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 59.6% 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:
IBM fell short of the anticipated Q3 revenue and operating income, impacted by underperformance in Consulting/Infrastructure segments and significant workforce rebalance charges. Despite a notable positive in Software growth, the recent high trading levels of the shares suggest that a more unblemished quarterly result was necessary to maintain the current trajectory.
The company's recent financial performance showed mixed results, with a shortfall in revenue attributed to the Consulting and Infrastructure sectors. Despite this, the robust growth in the Software division, bolstered by recent mergers and acquisitions, presents an optimistic growth outlook for FY25, potentially enhanced by the incorporation of HashiCorp. Nonetheless, there is skepticism concerning the company's ability to achieve sustained growth in Software, coupled with an expectation that margin issues will continue.
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59.6%，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：
IBM在第三季度營業收入和營業收入表現不佳，受到諮詢/製造行業部門表現不佳和重大的員工再平衡費用影響。儘管軟件增長表現值得關注，但股票最近的高交易水平表明需要更加完美的季度業績來維持當前的增長軌跡。
公司最近的財務業績呈現出不同的結果，營收不足歸因於諮詢和製造行業部門。儘管如此，軟件部門的強勁增長，在最近的併購加持下，爲FY25年提供了樂觀的增長前景，潛在的由HashiCorp的併入可能進一步增強。然而，對於該公司能否在軟件方面實現持續增長存在懷疑，同時也預計邊際問題將持續存在。
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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。
