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FINWIRES

ペイパルの第2四半期および通期業績見通しの低迷は、事業の転換点の欠如を裏付けるものだとバンク・オブ・アメリカが指摘

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-- ペイパル（PYPL）の第1四半期決算は予想を上回ったものの、その要因の一つは自社株買いだった。しかし、第2四半期の業績見通しが予想を下回り、通期業績見通しも据え置いたことから、事業の転換点が明確には見られないと、バンク・オブ・アメリカ証券は水曜日に指摘した。 同レポートによると、経営陣はペイパルの両面ネットワーク、グローバルな事業規模、そしてブランド力への自信を改めて表明するとともに、より広範な事業再編の一環として、今後2～3年間で年間15億ドル以上のコスト削減を目指す計画を明らかにした。 同証券によると、投資家の反応は、第2四半期と2026年度の短期的な見通しが弱かったこと、削減額の大部分が短期的な収益増ではなく再投資に回されたこと、そして事業再編が来年まで開始されないことが要因となって抑制された。 バンク・オブ・アメリカ（BofA）は、目標株価を55ドルから53ドルに引き上げた。これは、修正後の2年目12ヶ月間の調整後1株当たり利益予想を5.46ドルから5.86ドルに引き上げ、その9倍を基準としている。 BofAはPayPalの投資判断を「中立」に据え置いた。

Price: $46.74, Change: $+0.26, Percent Change: +0.56%

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Research Alert: CFRA Maintains Hold Opinion On Lucid Group Inc.

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RBC Lowers Colliers International Group's Price Target to US$155.00 From US$160.00, Maintains Outperform Rating

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