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What Analysts Think Is Changing The Story For Ibm And Its Edge Over

Bonisiwe Shabane
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what analysts think is changing the story for ibm and its edge over

Written by Benzinga Insights for Benzinga-> Providing a diverse range of perspectives from bullish to bearish, 14 analysts have published ratings on IBM (NYSE:IBM) in the last three months. The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months. Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $257.07, along with a high estimate of $320.00 and a low estimate of $170.00. This upward trend is evident, with the current average reflecting a 5.09% increase from the previous average price target of $244.62. The analysis of recent analyst actions sheds light on the perception of IBM by financial experts.

The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets. IBM Stock hits record levels fueled by major advancements in quantum computing technology. The Watsonx AI platform drives significant revenue growth and boosts IBM’s profit margins. Strong earnings and positive analyst ratings strengthen investor confidence in IBM's business strategy. IBM stock has reached new record levels, trading above $280 and even touching an intraday high of $282. This massive rally is being driven by several key developments in technology, business strategy, financial performance, and investor confidence.

The rise is fueled by IBM’s bold steps in quantum computing, artificial intelligence, hybrid cloud expansion, and consistent earnings growth. Here’s a detailed look at the factors behind IBM’s historic stock surge. On my first day as CEO, I made a commitment to the growth of IBM. I stated that a maniacal focus on our open hybrid cloud platform and AI capabilities is key to this outcome. Day by day, product by product, project by project—we are dedicated to helping our clients unlock the immense value this represents. Building on the solid foundation Ginni has put in place, we are focused on accelerating our growth strategy and seizing the $1 trillion hybrid cloud opportunity.

As we work toward this goal, two things are becoming increasingly clear. First, we’re seeing a tremendous increase in client demand for our capabilities and expertise. Second, we’re noticing that client buying needs for application and infrastructure services are diverging. Because of this, we have decided that the managed infrastructure services business of our GTS segment will become an independent company, which we’re initially referring to as “NewCo.” We expect the new company to... IBM will sharpen its focus on its open hybrid cloud platform and AI capabilities. And the new company will focus on delivering managed infrastructure services.

I am confident this is the right move and that our collective future is brighter as a result. I am excited about the path ahead and the tremendous value we will create by having two companies focused on what they do best. This will benefit our clients, employees, and shareholders and place both IBM and NewCo on an improved growth trajectory. Please use a PC Browser to access Register-Tadawul Assessing IBM: Insights From 10 Financial Analysts International Business Machines Corporation

In the last three months, 10 analysts have published ratings on IBM (NYSE:IBM), offering a diverse range of perspectives from bullish to bearish. The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months. The IBM ecosystem stepped into the spotlight at last week’s IBM Think event, where artificial intelligence stood out as more than innovation — it’s enterprise infrastructure, strategy and growth rolled into one. Backed by fresh momentum from Red Hat, the HashiCorp acquisition and an expanding portfolio of AI-ready platforms, IBM is positioning itself as a leader in operationalizing AI at scale. Aiming to unlock real business value — from productivity gains to competitive edge — the event focused on how its ecosystem of partners and technologies is turning AI vision into enterprise outcomes. “Despite concerns from investors about software growth and DOGE, our research indicates that Red Hat and HashiCorp are positioning IBM to deliver durable software-led growth,” said Dave Vellante, chief analyst at theCUBE Research.

Join analyst from theCUBE, SiliconANGLE’s livestreaming studio, on May 27 for key insights from IBM Think, including our exclusive interviews with experts from IBM Corp., PepsiCo Inc., Heineken USA Inc. and USAA. (* Disclosure below.) In addition to durable software-led growth, the upcoming z17 mainframe cycle could reenergize infrastructure and services, according to Vellante. If management executes, IBM can claim a stronger foothold in the hybrid cloud and AI arenas.

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Written by Benzinga Insights for Benzinga-> Providing a diverse range of perspectives from bullish to bearish, 14 analysts have published ratings on IBM (NYSE:IBM) in the last three months. The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months. Providing deeper insights, analysts have establ...

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I am confident this is the right move and that our collective future is brighter as a result. I am excited about the path ahead and the tremendous value we will create by having two companies focused on what they do best. This will benefit our clients, employees, and shareholders and place both IBM and NewCo on an improved growth trajectory. Please use a PC Browser to access Register-Tadawul Asses...