Parkev Tatevosian, CFA 对 $IBM 的判断变化

2026-10-02看涨
《IBM Stock: Buy, Hold, or Sell?》
IBM 为温和买入评级;DCF 公允价值约 254 美元,对比约 220 美元的股价,意味着 12 至 18 个月内有约 15% 的上行空间。

尽管该公司上一季度的营收与去年同期相比仅低于预期 1%,IBM 仍预计全年营收增长约 5%。IBM 也是量子计算领域的领先企业之一,而这可能成为继人工智能之后的下一代技术。

Although the company’s last quarter came in just 1% below revenue expectations compared to the same quarter last year, IBM still expects revenue growth of around 5% for the full year.

IBM is also one of the leading companies in quantum computing, and this could be the next generation after artificial intelligence.