-- 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。2027年のEPS予想PERを20倍とした場合、ITRIの過去3年および5年間の平均PERである25～31倍を下回るものの、事業の質の向上と構造的な利益率の拡大を反映し、12ヶ月目標株価を131ドル（従来123ドル）に引き上げます。一方、ITRIの第2四半期業績見通しが予想を下回ったこと、プロジェクトスケジュールの変動による短期的な収益への逆風、および買収に伴う株式希薄化の影響を考慮し、2026年と2027年のEPS予想をそれぞれ6.01ドルと6.58ドル（従来6.15ドルと6.83ドル）に引き下げます。しかしながら、当社は変革に対する前向きな見方を維持しており、過去最高の粗利益率、年間経常収益（ARR）の28%増、レジリエンス・ソリューションズの初期段階における好調な実績、そしてアウトカム事業の22%増を、実行の証拠として挙げています。受注残高の減少と下半期の実行リスクは認識しており、第3四半期の業績見通しは投資家心理にとって重要な局面であると考えています。しかしながら、上半期の業績が社内予想を上回ったことから、事業構成の変化と収益の質の根本的な改善による長期的な追い風が、短期的な変動を上回ると考えています。
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European natural gas futures traded lower after-hours on Friday after Iranian state media reported that Tehran had sent another proposal for negotiations with the US via Pakistani diplomatic channels, a development seen as potentially paving the way for renewed transit through the Strait of Hormuz.The front-month Dutch TTF contract fell 1.211% to 45.43 euros ($53.36) per megawatt-hour, while the UK NBP contract slipped 1.533% to 111.15 British pence ($1.51) per therm.US President Donald Trump, speaking to reporters at the White House on Friday, said, "Iran wants to make a deal, but I'm not satisfied with it," CNBC reported.Market participants continue to weigh geopolitical risk against relatively stable European supply conditions and weaker demand elsewhere. In a Thursday note, S&P Global analysts said Europe has benefited from "significant demand destruction elsewhere," noting that although the war has effectively removed about 20% of global LNG supply, European imports have remained broadly steady.The note said Asia has absorbed much of the demand adjustment. It said China recorded a 19% year-on-year drop in LNG imports in March, according to government data.Benchmark LNG prices remain elevated, but off recent highs, they said. The JKM benchmark for Northeast Asia put prices at $18.309/MMBtu on April 30, up 8.3% on the day. The DES Northwest Europe LNG marker was assessed at $15.719 per MMBtu on Apr. 29, up 7.9% day-on-day.The analysts said both benchmarks remain above pre-conflict levels but have retreated from peaks seen in the early weeks of the disruption.European storage levels remain below last year's levels. Gas Infrastructure Europe reported inventories at 32.49% as of Friday, compared with 39.22% a year earlier.CERA analysts project EU storage could reach about 80% by the end of October under a base-case scenario, assuming a resumption of steady Hormuz transit by Jun. 1.EU LNG imports rose slightly year over year in March, supported by cargoes already en route when the conflict began in late February, according to CERA data. However, that buffer has since faded, with April imports down roughly 6.9% from 2025 levels.Looking ahead, Severe Weather Europe said Friday it is monitoring the potential development of a "super El Nino" pattern. One scenario that could develop would be an increase in the risk of dry conditions and drought across Central Europe this summer.
Australia
Nebius to Acquire Eigen AI in $643 Million Cash-And-Stock Deal
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