最新ニュース IBM (NYSE:IBM) 株価情報

IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 300,000 people. The company has a robust roster of business partners to service its clients, which include 95% of all Fortune 500 companies. Primary products include its mainframes, Red Hat software, transaction processing software, and IT consulting.

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市場が動揺する不確実な時期、多くの投資家は高配当の株に目を向けがちだ。その多くは、フリーキャッシュ・フローが大きく、株主に高い配当を提供する銘柄である。

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IBMは水曜日、第2四半期の決算を発表した。IBMの1株あたり2.43ドルの四半期純利益を報告し、これはアナリストの予測額2.19ドルを10.96%上回った。四半期売り上げは158億ドルで、アナリストの予測額は155億1600万ドルを1.18%上回り、昨年同期の1547.5億ドルの売上から2.1％の増加となった。

IBM株　第2四半期決算発表後に上昇を記録

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IBM（NYSE：IBM）のCEOアビンド・クリシュナ（Arvind

IBMのCEOアーヴィンド・クリシュナがNVIDIAとの協力を発表｜「10億ドルの協業でAIの旅はより鮮やかになる」

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Sen.&nbsp;Elizabeth Warren&nbsp;(D-Mass.) requested answers from&nbsp;Apple Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) CEO&nbsp;Tim Cook, citing a&nbsp;pattern of &#8220;influence-peddling&#8221;&nbsp;between the&nbsp;iPhone-maker and the&nbsp;Donald Trump&nbsp;administration over the <a href="https://www.benzinga.com/tech/25/04/44970168/elizabeth-warren-slams-tim-cook-over-alleged-backdoor-deal-with-trump-to-shield-apple-from-crushing-china-tariffs-creates-the-appearance-of-impropriety" target="_blank" rel="noreferrer noopener">trade negotiations with China</a>.
Amid escalating trade tensions between the U.S. and China, tech bull&nbsp;Dan Ives thinks the time is &#8220;ticking&#8221; for trade deals as Wall Street reels from the aftermath of a tug-of-war <a target="_blank" href="https://www.benzinga.com/25/04/44891715/tech-bull-says-time-ticking-for-trade-deals-as-earnings-season-gathers-steam-calls-nvidias-china-disclosure-a-game-of-who-blinks-first" rel="noreferrer noopener">between the world&#8217;s top two economies</a>.
Earnings
STMicroelectronics N.V.&#8216; (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STM#NYSE">STM</a>) first-quarter FY25 net revenues of $2.52 billion represented a 27.3% year-over-year decline, beating the&nbsp;analyst consensus estimate of $2.51 billion. EPS of $0.06&nbsp;beat&nbsp;the&nbsp;<a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44978860/stmicro-calls-out-bottom-in-q1-forecasts-q2-rebound-focusing-on-cost-cuts" rel="noreferrer noopener">analyst consensus estimate&nbsp;of $0.04</a>.
Alphabet Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) reported first-quarter revenue of $90.23 billion, up 12% year-over-year, beating a Street consensus estimate of $89.2 billion and EPS of $2.81, beating a Street <a target="_blank" href="https://www.benzinga.com/25/04/44995955/alphabet-q1-earnings-highlights-google-search-youtube-cloud-show-robust-momentum" rel="noreferrer noopener">consensus estimate of $2.01</a>.
T-Mobile (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) reported first-quarter EPS of&nbsp;$2.58, which beat the analyst consensus estimate of&nbsp;$2.44, and revenue of&nbsp;$20.89 billion, beating the analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44995935/t-mobile-shares-drop-despite-better-than-expected-q1-report-details" rel="noreferrer noopener">consensus estimate of&nbsp;$20.62 billion</a>.
VinFast Auto (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VFS#NASDAQ">VFS</a>) reported&nbsp;quarterly&nbsp;earnings per share of 54 cents loss, missing the street view&nbsp;of 23 cents loss and, revenues of $677.89 million missed the&nbsp;analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44989420/vinfast-auto-maintains-ev-delivery-outlook-amid-macro-uncertainty-despite-q4-margin-drag" rel="noreferrer noopener">consensus estimate of $859.08 million</a>.
International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) reported quarterly earnings of $1.60 per share, which beat the analyst consensus estimate of $1.40 and revenue of $14.54 billion beat the analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44966124/ibm-shares-slide-despite-better-than-expected-q1-details" rel="noreferrer noopener">consensus estimate of $14.4 billion</a>.
Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) reported first-quarter revenue of&nbsp;$4.07 billion, versus&nbsp;estimates&nbsp;of $3.91 billion, and EPS of&nbsp;$1.28, <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44966804/texas-instruments-q1-earnings-revenue-beat-eps-beat-strong-guidance-prepared-to-navigate-the-evolving-supply-chain-dynamics" rel="noreferrer noopener">versus estimates of $1.07</a>.
Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) reported quarterly earnings of&nbsp;$1.04&nbsp;per share, which beat the analyst consensus estimate of&nbsp;98 cents, and, revenue of $4.72 billion,&nbsp;which beat the analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44965339/lam-research-stock-climbs-after-strong-q3-results-q4-guidance-above-estimates" rel="noreferrer noopener">consensus estimate of&nbsp;$4.59 billion</a>.
Check Point Software Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>) reported quarterly revenue growth of 7% year over year to $637.8 million, topping the&nbsp;analyst consensus estimate of $636.2 million and adjusted EPS of $2.21, beat the&nbsp;analyst <a target="_blank" href="https://www.benzinga.com/25/04/44962682/check-point-q1-earnings-revenue-beats-expectations-ceo-highlights-strong-demand-for-quantum-force-and-ai-platform" rel="noreferrer noopener">consensus estimate of $2.19.</a>
AT&amp;T Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) reported operating revenues of $30.63 billion beating the&nbsp;analyst consensus estimate of $30.35 billion and adjusted EPS of $0.51 also beat&nbsp;the&nbsp;analyst<a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44947739/att-adds-324-thousand-postpaid-subscribers-in-q1-outpaces-verizons-289-thousand-loss" rel="noreferrer noopener"> consensus estimate of $0.49</a>.
SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) reported quarterly revenue of 9.01 billion euros ($9.48 billion), beating analyst estimates and earnings of 1.44 euros ($1.54) per share <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44938879/sap-shares-climb-on-better-than-expected-q1-results" rel="noreferrer noopener">also came in ahead of estimates</a>.
Verizon Communications (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>) reported&nbsp;fiscal&nbsp;first-quarter revenue growth was 1.5% year-over-year, reaching $33.49 billion, topping the&nbsp;analyst consensus estimate of $33.24 billion. Adjusted EPS of $1.19 topped the&nbsp;<a target="_blank" href="https://www.benzinga.com/25/04/44920917/verizon-struggles-with-subscriber-losses-from-price-increases-competition-and-lower-government-support" rel="noreferrer noopener">analyst&nbsp;consensus estimate of $1.15</a>.
Smartphones &amp; Technology
The&nbsp;iPhone 17 series, the latest smartphone line-up from&nbsp;Apple, is reportedly facing significant stock shortages, and CEO&nbsp;Tim Cook&nbsp;is worried about it. The scarcity of Low CTE fiberglass cloth is reportedly causing a strain <a href="https://www.benzinga.com/25/04/44917129/apple-ceo-tim-cook-gets-anxious-over-this-issue-threatening-the-inventory-of-iphone-17-he-is-pushing-suppliers-every-day" target="_blank" rel="noreferrer noopener">on the&nbsp;stock of the iPhone 17&nbsp;series.</a>
Elon Musk&nbsp;says that&nbsp;Neuralink, which specializes in creating Brain-Computer Interfaces (BCI), will help <a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44892867/elon-musk-says-neuralink-will-help-blind-people-see-again-will-exceed-the-best-human-eyes" rel="noreferrer noopener">‘completely blind&#8217; people see again</a>.
Elon Musk&#8216;s BCI (Brain-Chip Interface) company&nbsp;Neuralink&nbsp;is reportedly eyeing an $8.5 billion pre-money valuation<a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44972585/elon-musks-neuralink-eyes-8-5-billion-pre-money-valuation-in-latest-funding-round-report" rel="noreferrer noopener"> amid talks with potential investors</a>.
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) introduced a newly redesigned version of <a target="_blank" href="https://www.benzinga.com/25/04/44973292/satya-nadella-calls-it-scaffolding-for-my-workday-introduces-microsoft-365-copilots-ai-glow-up-to-reshape-how-we-work" rel="noreferrer noopener">its Microsoft 365 Copilot app</a>.
Automotive
Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has reportedly pivoted its marketing for the Cybertruck as CEO&nbsp;Elon Musk&#8216;s EV giant rebrands the vehicle <a href="https://www.benzinga.com/markets/25/04/44919745/cybertruck-gets-a-down-to-earth-redesign-as-tesla-shifts-to-traditional-pickup-marketing-amid-poor-sales" target="_blank" rel="noreferrer noopener">to showcase its utilitarian quotient</a>.
Tesla plans to ramp up production of its&nbsp;humanoid robot&nbsp;Optimus&nbsp;are facing significant roadblocks due to supply chain constraints and China&#8217;s new export <a target="_blank" href="https://www.benzinga.com/25/04/44941025/tesla-optimus-robot-hit-by-chinas-rare-earth-magnet-crackdown-elon-musk-says-thousands-may-be-ready-by-year-end-but-no-guarantees-when-you-have-a-complex-manufactured-product" rel="noreferrer noopener">restrictions on rare earth materials</a>.
Elon Musk&nbsp;shared a comprehensive list of updates on the company&#8217;s FSD (Full Self-Driving) technology, crucial <a href="https://www.benzinga.com/news/earnings/25/04/44943387/elon-musk-shares-fsd-update-at-tesla-earnings-call-10-to-20-model-ys-will-offer-paid-robotaxi-rides-in-june" target="_blank" rel="noreferrer noopener">for Tesla&#8217;s Cybercab ambitions</a>.
Tesla has revealed that the company is running its autonomous ride-hailing service in Austin, as well as<a target="_blank" href="https://www.benzinga.com/tech/25/04/44972108/tesla-quietly-launched-robotaxi-service-for-employees-before-june-debut-now-reports-1500-completed-trips" rel="noreferrer noopener"> the San Francisco Bay Area</a>.
Chinese battery manufacturer&nbsp;CATL&nbsp;(Contemporary Amperex Technology Co. Limited) has launched the second-generation <a target="_blank" href="https://www.benzinga.com/markets/25/04/44894382/tesla-battery-supplier-catl-unveils-new-fast-charging-battery-with-323-mile-range-in-five-minutes" rel="noreferrer noopener">‘Shenxing&#8217; fast-charging battery</a>.
Nio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) has announced it will delay the launch of its Firefly EV in Europe to the third quarter after it claimed to launch <a target="_blank" href="https://www.benzinga.com/25/04/44915240/tesla-rival-nio-delays-the-european-launch-of-firefly-ev-report" rel="noreferrer noopener">the product in the first half of 2025</a>.
General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) will continue to produce its Ultium architecture-based EVs like the Chevrolet Equinox at its production <a target="_blank" href="https://www.benzinga.com/markets/25/04/44916042/general-motors-has-no-plans-to-move-ev-production-away-from-mexico-despite-tariff-uncertainty" rel="noreferrer noopener">facility in Ramos Arizpe, Mexico</a>.
Geely Automobile Holdings&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/GELYF#OTC">GELYF</a>) announced that the company will share its battery safety <a target="_blank" href="https://www.benzinga.com/25/04/44945220/chinas-geely-announces-it-will-share-battery-safety-patents-safety-lab-with-the-auto-industry" rel="noreferrer noopener">patents at the Shanghai Auto Show</a>.
BYD Co., Ltd (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>) is pivoting its European strategy as the Chinese EV manufacturer looks <a href="https://www.benzinga.com/25/04/44946809/byd-rejigs-european-strategy-amid-lack-of-market-knowledge-and-modest-dealer-network-report" target="_blank" rel="noreferrer noopener">to expand into the market</a>.
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Consumer Tech News (Apr 21-Apr 25): Microsoft's Copilot Gets a Sleek New Look, Apple Under Fire For 'Influence-Peddling' In US-China Trade & More

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
U.S. markets rebounded this week as President Donald Trump softened his stance on trade and monetary policy. He indicated that tariffs on Chinese imports could decrease from the current 145% and affirmed his support for Federal Reserve Chair Jerome Powell, alleviating investor concerns about central bank independence.
The S&amp;P 500 regained nearly 80% of its post-April 2 losses, with notable gains in technology stocks. ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) led with a 20% weekly increase, while Tesla (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NYSE">TSLA</a>) surged 9.9% after CEO Elon Musk announced a reduced focus on the Department of Government Efficiency (DOGE).
Despite the rally, economic indicators signaled caution. U.S. private sector growth slowed to a 16-month low, and consumer sentiment declined sharply. Inflation expectations rose, with one-year forecasts reaching 6.5%, the highest since 1981, suggesting persistent economic uncertainty.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.
The Bulls
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44935008/netflix-stock-nears-all-time-high-whats-going-on">"Netflix stock nears all-time high: What's going on?"</a>, by Adam Eckert, reports that Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) shares approached record highs following strong Q1 earnings—$10.54 billion in revenue and $6.61 EPS—driven by robust subscription and advertising growth, with analysts raising price targets up to $1,514 and highlighting the company's insulation from global tariffs due to its digital-only business model.
<a href="https://www.benzinga.com/general/biotech/25/04/44963467/why-is-summit-therapeutics-stock-soaring-on-wednesday">"Why Is Summit Therapeutics Stock Soaring On Wednesday?"</a>, by Vandana Singh, reports that Summit Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMMT#NASDAQ">SMMT</a>) shares surged after partner Akeso, Inc. announced that their Phase 3 HARMONi-6 trial met its primary endpoint, with ivonescimab plus chemotherapy showing a statistically significant improvement in progression-free survival over BeiGene Ltd.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ONC#NASDAQ">ONC</a>) tislelizumab combo in patients with advanced squamous non-small cell lung cancer.
<a href="https://www.benzinga.com/general/biotech/25/04/44966369/novavaxs-covid-19-vaccine-nears-fda-full-approval-stock-jumps">"Novavax's COVID-19 Vaccine Nears FDA Full Approval, Stock Jumps"</a>, by Vandana Singh, reports that Novavax Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) shares rose after the company stated its Biologics License Application is approvable and awaits FDA response following a post-marketing data request.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/news/earnings/25/04/44998075/celestica-beats-q1-estimates-raises-fy-outlook-on-strengthening-demand-shares-slide">Celestica Beats Q1 Estimates, Raises FY Outlook On ‘Strengthening Demand,' Shares Slide</a>
<a href="https://www.benzinga.com/25/04/44927300/this-nvidia-backed-ai-upstart-boasts-extremely-rapid-revenue-growth-analyst-initiates-overweight">Nvidia-Backed AI Startup Boasts ‘Extremely Rapid Revenue Growth' &#8211; JPMorgan Initiates With Overweight</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/04/44995270/why-is-rocket-lab-stock-trading-higher-on-thursday">Why Is Rocket Lab Stock Trading Higher On Thursday?</a>
The Bears
<a href="https://www.benzinga.com/news/earnings/25/04/44996628/intel-q1-earnings-revenue-beat-eps-beat-shares-tumble-on-weak-guidance-chipmaker-plans-swift-actions-to-drive-efficiency">"Intel Q1 earnings: Revenue beat, EPS beat, shares tumble on weak guidance, chipmaker plans ‘swift actions' to drive efficiency"</a>, by Adam Eckert, reports that Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) shares fell after the company reported first-quarter revenue of $12.67 billion and adjusted earnings of 13 cents per share, both surpassing analyst expectations, but issued a disappointing second-quarter revenue forecast of $11.2–$12.4 billion, prompting CEO Lip-Bu Tan to announce organizational streamlining and cost-cutting measures to enhance efficiency.
<a href="https://www.benzinga.com/25/04/44903087/amazon-stock-downgraded-price-target-slashed-as-tariffs-create-uncertainty">"Amazon stock downgraded, price target slashed as tariffs create uncertainty"</a>, by Erica Kollmann, reports that Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) shares fell after Raymond James analyst Josh Beck downgraded the stock from Strong Buy to Outperform and cut the price target from $275 to $195, citing underestimated EBIT pressures from tariffs and macroeconomic headwinds.
<a href="https://www.benzinga.com/news/earnings/25/04/44966124/ibm-shares-slide-despite-better-than-expected-q1-details">"IBM Shares Slide Despite Better-Than-Expected Q1: Details"</a>, by Erica Kollmann, reports that International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) shares fell despite beating Q1 expectations with $1.60 EPS and $14.54 billion in revenue, as investors reacted to CEO Arvind Krishna's warning that economic uncertainty may cause clients to pause spending.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44962797/enphase-energy-stock-is-tumbling-wednesday-why-investors-are-selling-shares">Enphase Energy Stock Is Tumbling Wednesday: Why Investors Are Selling Shares</a>
<a href="https://www.benzinga.com/analyst-ratings/reiteration/25/04/44965222/metas-fundamentals-look-fragile-heading-into-q1-report-analyst-warns">Meta's Fundamentals Look Fragile Heading Into Q1 Report, Analyst Warns</a>
<a href="https://www.benzinga.com/news/earnings/25/04/44995935/t-mobile-shares-drop-despite-better-than-expected-q1-report-details">T-Mobile Shares Drop Despite Better-Than-Expected Q1 Report: Details</a>
Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
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Benzinga Bulls And Bears: Netflix, Novavax, Intel — And The Market Begins To Bounce Back

General

Live On CNBC Kevin Simpson Announces Sold Some IBM

Live On CNBC Malcolm Ethridge Announces Bought IBM

Live On CNBC Stephanie Link Announces Bought More IBM

Providing a diverse range of perspectives from bullish to bearish, 14 analysts have published ratings on IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) 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.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">5</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
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.
<img src="https://www.benzinga.com/files/images/story/2025/1745517643_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
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.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;David Vogt &#x7C;UBS &#x7C;Raises &#x7C;Sell &#x7C; $170.00&#x7C;$160.00 &#x7C; 
&#x7C;Erik Woodring &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $233.00&#x7C;$237.00 &#x7C; 
&#x7C;Daniel Ives &#x7C;Wedbush &#x7C;Maintains &#x7C;Outperform &#x7C; $300.00&#x7C;$300.00 &#x7C; 
&#x7C;Matthew Swanson &#x7C;RBC Capital &#x7C;Maintains &#x7C;Outperform &#x7C; $276.00&#x7C;$276.00 &#x7C; 
&#x7C;Brent Thill &#x7C;Jefferies &#x7C;Lowers &#x7C;Hold &#x7C; $265.00&#x7C;$270.00 &#x7C; 
&#x7C;Param Singh &#x7C;Oppenheimer &#x7C;Announces &#x7C;Outperform &#x7C; $320.00&#x7C;- &#x7C; 
&#x7C;Brian Essex &#x7C;JP Morgan &#x7C;Raises &#x7C;Neutral &#x7C; $244.00&#x7C;$233.00 &#x7C; 
&#x7C;Brent Thill &#x7C;Jefferies &#x7C;Raises &#x7C;Hold &#x7C; $270.00&#x7C;$245.00 &#x7C; 
&#x7C;Wamsi Mohan &#x7C;B of A Securities &#x7C;Raises &#x7C;Buy &#x7C; $270.00&#x7C;$260.00 &#x7C; 
&#x7C;Keith Bachman &#x7C;BMO Capital &#x7C;Raises &#x7C;Market Perform &#x7C; $280.00&#x7C;$260.00 &#x7C; 
&#x7C;Matthew Swanson &#x7C;RBC Capital &#x7C;Raises &#x7C;Outperform &#x7C; $276.00&#x7C;$250.00 &#x7C; 
&#x7C;Erik Woodring &#x7C;Morgan Stanley &#x7C;Raises &#x7C;Equal-Weight &#x7C; $228.00&#x7C;$217.00 &#x7C; 
&#x7C;Erik Woodring &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $217.00&#x7C;$222.00 &#x7C; 
&#x7C;Matthew Hedberg &#x7C;RBC Capital &#x7C;Maintains &#x7C;Outperform &#x7C; $250.00&#x7C;$250.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to IBM. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of IBM compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of IBM's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Capture valuable insights into IBM's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/IBM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on IBM analyst ratings.</a>
<h2>All You Need to Know About IBM</h2>
IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 300,000 people. The company has a robust roster of business partners to service its clients, which include 95% of all Fortune 500 companies. Primary products include its mainframes, Red Hat software, transaction processing software, and IT consulting.
<h3>IBM's Economic Impact: An Analysis</h3>
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Revenue Growth: IBM's remarkable performance in 3M is evident. As of 31 December, 2024, the company achieved an impressive revenue growth rate of 1.0%. This signifies a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: IBM's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 16.6%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): IBM's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 11.26% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): IBM's ROA excels beyond industry benchmarks, reaching 2.15%. This signifies efficient management of assets and strong financial health.
Debt Management: IBM's debt-to-equity ratio is notably higher than the industry average. With a ratio of 2.14, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>Analyst Ratings: What Are They?</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Forecasting The Future: 14 Analyst Projections For IBM

UBS analyst David Vogt maintains IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) with a Sell and raises the price target from $160 to $170.

UBS Maintains Sell on IBM, Raises Price Target to $170

U.S. equities are pushing higher for a third straight session, eyeing the longest winning streak since the Trump tariff announcement on April 2, as optimism over corporate earnings and easing trade <a href="https://www.benzinga.com/markets">tensions boosts risk sentiment.</a>
Positive quarterly results and robust guidance from U.S. firms is fueling hopes the economy can weather the ongoing tariff headwinds and avoid a recession.
Meanwhile, signs of a potential thaw in the U.S.-China trade conflict emerged, with the White House reportedly considering exceptions for certain Chinese auto parts.
At midday trading in New York, the Nasdaq 100 surged 2.2%, climbing above the 19,000 mark for the first time in two weeks. The S&amp;P 500 advanced 1.5%, while the Dow Jones Industrial Average underperformed, rising 0.9%.
Technology stocks broadly outperformed, with strength concentrated in the Magnificent Seven and the semiconductor space.
Among major movers, ServiceNow Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NASDAQ">NOW</a>) soared 15% after reporting results that beat Wall Street expectations and issuing bullish forward guidance. In contrast, shares of International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) slumped 8% as the tech giant showed lower-than-expected non-GAAP earnings. 
In the consumer staples sector, Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) dropped more than 5% after missing revenue estimates.
Treasury yields continued to ease, with yields on the 10-year Treasury down 5 basis points to 4.33%. 
Gold rebounded modestly after suffering a 2.7% slide on Wednesday. Natural gas prices extended their losing streak, plunging 4.9% and heading for a tenth consecutive negative session. 
In the crypto market, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) eased 0.5% to trade at $93,300. 
<h2 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,095.73</td>
<td>2.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,456.36</td>
<td>1.5%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,943.95</td>
<td>1.3%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>39,944.47</td>
<td>0.9%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:15 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 1.5% up to $543.71.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.9% to $399.51.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rallied 2.1% to $464.72.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rallied 1.5% to $193.08.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 3%; the&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) lagged, down 0.8%.</li>
</ul>
<h2 class="wp-block-heading">Thursday&#8217;s Stock Movers</h2>
Stocks reacting to earnings included: 
<ul>
<li>Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>): up 0.6%</li>
<li>O'Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>): down 3.1%</li>
<li>Raymond James Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>): up 0.7%</li>
<li>Molina Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>): down 6.4%</li>
<li>Texas Instruments Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>): up 6.0%</li>
<li>FirstEnergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FE#NYSE">FE</a>): up 0.4%</li>
<li>ServiceNow, Inc. up 14.9%</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>): up 5.5%</li>
<li>ResMed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>): up 10.0%</li>
<li>Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>): up 3.6%</li>
<li>International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>): down 7.6%</li>
<li>Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>): up 3.6%</li>
<li>Rollins, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROL#NYSE">ROL</a>): up 1.2%</li>
<li>United Rentals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>): up 8.9%</li>
<li>Tyler Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>): down 3.0%</li>
<li>Edwards Lifesciences Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>): up 7.1%</li>
<li>Las Vegas Sands Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>): up 5.2%</li>
<li>Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>): down 9.7%</li>
<li>American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>): up 2.3%</li>
<li>PepsiCo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>): down 4.1%</li>
<li>CBRE Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>): up 2.5%</li>
<li>Entergy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): up 0.4%</li>
<li>The Procter &amp; Gamble Company: down 5.3%</li>
<li>Bristol-Myers Squibb Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>): down 0.2%</li>
<li>Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>): down 0.2%</li>
<li>Valero Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>): down 1.8%</li>
<li>Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>): down 5.3%</li>
<li>Dow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>): up 2.1%</li>
<li>Willis Towers Watson Public Limited Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>): down 5.2%</li>
<li>Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>): down 4.8%</li>
<li>Hasbro, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAS#NASDAQ">HAS</a>): up 16.1%</li>
<li>CMS Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMS#NYSE">CMS</a>): up 2.3%</li>
<li>Xcel Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XEL#NASDAQ">XEL</a>): down 1.8%</li>
<li>CenterPoint Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNP#NYSE">CNP</a>): up 1.8%</li>
<li>LKQ Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LKQ#NASDAQ">LKQ</a>): down 10.7%</li>
<li>PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>): down 0.8%</li>
<li>Keurig Dr Pepper Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KDP#NASDAQ">KDP</a>): down 0.6%</li>
<li>Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>): up 5.5%</li>
<li>Merck &amp; Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>): down 0.6%</li>
<li>Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>): down 0.4%</li>
<li>L3Harris Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>): up 0.4%</li>
<li>Pool Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POOL#NASDAQ">POOL</a>): down 6.1%</li>
<li>Dover Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOV#NYSE">DOV</a>): up 1.8%</li>
<li>West Pharmaceutical Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>): down 2.2%</li>
<li>Ameriprise Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMP#NYSE">AMP</a>): down 0.2%</li>
<li>Fiserv, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>): down 16.4%</li>
<li>The Interpublic Group of Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IPG#NYSE">IPG</a>): up 3.4%</li>
<li>Allegion plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLE#NYSE">ALLE</a>): up 9.7%</li>
<li>Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>): down 3.1%</li>
</ul>
Stocks slated to report earnings after the bell include T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), VeriSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>), Eastman Chemical Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMN#NYSE">EMN</a>), Principal Financial Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PFG#NASDAQ">PFG</a>), Physicians Realty Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOC#NYSE">DOC</a>), The Hartford Financial Services Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIG#NYSE">HIG</a>), Weyerhaeuser Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WY#NYSE">WY</a>), Republic Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>), Digital Realty Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>), Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), Erie Indemnity Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIE#NASDAQ">ERIE</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Read also: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44985682/apples-ai-delays-rising-cost-pressures-trigger-price-target-cut-from-bank-of-america">Apple AI Delays, Rising Cost Pressures Trigger Price Target Cut From Bank Of America</a></li>
</ul>
Photo: Shutterstock

Analyst Color

$BTC

ALLE

CBRE

CMCSA

SPDR Dow Jones Industrial Average ETF Trust

ERIE

GILD

GOOGL

NDAQ

ORLY

POOL

TSCO

VRSN

Select Sector SPDR-Consumer Discretionary

Wall Street Rally Extends Into Third Day: What's Driving Markets Thursday?

Morgan Stanley analyst Erik Woodring maintains IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) with a Equal-Weight and lowers the price target from $237 to $233.

Morgan Stanley Maintains Equal-Weight on IBM, Lowers Price Target to $233

IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) shares tanked despite the company Wednesday reporting <a href="https://www.benzinga.com/news/earnings/25/04/44966124/ibm-shares-slide-despite-better-than-expected-q1-details">upbeat first-quarter earnings</a>.
The company reported its results amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
<h1 class="wp-block-heading">BofA Securities On IBM</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58e64305b85e9300014c97f9/wamsi-mohan">Analyst Wamsi Mohan</a> maintained a Buy rating and price target of $270.
IBM reported strong quarterly results, with 2% revenue growth in constant currency terms, Mohan said in a note. The company guided to "at least 4% cc growth" in the second quarter and said it expects a further acceleration in the back half to drive mid-single-digit growth, he added.
"The acceleration is driven by the new Mainframe (+1 point to overall growth), M&amp;A impact (+2.5 points to growth), reacceleration in software (+0.5% to growth) with some moderation in Consulting (no contribution to growth)," the analyst wrote. IBM had $3.5 billion in gross savings exiting 2024 and can leverage productivity improvements in case there is a slowdown in the macro environment, he further stated.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
<h1 class="wp-block-heading">Goldman Sachs On IBM</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5805f8a2846faa000106ab15/james-schneider">Analyst James Schneider</a> reiterated a Buy rating and price target of $270.
The sell-off in the stock appears "overdone," as IBM achieved in-line Software and Consulting revenue and free cash flow performance, despite intensifying macro headwinds, Schneider said. While heightened macro uncertainty may impact margins in parts of IBM's portfolio, its infrastructure portfolio is "significantly more defensive than peers in the current environment," he added.
Management reiterated guidance of at least 5% constant currency revenue growth in 2025, with free cash flow of $13.5 billion, which is a positive given that "visibility remains low for the entire industry," the analyst stated. IBM appears to be on track "to complete its pivot to long-term growth fueled by stronger software growth and market share gains in consulting," he further wrote.
IBM Price Action: Shares of IBM had declined by 7.51% to $227.08 at the time of publication on Thursday.
Read More: • <a href="https://www.benzinga.com/markets/equities/25/04/44972416/ibm-plays-down-trump-tariff-concerns-doge-could-affect-consulting-business-but-its-us-federal-business-is-less-than-5-says-ceo">IBM Plays Down Trump Tariff Concerns: DOGE Could Affect Consulting Business, But Its &#8216;US Federal Business Is Less Than 5%,&#8217; Says CEO</a>
Photo: Shutterstock

Reiteration

IBM's Shares Drop Sharply After Q1 Report: Analysts Say It's Overdone, Revenue Growth To Accelerate

Wedbush analyst Daniel Ives reiterates IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) with a Outperform and maintains $300 price target.

Wedbush Reiterates Outperform on IBM, Maintains $300 Price Target

WIIM

IBM shares are trading lower. The company reported Q1 financial results.

U.S. durable goods orders jumped sharply in March, marking the biggest gain since July 2024, but the high single-digit headline spike hides a mixed picture that casts doubt on whether factory momentum was firing on all cylinders ahead of <a href="https://www.benzinga.com/topic/donald-trump">Trump's April 2 tariff move.</a>
New orders for manufactured durable goods climbed by 9.2% to $315.7 billion in March, rising for a third consecutive month and far surpassing expectations for a modest 2% gain, according to data released Thursday by the U.S. Census Bureau. 
The outcome marked the strongest increase in over eight months and the second-largest monthly gain over the past five years.
<h2 class="wp-block-heading">Transportation Orders Takes Off, But With A Caveat</h2>
Transportation equipment orders soared 27%, or $26.5 billion, to $124.6 billion, making it the single largest driver of the total gain. 
Most of that, however, came from one specific category: nondefense aircraft and parts, which skyrocketed by a staggering 139% to $44.6 billion.
Stripping out the volatile transportation category, new durable goods orders were unchanged at $191.1 billion, a clear sign that underlying demand remains tepid.
Outside the transportation sector, capital goods orders stood out with a notable 24.3% increase to $127.2 billion, driven by a 29.4% surge in non-defense capital goods.
<h2 class="wp-block-heading">Where Is The Weakness?</h2>
Several other core manufacturing categories showed either minimal growth or outright contraction.
Computers and electronic products saw new orders slip 1.2% to $25.4 billion. Within that, computers and related products declined 2.9%, the steepest drop among all sub-categories.
Electrical equipment, appliances and components orders dipped 0.5%, while fabricated metal products barely moved, gaining just 0.2%.
Defense aircraft orders fell 9.4% to $5.6 billion, suggesting that recent DOGE-related spending cuts could be weighing on the Defense Department's procurement activity.
<h2 class="wp-block-heading">Market Reactions</h2>
The Dow Jones Industrial Average slipped 0.2% in premarket trading Thursday, following a 1% gain the previous day.
Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), the biggest beneficiary of the aircraft orders jump, gave up 0.5% in early trading after climbing as much as 6% Wednesday. 
Within blue-chip stocks, Salesforce Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NASDAQ">CRM</a>) rose 3.7% while Merck &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>) added 1.9%. 
International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) dropped 6% after weaker-than-expected guidance.
Read now: 
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</ul>
Photo: Shutterstock

Macro Economic Events

Econ #s

Economics

Durable Goods Orders Jump 9.2% In March, But One Category Tells The Real Story

U.S. stock futures were lower this morning, with the Dow futures falling around 200 points on Thursday.
Shares of International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) fell sharply in today's pre-market trading after the company reported <a href="https://www.benzinga.com/news/earnings/25/04/44966124/ibm-shares-slide-despite-better-than-expected-q1-details">first-quarter financial results</a>.
IBM reported quarterly earnings of $1.60 per share, which beat the analyst consensus estimate of $1.40. Quarterly revenue of $14.54 billion beat the analyst consensus estimate of $14.4 billion.
IBM shares dipped 7.3% to $227.62 in the pre-market trading session.
Here are some other stocks moving lower in pre-market trading.
<ul>
<li>TAL Education Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAL#NYSE">TAL</a>) shares dipped 17.8% to $9.02 in pre-market trading after the company announced weaker-than-expected quarterly results.</li>
<li>Robert Half Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RHI#NYSE">RHI</a>) fell 16.6% to $38.70 in pre-market trading after the company reported worse-than-expected quarterly financial results.</li>
<li>Acacia Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACTG#NASDAQ">ACTG</a>) declined 11.1% to $2.65 in pre-market trading.</li>
<li>Latham Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWIM#NASDAQ">SWIM</a>) dipped 10.3% to $4.98 in today's pre-market trading. Latham Group will release financial results for the first quarter on Tuesday, May 6, after the closing bell.</li>
<li>Kaiser Aluminum Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KALU#NASDAQ">KALU</a>) fell 8.2% to $54.10 in pre-market trading following weak quarterly sales.</li>
<li>Nokia Oyj (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) shares dipped 7.7% to $4.90 in pre-market trading as the company posted weaker-than-expected earnings for its first quarter and confirmed its guidance for the rest of the year.</li>
<li>Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) declined 6.7% to $42.99 in pre-market trading following weaker-than-expected quarterly results.</li>
<li>Jack in the Box Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JACK#NASDAQ">JACK</a>) declined 4.6% to $24.24 in pre-market trading after the company issued FY25 forecast.</li>
<li>Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) fell 4% to $24.50 in pre-market trading as the company reported first-quarter financial results after the market close on Wednesday. Southwest Airlines pulled its full-year 2025 and 2026 EBIT guidance, citing "current macroeconomic uncertainty."</li>
<li>Peloton Interactive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTON#NASDAQ">PTON</a>) fell 3.7% to $5.76 in pre-market trading.</li>
</ul>
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<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/04/44948767/top-2-consumer-stocks-that-may-implode-this-month">Top 2 Consumer Stocks That May Implode This Month</a> </li>
</ul>
Photo via Shutterstock

ACTG

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KALU

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IBM, Nokia, Alaska Air Group And Other Big Stocks Moving Lower In Thursday's Pre-Market Session

International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) has forecasted a &#8220;minimal&#8221; tariff impact on its business while acknowledging not being &#8220;immune&#8221; to the Department of Government Efficiency-related initiatives during its first quarter earnings call.
What Happened: IBM&#8217;s CFO and Senior Vice President, James Kavanaugh, said that the company was exploring alternatives to mitigate any indirect effects because the direct tariff impact was &#8220;minimal.&#8221;
&#8220;Goods imported to the U.S. represent less than 5% of our overall spend, and under current U.S. tariff policy, the impact to IBM is minimal. While we have limited direct exposure outside the United States, we are tactically evaluating alternative sources and other strategy to mitigate tariffs,&#8221; he said.
Talking about the impact of DOGE-related initiatives, its Chairman, President, and CEO, Arvind Krishna, highlighted that its consulting business was &#8220;susceptible to discretionary pullbacks and DOGE-related initiatives.&#8221;
&#8220;We are not immune from all those activities just like everybody else,&#8221; he said, adding that few of IBM&#8217;s contracts were impacted in the first quarter. &#8220;You expect U.S. AID, where we did some work, was impacted, but not really in most other cases,&#8221; he added.
Additionally, CFO Kavanaugh clarified, &#8220;But our U.S. federal business is less than 5% of IBM&#8217;s total annual revenue. About 60% of that is Consulting, which is more susceptible to discretionary efficiency-type programs.&#8221;
&#8220;So while no one&#8217;s immune, we are absolutely focused on monitoring the dynamic process,&#8221; said the CFO.
See Also: <a href="https://www.benzinga.com/25/04/44947085/analyst-expects-googles-ad-revenue-to-pick-up-in-q1-google-normally-beats-heres-what-alphabets-chart-shows-ahead-of-earnings">&#8216;Google Normally Beats,&#8217; Says Analyst Expecting Sundar Pichai-Led Company&#8217;s Ad Revenue To &#8216;Pick Up&#8217; In Q1: Here&#8217;s What Alphabet&#8217;s Chart Shows Ahead Of Earnings</a>
Why It Matters: IBM <a href="https://www.benzinga.com/news/earnings/25/04/44966124/ibm-shares-slide-despite-better-than-expected-q1-details">reported quarterly earnings</a> of $1.60 per share, which beat the analyst consensus estimate of $1.40. Quarterly revenue of $14.54 billion beat the analyst consensus estimate of $14.4 billion.
The company also reported its highest first-quarter free cash flow in many years at $2 billion, driven by revenue growth and productivity initiatives.
IBM sees second-quarter revenue in a range of $16.4 billion to $16.75 billion, versus the $16.33 billion estimate.
Price Action: IBM closed 1.89% higher on Wednesday and slipped 6.96% in after-hours. It has gained 11.61% on a year-to-date basis, whereas it was up 33.34% over a year.
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose on Wednesday. The SPY was up 1.55% to $535.42, while the QQQ advanced 2.27% to $454.561, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Benzinga Edge Stock Rankings shows that IBM had a weaker price trend over the short term, but a stronger price trend over the medium and long term. Its momentum ranking was solid at 87.57th percentile, whereas its value ranking was poor; the details of other metrics are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>. 
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/report/IBM"><img loading="lazy" decoding="async" width="1024" height="148" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/24025446/IBM-EDGE-1024x148.png" alt="" class="wp-image-885758" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/24025446/IBM-EDGE-1024x148.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/24025446/IBM-EDGE-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/24025446/IBM-EDGE-768x111.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/24025446/IBM-EDGE.png 1213w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Image Via Shutterstock

IBM Plays Down Trump Tariff Concerns: DOGE Could Affect Consulting Business, But Its 'US Federal Business Is Less Than 5%,' Says CEO

On Wednesday, U.S. stocks surged with the Dow Jones jumping over 419 points to 39,606.57. The NASDAQ climbed 2.5% to 16,708.05, and the S&amp;P 500 increased by 1.7% to 5,375.86.
These are the top stocks that gained the attention of retail traders and investors throughout the day.
International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) rose 1.90% to close at $245.48, hitting an intraday high of $249.34 and a low of $243.66. Its 52-week range is between $266.45 and $162.62. IBM reported <a href="https://www.benzinga.com/news/earnings/25/04/44966124/ibm-shares-slide-despite-better-than-expected-q1-details">first-quarter earnings</a> of $1.60 per share, surpassing analyst expectations of $1.40. Revenue also exceeded forecasts at $14.54 billion, compared to the anticipated $14.4 billion.
Chipotle Mexican Grill Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>) saw a 3.52% increase, closing at $48.76. The stock reached a high of $49.70 and a low of $48.22, with a 52-week high of $69.26 and a low of $44.46. Chipotle reported first-quarter revenue of $2.9 billion, <a href="https://www.benzinga.com/general/restaurants/25/04/44965628/chipotle-investors-get-burnt-on-q1-earnings-as-comparable-sales-fall-amid-slowdown-in-consumer-spending">missing the $2.95 billion estimate</a>. However, adjusted earnings of 29 cents per share beat the expected 28 cents.
See Also:&nbsp;<a href="https://benzinga.com/25/04/44919745/tesla-shifts-cybertruck-marketing-strategy-to-appeal-to-traditional-pick-up-truck-customers-amid-poor-sales" target="_blank" rel="noreferrer noopener">Cybertruck Gets A Down-To-Earth Redesign As Tesla Shifts To Traditional Pickup Marketing Amid Poor Sales</a>
Texas Instruments Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>) climbed 3.67% to finish at $152.15, with a high of $155.34 and a low of $151.28. Its 52-week high and low are $220.38 and $139.95, respectively. Texas Instruments reported an 11% year-over-year revenue increase, with strong guidance for navigating supply chain dynamics. In the first quarter, revenue came in at $3.91 billion. The earnings per share of $1.28 beat estimates of $1.07.
Class A shares of Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) rose 2.56% to $155.35, reaching a high of $157.53 and a low of $153.81. The stock&#8217;s 52-week range is $207.05 to $140.53. The company&#8217;s Class C shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) ended the day 2.48% higher at $157.72.  Alphabet is set to announce its quarterly earnings, with analysts predicting an <a href="https://www.benzinga.com/insights/earnings/25/04/44956346/a-glimpse-of-alphabets-earnings-potential">EPS of $2.02.</a>
Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) surged 5.37% to close at $250.74, with an intraday high of $259.45 and a low of $244.43. Its 52-week high and low are $488.54 and $157.40. Tesla <a href="https://www.benzinga.com/25/04/44955303/tesla-stock-is-ripping-higher-wednesday-whats-driving-the-action">shares soared</a> following the release of its first-quarter results, despite missing revenue and earnings estimates.
Benzinga Edge Stock Rankings ranks Chipotle stock Quality in the 82nd percentile and Growth at the 72nd percentile. How do other restaurant chains compare? <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here</a> to find out.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="445" height="286" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/23215917/Screenshot-2025-04-24-at-10.58.12.png" alt="" class="wp-image-885496" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/23215917/Screenshot-2025-04-24-at-10.58.12.png 445w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/23215917/Screenshot-2025-04-24-at-10.58.12-300x193.png 300w" sizes="(max-width: 445px) 100vw, 445px" /></a></figure>
Photo Courtesy: Goodvibes Photo on Shutterstock.com
Prepare for the day&#8217;s trading <a href="https://editorial.benzinga.com/wp-admin/Premarket%20Movers%20&amp;%20News">with top premarket movers and news</a> by Benzinga.
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

Tesla, IBM, Chipotle, Texas Instruments, Alphabet: Why These 5 Stocks Are On Investors' Radars Today

<h3>Gainers</h3>
<ul>
<li>Impinj (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PI#NASDAQ">PI</a>) shares rose 14.2% to $88.0 during Wednesday's after-market session. The market value of their outstanding shares is at $2.5 billion. The company's, Q1 earnings came out today. </li>
<li>ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) stock moved upwards by 9.63% to $890.99. The company's market cap stands at $183.9 billion. As per the press release, Q1 earnings came out today. </li>
<li>Fatpipe (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FATN#NASDAQ">FATN</a>) stock increased by 7.61% to $12.43. The company's market cap stands at $170.5 million. </li>
<li>E2open Parent Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETWO#NYSE">ETWO</a>) shares increased by 6.73% to $2.22. The market value of their outstanding shares is at $686.7 million. </li>
<li>BitFuFu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FUFU#NASDAQ">FUFU</a>) stock moved upwards by 5.44% to $4.19. The market value of their outstanding shares is at $681.9 million. </li>
<li>Rimini Street (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RMNI#NASDAQ">RMNI</a>) shares increased by 5.31% to $3.27. The company's market cap stands at $297.3 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Ostin Technology Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OST#NASDAQ">OST</a>) shares decreased by 5.3% to $1.98 during Wednesday's after-market session. The market value of their outstanding shares is at $72.3 million. </li>
<li>IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) stock fell 4.94% to $233.36. The company's market cap stands at $216.3 billion. As per the news, the Q1 earnings report came out today. </li>
<li>Sonim Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SONM#NASDAQ">SONM</a>) stock decreased by 4.73% to $1.41. The company's market cap stands at $6.8 million. </li>
<li>Peraso (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PRSO#NASDAQ">PRSO</a>) stock decreased by 4.64% to $0.8. The company's market cap stands at $3.0 million. </li>
<li>Mobilicom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MOB#NASDAQ">MOB</a>) shares decreased by 4.63% to $1.65. The company's market cap stands at $12.3 million. </li>
<li>Syntec Optics Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPTX#NASDAQ">OPTX</a>) stock declined by 4.2% to $1.37. The market value of their outstanding shares is at $50.2 million. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ETWO

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FUFU

OPTX

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RMNI

SONM

12 Information Technology Stocks Moving In Wednesday's After-Market Session

International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) released its first-quarter results after Wednesday's closing bell. Here's a look at the details <a href="https://www.benzinga.com/pressreleases/25/04/n44964362/ibm-releases-first-quarter-results">from the report.&nbsp;</a>
The Details:&nbsp;IBM reported quarterly earnings of $1.60 per share, which beat the analyst consensus estimate of $1.40. Quarterly revenue of $14.54 billion beat the analyst consensus estimate of $14.4 billion.
Read Next: <a href="https://www.benzinga.com/news/global/25/04/44952117/apple-and-meta-fined-nearly-800-million-for-violating-european-unions-digital-markets-act?utm_source=articleShare">Apple And Meta Fined Nearly $800 Million For Violating European Union&#8217;s Digital Markets Act</a>&nbsp;
For the first quarter, IBM reported:
Software — revenues of $6.3 billion, up 7%, up 9% at constant currency:
<ul>
<li>Hybrid Cloud (Red Hat) up 12 %, up 13% at constant currency</li>
<li>Automation up 14%, up 15% at constant currency</li>
<li>Data up 5%, up 7% at constant currency</li>
<li>Transaction Processing flat, up 2% at constant currency</li>
</ul>
Consulting — revenues of $5.1 billion, down 2%, flat at constant currency:
<ul>
<li>Strategy and Technology down 3%, down 1% at constant currency</li>
<li>Intelligent Operations down 2%, flat at constant currency</li>
</ul>
Infrastructure — revenues of $2.9 billion, down 6%, down 4% at constant currency:
<ul>
<li>Hybrid Infrastructure down 9%, down 7% at constant currency &#8212; IBM Z down 15%, down 14% at constant currency &#8212; Distributed Infrastructure down 5%, down 4% at constant currency</li>
<li>Infrastructure Support down 3%, flat at constant currency</li>
</ul>
Financing — revenues of $0.2 billion, down 1%, up 2% at constant currency
&#8220;Revenue growth, once again led by Software, combined with our productivity initiatives, drove significant gross margin expansion and operating leverage in the quarter,&#8221; said&nbsp;James Kavanaugh, IBM CFO. 
&#8220;With our focus on the fundamentals of our business, we continue to maintain a strong liquidity position and yield solid free cash flow. This enables us to both invest in our business and return value to shareholders through dividends,&#8221; Kavanaugh added. 
Outlook:&nbsp;IBM sees second-quarter revenue in a range of&nbsp;$16.4 billion to $16.75 billion, versus the $16.33 billion estimate. 
IBM Price Action: According to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, IBM stock was down 5.45% after-hours at $232.10 on Wednesday.  
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Photo: Shutterstock

Guidance

After-Hours Center

IBM Shares Slide Despite Better-Than-Expected Q1: Details

IBM stock has given up its prior gain. IBM shares were trading higher after the company reported better-than-expected Q1 financial results.

IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) .

IBM Revenue: continues to expect full-year constant currency revenue growth of at least 5 percent

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IBM RELEASES FIRST-QUARTER RESULTS

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CI&T

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3 E Network

MicroAlgo

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RBC Capital

Jefferies

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Monogram Orthopedics (NASDAQ: MGRM) Readies Commercialization Of Next-Gen Surgical Robot

市場が動揺する不確実な時期、多くの投資家は高配当の株に目を向けがちだ。その多くは、フリーキャッシュ・フローが大きく、株主に高い配当を提供する銘柄である。
ベンジンガの最新のアナリストレーティングを閲覧したい読者は、<a href="https://www.benzinga.com/analyst-stock-ratings">このページ</a>をご覧いただきたい。トレーダーは、<a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">アナリストのリスト</a>を厳選することができる。
以下は、情報技術セクターの高配当銘柄3社について、正確な予測を立てたアナリストのレーティングである。
<h3 class="wp-block-heading">Xerox Holdings Corporation（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XRX#NASDAQ">XRX</a>)</h3>
<ul>
<li>配当利回り: 9.81%</li>
<li>6月28日、Citigroupのアナリスト、Asiya Merchant氏は、XRXに対し売りのレーティングと11ドルの株価ターゲットを割り当てカバレッジを開始した。このアナリストの的中率は69%だ。</li>
<li>4月24日、JPモルガンのアナリスト、Samik Chatterjee氏は、この銘柄に対してアンダーウェイトのレーティングを維持し、株価ターゲットを18ドルから17ドルに引き下げた。このアナリストの的中率は68%。</li>
<li>最近のニュース: 7月25日、Xeroxは1.58百万ドル（約1,700億円）というファイナンシャルイヤー2024年第2四半期の売上高が前年同期比10.0%減少し、アナリストのコンセンサス予想を下回る結果となった。</li>
<li>Benzinga Proのリアルタイムニュースフィードが、最新のXRX銘柄に関するニュースを<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent081424&amp;t=be2bearmibe3na1">通知</a>。</li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent081424&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" class="wp-image-494339" style="width: 572px; height: auto;" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071018/image-1-33.png" sizes="(max-width: 895px) 100vw, 895px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071018/image-1-33.png 895w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071018/image-1-33-300x267.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071018/image-1-33-768x684.png 768w" alt="" width="895" height="797" /></a></figure>
<h3 class="wp-block-heading">International Business Machines Corporation（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>)</h3>
<ul>
<li>配当利回り: 3.50%</li>
<li>7月25日、Jefferiesのアナリスト、Brent Thill氏はこの銘柄に対するホールドのレーティングを維持し、株価ターゲットを190ドルから200ドルに引き上げた。このアナリストの的中率は78%。</li>
<li>7月25日、BMOキャピタルのアナリスト、Keith Bachman氏は、この銘柄に対するマーケットパフォームのレーティングを維持し、株価ターゲットを190ドルから210ドルに引き上げた。このアナリストの的中率は79%。</li>
<li>最近のニュース: 7月29日、IBMの取締役会は、1株当たり1.67ドルの通常四半期配当を宣言した。</li>
<li>ベンジンガプロのチャーティングツールを使用し、IBM株の<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent081424&amp;t=be2bearmibe3na1">傾向</a>が把握された。</li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent081424&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" class="wp-image-494342" style="width: 585px; height: auto;" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071053/image-1-34.png" sizes="(max-width: 905px) 100vw, 905px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071053/image-1-34.png 905w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071053/image-1-34-300x277.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071053/image-1-34-768x710.png 768w" alt="" width="905" height="837" /></a></figure>
<h3 class="wp-block-heading">HP Inc.（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>)</h3>
<ul>
<li>配当利回り: 3.16%</li>
<li>5月30日、バークレイズのアナリスト、Tim Long氏は、この銘柄に対しイーニングのレーティングを維持し、株価ターゲットを30ドルから33ドルに引き上げた。このアナリストの的中率は76%。</li>
<li>5月30日、TDカウンのアナリスト、Krish Sankar氏は、この株に対するホールドのレーティングを維持し、株価ターゲットを30ドルから32ドルに引き上げた。このアナリストの的中率は72%。</li>
<li>最近のニュース: HPは、7月31日に終了した2024年第3四半期の財務諸表の結果を8月28日（水）に発表すると発表した。</li>
<li>HPQ株におけるポテンシャル<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent081424&amp;t=be2bearmibe3na1">ブレイクアウト</a>の可能性に関する情報がBenzinga Proのシグナル機能によって通知された。</li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent081424&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" class="wp-image-494345" style="width: 579px; height: auto;" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071151/image-98.png" sizes="(max-width: 888px) 100vw, 888px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071151/image-98.png 888w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071151/image-98-300x283.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/14071151/image-98-768x724.png 768w" alt="" width="888" height="837" /></a></figure>
さらに読む：
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/08/40357992/brinker-international-cisco-and-3-stocks-to-watch-heading-into-wednesday">Brinker International、シスコ、水曜日に見るべき3つの株</a></li>
</ul>
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio">
<div class="wp-block-embed__wrapper"><iframe loading="lazy" title="How to Find Dividend Stocks: Scan, Analyze, and Capture with Benzinga Pro" src="https://www.youtube.com/embed/pVF0O2lsEH4?start=1&amp;feature=oembed" width="500" height="281" frameborder="0" allowfullscreen="allowfullscreen"></iframe></div>
</figure>

IBMは水曜日、第2四半期の決算を発表した。IBMの1株あたり2.43ドルの四半期純利益を報告し、これはアナリストの予測額2.19ドルを10.96%上回った。四半期売り上げは158億ドルで、アナリストの予測額は155億1600万ドルを1.18%上回り、昨年同期の1547.5億ドルの売上から2.1％の増加となった。
ソフトウェアの売上は通貨ベースで７％増、定数ベースで8%増、コンサルティングベースの売上は通貨ベースで1％減または定州ベースで２％増となっている。四半期のインフラストラクチャー収益は通貨ベースで1%増となった。
コンセンサス予想を上回る第2四半期を迎え、収益とフリーキャッシュフローの両方の成長によって駆動された。顧客が技術よビジネスAIのブックがIBMが保有するIT知識を必要している証明がなされ、WatsonXを一年前に立ち上げて以来、総額20億ドル以上のビジネスAIのブックが拡大した。
上半期の成果を受け、今年のフリーキャッシュフローは上方修正された。今年のフリーキャッシュフローは現在12億ドル以上を見込んでいる。IBMは引き続き、為替レートを考慮した売上高の通貨ベース成長率は、中単桁の予想と一定すると予測している。

IBM（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>）のCEOアビンド・クリシュナ（Arvind Krishna）氏は、企業がAIの利用において大きな転換を予報し、同技術が実際にビジネスの成果をもたらすだろうと指摘しています。この発言は、同社のAIの予約が10億ドルを超えたことに関連しています。
クリシュナ氏は、第1四半期2024決算の電話会議中、特に生産性の向上と顧客体験を伝播する点において、グローバル経済における技術の重要性が増していると強調しました。
同CEOは、AIの実装に対する企業の関心が高まっていることも強調し、今後は顧客がAIの利益を生かすために実験から本格的な展開に移行すると予想しています。IBMのAI提供はコンサルティングサービスによって主に支えられた10億ドルを超えるビジネス収入を生み出しています。
クリシュナ氏は、AIおよびハイブリッドクラウドの成長を推進するための重要なパートナーシップを強調しました。その中には、AI機能とデジタルトランスフォーメーションを強化するために、NVIDIA（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>）や、ServiceNow Inc（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>）との提携も含まれています。また、Adobe Inc（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>）のExperienceプラットフォーム内に、OpenShiftとwatsonxを追加しました。
クリシュナ氏は「今四半期、業界のリーダー企業と戦略的なパートナーシップを多く進展させ、NVIDIAとのコンサルティング業務を通じて、お客様のAIによる成長を加速させることが出来た」と述べています。
IBMのwatsonxプラットフォームを中心に据えた包括的なAI戦略は、お客様がAIをスケールさせるために設計されています。このプラットフォームは、IBMおよびサードパーティのモデルの両方を組み込んだAIソリューションを構築することができます。また、クライアントがAI戦略において自社のハードウェア投資を活用する際に、会社のインフラセグメントが果たしている役割も重要です。
IBMのAI処理からAIアクセラレーターカードまでのフルスタックアプローチは、どんなプラットフォーム上でのモデル構築とトレーニングを容易にするために設計されており、IBM Zでの簡単な展開が可能です。また、AI推論をリアルタイムに行うことができる、独自の機能であるTelumチップも内蔵されています。
また、IBMはAIを中心としたオープンイノベーションエコシステムにも関心を示しており、最近ではスペイン政府や他の業界リーダー企業とも提携を結んでいます。同社は引き続き、量子コンピューティングなどの新興技術への投資を続け、ポートフォリオ最適化に焦点を当てています。
IBMの2024年第1四半期決算電話会議は、年間収益は14.46億ドルの1％増であると発表されたものの、利益率が市場予想を下回る<a href="https://www.benzinga.com/news/earnings/24/04/38416255/ibm-q1-earnings-revenue-miss-eps-beat-hashicorp-acquisition-ai-strategy-strength-and-more">決算発表に続いて行われました</a>。同社のAI戦略と強みは、このような財務業績の中でも重要な要因として見られています。
IBMのAIに対する関心は古くからで、同社はAI分野で積極的に活動してきました。同社は、オープンAIモデルの推進から、50を超えるAI企業および研究機関とのオープンAI推進イニシアチブに<a href="https://www.benzinga.com/news/23/12/36085130/meta-ibm-and-over-50-ai-companies-join-forces-in-open-ai-advocacy-initiative">協力</a>してきました。同社のAIへのこのようなコミットメントが、第1四半期の業績および今後の見通しに反映されています。
IBMの株価動向: 本稿作成時点でのIBMの株価は168.51ドルで、取引時間後に8.47％下落しています（<a href="https://www.benzinga.com/quote/IBM" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>の情報による）。
次の記事を読む: Meta PlatformsのQ1決算ハイライト：Facebookの親会社は予想を上回るものの、見通しとコスト増が株価に影響を与える
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このコンテンツは、<a href="https://benzinga.com/apis" target="_blank" rel="noreferrer noopener">Benzinga APIs</a>の協力を得て一部制作されたもので、<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>がレビューし、Benzinga編集部が公開しました。

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