IBM Partners With SEI on Agentic AI: Will it Boost Profits?

Group 1 - IBM has partnered with SEI Investments to enhance enterprise transformation through agentic AI and automation, aiming to improve operational efficiency and create long-term value for clients [2][9] - IBM Consulting will analyze SEI's systems and workflows using data-driven insights, focusing on automation, process redesign, and modernization to boost productivity and client experience [3][9] - IBM's watsonx Orchestrate platform facilitates the building and management of AI agents for task automation and decision-making, while the Enterprise Advantage initiative supports large-scale deployments of agentic AI [4][5] Group 2 - IBM faces competition in the agentic AI space from Microsoft and Google, with Microsoft expanding its capabilities through the Microsoft Copilot platform and partnerships, while Google advances its Gemini platform for complex task automation [6][7] - IBM's stock has increased by 1.8% over the past year, contrasting with the industry's growth of 103.8% [8] - Earnings estimates for IBM have risen, with 2026 estimates increasing by 1.06% to $12.37 and 2027 estimates increasing by 1.8% to $13.30 [10] - IBM's forward price-to-sales ratio is 3.31, which is below the industry average of 4.41 [11]