Finally, Confluent is tightly linked to Apache Kafka, which has become the de facto standard for real-time event streaming in many enterprises. Owning Confluent gives IBM influence over one of the key data backbones for modern apps, increasing IBM’s relevance to developers and data engineers, a group where IBM historically has trailed the hyperscalers.Moreover, Confluent’s revenue is expected to reach about $1.35 billion by 2026. Analysts estimate that it could add roughly 2% to IBM’s revenue growth once co ...

We came across a bullish thesis on International Business Machines Corporation on Uncle Stock Notes. In this article, we will summarize the bulls’ thesis on IBM. International Business Machines Corporation's share was trading at $308.58 as of November 28th. IBM’s trailing and forward P/E were 36.78 and 25.13 respectively according to Yahoo Finance. ServiceNow Inc.’s (NOW) Sustainable Growth Trajectory and Pipeline Strength Impresses BMO Capital Photo by Caspar Camille Rubin on Unsplash International Bus ...