Parkev Tatevosian, CFA发布 2026-10-02
《IBM Stock: Buy, Hold, or Sell?》
$IBM看涨
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.