[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-texas-instruments-is-up-22-year-to-date-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":269},{"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},95293,"テキサス・インスツルメンツ、年初来で22％上昇。2026年の株価上昇率は？","2026-03-02T14:35:00","2026-03-02T08:49:41","\u003Cp>テキサス・インスツルメンツは、フリーキャッシュフローの加速と資本集約度の低下に投資家が反応し、年初来で22%上昇している。ここでは、より強力なキャッシュ創出と構造的な製造上の優位性が、2026年までさらなる上昇を支える可能性がある理由を説明する。\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-key-stats-for-txn-stock\">\u003Cstrong>TXN株の主要統計\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>22\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>52週レンジ: \u003C\u002Fstrong>$140 to $231\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>評価モデル目標株価:\u003C\u002Fstrong>$324\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>インプライド・アップサイド\u003C\u002Fstrong>: 53\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、Texas Instrumentsのようなお気に入りの銘柄を5年間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=140283&tid=2657626&ref=srk6m3\">\u003Cstrong>テキサス・インスツルメンツ\u003C\u002Fstrong>\u003C\u002Fa>株価は年初来で約22%上昇し、直近では1株当たり212ドル近辺で取引されている。これは、投資家がフリーキャッシュフローの見通しを改善し、2026年に向けて資本集約が緩やかになることに反応したためだ。\u003Cbr>\u003Cbr>株価は、同社のキャッシュ創出プロフィールに新たな自信が生まれたことを反映し、140ドルから231ドルの52週レンジの上限に近づいている。\u003C\u002Fp>\n\n\n\n\u003Cp>株価が今年に入り上昇したのは、主に経営陣が多額の投資段階が完了に近づいている一方、フリー・キャッシュフローが加速していることを示唆したためだ。設備投資が減少し、配当と自社株買いの見通しが改善するにつれて、1株当たりフリー・キャッシュ・フローが2026年には8ドルを超える可能性があるというガイダンスに投資家は反応した。\u003Cbr>\u003Cbr>このようなキャッシュ・コンバージョンの強化へのシフトは、株価が約39倍で取引されているにもかかわらず、倍率の拡大を支えている。\u003C\u002Fp>\n\n\n\n\u003Cp>今週、テキサス・インスツルメンツは、2026年の資本経営に関する電話会議で、2025年の営業キャッシュフローが13%増の72億ドル、フリーキャッシュフローが2024年比97%増の1株当たり3.23ドルに達したと報告した。\u003Cbr>\u003Cbr>設備投資は2025年に総額46億ドルだったが、300ミリの生産能力拡張が完了に近づく2026年には20億ドルから30億ドルに減少する見込みで、ラファエル・リザディCFOは、\"2026年に1株当たり8ドル以上のフリーキャッシュフローを実現する予定である \"と述べた。\u003C\u002Fp>\n\n\n\n\u003Cp>機関投資家のポジションは引き続き活発だった。三井住友フィナンシャルグループは46.6%増の25,507株、三菱UFJアセットマネジメントは10%増の5,033,746株（約9億2,500万ドル相当）、グリーンランド・キャピタル・マネジメントは66.3%増の58,151株、カムローズ・キャピタル・インベストメント・パートナーズは10.9%増の224,619株（約4,127万ドル相当）を保有した。\u003Cbr>\u003Cbr>プライムキャップ・マネジメントは保有株を8.9%減らし、ジェネレーション・インベストメント・マネジメントは53.8%減らしたが、機関投資家の保有比率は約84.99%と依然として高く、株価上昇の背景にある強力な長期スポンサーシップを補強している。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2293\" height=\"2560\" data-public-id=\"images\u002FTXN_valuation_model-3_953309c2d8\u002FTXN_valuation_model-3_953309c2d8.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2293,h_2560,c_scale\u002Ff_webp,q_auto\u002Fv1772439348\u002Fimages\u002FTXN_valuation_model-3_953309c2d8\u002FTXN_valuation_model-3_953309c2d8.webp?_i=AA\" alt=\"Texas Instruments stock\" class=\"wp-post-95293 wp-image-95330\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772439348\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">TXN ガイデッドバリュエーションモデル\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">テキサス・インスツルメンツのアナリストによる成長予測と目標株価を見る（無料） >>＞ TXNは割安か？\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-is-txn-undervalued\">TXN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>10.9\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>営業利益率\u003C\u002Fstrong>39.2%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>出口PER倍率： \u003C\u002Fstrong>30.2倍\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>売上高は、2026年の約196億ドルから、2028年には約241億ドルへと増加すると予測されている。これは、自動車市場におけるコンテンツの拡大、産業市場におけるオートメーションの成長、データセンターの電力および接続インフラに関連する需要の加速が要因となっている。\u003Cbr>\u003Cbr>TXNは現在、産業、自動車、データセンターが売上の約75%を占めており、短いサイクルの消費者需要ではなく、長いサイクルで高コンテンツを提供する市場に参入している。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_TXN-Texas-Instruments-Incorporated-Revenue-and-Revenue-Change-YoY-1\u002FTIKR.com_TXN-Texas-Instruments-Incorporated-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\u002Fv1772439360\u002Fimages\u002FTIKR.com_TXN-Texas-Instruments-Incorporated-Revenue-and-Revenue-Change-YoY-1\u002FTIKR.com_TXN-Texas-Instruments-Incorporated-Revenue-and-Revenue-Change-YoY-1.webp?_i=AA\" alt=\"Texas Instruments stock\" class=\"wp-post-95293 wp-image-95331\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1772439360\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">TXNの収益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>39%近い営業利益率は、300mmウェハの社内生産拡大による構造的優位性を反映している。\u003Cbr>\u003Cbr>より多くのウエハーが300ミリウエハーに移行し、内製化率が長期的に95％を超えると、単位当たりのコストが低下し、数量が回復したときに営業レバレッジが改善する。この製造戦略は、周期的な価格変動のみに依存するのではなく、マージンの耐久性を高めるように設計されている。\u003C\u002Fp>\n\n\n\n\u003Cp>フリー・キャッシュ・フローは引き続き中核をなす。経営陣は、設備投資の減少に伴い、2026年には1株当たり8ドル以上のフリー・キャッシュ・フローを見込んでおり、これにより配当余力と自社株買いの柔軟性が大幅に高まることになる。22年連続の増配と継続的な自社株買いにより、資本還元はサイクルが改善するにつれて1株当たりの成長を増幅する。\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・モデルは目標株価を\u003Cstrong>324ドルと\u003C\u002Fstrong>推定している。\u003Cbr>\u003Cbr>2026年に収益成長が正常化し、フリーキャッシュフローが期待通りに拡大する場合、テキサス・インスツルメンツは1株当たり約212ドルと\u003Cstrong>割安に \u003C\u002Fstrong>見える。\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で無料） >>>へ\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-txn-stock-have-from-here\">\u003Cstrong>\u003Cstrong>\u003Cstrong>ここからTXN株の上昇率は？\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>、テキサス・インスツルメンツの潜在株価、またはどのような株式がどの程度の価値を持つかを1分以内に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、TIKRはアナリストのコンセンサス予想を使って各入力項目を自動的に埋めるので、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\">テキサス・インスツルメンツの真価、または他の銘柄の真価を60秒以内に見る（TIKRを使えば無料）>>>>。\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n",735,"ja","\u002Fblog\u002Ftexas-instruments-is-up-22-year-to-date-heres-how-much-the-stock-could-rise-in-2026","texas-instruments-is-up-22-year-to-date-heres-how-much-the-stock-could-rise-in-2026","images\u002F@Corina-Ciocirlans-Images-via-Canva\u002F@Corina-Ciocirlans-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772439941\u002Fimages\u002F@Corina-Ciocirlans-Images-via-Canva\u002F@Corina-Ciocirlans-Images-via-Canva.png?_i=AA",{"altText":165,"imageCredit":166},"Texas Instruments Is Up 22% Year to Date. Here’s How Much the Stock Could Rise in 2026","@Corina Ciocirlan's 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},"Texas Instruments is up 22% year to date as investors respond to accelerating free cash flow and declining capital intensity. Here’s why stronger cash generation and structural manufacturing advantages could 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,[194,209,224,239,254],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"GEヴァーノヴァ、年初来で34％上昇。2026年の株価は？","2026-03-02 14:05:00","GEヴァーノヴァは、過去最高の受注残高を計上し、ガス発電事業の受注を倍増させ、2026年のガイダンスを引き上げたことで、年初来34%増となっている。タービン出荷台数、送電網需要、マージン拡大が2026年にさらなる上昇をもたらす可能性がある理由は以下の通り。",780,"\u002Fblog\u002Fge-vernova-is-up-34-year-to-date-heres-where-the-stock-could-go-in-2026","ge-vernova-is-up-34-year-to-date-heres-where-the-stock-could-go-in-2026","images\u002F@Nelia-BOHATYR-from-Getty-Images-via-Canva\u002F@Nelia-BOHATYR-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772441252\u002Fimages\u002F@Nelia-BOHATYR-from-Getty-Images-via-Canva\u002F@Nelia-BOHATYR-from-Getty-Images-via-Canva.png?_i=AA",{"altText":195},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":205},[],[207],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":221,"relatedPosts":223},"ネクステラ・エラ・エナジー、年初来で17％上昇。2026年の株価の行方は？","2026-03-02 13:35:00","ネクステラ・エラ・エナジーは年初来で17%上昇しており、当社の分析では2026年も株価は上昇し続ける可能性がある。規制による成長、再生可能エネルギーのバックログ拡大、データセンター需要の高まりが、ネクステラ・エナジーの株価を支え続けている理由はここにある。",767,"\u002Fblog\u002Fnextera-energy-is-up-17-year-to-date-heres-where-the-stock-could-head-in-2026","nextera-energy-is-up-17-year-to-date-heres-where-the-stock-could-head-in-2026","images\u002F@Stefan-Nitas-Images-via-Canva-2\u002F@Stefan-Nitas-Images-via-Canva-2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772439062\u002Fimages\u002F@Stefan-Nitas-Images-via-Canva-2\u002F@Stefan-Nitas-Images-via-Canva-2.png?_i=AA",{"altText":210},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":220},[],[222],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":225,"date":226,"excerpt":227,"wordCount":228,"uri":229,"slug":230,"cloudinaryAssetId":231,"featuredImageOriginalUrl":232,"featuredImageMetadata":233,"author":234,"categories":236,"relatedPosts":238},"TJX株は過去6ヶ月で18％上昇。2026年の株価上昇率は？","2026-03-02 13:05:00","TJXの株価は過去6ヶ月で18%上昇しており、我々の分析では2026年にも中程度の上昇をもたらす可能性を示唆している。ここでは、着実なトラフィック増加、規律ある購買、継続的な店舗拡大が引き続きTJXの株価を支える理由を説明する。",732,"\u002Fblog\u002Ftjx-stock-is-up-18-in-the-last-6-months-heres-how-much-the-stock-could-rise-in-2026","tjx-stock-is-up-18-in-the-last-6-months-heres-how-much-the-stock-could-rise-in-2026","images\u002F@dimaberlinphotos-via-Canva\u002F@dimaberlinphotos-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772436829\u002Fimages\u002F@dimaberlinphotos-via-Canva\u002F@dimaberlinphotos-via-Canva.png?_i=AA",{"altText":225},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":235},[],[237],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":240,"date":241,"excerpt":242,"wordCount":243,"uri":244,"slug":245,"cloudinaryAssetId":246,"featuredImageOriginalUrl":247,"featuredImageMetadata":248,"author":249,"categories":251,"relatedPosts":253},"ロウズは年初来10％上昇。2026年の株価の行方は？","2026-03-02 12:35:00","ロウズの株価は年初来で10%上昇しており、我々の分析では2026年まで緩やかな上昇を遂げる可能性がある。着実なプログロース、規律あるコスト管理、生産性向上への取り組みが、引き続きロウズの株価を支える理由はここにある。",753,"\u002Fblog\u002Flowes-is-up-10-year-to-date-heres-where-the-stock-could-go-in-2026","lowes-is-up-10-year-to-date-heres-where-the-stock-could-go-in-2026","images\u002F@Ryan-Stephens-from-Pexels-via-Canva-2\u002F@Ryan-Stephens-from-Pexels-via-Canva-2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1772435553\u002Fimages\u002F@Ryan-Stephens-from-Pexels-via-Canva-2\u002F@Ryan-Stephens-from-Pexels-via-Canva-2.png?_i=AA",{"altText":240},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":250},[],[252],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":255,"date":256,"excerpt":257,"wordCount":258,"uri":259,"slug":260,"cloudinaryAssetId":261,"featuredImageOriginalUrl":262,"featuredImageMetadata":263,"author":264,"categories":266,"relatedPosts":268},"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？","2026-03-02 12:05:00","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。",685,"\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":255},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":265},[],[267],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[270,290,305,319,334,349,367,384,399,414,429,447,462,476,491],{"id":183,"title":271,"date":272,"excerpt":273,"wordCount":274,"uri":275,"slug":276,"cloudinaryAssetId":277,"featuredImageOriginalUrl":278,"featuredImageMetadata":279,"author":280,"categories":284,"relatedPosts":289},"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":271},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":283},"Aditya Raghunath","adityatikr",[],[285],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},"評価","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":291,"date":292,"excerpt":293,"wordCount":294,"uri":295,"slug":296,"cloudinaryAssetId":297,"featuredImageOriginalUrl":298,"featuredImageMetadata":299,"author":300,"categories":302,"relatedPosts":304},"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？","2026-03-02 10:55:00","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":291},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":301},[],[303],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":306,"date":292,"excerpt":307,"wordCount":308,"uri":309,"slug":310,"cloudinaryAssetId":311,"featuredImageOriginalUrl":312,"featuredImageMetadata":313,"author":314,"categories":316,"relatedPosts":318},"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":306},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":315},[],[317],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":320,"date":321,"excerpt":322,"wordCount":323,"uri":324,"slug":325,"cloudinaryAssetId":326,"featuredImageOriginalUrl":327,"featuredImageMetadata":328,"author":329,"categories":331,"relatedPosts":333},"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":320},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":330},[],[332],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":335,"date":336,"excerpt":337,"wordCount":338,"uri":339,"slug":340,"cloudinaryAssetId":341,"featuredImageOriginalUrl":342,"featuredImageMetadata":343,"author":344,"categories":346,"relatedPosts":348},"過去12ヶ月で34％減、プール社株は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":335},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":345},[],[347],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":350,"date":351,"excerpt":352,"wordCount":353,"uri":354,"slug":355,"cloudinaryAssetId":356,"featuredImageOriginalUrl":357,"featuredImageMetadata":358,"author":359,"categories":361,"relatedPosts":366},"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":350},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":360},[],[362],{"name":363,"slug":364,"uri":365,"description":171,"postsCount":183},"投資一般","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":368,"date":369,"excerpt":370,"wordCount":371,"uri":372,"slug":373,"cloudinaryAssetId":374,"featuredImageOriginalUrl":375,"featuredImageMetadata":376,"author":377,"categories":381,"relatedPosts":383},"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":368},{"name":378,"slug":379,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":380},"Wiltone Asuncion","wiltonetikr",[],[382],{"name":363,"slug":364,"uri":365,"description":171,"postsCount":183},[],{"id":183,"title":385,"date":386,"excerpt":387,"wordCount":388,"uri":389,"slug":390,"cloudinaryAssetId":391,"featuredImageOriginalUrl":392,"featuredImageMetadata":393,"author":394,"categories":396,"relatedPosts":398},"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":385},{"name":378,"slug":379,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":395},[],[397],{"name":363,"slug":364,"uri":365,"description":171,"postsCount":183},[],{"id":183,"title":400,"date":401,"excerpt":402,"wordCount":403,"uri":404,"slug":405,"cloudinaryAssetId":406,"featuredImageOriginalUrl":407,"featuredImageMetadata":408,"author":409,"categories":411,"relatedPosts":413},"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":400},{"name":378,"slug":379,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":410},[],[412],{"name":363,"slug":364,"uri":365,"description":171,"postsCount":183},[],{"id":183,"title":415,"date":416,"excerpt":417,"wordCount":418,"uri":419,"slug":420,"cloudinaryAssetId":421,"featuredImageOriginalUrl":422,"featuredImageMetadata":423,"author":424,"categories":426,"relatedPosts":428},"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":415},{"name":378,"slug":379,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":425},[],[427],{"name":363,"slug":364,"uri":365,"description":171,"postsCount":183},[],{"id":183,"title":430,"date":431,"excerpt":432,"wordCount":433,"uri":434,"slug":435,"cloudinaryAssetId":436,"featuredImageOriginalUrl":437,"featuredImageMetadata":438,"author":439,"categories":441,"relatedPosts":446},"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":430},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":440},[],[442],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},"業績アップデート","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":448,"date":449,"excerpt":450,"wordCount":451,"uri":452,"slug":453,"cloudinaryAssetId":454,"featuredImageOriginalUrl":455,"featuredImageMetadata":456,"author":457,"categories":459,"relatedPosts":461},"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、デル株は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":448},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":458},[],[460],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},[],{"id":183,"title":463,"date":449,"excerpt":464,"wordCount":465,"uri":466,"slug":467,"cloudinaryAssetId":468,"featuredImageOriginalUrl":469,"featuredImageMetadata":470,"author":471,"categories":473,"relatedPosts":475},"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、利益率に懸念が生じたため、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":463},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":472},[],[474],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},[],{"id":183,"title":477,"date":478,"excerpt":479,"wordCount":480,"uri":481,"slug":482,"cloudinaryAssetId":483,"featuredImageOriginalUrl":484,"featuredImageMetadata":485,"author":486,"categories":488,"relatedPosts":490},"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":477},{"name":281,"slug":282,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":487},[],[489],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},[],{"id":183,"title":492,"date":493,"excerpt":494,"wordCount":495,"uri":496,"slug":497,"cloudinaryAssetId":498,"featuredImageOriginalUrl":499,"featuredImageMetadata":500,"author":501,"categories":505,"relatedPosts":507},"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":492},{"name":502,"slug":503,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":504},"David Hanson","davidtikr",[],[506],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},[]]