最新ニュース Dayforce (NYSE:DAY) 株価情報

Dayforce

Dayforce provides payroll and human capital management solutions targeting clients with 100-100,000 employees. Following the 2012 acquisition of Dayforce, Dayforce pivoted away from its legacy on-premises Bureau business to become a cloud HCM provider. As of fiscal 2022, about 80% of group revenue was derived from the flagship Dayforce platform geared toward enterprise clients. The remaining revenue is about evenly split between cloud platform Powerpay, targeting small businesses in Canada, and legacy Bureau products.

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今年の株式市場は、インフレーション圧力の緩和、企業の強い利益、およびAI（人工知能）技術の潜在的な利益に対する楽観的な期待を受けて、連邦準備制度が9月に金利を引き下げるとの期待が高まっています。

S&amp;P500上半期終了も史上最高値を更新せず

Dayforce Inc

DAYFORCE INC COM

Day Hagan Smart Sector ETF

Day Hagan Smart Sector Fixed Income ETF

Day Hagan Smart Sector International ETF

Day One Biopharmaceuticals, Inc. - Common Stock

Day One Biopharmaceuticals Inc

DAY TRADEXCHANGE INC by Day TradeXchange, Inc.

Day TradeXchange Inc

DAYBREAK OIL & GAS INC by Daybreak Oil & Gas, Inc.

Daybreak Oil & Gas Inc

DAYTON & MICH RR GTD by Dayton & Michigan Railroad Co.

Dayton & Michigan Railroad Co

DAYTON & MICH RR 8 PR GTD by Dayton & Michigan Railroad Co.

Magna International Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGA#NYSE">MGA</a>) shares were trading lower on Friday after the first-quarter FY25 earnings.
The company<a href="https://www.benzinga.com/pressreleases/25/05/g45160190/magna-announces-first-quarter-2025-results"> reported a first-quarter revenue </a>decline of 8.2% year-on-year to $10.07 billion, beating the analyst consensus estimate of $9.69 billion.
The lower sales largely reflect a 3% decrease in global light vehicle production, including 8% and 5% lower production in Europe and North America, respectively.
Sales in the Body Exteriors &amp; Structures segment decreased by 10.4%, Power &amp; Vision fell by 5.1%, Seating Systems declined by 9.8%, and Complete Vehicles dropped by 7.7%.
Operating income before income <a href="https://www.magna.com/docs/default-source/financial-reports-public-filings/quarterly-reports/q1-2025-report.pdf?sfvrsn=de8a8764_11">taxes for the quarter was $225</a> million, with an operating margin of 2.2%.
Also Read: <a href="https://www.benzinga.com/25/05/45135213/mcdonalds-q1-revenue-decline-34-as-war-in-the-middle-east-bites-stock-dips">Middle-East Tensions And Consumer Uncertainty Bites McDonald&#8217;s Q1 Revenue</a>
Adjusted EBIT was $354 million with an adjusted EBIT margin of 3.5%. Adjusted EPS of $0.78 <a href="https://www.benzinga.com/earnings">missed the consensus </a>estimate of $0.90.
The operating cash flow for the quarter totaled $77 million. The company returned $187 million to shareholders, including $136 million in dividends and $51 million in share repurchases in the first quarter.
Magna held $1.05 billion in cash and equivalents as of March 31, 2025.
The company's board declared a dividend of $0.485 per share, payable on May 30, 2025 to shareholders of record as of the close of business on May 16, 2025.
"In 2024, we successfully drove margin expansion and increased cash flow generation through deliberate actions related to operational excellence, restructuring, reduced capital spending, and commercial recoveries," said CEO&nbsp;Swamy Kotagiri.
Outlook: Magna raised FY25 sales outlook from $38.6 billion – $40.2 billion to $40.00 billion &#8211; $41.60 billion, versus the estimate of $39.27&nbsp;billion. Magna sees adjusted EBIT margin of 5.1% – 5.6%.
Price Action: MGA shares were down 3.1% at $33.91 at last check Friday.
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Photo: Shutterstock

General

Magna Shares Fall As Profit Miss Overshadows Strong Sales, Higher Outlook

Piper Sandler analyst Clarke Jeffries maintains GoDaddy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GDDY#NYSE">GDDY</a>) with a Neutral and raises the price target from $177 to $180.

Price Target

Analyst Ratings

GDDY

Piper Sandler Maintains Neutral on GoDaddy, Raises Price Target to $180

Piper Sandler analyst Arvind Ramnani maintains Duolingo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NASDAQ">DUOL</a>) with a Overweight and raises the price target from $390 to $465.

DUOL

Piper Sandler Maintains Overweight on Duolingo, Raises Price Target to $465

Keybanc analyst John Vinh maintains Monolithic Power Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MPWR#NASDAQ">MPWR</a>) with a Overweight and lowers the price target from $850 to $820.

MPWR

Keybanc Maintains Overweight on Monolithic Power Systems, Lowers Price Target to $820

Rumors

Legal

GOOG

GOOGL

Watching Alphabet; Reuters Reports Court Comments Saying U.S. Judge Sets Remedies Trial In Google Ad Tech Antitrust Case For September 22; U.S. DOJ To Seek Divestiture Of Google Advertising Technology Assets; Google Says Structural Remedies Are Not Appropriate

Fartcoin (CRYPTO: FARTCOIN) is turning heads with a <a href="https://www.benzinga.com/money/fartcoin-price-prediction">10% rally over the past week</a>, leaving meme coin heavyweights Dogecoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/doge/usd">DOGE</a>) and Shiba Inu (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/shib/usd">SHIB</a>) trailing behind.
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Cryptocurrency</td>
<td>Price&nbsp;&nbsp;&nbsp;</td>
<td>Market Cap</td>
<td>24-Hour Trend</td>
<td>7-Day Trend</td>
</tr>
<tr>
<td>Fartcoin</td>
<td>&nbsp;$1.21</td>
<td>$1.21 billion</td>
<td>-3.2%&nbsp;</td>
<td>+9.2%&nbsp;</td>
</tr>
<tr>
<td>Dogecoin </td>
<td>&nbsp;$0.1822</td>
<td>$27.2 billion</td>
<td>+0.8%&nbsp;</td>
<td>-1.5%&nbsp;</td>
</tr>
<tr>
<td>Shiba Inu </td>
<td>&nbsp;$0.00001358</td>
<td>$8 billion</td>
<td>+0.2%&nbsp;</td>
<td>-4%&nbsp;</td>
</tr>
</tbody>
</table>
</figure>
Trader Notes: The surge follows a wave of bearish sentiment from high-profile accounts, a setup that prominent trader Unipcs says mirrors conditions ahead of Fartcoin's last major rally.
Unipcs <a href="https://x.com/theunipcs/status/1918206886656217478">argues</a> that Fartcoin remains at the center of meme coin mindshare, especially with Bitcoin nearing new all-time highs. 
After enduring a brutal 92% correction, he believes a full collapse is unlikely, and that skeptics may be spreading fear to buy lower.
Trader Cold Blooded Shiller highlighted that $1.20 is acting as a sticky resistance, but signs of strength are returning on lower timeframes.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Starting to get that LTF strength through here on FARTCOIN. $1.20 being sticky. <a href="https://t.co/9sXadA9IK4">https://t.co/9sXadA9IK4</a> <a href="https://t.co/ylFxFHNcdy">pic.twitter.com/ylFxFHNcdy</a>
&mdash; Cold Blooded Shiller (@ColdBloodShill) <a href="https://twitter.com/ColdBloodShill/status/1918265238278824105?ref_src=twsrc%5Etfw">May 2, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Artchick <a href="https://x.com/digitalartchick/status/1918110570126934390">pointed</a> out that Fartcoin just posted its highest monthly close and has only closed higher on the weekly chart twice before. 
He argues the market is too focused on noise and that we could be witnessing the start of a historic, organic rally.
Kriesz, dubbing himself the "Chief Farting Officer," <a href="https://x.com/_Kriesz_/status/1917678542894293489">sees</a> bullish technicals forming, including an ascending triangle and cup-and-handle pattern. His target: $1.66–$1.67, citing measured moves from past setups and liquidity zones.
Statistics: &nbsp;Stalkchain <a href="https://x.com/StalkHQ/status/1918077979374305618">shows</a> Fartcoin was the most purchased token by smart money wallets in the last 24 hours, a bullish signal as momentum builds.
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45134223/dogecoin-millionaire-shares-his-top-5-plays-doge-shib-pepe-and-two-surprises">&#8216;Dogecoin Millionaire&#8217; Shares His Top 5 Plays: DOGE, SHIB, PEPE And Two Surprises</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$DOGE

$SHIB

Fartcoin Soars 10% In A Week, Outshining Dogecoin, Shiba Inu

Piper Sandler analyst Thomas Champion reiterates Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) with a Overweight and lowers the price target from $215 to $212.

Reiteration

AMZN

Piper Sandler Reiterates Overweight on Amazon.com, Lowers Price Target to $212

Barrington Research analyst Gary Prestopino maintains Standex International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SXI#NYSE">SXI</a>) with a Outperform and maintains $220 price target.

Barrington Research Maintains Outperform on Standex International, Maintains $220 Price Target

Piper Sandler analyst Matt O'Brien maintains DexCom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DXCM#NASDAQ">DXCM</a>) with a Overweight and lowers the price target from $100 to $90.

DXCM

Piper Sandler Maintains Overweight on DexCom, Lowers Price Target to $90

Keybanc analyst Jeffrey Hammond maintains Mastercard (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>) with a Overweight and raises the price target from $630 to $635.

Keybanc Maintains Overweight on Mastercard, Raises Price Target to $635

Celsius Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CELH#NASDAQ">CELH</a>) is scheduled to report its first-quarter results on Tuesday, May 6, <a href="https://www.benzinga.com/insights/short-sellers/25/04/44634247/how-is-the-market-feeling-about-celsius-holdings">before market open</a>.
According to JPMorgan, material negative earnings revisions seem to be in the company&#8217;s rearview.
The Celsius Holdings Thesis: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e5520feece4e60001201237/andrea-teixeira">Analyst Andrea Teixeira</a> maintained an Overweight rating, while raising the price target from $39 to $44.
The Celsius Holdings Thesis: The company is likely to report sales and earnings at $338 million and 19 cents per share, short of consensus of $343 million and 20 cents per share, Teixeira said in the note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Celsius Holdings' sales trends are recovering, "inflecting back to positive growth in some recent periods," she added.
The company is witnessing energy category acceleration, while most staples categories are seeing softening consumption trends, the analyst stated.
The acquisition of Alani Nu, which closed on April 1, 2025, is expected to become accretive from the second quarter, Teixeira said. "With that, our 2025E revenue/EPS/EBITDA move to $2.2B (+64% YOY), $0.95 (+37.7% YOY), and $453M (+77.2% YOY) and our 2026E revenue/EPS/EBITDA move to $2.8B (+27.7% YOY), $1.29 (+35.7% YOY), and $600M (+32.5% YOY)," she further wrote.
CELH Price Action: Shares of Celsius Holdings had risen by 1.72% to $35.47 at the time of publication on Friday.
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Image: Shutterstock

Analyst Color

Previews

Movers

CELH

Celsius Holdings Q1 Preview: Inflecting To Growth, Negative Earnings Revisions Unlikely, Says Analyst

Piper Sandler analyst Matt O'Brien reiterates Alphatec Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ATEC#NASDAQ">ATEC</a>) with a Overweight and raises the price target from $13 to $15.

ATEC

Piper Sandler Reiterates Overweight on Alphatec Holdings, Raises Price Target to $15

Macquarie analyst Steve Koenig maintains Atlassian (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>) with a Outperform and lowers the price target from $270 to $250.

TEAM

Macquarie Maintains Outperform on Atlassian, Lowers Price Target to $250

<a href="https://www.whitehouse.gov/wp-content/uploads/2025/05/Fiscal-Year-2026-Discretionary-Budget-Request.pdf" title="https://www.whitehouse.gov/wp-content/uploads/2025/05/Fiscal-Year-2026-Discretionary-Budget-Request.pdf">https://www.whitehouse.gov/wp-content/uploads/2025/05/Fiscal-Year-2026-Discretionary-Budget-Request.pdf</a>

Macro Economic Events

Politics

Economics

White House Budget Proposal Would Cut Non-Defense FY26 Spending By $163B; Would Cancel Over $15B In Infrastructure Investment And Jobs Act Funds For Department Of Energy;  Would Cancel $5.7B In Funds For Electric Vehicle Charger Grant Programs; Would Allot Over $7B To NASA For Lunar Exploration, $1B For Investments On Mars-Focused Programs; Would Expand U.S. International Development Finance Corporation, Including New $3B Revolving Fund

Piper Sandler analyst Edward Tenthoff reiterates Arvinas (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARVN#NASDAQ">ARVN</a>) with a Overweight and lowers the price target from $24 to $14.

ARVN

Piper Sandler Reiterates Overweight on Arvinas, Lowers Price Target to $14

Piper Sandler analyst Nathan Race reiterates UMB Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UMBF#NASDAQ">UMBF</a>) with a Overweight and raises the price target from $132 to $137.

UMBF

Piper Sandler Reiterates Overweight on UMB Financial, Raises Price Target to $137

Macquarie analyst Chad Beynon maintains Red Rock Resorts (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RRR#NASDAQ">RRR</a>) with a Outperform and maintains $58 price target.

Macquarie Maintains Outperform on Red Rock Resorts, Maintains $58 Price Target

Piper Sandler analyst John Barnidge maintains Prudential Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRU#NYSE">PRU</a>) with a Neutral and lowers the price target from $110 to $109.

Piper Sandler Maintains Neutral on Prudential Financial, Lowers Price Target to $109

The Hartford Insurance Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIG#NYSE">HIG</a>) has outperformed the market over the past 5 years by 14.16% on an annualized basis producing an average annual return of 28.76%. Currently, The Hartford Insurance Gr has a market capitalization of $34.92 billion. 
Buying $100 In HIG: If an investor had bought $100 of HIG stock 5 years ago, it would be worth $351.65 today based on a price of $122.93 for HIG at the time of writing.
<h3>The Hartford Insurance Gr's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746198941_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $100 In This Stock 5 Years Ago, You Would Have This Much Today

WIIM

PDEX

Pro-Dex shares are trading lower after the company reported worse-than-expected Q3 sales results.

Press Releases

15th Annual Dayforce Pulse of Talent Report: Leaders Face Balancing Act Between Culture and the Need for Efficiency and Agility

Dayforce Introduces Dayforce Communications

Dayforce Announces Dayforce Strategic Workforce Planning

Dayforce Announces Dayforce AI Agents

Dayforce Wallet Surpasses $5 Billion Milestone

Dayforce to Announce Fourth Quarter and Full-Year 2024 Financial Results on February 5th

Earnings

Dayforce Reports Fourth Quarter and Full Year 2024 Results1

Tampa Bay Buccaneers Expand Dayforce Partnership

Dayforce to Announce First Quarter 2025 Financial Results on May 7th and Participate in Upcoming Investor Conferences

Dayforce Now Available in the Microsoft Azure Marketplace

TSX:DAY

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Paylocity Holding Corporation - Common Stock

Paylocity Holding

Robert Half

Skillsoft

TrueBlue

Trinet Group

Upwork

Citigroup

Keybanc

Wells Fargo

Barclays

Mizuho

今年の株式市場は、インフレーション圧力の緩和、企業の強い利益、およびAI（人工知能）技術の潜在的な利益に対する楽観的な期待を受けて、<a href="https://www.benzinga.com/economics/macro-economic-events/24/06/39546658/federal-reserve-to-follow-european-banks-footsteps-likely-to-cut-rates-in-septemb">連邦準備制度が9月に金利を引き下げるとの期待</a>が高まっています。
利益の根拠 今年の上半期、より広範な市場パフォーマンスを示すものとして利用されるS&amp;P500指数は、これまでで約14.48％もの利益を上げており、第2四半期には約3.92％増となっています。この指数は6月18日に最後の収盤高値（5,487.03）を記録し、6月20日には一時的に5,500を超えました。以降、この指数は市場全体の利益が推移しているように動いています。
SPDR S&amp;P 500 ETF トラスト（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>）は、S&amp;P 500指数のパフォーマンスを追跡する上場投資信託（ETF）で、金曜日の取引日のセッションで株価は0.39％低い544.22ドルで終了しました。これはBenzinga Proのデータによるものです。
アナリストたちは、上半期の後半でもさらなる利益の増加について楽観的です。S&amp;P 500指数の記録的な利益を受け、多くのアナリストは年末の目標を引き上げています。Evercore ISIのデータによると、同社は6,000でこの指数が年を終えると予測しています。
トップヘビーが心配？ 堅調に推移している一方で、選ばれた数銘柄に利益が集中する構図について、投資家とアナリストの両者から懸念の声が上がっています。これは、指数構成銘柄の重量付けを均等に行っているS&amp;P EQUAL WEIGHT INDEXが、市場時価総額に基づくS&amp;P 500指数に対して相対的に低いパフォーマンスを示していることから明らかです。
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="459" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/30131559/image-65-1024x459.png" alt="" class="wp-image-412596" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/30131559/image-65-1024x459.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/30131559/image-65-300x135.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/30131559/image-65-768x345.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/30131559/image-65-1536x689.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/30131559/image-65.png 1665w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
出典:Yahoo Finance
S＆P 500の上位10銘柄の市場全体の時価総額に占める割合は38％まで高騰し、チャールズ・シュワブ（<a href="https://www.schwab.com/learn/story/hard-to-concentrate-top-heavy-market">同社が</a>最近発表した報告書によると）となっています。Ark InvestのCathie Wood氏は最近のウェビナーの中で、株式市場の集中度が1932年の大恐慌時代以上に高まっていると述べています。
関連記事： <a href="https://www.benzinga.com/money/best-value-stocks">ベストバリューストック</a>
これまでの半年でS&amp;P500指数を牽引した銘柄と、その後退した銘柄について見てみましょう。
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td class="has-text-align-right" data-align="right">牽引銘柄</td>
<td></td>
<td></td>
</tr>
<tr>
<td class="has-text-align-right" data-align="right">1.</td>
<td>Super Micro Computer Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>）</td>
<td>+188.2%</td>
</tr>
<tr>
<td class="has-text-align-right" data-align="right">2.</td>
<td>Nvidia Corp.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>）</td>
<td>+149.5%</td>
</tr>
<tr>
<td class="has-text-align-right" data-align="right">3.</td>
<td>Vistra Corp.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>）</td>
<td>+123.2%</td>
</tr>
<tr>
<td class="has-text-align-right" data-align="right">4.</td>
<td>Constellation Energy Corporation（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/CEG#NYSE">CEG</a>）</td>
<td>+71.3%</td>
</tr>
<tr>
<td class="has-text-align-right" data-align="right">5.</td>
<td>General Electric Company（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>）</td>
<td>+56.2%</td>
</tr>
<tr>
<td class="has-text-align-right" data-align="right">後退銘柄</td>
<td></td>
<td></td>
</tr>
<tr>
<td class="has-text-align-right" data-align="right">1.</td>
<td>Walgreens Boots Alliance, Inc.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/WBA#NYSE">WBA</a>）</td>
<td>-53.7%</td>
</tr>
<tr>
<td class="has-text-align-right" data-align="right">2.</td>
<td>Lululemon Athletica Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>）</td>
<td>-41.6%</td>
</tr>
<tr>
<td class="has-text-align-right" data-align="right">3.</td>
<td>Intel Corporation（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>）</td>
<td>-38.4%</td>
</tr>
<tr>
<td class="has-text-align-right" data-align="right">4.</td>
<td>EPAM Systems, Inc.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>）</td>
<td>-36.7%</td>
</tr>
<tr>
<td class="has-text-align-right" data-align="right">5.</td>
<td>Warner Bros. Discovery, Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>）</td>
<td>-34.46%</td>
</tr>
</tbody>
</table>
</figure>
2四半期には、NVIDIAとテキサス州に本社を置くユーティリティーカンパニーであるVistraも上位5銘柄のうちに入っています。リストの中で他にも、First Solar, Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>）、GE Vernova Inc.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>）（GEから分離されたユーティリティーカンパニー）、半導体テスト企業Teradyne, Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>）も含まれています。
2四半期の銘柄の下落率トップ5には、今年の累計での株価の下落率がトップ5に入っている銘柄がリストアップされています。その他の3銘柄は、Estée Lauder Companies Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/EL#NASDAQ">EL</a>）および建設機器メーカーのBuilders FirstSource, Inc.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/BLDR#NYSE">BLDR</a>）です。
上位5銘柄のうち、9割がテックとユーティリティーセクターに属していたのに対し、下位5銘柄のうち8割が消費関連銘柄でした。
今後の見通し モルガン・スタンレーのアナリストたちは、今年の下半期に向けて大部分が楽観的な見通しを示しています。同社のアナリストが述べるところによると、9月に実現する金融政策金利の引き下げを前提として、米国株式市場には大きな利益の機会が訪れるとのことです。 先物市場では、9月の金利引き下げの確率は64％と評価されています。
JPMorganのアナリストたちも、引き続き市場の好調な動きを見込んでいます。
同社のアナリストは声明の中で、「金融引き締めの終わりと強い名目GDP成長が、今年の残りの期間にわたって米国株式市場にとって好機を提供する」と述べています。
金融政策の引き下げは、株式市場の利益の拡大の前触れとして幅広く受け取られています。今年の前半でパフォーマンスが低迷していた銘柄は、インフレがさらに緩和された場合、22年来の最高値から金利を下げることができるようになると、大幅な利益を生む可能性があります。
Ark InvestのWood氏は、同社の強いリバウンドの余地を見ています。 大恐慌の時期には集中度がピークに達しましたが、その後市場は3～4年で62％上昇しました。 この利益は、メガキャップの大企業よりも、中小キャップの銘柄を不釣り合いに支持したものであったと、Wood氏は述べています。
利益が期待される銘柄 マクロ経済指標と地政学的環境が緩和されると、楽観的なリスク選好が再び市場に戻る可能性があります。スクリーニングのために使用された基準はSMIDキャップ銘柄、平均出来高が50,000以上、平均アナリストの株価予想が「Buy」以上、平均アナリストの株価予想が現在の価格より20％高い、および相対的な強度指数が40未満であることです。それらの銘柄の1つには以下が含まれます。
<ul>
<li>Bath &amp; Body Works, Inc.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>）</li>
<li>American Airlines Group Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>）</li>
<li>Dayforce Inc（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/DAY#NYSE">DAY</a>）</li>
<li>BorgWarner Inc.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/BWA#NYSE">BWA</a>）</li>
<li>Bio-Rad Laboratories, Inc.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/BIO#NYSE">BIO</a>）</li>
</ul>
次の記事を読む：Prominent Economist Paul Krugman Says ‘Inflation Beaten,&#8217; Underlines This As Reason For Sticky Pricing Pressure</a>
写真：Shutterstock

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