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IBM

IBM

$144.44

0.98 (0.68%)

08:09
07/19/18
07/19
08:09
07/19/18
08:09

IBM report included reasons to be more optimistic, says Stifel

Stifel analyst David Grossman noted that IBM's Services revenue continued to improve in Q2 and he sees the turnaround in Services being the primary catalyst to drive IBM estimates and the stock's multiple higher over the next 12 months. While some have questioned the sustainability of revenue momentum and margin expansion, Grossman believes the market is overlooking tailwinds from restructuring actions he sees yielding about 150bp of margin tailwind in the second half and leverage from Services growth. He trimmed his price target to $178 from $182 and keeps a Buy rating on IBM shares.

  • 06

    Aug

IBM IBM
$144.44

0.98 (0.68%)

07/19/18
DBAB
07/19/18
NO CHANGE
Target $150
DBAB
Hold
IBM price target lowered to $150 from $160 at Deutsche Bank
Deutsche Bank analyst Sherri Scribner lowered her price target for IBM to $150 and keeps a Hold rating on the shares. IBM last night reported Q2 sales and earnings numbers that came in slightly ahead of Street estimates, but the beat was primarily driven by the benefit of the mainframe cycle, Scribner tells investors in a research note. Performance in IBM's other three businesses were "more mixed," with sales ex-hardware not growing year-over-year in constant currency, the analyst adds. She views the stock's risk/reward as balanced at current levels.
07/17/18
CLVD
07/17/18
NO CHANGE
CLVD
IBM estimates reduced following partner checks at Cleveland Research
Cleveland Research lowered IBM estimates following partner checks that indicate more instances of Software share loss, discouraging cloud feedback, and in-line at best results for hardware and services.
06/28/18
NOMU
06/28/18
INITIATION
Target $160
NOMU
Buy
Nomura initates IBM with Buy, HP Enterprise with Neutral
Nomura Instinet analyst Jeffrey Kvaal initiated coverage of IBM (IBM) with a Buy rating and $160 price target and HP Enterprise (HPE) with a Neutral rating and $16 price target. IBM's push into cloud, security, and artificial intelligence appears to be more thorough than HP Enterprise's shift toward networking and hybrid cloud support, Kvaal tells investors in a research note. The analyst considers IBM's offerings in cloud, analytics and security to be differentiated. He thinks the potential 5% growth in analytics and 20% growth in cloud and security can be durable. IBM's growth is not reflected in current estimates or the multiple, Kvaal contends. On the other hand, he believes HP Enterprise may miss out on the rising percentage of IT spending without a full cloud strategy or a sizeable security story. He sees this as limiting the company's long-term revenue growth prospects.
06/28/18
NOMU
06/28/18
INITIATION
Target $160
NOMU
Buy
IBM initiated with a Buy at Nomura Instinet
Nomura Instinet analyst Jeffrey Kvaal started IBM with a Buy rating and $160 price target. Growth in the company's Strategic Imperatives businesses should offset declines in the legacy unit, Kvaal tells investors in a research note. The analyst believes IBM's sales growth potential for this year and next is not reflected in current estimates or the stock's multiple. A return to consistent sales growth should boost the price-to-earnings multiple to 11 times from about 10, the analyst contends.

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EBAY

eBay

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VYGR

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OCUL

Ocular Therapeutix

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-0.1 (-2.89%)

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HI

Hillenbrand

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VAR

Varian Medical

$130.48

-0.26 (-0.20%)

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Earnings
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MRK

Merck

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VAR

Varian Medical

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NDSN

Nordson

$130.42

-4.8 (-3.55%)

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NDSN

Nordson

$130.42

-4.8 (-3.55%)

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REGN

Regeneron

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-2.3 (-0.75%)

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Novartis

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NVS

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SNY

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TMO

Thermo Fisher

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NDSN

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NBIX

Neurocrine

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CNS

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T. Rowe Price

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Options
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VRTX

Vertex

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Initiation
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ASNA

Ascena Retail

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GILD

Gilead

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BIIB

Biogen

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SWI

SolarWinds

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