[{"data":1,"prerenderedAt":245},["ShallowReactive",2],{"content-/earnings-beats-2026-06-02":3,"all-pages-for-dir":243,"og-image-/earnings-beats-2026-06-02":244},{"id":4,"title":5,"body":6,"category":227,"description":228,"extension":229,"meta":230,"navigation":231,"path":232,"project_name":233,"published":234,"publishedAt":235,"seo":236,"stem":237,"tags":238,"todo":241,"unpublished":234,"updatedAt":241,"__hash__":242},"pages/2026-06/2026-06-03/earnings-beats-2026-06-02.md","24時間決算ビートスキャン（2026-06-02発表）— PANW・GTLB・ULTAがビート&レイズ",{"type":7,"value":8,"toc":218},"minimark",[9,14,27,32,39,142,145,149,159,163,169,173,179,181,184,206,208,211],[10,11,13],"h1",{"id":12},"_24時間決算ビートスキャン2026-06-02発表","24時間決算ビートスキャン（2026-06-02発表）",[15,16,17,21,22,26],"p",{},[18,19,20],"code",{},"/check-earnings"," がカバーする NVDA / MU / SNDK の外側で、過去24時間に決算を発表しコンセンサスを大きく上回った米国銘柄を X サーチで洗い出した結果。",[23,24,25],"strong",{},"発表日が窓内（2026-06-02〜2026-06-03）であることを確認済み","の銘柄のみ掲載する。",[28,29,31],"h2",{"id":30},"今夜の決算ビート3銘柄会社ガイダンス-koyfinコンセンサス突合","今夜の決算ビート3銘柄（会社ガイダンス × Koyfinコンセンサス突合）",[15,33,34,35,38],{},"実績はいずれもコンセンサス超えだが、",[23,36,37],{},"会社ガイダンスをKoyfinのアナリストコンセンサスと突合","すると明暗が分かれた。",[40,41,42,70],"table",{},[43,44,45],"thead",{},[46,47,48,52,55,58,61,64,67],"tr",{},[49,50,51],"th",{},"Ticker",[49,53,54],{},"企業",[49,56,57],{},"四半期",[49,59,60],{},"EPSサプライズ(実績)",[49,62,63],{},"売上サプライズ(実績)",[49,65,66],{},"ガイダンス vs コンセンサス",[49,68,69],{},"株価反応(AH)",[71,72,73,97,120],"tbody",{},[46,74,75,79,82,85,88,91,94],{},[76,77,78],"td",{},"PANW",[76,80,81],{},"Palo Alto Networks",[76,83,84],{},"Q3 FY2026",[76,86,87],{},"+6.25%",[76,89,90],{},"+2.0%",[76,92,93],{},"次Q EPS+3.0%/通年+2.4%（真のビート&レイズ）",[76,95,96],{},"+11.41%",[46,98,99,102,105,108,111,114,117],{},[76,100,101],{},"GTLB",[76,103,104],{},"GitLab",[76,106,107],{},"Q1 FY2027",[76,109,110],{},"+12.3%",[76,112,113],{},"+3.8%",[76,115,116],{},"次Q EPS−7.2%（割れ）/通年+1.8%",[76,118,119],{},"弱い（売られ）",[46,121,122,125,128,131,133,136,139],{},[76,123,124],{},"ULTA",[76,126,127],{},"Ulta Beauty",[76,129,130],{},"Q1 FY2026",[76,132,110],{},[76,134,135],{},"+1.3%",[76,137,138],{},"通年EPS±0%（コンセンサス並み）",[76,140,141],{},"ポジティブ",[143,144],"hr",{},[28,146,148],{"id":147},"_1-panwpalo-alto-networks","1. PANW（Palo Alto Networks）",[150,151,156],"pre",{"className":152,"code":154,"language":155},[153],"language-text","[PANW] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-02 (after close)\n  Reported: Q3 FY2026\n  Post-earnings reaction: +11.41% AH\n\n  Actual vs Consensus:\n    Revenue                       : $3.002B vs $2.944B (+2.0%)\n    EPS Diluted (Non-GAAP)        : $0.85 vs $0.80 (+6.25%)\n\n  Forward Guidance — 次四半期 Q4 FY2026 (会社ガイダンス vs Koyfin Consensus):\n    Revenue                       : $3.345B-$3.355B ($3.350B) vs $3.284B (+2.0%)\n    EPS Diluted (Non-GAAP)        : $0.96-$0.98 ($0.97) vs $0.941 (+3.0%)\n  Forward Guidance — 通年 FY2026 (会社ガイダンス vs Koyfin Consensus):\n    Revenue                       : $11.42B vs $11.293B (+1.1%)\n    EPS Diluted (Non-GAAP)        : $3.78 vs $3.691 (+2.4%)\n\n  Headline:\n    ✓ Double beat + 次Q・通年ともガイダンスがコンセンサス超え（EPS 次Q +3.0% / 通年 +2.4%、売上 次Q +2.0% / 通年 +1.1%）\n\n  Source:\n    - https://x.com/StockMKTNewz/status/2061912009633902734\n    - https://x.com/TrendSpider/status/2061902811671957529\n    - https://x.com/earnings_guy/status/2061901976468689162\n","text",[18,157,154],{"__ignoreMap":158},"",[28,160,162],{"id":161},"_2-gtlbgitlab","2. GTLB（GitLab）",[150,164,167],{"className":165,"code":166,"language":155},[153],"[GTLB] Earnings beat（実績）/ ガイダンスは強弱混在 (x-search + Koyfin突合)\n  Announced: 2026-06-02 (after close)\n  Reported: Q1 FY2027\n  Post-earnings reaction: 弱い（実績ビートでもAHは売られた）\n\n  Actual vs Consensus:\n    Revenue                       : $264.158M vs $254.52M (+3.8%)\n    EPS Diluted (Non-GAAP)        : $0.23 vs $0.205 (+12.3%)\n\n  Forward Guidance — 次四半期 Q2 FY2027 (会社ガイダンス vs Koyfin Consensus):\n    Revenue                       : $272M-$274M ($273M) vs $273.35M (-0.1%)\n    EPS Diluted (Non-GAAP)        : $0.17-$0.18 ($0.175) vs $0.189 (-7.2%)  ← コンセンサス割れ\n  Forward Guidance — 通年 FY2027 (会社ガイダンス vs Koyfin Consensus):\n    Revenue                       : $1.112B-$1.118B ($1.115B) vs $1.113B (+0.2%)\n    EPS Diluted (Non-GAAP)        : $0.79-$0.82 ($0.805) vs $0.791 (+1.8%)\n\n  Headline:\n    ✓ Q1実績は二桁EPSビート（+12.3%）、売上も +3.8%\n    ✗ 次Q（Q2）EPSガイダンスがコンセンサスを 7% 下回る（\"soft\"）→ AHで売られた主因\n    ～ 通年EPSは小幅上回る（+1.8%）が、売上は次Q・通年とも横ばい\n\n  → ガイダンス突合の結論: 「実績ビートだが次Qガイダンス弱い」。明確なビート&レイズではない\n\n  Source:\n    - https://x.com/gitlab/status/2061904886531608814\n    - https://x.com/Sam_Badawi/status/2061903609386954823\n    - https://x.com/earnings_guy/status/2061902081951154328\n",[18,168,166],{"__ignoreMap":158},[28,170,172],{"id":171},"_3-ultaulta-beauty","3. ULTA（Ulta Beauty）",[150,174,177],{"className":175,"code":176,"language":155},[153],"[ULTA] Earnings beat（実績）/ 通年ガイダンスはコンセンサス並み (x-search + Koyfin突合)\n  Announced: 2026-06-02 (after close)\n  Reported: Q1 FY2026\n  Post-earnings reaction: ポジティブ\n\n  Actual vs Consensus:\n    Revenue                       : ~$3.16B vs $3.118B (+1.3%)（YoY +11.1%）\n    EPS Diluted                   : $7.74 vs $6.89 (+12.3%)\n    Gross Margin                  : 40.1%（前年39.1%、+1.0pp。盗難減＋高採算ミックス）\n\n  次四半期ガイダンス: 会社は数値ガイダンス未開示（次Q突合不可）\n\n  Forward Guidance — 通年 FY2026 (会社ガイダンス vs Koyfin Consensus):\n    Revenue                       : $13.136B-$13.260B ($13.198B) vs $13.235B (-0.3%)（据え置き）\n    EPS Diluted                   : $28.36-$28.80 ($28.58) vs $28.58 (±0.0%)  ← 上方修正後もコンセンサス並み\n    Comparable Sales              : +2.5%～+3.5%（据え置き）\n\n  Headline:\n    ✓ Q1実績は大幅EPSビート（+12.3%）、粗利率改善（40.1%）\n    ～ 通年EPSガイダンスを上方修正（$28.05-28.55 → $28.36-28.80）したが、中点 $28.58 がコンセンサスと一致＝サプライズほぼ 0\n    ～ 売上ガイダンスは据え置き\n\n  → ガイダンス突合の結論: 「実績ビートだが通年ガイダンスはコンセンサス並み」。レイズの新規性は乏しい\n\n  Source:\n    - https://x.com/CHItrader/status/2061903619511787979\n    - https://x.com/InvestAlphaPro/status/2061906904402612368\n    - https://x.com/earnings_guy/status/2061902029199388857\n",[18,178,176],{"__ignoreMap":158},[143,180],{},[28,182,183],{"id":183},"除外メモ",[185,186,187,197,203],"ul",{},[188,189,190,193,194,196],"li",{},[23,191,192],{},"NVDA / MU / SNDK",": ",[18,195,20],{}," の別ルートで取り込み済みのため対象外",[188,198,199,202],{},[23,200,201],{},"YEXT・SPWH・DG など",": 優先アカウントから「発表日が窓内」かつ「EPSビート≥5%」かつ「ガイダンス上方修正」を同時に確証できる投稿が揃わず除外",[188,204,205],{},"窓より前に発表された決算（継続言及されているもの）は発表日ゲートで除外",[143,207],{},[28,209,210],{"id":210},"注意",[15,212,213,214,217],{},"数値は X 投稿での言及範囲を集約したもの（Grok 要約）。投稿によって数字が割れる場合があるため、",[23,215,216],{},"確定値は各社 IR の決算リリース本文・8-K で確認すること","。特に GTLB・ULTA はガイダンスの対コンセンサスサプライズ率が定量化されていないため、上方修正の方向感のみ確定で、幅は要確認。",{"title":158,"searchDepth":219,"depth":219,"links":220},2,[221,222,223,224,225,226],{"id":30,"depth":219,"text":31},{"id":147,"depth":219,"text":148},{"id":161,"depth":219,"text":162},{"id":171,"depth":219,"text":172},{"id":183,"depth":219,"text":183},{"id":210,"depth":219,"text":210},"dev","2026-06-02の引け後に決算発表した米国銘柄のうち、ガイダンスやEPSがコンセンサスを5%以上上回った銘柄をXサーチで抽出。PANW・GTLB・ULTAの3銘柄がビート&レイズ。","md",{},true,"/earnings-beats-2026-06-02","financial-data",false,"2026-06-03T00:00:00.000Z",{"title":5,"description":228},"2026-06/2026-06-03/earnings-beats-2026-06-02",[239,240,78,101,124],"決算","決算ビート",null,"fGkB9NVx0FlqcYJZn7rmtkunA2TI1DioZHwWQr3WMjE",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-02.png?v=2026-06-03T00%3A00%3A00.000Z&title=24%E6%99%82%E9%96%93%E6%B1%BA%E7%AE%97%E3%83%93%E3%83%BC%E3%83%88%E3%82%B9%E3%82%AD%E3%83%A3%E3%83%B3%EF%BC%882026-06-02%E7%99%BA%E8%A1%A8%EF%BC%89%E2%80%94%20PANW%E3%83%BBGTLB%E3%83%BBULTA%E3%81%8C%E3%83%93%E3%83%BC%E3%83%88%26%E3%83%AC%E3%82%A4%E3%82%BA&author=Kei%20Komatsu&sig=aee4691859972f2d",1780560550212]