IBM Reports Today. Growth in Software Is What Counts. -- Barrons.com

Dow Jones

2025/07/23

By Tae Kim

International Business Machines stock may still have further to go despite its big rally this year.

According to FactSet, the consensus among analysts is for IBM to report revenue of $16.6 billion with adjusted earnings per share of $2.65 for the second quarter. Analysts' estimate for the current quarter's revenue is $16.1 billion, with EPS of $2.44.

Last week, Stifel analyst David Grossman reaffirmed his Buy rating and raised his price target for IBM to $310 from $290, citing the strength of its software business.

IBM stock has risen "reflecting improving execution, FCF growth and the company's defensive characteristics," he wrote, referring to free cash flow. "We believe the risk/reward remains attractive."

IBM stock closed at $281.96 on Tuesday, with a gain of 28% so far this year, compared with the 8.2% rise for the Nasdaq Composite.

Grossman noted IBM has been able to expand its software business, benefiting from its powerful distribution capabilities and large customer base. Investors have also grown more optimistic about the company's artificial-intelligence efforts.

Write to Tae Kim at tae.kim@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

July 23, 2025 02:30 ET (06:30 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

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Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 23, 2025 02:30 ET (06:30 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Reports Today. 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Growth in Software Is What Counts. -- Barrons.com\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-07-23 14:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Tae Kim \n</p>\n<p>\n  International Business Machines stock may still have further to go despite its big rally this year. \n</p>\n<p>\n     According to FactSet, the consensus among analysts is for <a href=\"https://laohu8.com/S/IBM\">IBM</a> to report revenue of $16.6 billion with adjusted earnings per share of $2.65 for the second quarter. Analysts' estimate for the current quarter's revenue is $16.1 billion, with EPS of $2.44. \n</p>\n<p>\n     Last week, <a href=\"https://laohu8.com/S/SF\">Stifel</a> analyst David Grossman reaffirmed his Buy rating and raised his price target for IBM to $310 from $290, citing the strength of its software business. \n</p>\n<p>\n     IBM stock has risen \"reflecting improving execution, FCF growth and the company's defensive characteristics,\" he wrote, referring to free cash flow. \"We believe the risk/reward remains attractive.\" \n</p>\n<p>\n     IBM stock closed at $281.96 on Tuesday, with a gain of 28% so far this year, compared with the 8.2% rise for the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite. \n</p>\n<p>\n     Grossman noted IBM has been able to expand its software business, benefiting from its powerful distribution capabilities and large customer base. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> have also grown more optimistic about the company's artificial-intelligence efforts. \n</p>\n<p>\n     Write to Tae Kim at tae.kim@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 23, 2025 02:30 ET (06:30 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4579","symbol_name":"人工智能","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2553294565","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2553294565","pubTimestamp":1753252200,"columns":[{"name":"行業數據","id":30,"label_key":"dataReport"}],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"International Business Machines stock may still have further to go despite its big rally this year.According to FactSet, the consensus among analysts is for IBM to report revenue of $16.6 billion with adjusted earnings per share of $2.65 for the second quarter. Analysts' estimate for the current quarter's revenue is $16.1 billion, with EPS of $2.44.Last week, Stifel analyst David Grossman reaffirmed his Buy rating and raised his price target for IBM to $310 from $290, citing the strength of its software business.IBM stock has risen \"reflecting improving execution, FCF growth and the company's defensive characteristics,\" he wrote, referring to free cash flow. \"We believe the risk/reward remains attractive.\". IBM stock closed at $281.96 on Tuesday, with a gain of 28% so far this year, compared with the 8.2% rise for the Nasdaq Composite.Grossman noted IBM has been able to expand its software business, benefiting from its powerful distribution capabilities and large customer base. 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Analysts' estimate for the current quarter's revenue is $16.1 billion, with EPS of $2.44. \n\n\n     Last week, Stifel analyst David Grossman reaffirmed his Buy rating and raised his price target for IBM to $310 from $290, citing the strength of its software business. \n\n\n     IBM stock has risen \"reflecting improving execution, FCF growth and the company's defensive characteristics,\" he wrote, referring to free cash flow. \"We believe the risk/reward remains attractive.\" \n\n\n     IBM stock closed at $281.96 on Tuesday, with a gain of 28% so far this year, compared with the 8.2% rise for the Nasdaq Composite. \n\n\n     Grossman noted IBM has been able to expand its software business, benefiting from its powerful distribution capabilities and large customer base. Investors have also grown more optimistic about the company's artificial-intelligence efforts. \n\n\n     Write to Tae Kim at tae.kim@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 23, 2025 02:30 ET (06:30 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}