Investors might want to bet on IBM (IBM) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a changing earn ...

Have you evaluated the performance of IBM's (IBM) international operations for the quarter ending June 2025? Given the extensive global presence of this technology and consulting company, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. ...

国际业务表现分析 - 公司2025年第一季度总营收达1454亿美元 同比增长06 [4] - 亚太地区营收占比1926% 达28亿美元 超出华尔街预期265% 但环比下降125% 同比下滑34% [5] - 欧洲中东非洲地区营收占比3163% 达46亿美元 略超预期014% 环比下降207% 同比上升70% [6] 区域市场动态 - 亚太市场营收贡献度从上年同期的2005%降至本季1926% 显示区域增长动能减弱 [5] - 欧洲中东非洲市场营收占比同比提升190个百分点 成为本季最大收入来源区域 [6] - 国际业务多元化策略有效对冲本土经济风险 但面临汇率波动和地缘政治等挑战 [3] 未来业绩展望 - 华尔街预测下季度总营收将达1659亿美元 同比增长52% 其中亚太预计贡献301亿美元(181%) 欧洲中东非洲526亿美元(317%) [7] - 全年营收预期6621亿美元 同比增长55% 亚太和欧洲中东非洲预计分别贡献121亿(183%)和2082亿(314%) [8] - 国际收入占比持续超过50% 显示公司对全球市场的深度依赖 [5][6][7] 股价与行业比较 - 过去一个月股价上涨61% 落后于标普500指数91%的涨幅 但跑赢科技板块119%的涨幅 [12] - 三个月累计下跌29% 表现优于同期标普500指数31%的跌幅 但逊于科技板块68%的跌幅 [12] - 当前Zacks评级为"持有" 预期走势将与大盘同步 [12]