-- （最初の段落と見出しに最新の株価動向を追記しました。） プラネットフィットネス（PLNT）の株価は、同社が2026年の売上高見通しを引き下げたことを受け、木曜日の取引で31%下落しました。 同社は木曜日に第1四半期の調整後1株当たり利益（希薄化後）を0.74ドルと発表しました。これは前年同期の0.59ドルから増加しています。 ファクトセットが調査したアナリストは0.63ドルを予想していました。 3月31日締めの四半期の売上高は3億3,720万ドルで、前年同期の2億7,670万ドルから増加しました。 ファクトセットが調査したアナリストは2億9,860万ドルを予想していました。 2026年の売上高成長率については、同社は従来の9%増という見通しから7%増に下方修正しました。アナリストは14億5,000万ドルを予想しています。
Price: $44.11, Change: $-19.86, Percent Change: -31.04%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DXC's Q4 FY 26 (Mar-Q) revenue of $3.13B declined 1.2% Y/Y (-6.6% organically), missing Street expectations of $3.15B, with DXY's FY 26 organic decline showing a continued downward acceleration to 4.8% from 4.6% in FY 25. Non-GAAP EPS of $0.77 beat consensus of $0.70 but declined by 8.3% Y/Y. Q4 bookings of $3.3B fell 13.5% Y/Y, offsetting the positive milestone of DXC's book-to-bill (1.07x) exceeding 1.0x for the first time since Q4 FY 25. We expect continued pressure as deteriorating bookings performance raises concerns about future revenue visibility. Management's FY 27 guidance suggests ongoing headwinds, with revenue expected to decline 3%-5% organically, non-GAAP EPS guided to $2.65 at the midpoint (well below expectations of $3.06), and FCF of $600M (-16% Y/Y) missing expectations for $662M. While the company emphasizes AI initiatives including its OASIS platform, we believe the extended timeline for meaningful contribution (10% of revenue by Q2 FY 29) provides limited support.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NET delivered strong Q1 2026 results, with revenue of $639.8M (+34% Y/Y), beating consensus by $17.2M, while non-GAAP EPS of $0.25 improved 56% from $0.16 in the prior year, exceeding estimates by $0.02. Non-GAAP gross margins compressed to 72.8% from 77.1% Y/Y due to infrastructure investments for AI workloads, though operating leverage remained strong, with margins of 11.4% declining only 30 bps. Management announced a significant AI-first transformation, planning to reduce its workforce by ~1,100 people, with $140M-$150M in restructuring charges. For Q2 2026, NET expects revenue of $664M-$665M (~30% growth) with non-GAAP EPS of $0.27, while full-year guidance calls for $2,805M-$2,813M in revenue (~29% growth), below the Street's projections of $2,797M after incorporating the beat, and EPS of $1.19-1.20. Free cash flow surged 59% to $84.1M (13% of revenue), reflecting strong fundamentals, while the balance sheet remains robust with $4.16B in cash and securities.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DKNG delivered solid Q1 results with revenue up 17% to $1.646B and positive GAAP net income of $21.1M vs. a $33.9M loss in the prior year, while adjusted EBITDA surged 64% to $167.9M. Sportsbook revenue jumped 24% to $1.095B with net revenue margin expanding 140 basis points to 7.8%, demonstrating enhanced pricing power and favorable sports outcomes. We are impressed with continued momentum in the company's profitability push but worry about stagnant monthly active user growth and execution in prediction markets. Management maintained 2026 guidance for revenue of $6.5B-$6.9B and adjusted EBITDA of $700M-$900M, emphasizing plans to invest aggressively in Sports Predictions. MUPs declined 4% to 4.2M due to the Texas lottery exit but increased 2% excluding lottery operations, while average revenue per MUP jumped 21% to $131. The company ended with $999.4M in cash and shares trade at 16x consensus 2026 EBITDA estimates.