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《大行報告》瑞銀升IBM(IBM.US)目標價至125美元 重申「沽售」評級
阿思達克 01-29 11:17
瑞銀發表評級報告指,與大市預期集團會成為人工智能的實質受益者不同,該行認為IBM(IBM.US)產品組合僅支撐2024年約2.5%有機增長。此外,第四季軟體和諮詢業務如預期疲軟,但集團今年全年自由現金流指引達120億美元,令人驚喜,或可抵銷核心業務的表現疲軟。 該行預料,集團今年有機增長或錄得低單位數,而盈利質素仍然是一個問題。該行將集團今年和明年收入預測分別上調80個基點和90個基點,每股盈測則各上調約5%,分別達10元和10.43元,其目標價由120美元上調至125美元, 重申其評級為「沽售」。(ca/u) ~
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