On Oct 24, major Wall Street analysts update their ratings for $IBM Corp (IBM.US)$, with price targets ranging from $150 to $260.
BofA Securities analyst Wamsi Mohan maintains with a buy rating, and maintains the target price at $250.
UBS analyst David Vogt maintains with a sell rating, and adjusts the target price from $145 to $150.
Jefferies analyst Brent Thill maintains with a hold rating, and maintains the target price at $245.
Evercore analyst Amit Daryanani maintains with a buy rating, and maintains the target price at $240.
BMO Capital analyst Keith Bachman maintains with a hold rating, and adjusts the target price from $210 to $260.
Furthermore, according to the comprehensive report, the opinions of $IBM Corp (IBM.US)$'s main analysts recently are as follows:
IBM's recent quarterly performance fell short of expectations with revenue and operating income not meeting the anticipated figures, influenced by underperformance in Consulting/Infrastructure sectors and higher workforce rebalance charges. Although the Software segment demonstrated notable growth, the prevailing share value near peak levels suggests that a more unblemished quarter was essential to maintain the recent positive trend.
IBM's recent financial outcomes have been a mixed bag, with a shortfall in revenues driven by underperformance in Consulting and Infrastructure segments. Despite this, the company's Software division continues to show robust growth, bolstered by recent acquisitions. Looking ahead to FY25, the inclusion of HashiCorp is seen as a promising avenue for growth. Nevertheless, there remains a cautious stance regarding IBM's capacity to expand its Software business, coupled with an anticipation of ongoing margin pressures.
Here are the latest investment ratings and price targets for $IBM Corp (IBM.US)$ from 7 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美东时间10月24日，多家华尔街大行更新了$IBM Corp (IBM.US)$的评级，目标价介于150美元至260美元。
美银证券分析师Wamsi Mohan维持买入评级，维持目标价250美元。
瑞士银行分析师David Vogt维持卖出评级，并将目标价从145美元上调至150美元。
富瑞集团分析师Brent Thill维持持有评级，维持目标价245美元。
Evercore分析师Amit Daryanani维持买入评级，维持目标价240美元。
BMO资本市场分析师Keith Bachman维持持有评级，并将目标价从210美元上调至260美元。
此外，综合报道，$IBM Corp (IBM.US)$近期主要分析师观点如下：
IBM最近的季度表现未达预期，营业收入和营业利润均未达到预期数字，受到咨询/制造行业表现不佳以及较高的员工再平衡费用的影响。尽管软件部门表现出显著增长，但目前股价接近峰值水平，这表明更为完善的季度对于维持近期的积极趋势至关重要。
IBM最近的财务业绩呈现出亮点与不足并存，营业收入不足的原因主要是咨询和制造行业表现不佳。尽管如此，公司的软件部门仍然表现出强劲增长，最近的收购提振了业绩。展望2025财年，HashiCorp的加入被视为增长的有利途径。然而，对IBM扩大其软件业务能力持谨慎态度，同时预计保持利润压力持续存在。
以下为今日7位分析师对$IBM Corp (IBM.US)$的最新投资评级及目标价：
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
