The Cheesecake FactoryCAKE
▲ ポジティブ資本関連度
Reiterated plans to open up to 26 new restaurants in fiscal 2026 and saw 2026 earnings estimate increase 10.5% to $4.43 per share.
銘柄への影響 4
Consumer Discretionary
The Cheesecake FactoryCybersecurity & Digital Trust
Fortinet IncFTNT
▲ ポジティブ資本関連度
Lifted full-year 2026 revenue growth target to 19% and 2026 earnings estimate advanced 8.3% to $3.40 per share.
Semiconductors
Lam Research CorpLRCX
▲ ポジティブ資本関連度
Guided for September 2026 quarter revenues of $8.1 billion with non-GAAP operating margin of 39.5%, and fiscal 2027 earnings consensus estimate rose 17.6% to $9.24 per share.
Artificial Intelligence
Vertiv Holdings CoVRT
▲ ポジティブ資本関連度
Raised full-year 2026 guidance to approximately $14 billion in net sales and adjusted earnings of $6.65 to $6.75 per share, with 2026 earnings estimate moving 3.6% higher to $6.64 per share.