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The Next Big Thing: 3 Stocks Leading in Quantum Computing
InvestorPlace· 2024-01-26 03:06
量子计算股票 - 量子计算股票可能成为科技领域的最新趋势[1] - IBM是量子计算股票中我最喜欢的选择之一,因为它在量子计算方面投入了大量研究和开发[4] - Microsoft正在探索一种独特的量子计算方法,通过使用拓扑量子比特,这是一种高风险、高回报的策略[10]
IBM's stock is on pace for biggest gain in over 20 years. Its ‘underappreciated' AI could drive it higher, analysts say
Market Watch· 2024-01-26 02:49
IBM股价表现 - IBM的股价在好消息的刺激下上涨了11.2%,达到了192.68美元,创下了自2000年7月20日以来的最大涨幅[2] 分析师观点 - BofA分析师将IBM的股票目标价提高至200美元,认为IBM拥有防御性投资组合、吸引人的股息收益率和被低估的AI投资组合[3] - Evercore ISI分析师也将IBM的股票目标价从200美元提高至215美元,认为IBM是一个被低估的AI受益者[4] AI潜力 - IBM在过去一年里,AI技术的潜力被投资者忽视,但分析师认为其AI领域的潜力被低估[1]
IBM hits the right keys in latest earnings call
Proactive Investors· 2024-01-26 00:17
About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical ...
Why IBM Stock Is Soaring Today
The Motley Fool· 2024-01-25 23:46
International Business Machines (IBM 11.70%) released its fourth-quarter results after the close of trading Wednesday, delivering numbers for the period that beat analysts' estimates. Management also provided an optimistic outlook for revenue and cash flow in 2024. In response, investors cheered, sending shares of IBM more than higher 10% as of 10 a.m. ET Thursday.2023 ended strong, and 2024 looks even betterIBM is one of the original tech giants, and the company in recent years has evolved toward a focus o ...
"Big Blue" Stock at 10-Year High After Earnings Beat
Schaeffers Research· 2024-01-25 23:22
IBM公司股价表现 - IBM公司股价上涨10.2%,达到191.58美元,第四季度调整后每股收益为3.87美元,营收达到173.8亿美元,超过分析师预期[1] - IBM公司股价达到10年来的最高点,达到192.39美元,年度涨幅超过33%[2] - 交易首个小时内,IBM公司的看涨期权交易量超过54,000份,创下年度最高水平,最受欢迎的期权为1月26日到期的197.50美元行权价看涨期权和2月到期的195美元看涨期权[3] IBM公司业绩展望 - IBM公司发布2024年乐观的业绩指引,得益于对其人工智能(AI)软件的增加需求[1] 经纪公司调整 - 多家经纪公司上调IBM公司的股价目标,其中Jefferies将目标价从180美元上调至215美元[1]
IBM Beats Q4 Earnings Estimates on Solid AI, Cloud Demand
Zacks Investment Research· 2024-01-25 22:31
International Business Machines Corporation (IBM) ended 2023 on a positive note with strong fourth-quarter results, wherein both the top and bottom lines beat the respective Zacks Consensus Estimate. The company witnessed healthy demand for hybrid cloud and AI solutions with a client-focused portfolio and broad-based growth.Net IncomeOn a GAAP basis, net income from continuing operations was $3,285 million or $3.54 per share compared with $2,711 million or $3.13 per share in the year-ago quarter. The improv ...
IBM Stock Surges as AI Demand Boosts Revenue Outlook—Key Price Levels to Monitor
Investopedia· 2024-01-25 20:35
IBM股价表现 - IBM股价因发布超出预期的第四季度收益和全年营收指导而上涨[5] - IBM股价可能即将突破上升楔形图案,接近其约200美元的历史最高价[9] 业务表现 - 公司表示,其生成式人工智能业务从第三季度翻了一番,受益于多笔有利可图的咨询和软件交易[7]
IBM just hit its highest stock price of all time, but why?
Invezz· 2024-01-25 16:02
On January 23rd, the IBM stock price closed the day at $173.94 – the highest closing price, and also an ALH in the same day, in the company’s history of over 100 years.But why? Earnings matterCopy link to sectionLate yesterday, IBM announced triumphal financial results for the 2023 year, with gross profits up six percent YoY for Q4 and revenues up four percent, both well ahead of market expectations.Dividends, too, were significantly higher than anticipated, coming in at $3.87 for Q4, as opposed to the $3.7 ...
IBM Unveils AI Stories with watsonx to Enhance the Digital Fan Experience for 66th Annual GRAMMY Awards®
Prnewswire· 2024-01-25 13:00
New AI-powered solution will accelerate and scale the Recording Academy®'s editorial content capabilities around Music's Biggest Night® ARMONK, N.Y., Jan. 25, 2024 /PRNewswire/ -- IBM (NYSE: IBM) today introduced AI Stories with IBM watsonx, a generative AI solution co-created alongside the Recording Academy® to generate and scale editorial content around GRAMMY® nominees before and during the 66th Annual GRAMMY Awards®. Example of AI Stories with watsonx on GRAMMYs social media channels Example of AI S ...
IBM(IBM) - 2023 Q4 - Earnings Call Transcript
2024-01-25 10:43
财务表现 - IBM 2023年第四季度营收增长3%[1] - 公司全年营收达到近620亿美元,同比增长3%[7] - 公司实现了174亿美元的营收,42亿美元的税前营业收入,每股运营收益为3.87美元[6] - 公司的自由现金流达到61亿美元,创下2019年以来最高水平[7] - 2024年预计自由现金流约为120亿美元[12] - 2023年自由现金流为112亿美元,同比增长19亿美元[9] - 现金结余135亿美元,同比增长46亿美元[9] - 总债务同比增长56亿美元,达到565亿美元[9] 业务拓展 - IBM 与Meta合作成立AI联盟,旨在推动开放、安全和负责任的人工智能[3] - IBM在第四季度与Citi合作进行了成功的试点项目,初步结果显示开发者生产力和代码质量有显著提高[4] - IBM在第四季度与NatWest、Lockheed Martin和Warringer Ingelheim等客户合作,取得了积极成果[4] - IBM在第四季度与NATO合作加强了网络安全防御,帮助Riyadh Air推动数字和技术战略[4] - 公司在中国市场取得了iPhone销售收入纪录[110] 软件业务 - IBM 2023年第四季度软件交易收入和SAS ACV约占AI相关业务总额的三分之一[3] - IBM 2023年第四季度AI相关业务的咨询签约约占总额的三分之二[3] - Red Hat在第四季度推出了新的Ansible自动化平台产品[4] - 2023年软件业绩增长超过5%[16] - 公司预计2024年软件业务增长将主要来自高价值的经常性收入和收购[17] - Red Hat 预计将为软件业务增长贡献约2.5个百分点[17] - 公司计划继续投资于软件组合,以提高创新、协同价值和战略适配性[17] 咨询业务 - 公司在2023年市场上的咨询业务表现强劲,签约增长17%,绝对积压增长8%[22] - 公司的咨询业务在2024年有望加速增长,并且预计在2025年也会保持健康增长[23] - 公司专注于数字转型和数据与人工智能,相对于其他竞争对手,公司对自身的增长率充满信心[24] - 公司认为整体咨询市场增长率在4%至6%之间,而公司预计自身增长率将达到6%至8%[24] 未来展望 - 公司在数字化转型和人工智能方面的投资取得了成效,并计划在2024年实现中单位数的营收增长和约120亿美元的自由现金流[6] - 公司已经实现了20亿美元的年度运营成本节约目标,并计划在2024年底前实现至少30亿美元的节约[8] - 公司对2024年软件业务增长充满信心[17] - 公司在2023年执行了战略,实现了持续的收入增长和现金生成[30]