-- 独立系調査会社CFRAは、に対し、以下の調査速報を提供しました。CFRAのアナリストは、以下のように見解をまとめています。Cboe Global Markets, Inc.（CBOE）は、2026年第1四半期に過去最高の業績を計上しました。営業利益（EPS）は前年同期の2.50ドルに対し3.70ドルとなり、市場予想を0.33ドル上回り、EPSは48%急増しました。純収益は7億2,900万ドルに達し、前年同期比29%増、市場予想を3%上回りました。CBOEのディフェンシブな性格が顕著に表れ、地政学的リスクの高まりが業績にプラスに働きました。オプション収益は33%急増し、オプション取引日次取引高（ADV）は10%増の2,010万契約、インデックスオプションADVは29%増となりました。経営陣は、進行中の戦略的再編の一環として、従業員数を約20%削減する組織変更を発表しました。調整後営業利益率は640ベーシスポイント拡大し72.4%となり、売上高が29%増加したにもかかわらず費用増加がわずか4%にとどまったことから、卓越した拡張性を示しています。当社は、同社が資本効率を重視していることから、金融イベント市場やトークン化イニシアチブといった新たな成長分野への投資において有利な立場にあり、同時に米国の主要デリバティブ市場においても力強い見通しを維持できると考えています。
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Check Point Software Delivered 'Disappointing' Q1 Product Growth, Should Now Focus on AI Security, Morgan Stanley Says
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