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《大行報告》美銀證券升IBM(IBM.US)目標價至220美元 評級「買入」
阿思達克 03-15 09:41
美銀證券發表研究報告指,與IBM(IBM.US)首席執行官Arvind Krishna舉行投資者電話會議,重點關注公司的產品組合優化。在派息後,累計現金流超過190億美元,可繼續支持其併購。過去4年集團進行了39次收購,其中大部分是有關軟件的業務。 該行重申對IBM的「買入」評級,認為公司處於持續轉勢(收入增長和自由現金流改善),並擁有防守性投資組合、具吸引力股息收益率和被低估的人工智能能力,將目標價由200美元上調至220美元。
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