智通财经网·2025-12-09 07:25Core Viewpoint - IBM plans to acquire Confluent at a price of $31 per share, aligning with its cloud and AI strategy [1] Group 1: Acquisition Details - The acquisition is seen as strategically valuable for IBM, enhancing its AI product matrix and aiding clients in modernizing their technology architecture [1] - Confluent, a real-time data streaming platform built on Apache Kafka, is expected to contribute approximately $600 million in revenue to IBM between 2026 and 2027 [1] - The deal is anticipated to boost IBM's software business growth rate by around 2 percentage points [1] Group 2: Analyst Insights - Analyst Wamsi Mohan maintains a "Buy" rating on IBM with a target price of $315 [1] - The acquisition is expected to create synergies across multiple business lines, including enhancing containerized applications in the RedHat segment and improving real-time stream processing capabilities in mainframe areas [1] - The deal will also increase the commercial value of IBM's products Instana and Turbonomic, while strengthening the data ecosystem advantages of Kafka and Watson.x [1]