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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星展銀行分析師Sachin Mittal維持$IBM Corp (IBM.US)$持有評級,並將目標價從200美元上調至250美元。
根據TipRanks數據顯示,該分析師近一年總勝率為77.1%,總平均回報率為22.0%。
此外,綜合報道,$IBM Corp (IBM.US)$近期主要分析師觀點如下:
受諮詢/基礎設施表現不佳以及勞動力再平衡成本增加的影響,IBM第三季度的收入和營業收入未達到預期。儘管如此,軟件板塊仍顯示出顯著的增長。鑑於股票的交易價格接近峯值,本季度的業績必須更加強勁,才能維持最近的上漲趨勢。
該公司的業績顯示出差異,收入低於預期,這歸因於諮詢和基礎設施領域的表現不佳。儘管如此,在最近的收購的推動下,軟件領域的穩健擴張爲25財年提供了前景光明的增長途徑,HashiCorp的合併有可能促進這種增長。但是,人們對該公司長期維持軟件增長的能力持謹慎態度,同時也對持續的利潤壓力感到擔憂。
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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。