IBM (NYSE: IBM) tau ua tiav kev lag luam dav dav hauv kaum ob lub hlis dhau los tab sis tus kws tshuaj ntsuam Morgan Stanley ceeb toom nws kom deb li deb ntawm cov khoom lag luam mus rau tam sim no.
IBM Tshuag downgraded rau 'qhov hnyav sib npaug'
Hnub Wednesday, Erik Woodring tau txo qis lub tuam txhab IT kho vajtse kom "qhov hnyav sib npaug" thiab tshaj tawm $ 148 tus nqi lub hom phiaj uas tsis sawv cev rau qhov muaj txiaj ntsig zoo ntawm nws qhov ze yav dhau los.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Tus kws tshuaj ntsuam yog dovish feem ntau ntawm kev hloov pauv kev lag luam. Nws sau ntawv nyeem:
Yog tias peb qhov kev xav txog kev lag luam xyoo 2023 ua pov thawj tseeb, thiab lub voj voog thaum ntxov tshwm sim nyob rau nruab nrab-2023, peb pom muaj kev pheej hmoo rau kev ua tau zoo dua vim tias nws tau ua lag luam ze-cov ntaub ntawv siab thiab nws keeb kwm ua tsis tau zoo IT kho vajtse hauv ib puag ncig thaum ntxov.
Woodring tau lees paub qhov muaj peev xwm ntawm kev yuav khoom loj tab sis hais tias nws tsis zoo li yuav muaj kev pab ntau rau IBM stock xyoo no.
IBM tuaj yeem tawm tsam nrog cov nyiaj tau los qeeb
Tus kws tshuaj ntsuam Morgan Stanley tau txhawj xeeb tshwj xeeb txog cov nyiaj tau los nce mus tom ntej. IBM tau cia siab txog 5.0% kev loj hlob ntawm nws cov nyiaj tau los rau xyoo no raws li cov txiaj ntsig tsis tu ncua - qhov kev kwv yees uas Woodring hais tias tuaj yeem ua pov thawj tias nws yog qhov siab heev.
Raws li Y / Y comps tau nyuaj dua, IBM laps nws lub mainframe thiab ELA renewal cycles, thiab macro uncertainty persistence, peb tau nce ntau saib xyuas tias IBM tuaj yeem txhawb nqa nws lub hom phiaj ntawm ib nrab-tus lej Y / Y cov nyiaj tau los hauv CY23.
Nws cia siab tias ntau lub teb chaws cov nyiaj tau los loj hlob yuav tsum tau nce ntawm 3.5% hauv 2023 raws li qhov nyiam ntawm nws txoj kev lag luam sab laj xav tias muaj kev sib haum xeeb. Lub tuam txhab thev naus laus zis tau loj hlob 6.0% hauv nws qhov tseeb tshaj tawm lub quarter.
Peev Seagate Technology (NASDAQ: STX) Tam sim no yog ib qho kev xaiv zoo dua rau cov tub ua lag luam sib luag dua li IBM Tshuag, Woodring xaus lus.
Tau qhov twg los: https://invezz.com/news/2023/01/18/ibm-stock-lacks-upside-morgan-stanley/