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:
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.
加皇資本市場分析師Matthew Swanson維持$IBM Corp (IBM.US)$買入評級，維持目標價250美元。
根據TipRanks數據顯示，該分析師近一年總勝率為47.3%，總平均回報率為1.3%。
此外，綜合報道，$IBM Corp (IBM.US)$近期主要分析師觀點如下：
IBM最近的財務表現未達到營業收入和營業收入預期，這主要是由於諮詢/基礎設施部門的表現不佳以及較高的人力資源再平衡成本。儘管軟件增長方面表現積極，但公司股票的持續接近峯值表明需要更加圓滿的季度業績以維持當前積極的趨勢。
公司最近的表現呈現多種結果，營業收入的不足歸因於諮詢和基礎設施領域的較弱表現。儘管如此，軟件領域表現強勁，近期的併購加強了該領域的增長，並在2025財年展現出有望的增長機會，HashiCorp的加入可能會進一步增強。儘管存在這些積極因素，但對公司長期增長軟件部門能力的擔憂仍然存在，並且預計毛利率挑戰將持續。
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
