.com_SOLS-Solstice-Advanced-Materials-Inc.-Revenue-and-Revenue-Change-YoY\u002FTIKR.com_SOLS-Solstice-Advanced-Materials-Inc.-Revenue-and-Revenue-Change-YoY.webp?_i=AA\" alt=\"Solstice Advanced Materials stock\" class=\"wp-post-95258 wp-image-95300\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772432979\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SOLSの収益とアナリストによる5年間の成長率予測\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>21.2%へのマージン拡大は、ミックスの改善、冷媒のアフターマーケット貢献の増加、工場拡張による営業レバレッジ、投下資本利益率19%以上の規律ある資本展開を前提としている。\u003Cbr>\u003Cbr>3,000万ドルの製品ローン収入の減少やTSAコストなどの短期的な逆風は一時的なプレッシャーとなるが、2026年に4億ドルから4億2,500万ドルの設備投資は、構造的な収益性を支える高収益セグメントに的を絞ったものである。\u003C\u002Fp>\n\n\n\n\u003Cp>これらのインプットに基づき、モデルは目標株価を\u003Cstrong>90.66\u003C\u002Fstrong>ドルと推定しており、およそ\u003Cstrong>2.8\u003C\u002Fstrong>年間で合計\u003Cstrong>約15.5％の\u003C\u002Fstrong>上昇を意味する。\u003Cbr>\u003Cbr>株価はすでに年初来で62%上昇しており、将来的なリターンは倍率の拡大だけよりも、原子力発電所の拡張、半導体生産能力の拡大、マージンの正常化などの実行にかかっている。\u003C\u002Fp>\n\n\n\n\u003Cp>現在の水準では、ソルスティス・アドバンスト・マテリアルズの\u003Cstrong>割安感は\u003C\u002Fstrong>小幅で、2026年の業績は、トップラインの急速な加速よりも、原子力需要の加速、データセンター関連のエレクトロニクスの成長、冷媒アフターマーケットのマージン回復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\">企業の公正価値を即座に見積もる（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-sols-stock-have-from-here\">\u003Cstrong>\u003Cstrong>\u003Cstrong>ソルスティスの株価は現時点でどの程度上昇？\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>投資家の皆様は、\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分以内にソルスティス・アドバンスト・マテリアルズの潜在的な株価、またはどのような銘柄がどの程度の価値を持つか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\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、ある銘柄が\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は、アナリストのコンセンサス予想を使ってTIKRが自動的に各入力を埋めてくれるので、素早く信頼性の高い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\">60秒以内にソルスティス・アドバンスト・マテリアルズ、または他の銘柄の本当の価値を見る（TIKRを使えば無料） >>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n",685,"ja","\u002Fblog\u002Fsolstice-advanced-materials-is-up-62-year-to-date-heres-where-the-stock-could-go-in-2026","solstice-advanced-materials-is-up-62-year-to-date-heres-where-the-stock-could-go-in-2026","images\u002F@Devonyu-from-Getty-Images-via-Canva\u002F@Devonyu-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772433724\u002Fimages\u002F@Devonyu-from-Getty-Images-via-Canva\u002F@Devonyu-from-Getty-Images-via-Canva.png?_i=AA",{"altText":165,"imageCredit":166},"Solstice Advanced Materials Is Up 62% Year to Date. Here’s Where the Stock Could Go in 2026","@Devonyu from Getty Images 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},"Solstice Advanced Materials is up 62% year to date as investors embrace its nuclear, data center, and refrigerant growth positioning. Here’s why margin expansion and capacity investments could still support further upside into 2026.",{"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},"ペガシステムズPega CloudのACVは33%増加、アナリストはまだ50%のアップサイドを見込む","2026-03-02 10:55:00","ウォール街はPegaを消えゆくSaaSの名のように扱ってきたが、20億ドルのバックログのマイルストーン、33％のクラウドACVの成長、そして10億ドルの新たな自社株買いの承認は、全く異なる会話を迫っている。",883,"\u002Fblog\u002Fpegasystems-inc-pega-cloud-acv-grew-33-and-analysts-still-see-50-upside","pegasystems-inc-pega-cloud-acv-grew-33-and-analysts-still-see-50-upside","images\u002FFEATURED-IMAGE-MAKER-380\u002FFEATURED-IMAGE-MAKER-380","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772438770\u002Fimages\u002FFEATURED-IMAGE-MAKER-380\u002FFEATURED-IMAGE-MAKER-380.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},"Monday.com株価は高値から77％下落、アナリストは90％の回復を予想","2026-03-02 10:52:57","monday.comの株価は52週前の高値から77.1％下落したが、15人のアナリストが依然としてBuyと評価し、平均ターゲットは128ドルで、76％の上昇を示唆している。この断絶は無視できない。",877,"\u002Fblog\u002Fmonday-com-stock-fell-77-from-its-highs-and-analysts-are-projecting-90-recovery","monday-com-stock-fell-77-from-its-highs-and-analysts-are-projecting-90-recovery","images\u002FFEATURED-IMAGE-MAKER-381\u002FFEATURED-IMAGE-MAKER-381","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772442030\u002Fimages\u002FFEATURED-IMAGE-MAKER-381\u002FFEATURED-IMAGE-MAKER-381.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},"ASML、昨年75％急騰。アナリストはまだ70％のアップサイドを見込む","2026-03-02 10:52:41","ASMLはHigh NA EUVツールの量産準備が整ったことを確認したばかりだが、本当のストーリーは2026年後半に始まる。",925,"\u002Fblog\u002Fasml-surged-75-last-year-analysts-still-see-70-more-upside","asml-surged-75-last-year-analysts-still-see-70-more-upside","images\u002FFEATURED-IMAGE-MAKER-382\u002FFEATURED-IMAGE-MAKER-382","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772443747\u002Fimages\u002FFEATURED-IMAGE-MAKER-382\u002FFEATURED-IMAGE-MAKER-382.png?_i=AA",{"altText":227},{"name":205,"slug":206,"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},"キンドリルホールディングス株価、高値から70％下落。50％回復のアナリスト・ケースを紹介しよう。 ","2026-03-02 10:52:25","キンドリルのCFOと法律顧問は去り、SECは質問をしているが、4月13日の原告リードの期限で、投資家たちは、これがガバナンスの怠慢なのか、それとももっと悪いものなのかを最終的に知ることになる。",930,"\u002Fblog\u002Fkyndryl-holdings-stock-is-down-70-from-its-highs-heres-the-analyst-case-for-a-50-rebound","kyndryl-holdings-stock-is-down-70-from-its-highs-heres-the-analyst-case-for-a-50-rebound","images\u002FFEATURED-IMAGE-MAKER-378\u002FFEATURED-IMAGE-MAKER-378","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772433640\u002Fimages\u002FFEATURED-IMAGE-MAKER-378\u002FFEATURED-IMAGE-MAKER-378.png?_i=AA",{"altText":242},{"name":205,"slug":206,"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},"マイクロチップ・テクノロジー：75%のアップサイドシナリオを支えるものはこれだ","2026-03-02 10:52:16","MCHPは昨年42.3％の減収となったが、現在17人のアナリストが115ドルの高目標を掲げて買い評価を下している。",900,"\u002Fblog\u002Fmicrochip-technology-heres-what-supports-a-75-upside-scenario","microchip-technology-heres-what-supports-a-75-upside-scenario","images\u002FFEATURED-IMAGE-MAKER-377_952967b836\u002FFEATURED-IMAGE-MAKER-377_952967b836","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1772432343\u002Fimages\u002FFEATURED-IMAGE-MAKER-377_952967b836\u002FFEATURED-IMAGE-MAKER-377_952967b836.png?_i=AA",{"altText":257},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":267},[],[269],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[272,292,306,320,335,350,368,385,400,415,430,448,463,477,492],{"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},"過去12ヶ月で15％減、Deckers Outdoor株は2026年にもっと良いリターンを提供できるか？","2026-03-02 11:07:00","デッカーズの株価は、HOKAが18％成長し、UGGが記録的な収益を達成することで、2028年までに140ドルに達する可能性がある。割高なバリュエーションにもかかわらず、19.5％のアップサイドを示す。",1245,"\u002Fblog\u002Fdown-15-in-last-12-months-can-deckers-outdoor-nyse-deck-stock-deliver-better-returns-in-2026","down-15-in-last-12-months-can-deckers-outdoor-nyse-deck-stock-deliver-better-returns-in-2026","images\u002FDECK-stock\u002FDECK-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772442435\u002Fimages\u002FDECK-stock\u002FDECK-stock.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},"評価","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":293,"date":196,"excerpt":294,"wordCount":295,"uri":296,"slug":297,"cloudinaryAssetId":298,"featuredImageOriginalUrl":299,"featuredImageMetadata":300,"author":301,"categories":303,"relatedPosts":305},"過去12ヶ月で11％減、アメリプライズ・ファイナンシャル株は2026年にもっと良いリターンを提供できるか？","アメリプライズ・ファイナンシャルがウェルス・マネジメントの好調なフローを背景に記録的な第4四半期決算を発表。当社の分析では、AMP株は579ドルに達する可能性があり、23％の上値余地がある。",1313,"\u002Fblog\u002Fdown-11-in-last-12-months-can-ameriprise-financial-nyse-amp-stock-deliver-better-returns-in-2026","down-11-in-last-12-months-can-ameriprise-financial-nyse-amp-stock-deliver-better-returns-in-2026","images\u002FAMP-stock\u002FAMP-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772431170\u002Fimages\u002FAMP-stock\u002FAMP-stock.png?_i=AA",{"altText":293},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":302},[],[304],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":307,"date":196,"excerpt":308,"wordCount":309,"uri":310,"slug":311,"cloudinaryAssetId":312,"featuredImageOriginalUrl":313,"featuredImageMetadata":314,"author":315,"categories":317,"relatedPosts":319},"2026年に29％下落したEPAMシステムズ株は立ち直れるか？","EPAMの株価は29％下落したが、AIネイティブの収益は急増している。当社のモデルでは、顧客がカスタムAI開発に支出をシフトするにつれて、174ドルまで23％の上昇を予測している。",1298,"\u002Fblog\u002Fafter-29-decline-can-epam-systems-nyse-stock-bounce-back-in-2026","after-29-decline-can-epam-systems-nyse-stock-bounce-back-in-2026","images\u002FEPAM-stock\u002FEPAM-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772366181\u002Fimages\u002FEPAM-stock\u002FEPAM-stock.png?_i=AA",{"altText":307},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":316},[],[318],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":321,"date":322,"excerpt":323,"wordCount":324,"uri":325,"slug":326,"cloudinaryAssetId":327,"featuredImageOriginalUrl":328,"featuredImageMetadata":329,"author":330,"categories":332,"relatedPosts":334},"過去12ヶ月で34％下落したKKR株は、2026年に強力なリターンを提供できるか？","2026-03-02 10:45:00","34%下落したKKR株には59%の上昇ポテンシャル。記録的な1,290億ドルの資金調達、強力なマージン、1,180億ドルのドライパウダーが成長への足がかりとなる。",1371,"\u002Fblog\u002Fdown-34-in-last-12-months-can-kkr-nyse-stock-deliver-strong-returns-in-2026","down-34-in-last-12-months-can-kkr-nyse-stock-deliver-strong-returns-in-2026","images\u002FKKR-stock-1\u002FKKR-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772351012\u002Fimages\u002FKKR-stock-1\u002FKKR-stock-1.png?_i=AA",{"altText":321},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":331},[],[333],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":336,"date":337,"excerpt":338,"wordCount":339,"uri":340,"slug":341,"cloudinaryAssetId":342,"featuredImageOriginalUrl":343,"featuredImageMetadata":344,"author":345,"categories":347,"relatedPosts":349},"過去12ヶ月で34％減のPool Corporation株、2026年に立ち直れるか？","2026-03-02 10:40:00","プールコーポレーション株34％下落、回復の見通し立たず。メンテナンス需要は引き続き堅調だが、新規プール建設は遅れている。目標：2028年までに288ドル",1255,"\u002Fblog\u002Fdown-34-in-last-12-months-can-pool-corporation-stock-bounce-back-in-2026","down-34-in-last-12-months-can-pool-corporation-stock-bounce-back-in-2026","images\u002FPOOL-stock\u002FPOOL-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772298282\u002Fimages\u002FPOOL-stock\u002FPOOL-stock.png?_i=AA",{"altText":336},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":346},[],[348],{"name":288,"slug":289,"uri":290,"description":171,"postsCount":183},[],{"id":183,"title":351,"date":352,"excerpt":353,"wordCount":354,"uri":355,"slug":356,"cloudinaryAssetId":357,"featuredImageOriginalUrl":358,"featuredImageMetadata":359,"author":360,"categories":362,"relatedPosts":367},"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":351},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":361},[],[363],{"name":364,"slug":365,"uri":366,"description":171,"postsCount":183},"投資一般","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":369,"date":370,"excerpt":371,"wordCount":372,"uri":373,"slug":374,"cloudinaryAssetId":375,"featuredImageOriginalUrl":376,"featuredImageMetadata":377,"author":378,"categories":382,"relatedPosts":384},"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":369},{"name":379,"slug":380,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":381},"Wiltone Asuncion","wiltonetikr",[],[383],{"name":364,"slug":365,"uri":366,"description":171,"postsCount":183},[],{"id":183,"title":386,"date":387,"excerpt":388,"wordCount":389,"uri":390,"slug":391,"cloudinaryAssetId":392,"featuredImageOriginalUrl":393,"featuredImageMetadata":394,"author":395,"categories":397,"relatedPosts":399},"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":386},{"name":379,"slug":380,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":396},[],[398],{"name":364,"slug":365,"uri":366,"description":171,"postsCount":183},[],{"id":183,"title":401,"date":402,"excerpt":403,"wordCount":404,"uri":405,"slug":406,"cloudinaryAssetId":407,"featuredImageOriginalUrl":408,"featuredImageMetadata":409,"author":410,"categories":412,"relatedPosts":414},"Dウェーブ株価、過去最高の勢いにもかかわらず7％下落：2026年の株価の行方は？","2026-03-01 14:40:00","D-ウェーブ・クォンタム（QBTS）は、第4四半期決算報告を受けて短期変動に見舞われている。 ",808,"\u002Fblog\u002Fd-wave-stock-dips-7-despite-record-momentum-heres-where-the-stock-could-go-in-2026","d-wave-stock-dips-7-despite-record-momentum-heres-where-the-stock-could-go-in-2026","images\u002F19-2\u002F19-2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772322154\u002Fimages\u002F19-2\u002F19-2.png?_i=AA",{"altText":401},{"name":379,"slug":380,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":411},[],[413],{"name":364,"slug":365,"uri":366,"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},"ユナイテッド航空、「需要好調」にもかかわらず株価9％下落：2026年の株価の行方は？","2026-03-01 14:30:00","ユナイテッド航空（UAL）は、四半期ガイダンスのハイエンドに向かっているにもかかわらず、短期的には9％の下落を経験している。 ",815,"\u002Fblog\u002Funited-airlines-stock-dips-9-despite-demand-strength-heres-where-the-stock-could-be-headed-in-2026","united-airlines-stock-dips-9-despite-demand-strength-heres-where-the-stock-could-be-headed-in-2026","images\u002F17-2_95135ae9a3\u002F17-2_95135ae9a3","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772322140\u002Fimages\u002F17-2_95135ae9a3\u002F17-2_95135ae9a3.png?_i=AA",{"altText":416},{"name":379,"slug":380,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":426},[],[428],{"name":364,"slug":365,"uri":366,"description":171,"postsCount":183},[],{"id":183,"title":431,"date":432,"excerpt":433,"wordCount":434,"uri":435,"slug":436,"cloudinaryAssetId":437,"featuredImageOriginalUrl":438,"featuredImageMetadata":439,"author":440,"categories":442,"relatedPosts":447},"第4四半期決算が予想を上回ったモンスター・ビバレッジの株価が下落","2026-02-28 13:00:00","モンスター・ビバレッジは、今後アルミニウムのコスト圧力に直面するものの、売上高が初めて20億ドルを超え、第4四半期の業績予想を上回った。",793,"\u002Fblog\u002Fmonster-beverage-nasdaq-mnst-stock-climbs-after-q4-earnings-beat-expectations","monster-beverage-nasdaq-mnst-stock-climbs-after-q4-earnings-beat-expectations","images\u002FMNST-stock\u002FMNST-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772276232\u002Fimages\u002FMNST-stock\u002FMNST-stock.png?_i=AA",{"altText":431},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":441},[],[443],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},"業績アップデート","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":449,"date":450,"excerpt":451,"wordCount":452,"uri":453,"slug":454,"cloudinaryAssetId":455,"featuredImageOriginalUrl":456,"featuredImageMetadata":457,"author":458,"categories":460,"relatedPosts":462},"デル株、AIサーバーの大幅な収益予測で22％急騰","2026-02-28 12:20:00","メモリ不足にもかかわらず、同社が2027年度のAIサーバー売上高を前年比倍増の500億ドルと予想したことで、デルの株価は21％急騰した。",758,"\u002Fblog\u002Fdell-stock-soars-22-on-massive-ai-server-revenue-forecasts","dell-stock-soars-22-on-massive-ai-server-revenue-forecasts","images\u002FDELL-stock-1_94986d211f\u002FDELL-stock-1_94986d211f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772259435\u002Fimages\u002FDELL-stock-1_94986d211f\u002FDELL-stock-1_94986d211f.png?_i=AA",{"altText":449},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":459},[],[461],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[],{"id":183,"title":464,"date":450,"excerpt":465,"wordCount":466,"uri":467,"slug":468,"cloudinaryAssetId":469,"featuredImageOriginalUrl":470,"featuredImageMetadata":471,"author":472,"categories":474,"relatedPosts":476},"コアウィーブの株価が20％急落、弱いガイダンスがマージン懸念に飛び火","コアウィーブの株価は、第1四半期のガイダンスが弱く、売上高が好調に伸び、契約残が668億ドルに達したにもかかわらず、利益率への懸念が高まったため、20％下落した。",622,"\u002Fblog\u002Fcoreweave-nasdaq-crwv-stock-plunges-20-as-weak-guidance-sparks-margin-concerns","coreweave-nasdaq-crwv-stock-plunges-20-as-weak-guidance-sparks-margin-concerns","images\u002FFSLR-stock-1\u002FFSLR-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772257000\u002Fimages\u002FFSLR-stock-1\u002FFSLR-stock-1.png?_i=AA",{"altText":464},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":473},[],[475],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[],{"id":183,"title":478,"date":479,"excerpt":480,"wordCount":481,"uri":482,"slug":483,"cloudinaryAssetId":484,"featuredImageOriginalUrl":485,"featuredImageMetadata":486,"author":487,"categories":489,"relatedPosts":491},"デュオリンゴの株価が14％下落、2026年の収益見通しが期待外れだったことを受けて","2026-02-28 12:15:00","デュオリンゴの株価は、同社が利益よりもユーザー数の増加を優先し、2026年の売上高とEBITDAマージンの予想を低調に導くと、14％下落した。",786,"\u002Fblog\u002Fduolingo-nasdaq-duol-stock-slides-14-following-disappointing-2026-revenue-outlook","duolingo-nasdaq-duol-stock-slides-14-following-disappointing-2026-revenue-outlook","images\u002FDUOL-stock-1\u002FDUOL-stock-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772269566\u002Fimages\u002FDUOL-stock-1\u002FDUOL-stock-1.png?_i=AA",{"altText":478},{"name":283,"slug":284,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":488},[],[490],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[],{"id":183,"title":493,"date":494,"excerpt":495,"wordCount":496,"uri":497,"slug":498,"cloudinaryAssetId":499,"featuredImageOriginalUrl":500,"featuredImageMetadata":501,"author":502,"categories":506,"relatedPosts":508},"エヌビディアの今週の決算説明会で投資家が聞くべき4つの言葉","2026-02-27 19:08:24","エヌビディアは2026年度第4四半期決算を発表し、売上高は前年同期比73％増の680億ドルとなった。株価は売られたが、以下は決算説明会での最も重要な4つの引用であり、長期投資家にとってどのような意味を持つかである。",1311,"\u002Fblog\u002Fnvidia-quotes","nvidia-quotes","images\u002FNVDA-FI\u002FNVDA-FI","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772218712\u002Fimages\u002FNVDA-FI\u002FNVDA-FI.png?_i=AA",{"altText":493},{"name":503,"slug":504,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":505},"David Hanson","davidtikr",[],[507],{"name":444,"slug":445,"uri":446,"description":171,"postsCount":183},[]]