此外，斯旺森表示，软件销售将具有更大的吸引力，尤其是来自红帽(Red Hat)的销售。IBM管理层曾表示，红帽销售将在今年下半年重新加速增长，而今年上半年的业绩主要受到超预期的基础设施支出以及对生成式人工智能支持的推动。On Thursday, based on improved market sentiment, royal bank of canada capital markets maintained an 'outperform' rating on IBM (IBM.US) and raised the target price from $211 to $250.
Golden Finance News app learned on Thursday that based on improved market sentiment, royal bank of canada capital markets maintained an 'outperform' rating on IBM (IBM.US) and raised the target price from $211 to $250. The stock experienced a slight drop in pre-market trading, with a pre-market dip of 0.17% before the release of this report.
Analyst Matthew Swanson of RBC Capital Markets wrote to clients that in addition to the increase in market popularity, IBM is expected to provide strong free cash flow data when announcing third-quarter earnings later this month.
Furthermore, Swanson stated that software sales will have greater appeal, especially from Red Hat. IBM management has indicated that Red Hat sales will accelerate in the second half of this year, with the first half of the year performance driven by better than expected infrastructure spending and support for cognitive ai.
