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 Is IBM Stock a Buy on Its Quantum Breakthrough?
 Yahoo Finance· 2025-09-29 10:45
 Key Points   IBM and HSBC launched the world's first quantum-enabled algorithmic trading system in September, moving quantum computing from lab experiments to live financial markets.   IBM has booked over $1 billion in cumulative quantum business since 2017, while maintaining profitable operations and a high dividend yield.   Unlike pure plays trading at hundreds of times sales, IBM offers quantum exposure through a diversified business generating $13.5 billion in annual free cash flow.  10 stocks we like  ...
 IBM估值合理!
 美股研究社· 2025-09-29 10:16
IBM( NYSE: IBM )是一家专注于软件和云服务的全球信息技术公司。该公司拥有辉煌的历史,多年来已从一家硬件企业转型成为集成 人工 智能和混合云解决方案领域的领导者。 IBM 的股价在过去 12 个月内上涨了 27%,大幅跑赢基准。然而,该公司目前的预期市盈率约为 25 倍,这意味着估值合理,也与行业平均水 平 25 倍持平。IBM 的市盈率为 23.5 倍,较标准普尔 500 指数成分股的平均 市盈率高出约 6%,这支持了"合理价格"的论点。 该公司营收在过去一年增长了 2.69% ,这很难成为多次扩张的合理理由。IBM是一家成熟稳定的企业,在高需求行业运营。该公司将继续保持 营收和利润的增长,但增速将保持在个位数,因为分析师缺乏能够证明IBM股价高于基准股价的增长催化剂。 分析师认为IBM的评级为"持有",12个月目标价为305美元。这意味着该股有大约9%的上涨空间。该公司的股息收益率为2.39%,达到了历史 基准的两位数。对于那些寻求在稳定、高质量、能带来股息收入的人工智能领域投资的长期投资者来说,IBM可能看起来很有吸引力,但IBM的 估值似乎合理,而且在没有释放新的收入增长催化剂的情况下,其 ...
 IBM Commits to Invest 20,000 Hours, an Expected Investment Value of $5,000,000, of Solution Architects and AI Engineers to Advance Datavault AI's Partnership
 Businesswire· 2025-09-29 10:01
 Core Insights - Datavault AI Inc. has announced a multi-million dollar commitment from IBM to support its platform growth and market initiatives [1]   Company Summary - IBM will allocate engineering, technical sales, and quantum computing expertise to Datavault AI [1] - The collaboration aims to leverage IBM's technical resources to enhance Datavault AI's capabilities in AI data experience, valuation, and monetization [1]
 What's Behind The 2x Rise In IBM Stock?
 Forbes· 2025-09-29 10:00
CANADA - 2025/09/27: In this photo illustration, the IBM (International Business Machines Corporation) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesIBM stock (NYSE: IBM) has provided robust returns with a 28% year-to-date increase, significantly outpacing the broader S&P 500 index's 12% return. This strong performance underscores IBM's effective strategic shift towards hybrid cloud solutio ...
 IBM's Quantum Computers Just Beat Wall Street At Its Own Game
 The Motley Fool· 2025-09-29 08:21
Forget waiting 10 years for quantum computing to matter. IBM and HSBC are already using it to find hidden patterns in messy market data that classical computers tend to miss.British mega-bank HSBC (HSBC 1.36%) just achieved something remarkable with quantum computers from IBM (IBM 1.22%) -- 34% better predictions in bond trading using real market data. The companies announced this result in separate press releases this week, referencing a joint research paper with the thrilling title "Enhanced fill probabil ...
 IBM是“真量子龙头”,但市场对汇丰新闻反应过度
 Hua Er Jie Jian Wen· 2025-09-29 01:37
一则关于量子计算商业化应用的新闻,让科技巨头IBM的股价坐上了"火箭"。 市场狂热:一日暴涨130亿背后的"估值泡沫" 量子计算"首秀":汇丰应用成果显著 报告首先引述了汇丰银行的新闻稿。据该新闻稿,汇丰银行利用IBM的Heron量子处理器,在预测欧洲公司债券市场的客户询价中标概率方面,与 传统计算资源相比,实现了高达34%的性能提升。 汇丰银行指出,这一结果展示了量子计算机在解决金融服务业动态问题时可能提供的价值。报告认为,这类早期的商业应用对于证明量子计算的 价值主张"极其重要"。 IBM:无可争议的量子霸主 报告明确表示,IBM是量子市场的"明确领导者"。研究表明,IBM拥有当今最大、最广泛的先进量子计算机生态系统。 在汇丰银行宣布成功使用IBM的量子处理器优化债券交易后,IBM的市值在9月25日当天增加了近130亿美元,股价当天涨超5%。 然而,据追风交易台消息,摩根士丹利分析师Erik W Woodring团队发布的报告认为,这一市场反应虽然凸显了IBM在量子领域的领导地位,但也 可能过度消化了这项仍处于早期阶段的技术的未来潜力。 该行通过模型反向推算指出,市场当天的狂热反应,相当于预期IBM在20 ...
 Prediction: IBM Will Thrive in the AI Boom. Here's the Key Factor Driving Growth.
 Yahoo Finance· 2025-09-28 15:21
 Key Points   IBM's watsonx platform focuses exclusively on enterprise AI solutions, not consumer applications.   Banks and healthcare systems are already using IBM's AI while maintaining strict regulatory compliance.   The enterprise AI market is projected to reach $600 billion by 2028, with IBM leading the charge.  10 stocks we like better than International Business Machines ›    With other tech giants sparring over consumer chatbots, IBM (NYSE: IBM) is quietly positioning itself to dominate a different  ...
 This Overlooked Dividend Stock Could Be a Quiet AI Winner
 The Motley Fool· 2025-09-28 12:25
It's time for investors to pay attention to IBM stock.Artificial intelligence (AI) has driven huge returns for investors, particularly in a select few large-cap stocks. Every stock in the "Magnificent Seven" has benefited from the technology, and some smaller players have also earned outsized returns.Amid such gains, investors may forget that some of the oldest tech stocks in existence have made notable pivots into AI. Knowing that, it might be time to pay particular attention to the comeback in Internation ...
 IBM: Fairly Valued, Offering Market-Like Growth (NYSE:IBM)
 Seeking Alpha· 2025-09-27 14:23
International Business Machines Corporation (NYSE: IBM ) is a global information technology company that specializes in software and cloud services. The company has a phenomenal history and, over the years, transitioned from a hardware business to a leader in both integratedDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional backgr ...
 IBM: Fairly Valued, Offering Market-Like Growth
 Seeking Alpha· 2025-09-27 14:23
 Group 1 - IBM is a global information technology company that specializes in software and cloud services, transitioning from a hardware business to a leader in integrated solutions [1] - The company has a phenomenal history and has adapted to changing market conditions over the years [1]   Group 2 - The article emphasizes the importance of understanding macro trends that influence asset prices and investor behavior [1] - It highlights the significance of following central bank policies, sector rotation, and sentiment dynamics in constructing actionable investment strategies [1]