On Oct 24, major Wall Street analysts update their ratings for $IBM Corp (IBM.US)$, with price targets ranging from $150 to $260.
BofA Securities analyst Wamsi Mohan maintains with a buy rating, and maintains the target price at $250.
UBS analyst David Vogt maintains with a sell rating, and adjusts the target price from $145 to $150.
Jefferies analyst Brent Thill maintains with a hold rating, and maintains the target price at $245.
Evercore analyst Amit Daryanani maintains with a buy rating, and maintains the target price at $240.
BMO Capital analyst Keith Bachman maintains with a hold rating, and adjusts the target price from $210 to $260.
Furthermore, according to the comprehensive report, the opinions of $IBM Corp (IBM.US)$'s main analysts recently are as follows:
IBM's recent quarterly performance fell short of expectations with revenue and operating income not meeting the anticipated figures, influenced by underperformance in Consulting/Infrastructure sectors and higher workforce rebalance charges. Although the Software segment demonstrated notable growth, the prevailing share value near peak levels suggests that a more unblemished quarter was essential to maintain the recent positive trend.
IBM's recent financial outcomes have been a mixed bag, with a shortfall in revenues driven by underperformance in Consulting and Infrastructure segments. Despite this, the company's Software division continues to show robust growth, bolstered by recent acquisitions. Looking ahead to FY25, the inclusion of HashiCorp is seen as a promising avenue for growth. Nevertheless, there remains a cautious stance regarding IBM's capacity to expand its Software business, coupled with an anticipation of ongoing margin pressures.
Here are the latest investment ratings and price targets for $IBM Corp (IBM.US)$ from 7 analysts:
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美東時間10月24日，多家華爾街大行更新了$IBM Corp (IBM.US)$的評級，目標價介於150美元至260美元。
美銀證券分析師Wamsi Mohan維持買入評級，維持目標價250美元。
瑞士銀行分析師David Vogt維持賣出評級，並將目標價從145美元上調至150美元。
富瑞集團分析師Brent Thill維持持有評級，維持目標價245美元。
Evercore分析師Amit Daryanani維持買入評級，維持目標價240美元。
BMO資本市場分析師Keith Bachman維持持有評級，並將目標價從210美元上調至260美元。
此外，綜合報道，$IBM Corp (IBM.US)$近期主要分析師觀點如下：
IBM 最近的季度業績表現不佳，營業收入和營運收益均未達到預期，受到諮詢/製造行業表現不佳和更高的人力再平衡費用的影響。儘管軟件部門表現出顯著增長，但處於接近峯值水平的份額價值表明，更加完美的一個季度對於維持最近的積極趨勢至關重要。
IBM 最近的財務表現是一張喜憂參半的成績單，營業收入的不足主要由諮詢和製造部門的表現不佳所致。儘管如此，公司的軟件部門繼續表現出強勁增長，最近的收購進一步支撐了增長。展望 2025 財年，HashiCorp 的加入被視爲一個有前景的增長途徑。然而，對於 IBM 擴大軟件業務的能力仍保持謹慎態度，加之對於持續的利潤率壓力的預期。
以下爲今日7位分析師對$IBM Corp (IBM.US)$的最新投資評級及目標價：
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