-- 独立系調査会社CFRAは、に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。Zimmer Biometは、2026年第1四半期に堅調な業績を達成しました。純売上高は20億8,700万ドル（報告ベースで前年同期比+9.3%、実質ベースで+2.9%）で、市場予想を2,000万ドル上回りました。調整後EPSは2.09ドル（前年同期比+15.5%）で、市場予想を0.23ドル上回りました。米国市場全体では12億900万ドル（実質ベースで前年同期比+3.2%）、海外事業では8億7,740万ドル（実質ベースで前年同期比+2.5%）と、幅広い事業が好調でした。多様な製品ポートフォリオにより、膝関節関連事業は8億2,860万ドル（実質ベースで+1.8%）、股関節関連事業は5億2,410万ドル（実質ベースで+3.2%）、S.E.T.関連事業は好調でした。売上高5億6,220万ドルで成長エンジンとして機能し、Paragon 28の買収の恩恵を受けている。経営陣は通期EPSガイダンスを8.30～8.45ドルから8.40～8.55ドルに引き上げ、売上高ガイダンスは報告ベースで2.5～4.5%の成長を維持した。第1四半期の主なマイルストーンには、インドでのmBosロボットシステムの登録完了、FDA承認後初のG7寛骨臼システム症例、およびヴィグドルチク博士の最高科学責任者への任命が含まれる。
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Quebec's Provincial Economy Starts 2026 at a Standstill, Says National Bank
After posting its first increase in three months in December, Quebec's gross domestic product lost momentum in January, remaining unchanged from the previous month, said National Bank of Canada.This stability in economic activity at the start of the year was due to a slight increase in the goods sector's output, which was entirely offset by a decline in activity in the services sector in the province, noted the bank.National Bank recalls that after underperforming the Canadian economy as a whole from January to July 2025, the Quebec provincial economy has grown at a pace similar to the rest of the country in recent months.However, the uptick in economic activity since the second half of 2025 hasn't been sufficient to close the gap with the rest of the country, as the Quebec economy contracted by 0.7% over 12 months compared with a 0.6% increase in Canada, stated the bank. Although this year-over-year gap is largely due to widespread underperformance in Quebec's goods sector, the province's services sector also underperformed in 10 of its 15 subsectors.Despite the less favorable economic conditions in the province, Quebec's labor market has shown considerable resilience. Since the imposition of U.S. tariffs in February 2025, the unemployment rate in the province has remained stable, while it rose by one-tenth of a percentage point across the country despite the stronger economic environment.Returning to the January data, there are some positive highlights to note, notably a second consecutive monthly increase of 0.5% in the manufacturing sector. However, activity levels in this sector remained 4.8% lower than in February 2025.National Bank also points out significant jumps in the mining and quarrying and construction sectors, as well as in the information and cultural industries. Conversely, the agriculture and forestry, utilities, wholesale trade, administrative, support, and waste management, and arts, entertainment, and recreation sectors all experienced significant declines in January, partially or completely erasing the notable gains recorded in December.Looking ahead, the sustained activity in January following December's surge is encouraging for the outlook for Q1 2026, stated the bank. However, Quebec's economy still faces numerous challenges, including persistent trade uncertainty, the upcoming renewal of the USMCA trade deal and sector-specific tariffs disproportionately impacting the province.Added to this is rising inflation due to the conflict in the Middle East, which could have beneficial effects on the economies of certain oil-producing provinces but in Quebec is likely to result in a loss of purchasing power for local households and businesses, according to National Bank.
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Microsoft Appears to Have Made More Concessions Than Gains Under Amended Deal With OpenAI, UBS Says
Microsoft (MSFT) appears to have made more concessions than gains under the recently amended agreement between the company and OpenAI, UBS said in a research note emailed Tuesday.Microsoft effectively loses its application programming interface, or API, exclusivity, with OpenAI now allowed to host all its products on other cloud providers, UBS said, adding that this development appears to be a major win for Amazon (AMZN).Microsoft's access to OpenAI's intellectual property continues to run through 2032, but it is now non-exclusive, representing another concession, according to UBS.In its view, UBS said that OpenAI needs more compute and Microsoft may be unable or unwilling to provide as it works to become a larger compute partner to Anthropic and fulfil its internal needs.UBS said that both Microsoft and OpenAI are increasingly becoming direct knowledge work rivals and soon even artificial intelligence coding model opponents, and that OpenAI is scaling so fast that current revenue share terms were likely untenable.UBS maintained its buy rating with a $510 price target on Microsoft.Price: $427.58, Change: $+2.76, Percent Change: +0.65%
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