-- 木曜午後遅く、エネルギー関連株は上昇し、ニューヨーク証券取引所エネルギーセクター指数は1％、ステート・ストリート・エネルギー・セレクト・セクターSPDR ETF（XLE）は0.8％上昇した。 フィラデルフィア石油サービスセクター指数は0.4％上昇、ダウ・ジョーンズ米国公益事業指数は2.4％上昇した。 ウエスト・テキサス・インターミディエイト（WTI）原油は2％下落し1バレル104.75ドル、国際指標であるブレント原油は3.4％下落し1バレル114.01ドルとなった。ヘンリーハブ天然ガス先物価格は4.4％上昇し、100万BTUあたり2.76ドルとなった。 企業ニュースでは、サザン（SO）の株価が2.9％上昇した。同社は木曜日に第1四半期の調整後純利益を1株当たり1.32ドルと発表し、前年同期の1.23ドルから増加した。ファクトセットが調査したアナリスト予想は1.21ドルだった。
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ResMed Posts Higher Fiscal Q3 Non-GAAP Earnings, Revenue
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Research Alert: Gddy: Strong Profitability Metrics Offset By Continued Revenue Headwinds
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GDDY posted Q1 2026 revenue of $1.2B (+6%), in line with consensus, with EPS of $1.60 beating estimates of $1.52 despite booking deceleration to +2.7% from +5% in Q4. A&C segment growth of +11.6% to $498M showed resilience but continued moderating, while Core Platform remained sluggish at +2.8%. We view booking weakness as concerning given competitive pressures and small business spending constraints that raise questions about growth sustainability. Management reaffirmed 2026 revenue guidance of $5.195B-$5.275B (~6% growth), reflecting limited visibility into booking improvement. However, we see encouraging AI monetization signs with ARPU growth of +9.3% to $246 and Airo AI Builder achieving multi-million dollar annualized bookings within weeks of beta launch. We believe GDDY's impressive margin expansion with NEBITDA margins reaching 32.6% (+210 bps) demonstrates operational discipline, though sustaining A&C growth above 10% remains critical for investor confidence.
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