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:
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.
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加皇資本市場分析師Matthew Swanson維持$IBM Corp (IBM.US)$買入評級，並將目標價從211美元上調至250美元。
根據TipRanks數據顯示，該分析師近一年總勝率為48.8%，總平均回報率為1.8%。
此外，綜合報道，$IBM Corp (IBM.US)$近期主要分析師觀點如下：
在第三財季業績公佈之前，對IBM的預期與目前對第三季度的市場預測一致，對第四財季的立場更爲保守。預計IBM將重申其24財年指導方針。對25財年的預測已經提高，這反映出人們對利潤率提高的信心，以及對公司實現自由現金流目標的信心增強。
在第三季度業績公佈之前，隨着主題興趣的增加，對IBM的情緒在整個季度都顯示出改善。該公司的自由現金流也提供了強有力的支撐。人們預計軟件勢頭會增強，尤其是紅帽等舉措的加速，預計紅帽將在下半年加快速度。在此之前，上半年的實力是由更新週期後期超出預期的基礎設施表現以及GenAI在諮詢領域的貢獻所支撐的。
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