Latest analyst takes
Ale's World of StocksBULLIBM is mispriced on the downside because the earnings reaction appears to be a guidance-trap despite beating estimates, with free cash flow up 13% and strong growth across cloud and hybrid categories (including ~10% hybrid cloud software and ~25% hybrid cloud infrastructure), plus a dividend aristocrat setup (~3% yield) and credible long-term upside from AI and quantum roadmaps (targeting fully error-free quantum by 2029).5d ago
ValuetainmentBULLIBM is mentioned as part of the large-business set that would be largely insulated from the economics of raising the federal minimum wage to $25 an hour, implying the policy shifts advantage toward big firms.6d ago
Meet KevinBEARI judge IBM being named as a potential target as an added threat to its enterprise services and on-prem customer base that could temporarily depress order visibility and share performance.40d ago"IBM is mispriced on the downside because the earnings reaction appears to be a guidance-trap despite beating estimates, with free cash flow up 13% and strong growth across cloud and hybrid categories (including ~10% hybrid cloud software and ~25% hybrid cloud infrastructure), plus a dividend aristocrat setup (~3% yield) and credible long-term upside from AI and quantum roadmaps (targeting fully error-free quantum by 2029)."
"IBM is mentioned as part of the large-business set that would be largely insulated from the economics of raising the federal minimum wage to $25 an hour, implying the policy shifts advantage toward big firms."
"I judge IBM being named as a potential target as an added threat to its enterprise services and on-prem customer base that could temporarily depress order visibility and share performance."