-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。12ヶ月目標株価を370ドルから410ドルに引き上げます。これは、2027年のEPS予想PERが約29倍となる水準であり、AIの収益化とクラウド事業の成長見通しが良好であることを反映しています。第1四半期の業績が予想を上回ったことを受け、2026年のEPS予想を11.30ドルから14.25ドル（一時的な資産評価益による）に、2027年のEPS予想を13.20ドルから14.09ドルにそれぞれ引き上げます。Google Cloudは、受注残高がほぼ倍増（第1四半期の売上高は63%増）したことで高い収益見通しが得られ、大規模なインフラ投資の正当性が証明されたことから、有利な立場にあると見ています。また、検索におけるAIの統合は、検索クエリ数が過去最高を記録するなど、拡大局面を牽引しており、AIがGoogleの中核事業である広告事業を強化するという当社の見解を裏付けています。第1四半期の検索収益が19%増加したことに加え、AIモード、ダイレクトオファー、ユニバーサルコマースプロトコルを通じた新たな収益化機会は、価格決定力と広告における成長の可能性を示唆しています。さらに、独自のTPU（ハードウェア事業への参入）からGeminiモデル、エンタープライズアプリケーションに至るまで、GOOGLのフルスタックAI戦略には成長の余地があると考えています。
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International
Canada's Economy Remains on "Shaky Grounds" Based On GDP, While Payroll Data "Paint An Even More Fragile Picture", Says Desjardins
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Australia
Hubbell Q1 Adjusted Earnings, Net Sales Increase
Hubbell (HUBB) reported Q1 adjusted earnings Thursday of $3.93 per diluted share, up from $3.38 a year earlier.Analysts surveyed by FactSet expected $3.87.Net sales for the quarter ended March 31 were $1.52 billion, up from $1.37 billion a year earlier.Analysts surveyed by FactSet expected $1.50 billion.For 2026, the company said it expects adjusted EPS of $19.30 to $19.85. Analysts polled by FactSet expect $19.71.Shares of the company fell 7% in recent premarket activity.Price: $507.60, Change: $-38.33, Percent Change: -7.02%
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