RBC Capital analyst Matthew Swanson maintains $IBM Corp (IBM.US)$ with a buy rating, and adjusts the target price from $211 to $250.
According to TipRanks data, the analyst has a success rate of 48.8% and a total average return of 1.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $IBM Corp (IBM.US)$'s main analysts recently are as follows:
Expectations for IBM ahead of the fiscal Q3 results announcement are aligned with current market projections for Q3, with a more conservative stance for fiscal Q4. The anticipation is that IBM will reaffirm its FY24 guidance. Projections for FY25 have been raised, reflecting a belief in improved margins and increased confidence in the company achieving its free cash flow objectives.
Ahead of its Q3 results, sentiment towards IBM has shown improvement throughout the quarter with a rise in thematic interest. The company's free cash flow also provides a strong underpinning. There is anticipation for increased software momentum, especially from initiatives like Red Hat, which is projected to pick up speed in the latter half of the year. This follows a first half where strength was underpinned by an infrastructure performance that surpassed expectations during the latter stages of the refresh cycle and contributions from GenAI in the consulting sphere.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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加皇资本市场分析师Matthew Swanson维持$IBM Corp (IBM.US)$买入评级，并将目标价从211美元上调至250美元。
根据TipRanks数据显示，该分析师近一年总胜率为48.8%，总平均回报率为1.8%。
此外，综合报道，$IBM Corp (IBM.US)$近期主要分析师观点如下：
在第三财季业绩公布之前，对IBM的预期与目前对第三季度的市场预测一致，对第四财季的立场更为保守。预计IBM将重申其24财年指导方针。对25财年的预测已经提高，这反映出人们对利润率提高的信心，以及对公司实现自由现金流目标的信心增强。
在第三季度业绩公布之前，随着主题兴趣的增加，对IBM的情绪在整个季度都显示出改善。该公司的自由现金流也提供了强有力的支撑。人们预计软件势头会增强，尤其是红帽等举措的加速，预计红帽将在下半年加快速度。在此之前，上半年的实力是由更新周期后期超出预期的基础设施表现以及GenAI在咨询领域的贡献所支撑的。
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