DBS analyst Sachin Mittal maintains $IBM Corp (IBM.US)$ with a hold rating, and adjusts the target price from $200 to $250.
According to TipRanks data, the analyst has a success rate of 77.1% and a total average return of 22.0% 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 third-quarter revenue and operating income did not meet expectations, influenced by underperformance in Consulting/Infrastructure and increased workforce rebalance costs. Nonetheless, the Software segment demonstrated notable growth. Given that the shares were trading near peak values, it was necessary for the quarter's results to be more robust to maintain the recent upward trend.
The company's results showed a variance with revenues falling short of expectations, attributed to underperformance in Consulting and Infrastructure. Nevertheless, the solid expansion in the Software segment, bolstered by recent acquisitions, presents promising growth avenues into FY25, potentially enhanced by the incorporation of HashiCorp. However, there is a cautious view on the company's ability to sustain Software growth in the long term, alongside concerns regarding ongoing margin pressures.
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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星展银行分析师Sachin Mittal维持$IBM Corp (IBM.US)$持有评级，并将目标价从200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77.1%，总平均回报率为22.0%。
此外，综合报道，$IBM Corp (IBM.US)$近期主要分析师观点如下：
受咨询/基础设施表现不佳以及劳动力再平衡成本增加的影响，IBM第三季度的收入和营业收入未达到预期。尽管如此，软件板块仍显示出显著的增长。鉴于股票的交易价格接近峰值，本季度的业绩必须更加强劲，才能维持最近的上涨趋势。
该公司的业绩显示出差异，收入低于预期，这归因于咨询和基础设施领域的表现不佳。尽管如此，在最近的收购的推动下，软件领域的稳健扩张为25财年提供了前景光明的增长途径，HashiCorp的合并有可能促进这种增长。但是，人们对该公司长期维持软件增长的能力持谨慎态度，同时也对持续的利润压力感到担忧。
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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。
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