BofA Securities analyst Wamsi Mohan 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 59.5% and a total average return of 11.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $IBM Corp (IBM.US)$'s main analysts recently are as follows:
Expectations are set for IBM to maintain its forecast for fiscal year 2024 when it reports its third-quarter results post-market on October 23. Estimates for the third quarter align with general market consensus, while projections for the fourth quarter are somewhat conservative. The outlook for fiscal year 2025 has been improved, reflecting a more optimistic stance on the company's margins and its potential to achieve its free cash flow objectives.
Sentiment surrounding IBM has been on the upswing throughout the quarter. Continued interest in thematic investments, alongside robust free cash flow, is noted. The focus remains on the company's enhanced software performance, especially contributions from Red Hat. Anticipation is high for a pickup in momentum in the latter half of the year, following a first half that benefited from an unexpectedly strong infrastructure showing towards the end of the refresh cycle and a boost from consulting aided by GenAI.
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.
美銀證券分析師Wamsi Mohan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59.5%，總平均回報率為11.3%。
此外，綜合報道，$IBM Corp (IBM.US)$近期主要分析師觀點如下：
預計IBM將在10月23日盤後公佈其第三季度業績時維持其對2024財年的預測。對第三季度的估計與市場普遍共識一致，而對第四季度的預測則有些保守。2025財年的前景有所改善，這反映出對公司利潤率及其實現自由現金流目標的潛力持更加樂觀的立場。
整個季度，圍繞IBM的情緒一直在上升。人們注意到對主題投資的持續興趣，以及強勁的自由現金流。重點仍然是該公司增強的軟件性能，尤其是紅帽的貢獻。繼上半年受益於更新週期快要結束時出人意料的強勁基礎設施以及GenAI輔助諮詢的推動，人們對下半年勢頭的回升寄予厚望。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
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。
