BUZZ-Street View: IBM set for long-term gains on AI enhancements and software demand
IT software and consultancy services provider IBM IBM.N surpassed Q4 profit estimates on Wednesday, driven by robust demand in its software unit as businesses ramped up IT spending
Shares of IBM up 9% at $249 in premarket trading
WIRED FOR SUCCESS
Goldman Sachs ("buy," PT: $275) expects revenue growth and strong free cash flow, driven by impressive bookings and AI performance, with long-term growth from software and market share gains in consulting
BofA Global Research ("buy," PO: $270) sees IBM's potential to deliver higher-than-expected free cash flow (FCF) despite HashiCorp HCP.O acquisition, with revenue and margins likely to improve structurally over next few years
J.P.Morgan ("neutral," PT: $244) sees software segment performing well, supporting higher valuations, with significant growth expected later in the year from AI-enhanced z17 mainframe and M&A activity
RBC Capital Markets ("outperform," PT: $276) sees co focusing on software execution in early 2025, with increase in consulting and infrastructure spending
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