IBM - International Business Machines Corp. NYSE: IBM

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slayer74
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Re: IBM - International Business Machines Corp. NYSE: IBM

Postautor: slayer74 » 26 maja 2021 22:37

10.06.2021
IBM poinformował swoich amerykańskich pracowników, że będą mogli wrócić do biur od 7 września. W pełni zaszczepione osoby zostaną zwolnione z obowiązku noszenia maseczek w pomieszczeniach.

https://www.pb.pl/amerykanscy-pracownic ... iu-1118970
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!


slayer74
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Re: IBM - International Business Machines Corp. NYSE: IBM

Postautor: slayer74 » 02 lip 2021 18:20

Investing.com – IBM stock (NYSE:IBM) fell more than 4% amid top leadership changes that include President Jim Whitehurst’s decision to leave.

Whitehurst had played a pivotal role in the integration of Red Hat with the more than 90-year-old company.

He will now work as senior advisor to IBM CEO Arvind Krishna and the rest of the executive leadership team.

Bridget van Kralingen will step down as senior vice president, global markets, a role she decided to stay in to help in transition when Krishna took over as CEO in April 2020.

She will retire from the company after a year but will remain senior vice president, special projects until then.

Kralingen had agreed to stay on when Arvind Krishna took over as CEO but has now decided to move on.

Rob Thomas will take Kralingen’s place as senior vice president, global markets. Thomas has led various parts of IBM’s business such as data and AI, hardware, services, and software. According to an IBM note, he will play a key role as the company’s “new go-to-market strategy kicks into high gear."

Roger Premo will lead a newly constituted business development team, which integrates corporate strategy and will report to CFO Jim Kavanaugh, according to the note.

There were other senior level changes too.

https://www.investing.com/news/stock-ma ... op-2548986
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slayer74
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Re: IBM - International Business Machines Corp. NYSE: IBM

Postautor: slayer74 » 20 lip 2021 10:59

Latest Release
Jul 19, 2021

EPS / Forecast
2.33 / 2.32

Revenue / Forecast
18.75B / 18.29B

Przychody IBM przebiły prognozy, ale zyski spadły

IBM, jeden z największych amerykańskich przedstawicieli sektora technologicznego nie miał specjalnie udanego kwartału jednak zdołał przebić oczekiwania analityków. Na znaczeniu systematycznie zyskuje biznes oparty o usługi w chmurze, donosi Reuters.

https://www.pb.pl/przychody-ibm-przebil ... ly-1122549
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
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Re: IBM - International Business Machines Corp. NYSE: IBM

Postautor: slayer74 » 25 wrz 2021 23:34

International Business Machines vs. Alteryx: Which Big Data Stock is a Better Buy?

International Business Machines Corporation [IBM], in Armonk, New York, provides integrated solutions and services worldwide. The company operates through five segments: Cloud & Cognitive Software; Global Business Services; Global Technology Services; Systems; and Global Financing. By way of comparison, Alteryx, Inc. (AYX - Get Rating) in Irvine, Calif., provides an end-to-end analytics platform for data analysts and scientists worldwide. The company also offers a cloud-based collaboration offering that allows users to share workflows in a centralized repository.

The large-scale analytics and intelligent automation services market has been generating robust growth over the past few years. The global big data market is projected to reach $234.6 billion by 2026, growing at a 10.2% CAGR. Furthermore, the big data market in the United States is expected to hit an estimated $50.1 billion this year. The industry’s robust growth prospects should drive IBM and AYX’s performance in the coming months.

IBM stock has gained 3.1% in price over the past six months, while AYX has shed 17.7% over this period. Also, IBM’s 7% gains year-to-date compare with AYX’s 42.6% slump. And in terms of their past year’s performance, IBM is the clear winner with 11.7% gains versus AYX’s 36.8% slump.

But which stock is a better buy now? Let’s find out.

Latest Development

On September 8, IBM unveiled its new IBM Power E1080 server, the first in a new family of servers explicitly designed for hybrid cloud environments. Given the accelerated adoption of hybrid cloud infrastructure across the IT space, this launch should be a hit in the market.

On July 30, AYX announced that the company became an Elite Technology Partner in Snowflake Inc. (SNOW) Partner Network to accelerate analytics and data science automation for global organizations. “Our expanded partnership that includes Snowflake Partner Connect and Snowpark delivers exceptional ease-of-use for business users and citizen data scientists with a single integrated solution for high-performance analytics and machine learning,” said Nitin Brahmankar, vice president, ISV & global partner ecosystem, Alteryx.

7 SEVERELY UNDERVALUED STOCKS
Recent Financial Results

IBM’s total revenues increased 3.4% year-over-year to $18.75 billion in its fiscal second quarter, ended June 30. Its gross profit grew 3.5% from its year-ago value to $9.00 billion. Its non-GAAP income from continuing operations came in at $2.10 billion, reflecting a 7.9% increase year-over-year. The company’s non-GAAP EPS increased 6.9% year-over-year to $2.33.

AYX’s revenues increased 25% year-over-year to $120.07 million in its fiscal second quarter, ended June 30. Its gross profit grew 23.7% from its year-ago value to $107.14 million. AYX’s net loss increased 23.1% year-over-year to $43.44 million, while the company’s net loss per share rose 22.6% year-over-year to $0.65.

Past and Expected Financial Performance

IBM’s levered FCF has grown at a 36.9% CAGR over the past three years. Analysts expect IBM’s revenue to increase 1.7% in the next quarter, 2% in the current year, and 1.6% in the next year. The company’s EPS is expected to grow 102.4% in the next quarter, 23.8% in the current year, and 9.9% in the next year. Furthermore, its EPS is expected to grow at a 16.4% rate per annum over the next five years.

In comparison, AYX’s levered FCF has grown at a 28.1% CAGR over the past three years. Analysts expect the company’s revenue to increase 2.6% in the next quarter, 6.4% in the current year, and 18.2% in the next year. The company’s EPS is expected to decline 72.6% in the next quarter and 118.1% in the current year. However, its EPS is expected to grow 147.1% in the next year. Also, AYX’s EPS is expected to decline at a 23.3% rate per annum over the next five years.

Profitability

IBM is more profitable, with EBITDA and net income margins of 21.49% and 7.17%, respectively, versus AYX’s negative 3.01% and 10.91%.

Furthermore, IBM’s ROE, ROA, and ROTC of 24.53%, 3.84%, and 6.72%, respectively, compare with AYX’s negative 13.72%, 1.34%, and 1.53%.

Thus, IBM is more profitable.

Valuation

In terms of forward EV/Sales, AYX is currently trading at 9.27x, which is 75.4% higher than IBM, which is currently trading at 2.28x. Also, AYX’s 839.29 forward EV/EBITDA ratio is substantially higher than IBM’s 9.03.

Thus, IBM is relatively affordable here.

POWR Ratings

IBM has an overall B rating, which equates to Buy in our proprietary POWR Ratings system. In contrast, AYX has an overall rating of C, which translates to Neutral. The POWR Ratings are calculated considering 118 distinct factors, with each factor weighted to an optimal degree.

IBM has a B grade for Quality, owing to its higher-than-industry profit margins. IBM’s 18.33% levered FCF margin is 47.6% higher than the 12.41% industry average. In comparison, AYX has a grade of C for Quality. This is justified because AYX’s 13.17% levered FCF margin is 6.1% higher than the 12.41% industry average. IBM has a C Stability grade, which is consistent with its 0.97 beta. In contrast, AYX has a D Stability grade, which is in sync with its relatively high 1.35 beta.

Of the 46 stocks in the B-rated Technology – Hardware industry, IBM is ranked #7. Alternatively, among the 149 stocks in the D-rated Software – Application industry, AYX is ranked #88.

Beyond what we’ve stated above, we have also rated the stocks for Sentiment, Momentum, Value, and Growth. Click here to view IBM Ratings. Also, get all AYX ratings here.

Click here to check out our Software Industry Report for 2021

The Winner

Both IBM and AYX are well-positioned to benefit from the growing big data and analytics market. However, we think its higher profitability and lower valuation make IBM the better buy here.

https://stocknews.com/news/ibm-ayx-inte ... -stock-is/
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slayer74
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Re: IBM - International Business Machines Corp. NYSE: IBM

Postautor: slayer74 » 02 paź 2021 23:45

IBM Rated Buy at Jefferies on Potential for Revenue Rebound

International Business Machines (IBM) - Get International Business Machines (IBM) Report shares rose Friday, after shares Jefferies analyst Kyle McNealy started his coverage of the struggling technology giant with a buy rating and $170 target price.

That’s based on fundamentals: He says revenue can rebound. “We see a strong demand environment driven by pandemic recovery and enterprise focus on digitization and digital resiliency,” McNealy wrote in a commentary cited by Barron’s.

“After years of transition, we see a solid path for IBM to outperform growth expectations, driven by increasing cloud mix in the business, recent strategic actions catalyzing revenue growth, and a leading portfolio to deliver multi-cloud solutions.”

Shares of the Armonk, N.Y., company recently traded at $143.78, up 3.5%. It has climbed 14% year to date but has slid 10% over the past five years.

IBM sits “at the convergence” of many major technology trends for big companies, such as cloud services, security, data analytics and artificial intelligence, McNealy said.

A proprietary survey of IT resellers showed IBM is “the third most considered public-cloud vendor,” trailing only Microsoft (MSFT) - Get Microsoft Corporation (MSFT) Report and Amazon (AMZN) - Get Amazon.com, Inc. Report, he said.

Morningstar analyst Julie Bhusal Sharma puts fair value at $125 for IBM.

“We think clients will gradually reduce their IBM offerings, from infrastructure as a service to software to outsourcing functions (like payroll processing and talent management), as competitors’ value add lowers the cost of switching from IBM products,” she wrote in a June commentary.

“Fortunately for IBM, we think its enterprise customers are particularly sticky, especially as IBM tends to serve very large customers within regulated industries. Therefore, any change with IBM will be a slow one.”

https://www.thestreet.com/investing/ibm ... -jefferies
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
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Re: IBM - International Business Machines Corp. NYSE: IBM

Postautor: slayer74 » 20 paź 2021 22:16

Latest Release
Oct 20, 2021

EPS / Forecast
2.52 / 2.53

Revenue / Forecast
17.62B / 17.78B
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
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Posty: 34266
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Re: IBM - International Business Machines Corp. NYSE: IBM

Postautor: slayer74 » 21 paź 2021 22:59

IBM (NYSE:IBM), however, slumped nearly 9% after third-quarter revenue fell short of expectations amid a weakness in its legacy technology services business.

Energy stocks threatened to spoil the record-setting day on Wall Street, falling about 2% after oil prices reversed course as investors appeared to take profit on prices.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!


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