RBC Capital analyst Matthew Swanson maintains $IBM Corp (IBM.US)$ with a buy rating, and maintains the target price at $250.
According to TipRanks data, the analyst has a success rate of 47.3% and a total average return of 1.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $IBM Corp (IBM.US)$'s main analysts recently are as follows:
IBM's recent financial performance did not meet revenue and operating income expectations due to underperformance in Consulting/Infrastructure segments and higher workforce rebalancing costs. Despite the positive aspect of Software growth, the company's stock position close to peak values suggested a need for a more unblemished quarterly outcome to maintain the prevailing positive trend.
The company's recent performance has shown a mixture of outcomes, with a shortfall in revenues attributed to weaker performance in Consulting and Infrastructure segments. Nonetheless, the Software segment has demonstrated robust growth, bolstered by recent mergers and acquisitions, and presents promising growth opportunities in FY25, potentially enhanced by the inclusion of HashiCorp. Despite these positives, there remains a cautionary stance regarding the company's ability to grow its Software division in the long term, coupled with the anticipation of ongoing margin challenges.
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，维持目标价250美元。
根据TipRanks数据显示，该分析师近一年总胜率为47.3%，总平均回报率为1.3%。
此外，综合报道，$IBM Corp (IBM.US)$近期主要分析师观点如下：
IBM最近的财务表现未能达到营业收入和营业利润的预期，这主要是由于咨询/制造行业部门表现不佳以及更高的员工再平衡成本。尽管软件业务增长呈现积极的一面，但公司股票位置接近峰值，这表明需要一个更为完美的季度业绩来维持目前的积极趋势。
公司最近的表现呈现出各种结果，营业收入不足主要归因于咨询和制造行业部门表现疲弱。尽管如此，软件领域表现出坚实增长，最近的并购活动提振了业务，并在FY25展示出有希望的增长机会，潜在增强后续开发。尽管存在这些积极因素，对公司能否长期发展其软件部门仍持谨慎态度，并伴随着对持续面临利润挑战的预期。
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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。
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