[{"data":1,"prerenderedAt":127},["ShallowReactive",2],{"content-/earnings-beats-2026-07-14":3,"all-pages-for-dir":125,"og-image-/earnings-beats-2026-07-14":126},{"id":4,"title":5,"body":6,"category":107,"concepts":108,"description":109,"extension":110,"meta":111,"navigation":112,"ogImage":108,"path":113,"project_name":114,"published":115,"publishedAt":116,"seo":117,"stem":118,"tags":119,"todo":108,"unpublished":115,"updatedAt":108,"__hash__":124},"pages/2026-07/2026-07-15/earnings-beats-2026-07-14.md","24h決算ビートスキャン（2026-07-14〜15）— AEHR がFY2027ガイダンス +64% の大幅ビート&レイズ",{"type":7,"value":8,"toc":100},"minimark",[9,14,25,28,37,43,62,64,67,94,97],[10,11,13],"h1",{"id":12},"_24h-earnings-beat-scan2026-07-14-2026-07-15","24h Earnings Beat Scan（2026-07-14 〜 2026-07-15）",[15,16,21],"pre",{"className":17,"code":19,"language":20},[18],"language-text","=== 24h Earnings Beat Scan (2026-07-14 〜 2026-07-15) ===\n\nビート&レイズ銘柄: 1\n- AEHR: FY2027 売上ガイダンス $130-150M vs Koyfin コンセンサス $85.14M（mid +64.4%）、株価反応 +20〜33% AH\n\n実績ビートのみ（ガイダンス据え置き・レイズなし）: 大手銀行群\n- GS: EPS 約$20.98 vs 約$14.5（+45%前後）— 通期見通しは据え置き\n- C: EPS 約$3.13-3.15 vs 約$2.73-2.75（+14〜15%）— ROTCE/NII ガイダンス維持、後半のコスト増を示唆して -4〜5%\n- JPM / BAC / WFC: EPS +6〜17% のビートだがガイダンスレイズなし\n","text",[22,23,19],"code",{"__ignoreMap":24},"",[26,27],"hr",{},[29,30,32,36],"h2",{"id":31},"aehr-earnings-beat-detected-x-search-last-24h",[33,34,35],"span",{},"AEHR"," Earnings beat detected (x-search, last 24h)",[15,38,41],{"className":39,"code":40,"language":20},[18],"[AEHR] Aehr Test Systems — 半導体テストシステム（SiC / シリコンフォトニクス / ハイパースケールAI）\n  Announced: 2026-07-14 (AMC)\n  Reported: FY2026 Q4（5月末決算）\n  Post-earnings reaction: +20〜33% AH（オプション織り込みは ±17.8%）\n\n  Actual vs Consensus:\n    Revenue                       : $18.8M vs $18.69M (+0.6%, ほぼ in-line)\n    EPS Diluted (Non-GAAP)        : $0.11 vs -$0.01 (赤字予想から黒字転換の大幅ビート)\n    EPS Diluted (GAAP)            : GAAP黒字へ回帰（詳細値は IR 確認）\n    Gross Margin (Non-GAAP)       : n/a\n\n  Forward Guidance — 通年 FY2027 (会社ガイダンス vs Koyfin Consensus):\n    Revenue                       : $130M-$150M (mid $140M) vs $85.14M (+52.7%〜+76.2%, mid +64.4%)\n    EPS Diluted (Non-GAAP)        : EPSガイダンスなし。Non-GAAP純利益率 18-22% を提示\n                                    （参考: Koyfin FY2027 EPS コンセンサスは $0.15）\n  Forward Guidance — 次四半期 (1Q FY2027):\n    個別Qガイダンスの開示なし（vs Koyfin 1Q FY2027 コンセンサス: 売上 $18.74M / EPS -$0.013）\n\n  Headline:\n    ✓ FY2027 売上ガイダンスがコンセンサスを +64% 上回るビート&レイズ（前年 $50.0M から約3倍）\n    ✓ 四半期ブッキング過去最高 $60.7-61M、実効バックログ $100.6M（期後受注含む）\n    ✓ SiC WaferPak 新規受注 $8M+（世界トップ3自動車メーカーの次世代EV認定案件を含む）\n    ✓ シリコンフォトニクス2社目の顧客獲得（AI光I/O向けグローバルネットワーキング大手）\n    ✓ ハイパースケール \"Sonoma\" 顧客からの追加受注見込み\n    ✓ 現金 $116.5M\n\n  Source:\n    - https://x.com/Sam_Badawi/status/2077125318947811782\n    - https://x.com/k2__investment/status/2077137587043762406\n    - https://x.com/Chill_Investing/status/2077137956821774713\n",[22,42,40],{"__ignoreMap":24},[44,45,46,47,50,51,54,55,61],"p",{},"Koyfin コンセンサス突合メモ: 発表直後のため Koyfin の ",[22,48,49],{},"fq0"," は発表済みの 4Q FY2026 を指しており、通年比較は ",[22,52,53],{},"fy1","（FY2027: 売上 ",[22,56,60],{"className":57},[58,59],"language-math","math-inline","85.14M / EPS ","0.15）を採用した（vs Koyfin Consensus, KID: eq-dryg1p）。",[26,63],{},[29,65,66],{"id":66},"除外メモ",[68,69,70,82,88],"ul",{},[71,72,73,77,78,81],"li",{},[74,75,76],"strong",{},"大手銀行（GS / C / JPM / BAC / WFC）",": 2026-07-14 発表で EPS サプライズ +5% 超（GS は +45% 前後）だが、通期ガイダンス・ROTCE / NII 見通しは",[74,79,80],{},"据え置き","が中心で「ガイダンスビート」の基準を満たさない。C と WFC はビートでも -4〜5% と売られた",[71,83,84,87],{},[74,85,86],{},"PXED / EQBK",": 7/14 引け後発表のビート言及はあるが、サプライズ率・ガイダンスの定量情報が確認できず除外（疑わしきは出さない）",[71,89,90,93],{},[74,91,92],{},"NVDA / MU / SNDK",": /check-earnings で別ルート取り込み済みのため対象外",[29,95,96],{"id":96},"注意",[44,98,99],{},"数値は X 投稿での言及範囲を集約したもの（x-search / Grok 要約）。確定値は各社 IR の決算リリース本文で確認すること。",{"title":24,"searchDepth":101,"depth":101,"links":102},2,[103,105,106],{"id":31,"depth":101,"text":104},"AEHR Earnings beat detected (x-search, last 24h)",{"id":66,"depth":101,"text":66},{"id":96,"depth":101,"text":96},"dev",null,"過去24時間に決算発表した米国銘柄からガイダンスビートを抽出。AEHR（Aehr Test Systems）がFY2027売上ガイダンス$130-150MでKoyfinコンセンサス$85.14Mを+64%上回り、AH +20〜33%。大手銀行はEPSビートもガイダンス据え置き。","md",{},true,"/earnings-beats-2026-07-14","financial-data",false,"2026-07-15T00:00:00.000Z",{"title":5,"description":109},"2026-07/2026-07-15/earnings-beats-2026-07-14",[120,121,35,122,123],"決算","決算ビート","半導体テスト","銀行決算","aBcOKLDvsE4jN9hNnqmPlCZq1hc47voJ1HQ25bdtbTY",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-07-14.png?v=2026-07-15T00%3A00%3A00.000Z&title=24h%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%882026-07-14%E3%80%9C15%EF%BC%89%E2%80%94%20AEHR%20%E3%81%8CFY2027%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%20%2B64%25%20%E3%81%AE%E5%A4%A7%E5%B9%85%E3%83%93%E3%83%BC%E3%83%88%26%E3%83%AC%E3%82%A4%E3%82%BA&author=Kei%20Komatsu&sig=9d880423f8b2ba27",1784186909465]