에 대한 최신 뉴스 IBM (NYSE:IBM) 주식

IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 350,000 people. The company has a robust roster of 80,000 business partners to service 5,200 clients—which includes 95% of all Fortune 500. While IBM is a B2B company, IBM's outward impact is substantial. For example, IBM manages 90% of all credit card transactions globally and is responsible for 50% of all wireless connections in the world.

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거대 반도체 기업인 엔비디아(NASDAQ:NVDA)가 분석가들의 추정치를 뛰어넘는 1분기 재무결과를 발표했다. 이 회사는 또한 10:1 주식 분할을 발표했는데, 이는 전 세계적으로 가장 오래되고 가장 많이 추종되는 주식 지수 중 하나에 편입될 가능성을 예고할 수 있는 움직임이다.

단독: 엔비디아의 다우존스 지수 포함은 &#39;언제&#39;? - 인텔을 대체할까?

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IBM(NYSE:IBM)의 최고경영자(CEO)인 아르빈드 크리슈나(Arvind Krishna)는 기업의 AI 사용에서 큰 변화가 있을 것으로 전망했으며 이 기술이 실질적인 비즈니스 결과를 이끌어낼 것이라고 말했다. 이에 따라 이 회사의 AI 예약은 10억 달러를 넘은 상태이다. What Happened: 크리슈나는 2024년 1분기 실적 컨퍼런스 콜에서 특히 생산성을 높이고 고객 경험을 향상시키는 데 있어 글로벌 경제에서 기술의 중요성이 커지고 있음을 강조했다.

IBM은 10억 달러의 예약 속에서 &#39;고객의 AI 여정 가속화&#39;를 위해 엔비디아와 협력

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수요일, 주요 미국 지수들은 희비가 확실히 갈렸다. 다우존스 산업평균지수는 38,460.92달러로 0.1% 떨어졌으며, S&amp;P 500지수는 0.02% 상승한 5,071.63달러로 마감했다. 한편, 나스닥지수는 0.1% 상승하여 15,712.75달러를 기록했다. 이들은 수요일 소매 투자자와 투자자들의 주목을 끈 주요 주식들이다.

수요일 주목받은 5개의 주식: 메타 플랫폼, 스냅, 아마존, IBM, 테슬라

International Business Machines Corporation Common Stock

International Business Machines Corp

iShares Trust iBonds Dec 2023 Term Muni Bd ETF

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iShares iBonds Dec 2025 Term Muni Bond ETF

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iShares Trust iShares iBonds Dec 2030 Term Muni Bond ETF

<p><strong>IBM's</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) short percent of float has risen 4.21% since its last report. The company recently reported that it has <strong>20.46 million shares sold short</strong>, which is 2.23% of all regular shares that are available for trading. Based on its trading volume, <strong>it would take traders 6.75 days to cover their short positions on average.</strong></p>
<h3>Why Short Interest Matters</h3>
<p>Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.</p>
<p>Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.</p>
<p><strong>See Also:</strong> <a href="https://www.benzinga.com/short-interest"><strong>List of the most shorted stocks</strong></a></p>
<h3>IBM Short Interest Graph (3 Months)</h3>
<p><img src="https://www.benzinga.com/files/images/story/2024/1720208711_0.png" alt="short_fig" /></p>
<p>As you can see from the chart above the percentage of shares that are sold short for IBM has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.</p>
<h3>Comparing IBM's Short Interest Against Its Peers</h3>
<p>Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.</p>
<p>According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, IBM's peer group average for short interest as a percentage of float is 5.17%, which means the company has <strong>less</strong> short interest than most of its peers.</p>
<p>Did you know that increasing short interest can actually be <strong>bullish</strong> for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/"><strong>This post by Benzinga Money explains how you can profit from it.</strong></a></p>
<p><em>This article was generated by Benzinga's automated content engine and was reviewed by an editor.</em></p>


Short Sellers

Short Ideas

How Is The Market Feeling About IBM?

<p><strong>International Business Machines Corporation</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ibm#NYSE">IBM</a>) recently completed the twin acquisitions of StreamSets and webMethods to augment its AI platform and automation capabilities. The buyouts will offer comprehensive application and data integration platforms in the industry and help business enterprises undergo rapid digital transformation by embracing generative AI.</p>
<p>Complementing IBM DataStage and Databand platform with a hybrid and multi-cloud approach, the buyouts will offer an integrated product for clients to facilitate seamless applications and services. This, in turn, will enable clients to effectively manage data quality within a distributed data landscape with real-time data streaming for a faster response and informed decision-making process.</p>
<h3>What Do the Acquisitions Bring to the Table?</h3>
<p>StreamSets is a real-time data integration firm specializing in streaming structured, unstructured and semi-structured data across hybrid multi-cloud environments. It extends the breadth and depth of IBM Data Fabric&#39;s data integration capabilities through continuous, real-time processing, integration and transfer of data when it is available, reducing latency and data staleness. This helps users ingest, enrich and harness the potential of streaming data through features such as offset handling and delivery guarantees.</p>
<p>webMethods is an Integration &amp; API Management platform that runs in the cloud, on-premise, in hybrid or multi-cloud environments. Leveraging the webMethods Integration Platform as a Service (iPaaS), it helps organizations manage the tangled web of systems, applications and data silos within business environments by enabling users to deploy and execute integrations anywhere. It will enable IBM to meet local data sovereignty requirements while driving enterprise-wide innovation by offering customers a path to multi-cloud hybrid integration.</p>
<h3>Scaling AI Solutions</h3>
<p>In March this year, IBM took a giant step forward in enterprise AI innovation by integrating the open-source Mixtral-8x7B large language model into its watsonx AI and data platform. Built on innovative Sparse modeling and the Mixture-of-Experts technique, this model excels in rapid data processing and contextual analysis. Its ability to efficiently handle vast datasets makes it a valuable asset for businesses seeking actionable insights.</p>
<p>IBM&#39;s Watsonx platform is likely to be the core technology platform for its AI capabilities. Watsonx delivers the value of foundational models to the enterprise, enabling them to be more productive. This enterprise-ready AI and data platform comprises three products to help organizations accelerate and scale AI &mdash; the watsonx.ai studio for new foundation models, generative AI and machine learning; the watsonx.data fit-for-purpose data store, built on an open lake house architecture; and the watsonx.governance toolkit to help enable AI workflows to be built with responsibility and transparency.</p>
<h3>Industry Collaborations to Tap Generative AI</h3>
<p>IBM works closely with a diverse AI partner ecosystem through an open and collaborative approach to plan, build, implement and operate generative AI solutions. This open ecosystem approach is likely to help clients define the right models and architecture to deliver their desired outcomes.</p>
<p>IBM collaborated with <strong>SAP SE</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/sap#NYSE">SAP</a>) to tap generative AI technology within the retail industry. The collaboration is likely to facilitate higher productivity and help accelerate business transformation in consumer-packaged goods and retail firms. The company also collaborated with <strong>Salesforce, Inc.</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/crm#NYSE">CRM</a>) to drive increased productivity and help accelerate business transformation with generative AI.</p>
<h3>Down But Not Out</h3>
<p>Despite solid hybrid cloud and AI traction, IBM is facing stiff competition from Amazon Web Services and <strong>Microsoft Corporation</strong>&#39;s (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/msft#NASDAQ">MSFT</a>) Azure. The company&#39;s ongoing, heavily time-consuming business model transition to the cloud is a challenging task. Weakness in its traditional business and foreign exchange volatility remain significant concerns.</p>
<h3>IBM Outperforms Subindustry</h3>
<p>Over the past year, IBM has gained 33% compared with the industry&#39;s growth of 24.1%. However, it lagged Microsoft, which rose 35.1% over the same period.</p>
<p><img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/7e/70427.jpg?v=1136212393" /></p>
<p>Image Source: Zacks Investment Research</p>
<h3>IBM Estimate Movement</h3>
<p><img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/e7/70428.jpg?v=159626176" /></p>
<p>Image Source: Zacks Investment Research</p>
<p>Earnings estimates for IBM for 2024 have moved down from $10.07 to $9.90 over the past 90 days, while the same for 2025 has declined from $10.58 to $10.32.</p>
<h3>IBM Trading Above 50-Day Moving Average</h3>
<p><img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/21/70429.jpg?v=282452749" /></p>
<p>Image Source: Zacks Investment Research</p>
<p><strong>Intel</strong>&nbsp;(NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/intc#NASDAQ">INTC</a>) is currently trading above the 50-day moving average.</p>
<h3>Wrapping Up</h3>
<p>IBM aims to benefit from the increasing propensity of business enterprises to undertake a cloud-agnostic and interoperable approach to secure multi-cloud management with a diligent focus on hybrid cloud and AI solutions. A better business mix, improving operating leverage through productivity gains and increased investments in growth opportunities will likely drive its profitability.</p>
<p>However, with a Zacks Rank #4 (Sell), it appears that the recent initiatives have mostly fallen flat as it plays a catch-up game with its rivals. With declining earnings estimates, the stock is witnessing a negative investor perception. Consequently, it might not be a prudent investment decision to bet on the stock at the moment.</p>
<p><a href="https://www.zacks.com/stock/news/2297287/ibm-enhances-ai-scalability-with-twin-buyouts-should-you-buy?cid=CS-BENZ-FT-analyst_blog|most_popular_stocks-2297287">To read this article on Zacks.com click here.</a></p>


Analyst Ratings

IBM Enhances AI Scalability With Twin Buyouts: Should You Buy?

<p>During times of turbulence and uncertainty in the markets, even when markets are at all-time highs, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a <a href="https://www.benzinga.com/yield-investments">high dividend payout</a>. </p>
<p>Benzinga readers can review the latest analyst takes on their favorite stocks by visiting our <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock Ratings</a> page. Traders can sort through Benzinga's extensive database of analyst ratings, including <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">by analyst accuracy</a>.</p>
<p>Below are the ratings of the most accurate analysts for three high-yielding stocks in the information technology sector.</p>
<h3 class="wp-block-heading"><strong>International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>)</strong></h3>
<ul>
<li><strong>Dividend Yield:</strong> 3.81%</li>
<li><strong>Exane BNP Paribas </strong>analyst Stefan Slowinski initiated coverage on the stock with an Underperform rating and a price target of $145 on May 2. This analyst has an accuracy rate of 71%.</li>
<li><strong>JP Morgan </strong>analyst Brian Essex maintained a Neutral rating and lowered the price target from $190 to $185 on April 25. This analyst has an accuracy rate of 70%.</li>
<li><strong>Recent News:</strong> On July 1, IBM and Microsoft disclosed strengthened cybersecurity collaboration to help clients modernize security operations and protect against cloud identity threats.</li>
<li>Benzinga Pro's real-time newsfeed alerted to <a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent070224&amp;t=be2bearmibe3na1">latest IBM's news</a></li>
</ul>
<p><figure class="wp-block-image size-full is-resized"><a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent070224&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="673" height="664" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/02020948/Screenshot-2024-07-02-at-1.09.41-PM.png" alt="" class="wp-image-415443" style="width:499px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/02020948/Screenshot-2024-07-02-at-1.09.41-PM.png 673w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/02020948/Screenshot-2024-07-02-at-1.09.41-PM-300x296.png 300w" sizes="(max-width: 673px) 100vw, 673px" /></a></figure></p>
<h3 class="wp-block-heading"><strong>HP Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>)</strong></h3>
<ul>
<li><strong>Dividend Yield:</strong> 3.15%</li>
<li><strong>Citigroup </strong>analyst Asiya Merchant maintained a Buy rating and raised the price target from $35 to $37 on May 30. This analyst has an accuracy rate of 77%.</li>
<li><strong>Barclays </strong>analyst Tim Long maintained an Equal-Weight rating and increased the price target from $30 to $33 on May 30. This analyst has an accuracy rate of 73%.</li>
<li><strong>Recent News:</strong> On June 26, HP named Karen Parkhill as CFO.</li>
<li><a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent070224&amp;t=be2bearmibe3na1">Benzinga Pro's charting tool</a> helped identify the trend in HPQ's stock.</li>
</ul>
<p><figure class="wp-block-image size-full is-resized"><a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent070224&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="687" height="751" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/02021022/Screenshot-2024-07-02-at-1.10.18-PM.png" alt="" class="wp-image-415444" style="width:449px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/02021022/Screenshot-2024-07-02-at-1.10.18-PM.png 687w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/02021022/Screenshot-2024-07-02-at-1.10.18-PM-274x300.png 274w" sizes="(max-width: 687px) 100vw, 687px" /></a></figure></p>
<h3 class="wp-block-heading"><strong>Methode Electronics, Inc. </strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MEI#NYSE">MEI</a>)</h3>
<ul>
<li><strong>Dividend Yield:</strong> 5.58%</li>
<li><strong>Sidoti &amp; Co. </strong>analyst John Franzrebdowngraded the stock from Buy to Neutral on March 7. This analyst has an accuracy rate of 75%.</li>
<li><strong>Barrington Research </strong>analyst Christopher Howereiterated a Market Perform rating on May 25, 2023. This analyst has an accuracy rate of 70%.</li>
<li><strong>Recent News:</strong> On June 25, Methode Electronics named Jon DeGaynor as President and CEO.</li>
<li>Benzinga Pro's signals feature notified of a potential <a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent070224&amp;t=be2bearmibe3na1">breakout in MEI's shares</a>.</li>
</ul>
<p><figure class="wp-block-image size-full is-resized"><a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent070224&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="655" height="725" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/02021100/Screenshot-2024-07-02-at-1.10.54-PM.png" alt="" class="wp-image-415445" style="width:476px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/02021100/Screenshot-2024-07-02-at-1.10.54-PM.png 655w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/02021100/Screenshot-2024-07-02-at-1.10.54-PM-271x300.png 271w" sizes="(max-width: 655px) 100vw, 655px" /></a></figure></p>
<p>Check This Out: <a href="https://www.youtube.com/watch?v=pVF0O2lsEH4">How to Find Dividend Stocks: Scan, Analyze, and Capture with Benzinga Pro</a></p>
<p><figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><br />
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="How to Find Dividend Stocks: Scan, Analyze, and Capture with Benzinga Pro" width="500" height="281" src="https://www.youtube.com/embed/pVF0O2lsEH4?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
<p></p></figure></p>


Dividends

Price Target

Pre-Market Outlook

Wall Street's Most Accurate Analysts Weigh In On 3 Tech Stocks With Over 3% Dividend Yields

<p>IBM (NYSE:&nbsp;<a href="http://www.ibm.com/investor">IBM</a>) and Microsoft announce strengthened cybersecurity collaboration to help clients simplify and modernize their security operations, and manage and protect their hybrid cloud identities.</p>
<p>As organizations embrace hybrid cloud and AI to drive innovation, they require advanced security capabilities to protect their most valuable data. By combining IBM Consulting's industry-leading cybersecurity services with Microsoft's comprehensive security technology portfolio, the two companies are providing clients the tools and expertise needed to help them simplify and modernize their end-to-end security operations, harness the power of the cloud, protect data, and drive business growth.</p>


IBM Consulting Collaborates With Microsoft To Help Clients Modernize Security Operations And Protect Against Cloud Identity Threats

<p><strong>Kyndryl Holdings Inc </strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KD#NYSE">KD</a>) shares were climbing in early trading on Thursday, just days after the news of the company <a href="https://www.benzinga.com/markets/equities/24/06/39262623/ibm-spinoff-kyndryl-apollo-eyeing-dxc-technology-in-potential-joint-acquisition-report">considering a joint bid for <strong>DXC Technology Co</strong> </a>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DXC#NYSE">DXC</a>).</p>
<p>The stock is an "interesting investment opportunity," as the company is poised to return to revenue growth, with margin expansion and earnings of more than $3 in fiscal 2027, according to Oppenheimer.</p>
<p><strong>The Kyndryl Holdings Analyst:</strong> <strong>Ian Zaffino</strong> initiated coverage of Kyndryl Holdings with an Outperform rating and price target of $33.</p>
<p><strong>The Kyndryl Holdings Thesis:</strong> After its spinoff from <strong>IBM </strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), Kyndryl has been repricing its legacy no- and low-margin contracts, Zaffino said in the initiation note.</p>
<p><strong><em>Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.</em></strong></p>
<p>As of the fourth quarter of fiscal 2024, the company had repriced around half 50% of these contracts and "approximately two-thirds will be repriced this year," he added.</p>
<p>The company has also been able to "strike deals with major hyperscalers, move its customer to its cost-saving operating platform (Kyndryl Bridge), and grow its Consult business by double digits," the analyst wrote.</p>
<p>"These tailwinds should continue for the foreseeable future, and help transform the company, which was previously viewed as a bad business or loss-leader under IBM, into an interesting GARP investment," he further stated.</p>
<p><strong>KD Price Action:</strong> Shares of Kyndryl Holdings had risen by 2.02% to $25.79 at the time of publication on Thursday.</p>
<p><strong>Read Next:<br />    • <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39525918/major-banks-fall-short-in-feds-2024-stress-test-results-the-market-will-view-the-re">Fed&#8217;s 2024 Stress Test Results Worse Than Expected, Says Goldman Analyst: &#8216;The Market Will View The Results As Disappointing&#8217;</a></strong></p>
<p><em>Photo: Shutterstock</em></p>


Analyst Color

Long Ideas

Initiation

Movers

This IT Stock Represents An 'Interesting Investment Opportunity'

<p>Investors with a lot of money to spend have taken a bearish stance on <strong>IBM</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>).</p>
<p>And retail traders should know.</p>
<p>We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.</p>
<p>Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with IBM, it often means somebody knows something is about to happen.</p>
<p>So how do we know what these investors just did? </p>
<p>Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 8 uncommon options trades for IBM.</p>
<p>This isn't normal.</p>
<p>The overall sentiment of these big-money traders is split between 25% bullish and 50%, bearish.</p>
<p>Out of all of the special options we uncovered, 3 are puts, for a total amount of $849,575, and 5 are calls, for a total amount of $460,250.</p>
<h3>Expected Price Movements</h3>
<p>After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $100.0 and $200.0 for IBM, spanning the last three months.</p>
<h3>Analyzing Volume &amp; Open Interest</h3>
<p>Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for IBM's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across IBM's significant trades, within a strike price range of $100.0 to $200.0, over the past month.</p>
<h3>IBM Option Activity Analysis: Last 30 Days</h3>
<p><img src="https://www.benzinga.com/files/images/story/2024/1719504212_0.png" alt="Options Call Chart" /></p>
<h3>Largest Options Trades Observed:</h3>
<p>
<table>
<thead>
<tr>
<th><strong>Symbol</strong></th>
<th><strong>PUT/CALL</strong></th>
<th><strong>Trade Type</strong></th>
<th><strong>Sentiment</strong></th>
<th><strong>Exp. Date</strong></th>
<th><strong>Ask</strong></th>
<th><strong>Bid</strong></th>
<th><strong>Price</strong></th>
<th><strong>Strike Price</strong></th>
<th><strong>Total Trade Price</strong></th>
<th><strong>Open Interest</strong></th>
<th style="text-align: right;"><strong>Volume</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$12.1</td>
<td>$11.2</td>
<td>$11.61</td>
<td>$165.00</td>
<td>$696.6K</td>
<td>779</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>IBM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$11.45</td>
<td>$10.45</td>
<td>$10.5</td>
<td>$200.00</td>
<td>$210.0K</td>
<td>2.1K</td>
<td style="text-align: right;">6</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$11.75</td>
<td>$11.6</td>
<td>$11.6</td>
<td>$165.00</td>
<td>$116.0K</td>
<td>779</td>
<td style="text-align: right;">600</td>
</tr>
<tr>
<td>IBM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$23.45</td>
<td>$20.7</td>
<td>$22.0</td>
<td>$170.00</td>
<td>$92.4K</td>
<td>1.3K</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>IBM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$74.5</td>
<td>$72.35</td>
<td>$72.35</td>
<td>$100.00</td>
<td>$72.3K</td>
<td>524</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
</p>
<h3>About IBM</h3>
<p>IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 350,000 people. The company has a robust roster of 80,000 business partners to service 5,200 clients—which includes 95% of all Fortune 500. While IBM is a B2B company, IBM's outward impact is substantial. For example, IBM manages 90% of all credit card transactions globally and is responsible for 50% of all wireless connections in the world.</p>
<p>Following our analysis of the options activities associated with IBM, we pivot to a closer look at the company's own performance.</p>
<h3>Present Market Standing of IBM</h3>
<ul>
<li>Trading volume stands at 798,600, with IBM's price up by 0.18%, positioned at $172.18.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 20 days.</li>
</ul>
<h3>Expert Opinions on IBM</h3>
<p>A total of 1 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $200.0.</p>
<ul>
<li>An analyst from Goldman Sachs has revised its rating downward to Buy, adjusting the price target to $200. </li>
</ul>
<p>Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.</p>
<p>If you want to stay updated on the latest options trades for IBM, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.</p>


Options

Market Whales and Their Recent Bets on IBM Options

<p>Cr&eacute;dit Mutuel Alliance F&eacute;d&eacute;rale,&nbsp;a pioneer in the adoption of Artificial Intelligence (AI) since 2016, invests in cutting-edge technologies. Used every day by its 25,000 advisors, AI freed up nearly 1 million hours of administrative work in 2023 to enable them to continue to best serve their members and clients.</p>
<p>Operating as a sovereign technology bank,&nbsp;Cr&eacute;dit Mutuel Alliance F&eacute;d&eacute;rale stands out for its ability to carry out almost all of this IT processing in its own datacenters &mdash; an approach underpinned by the historic collaboration established between the teams of Euro-Information, the mutualist group&#39;s technology subsidiary, and IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>).</p>
<p>To maintain its lead in artificial intelligence, Cr&eacute;dit Mutuel Alliance F&eacute;d&eacute;rale and Euro-Information are expanding their long-term collaboration with IBM via its IBM watsonx platform &mdash; an AI and data platform designed to help businesses develop responsible AI &mdash; deployed on Credit Mutuel&#39;s in-house computing infrastructure. This collaboration will make it possible to accelerate and industrialize the deployment of generative AI.</p>
<p>Cr&eacute;dit Mutuel Alliance F&eacute;d&eacute;rale plans to rely on in-house developments and on watsonx to progressively deploy thirty-five AI use cases in Cr&eacute;dit Mutuel and CIC networks, with planned availability for the first set this summer. The mutualist group is also testing the&nbsp;<a href="https://www.redhat.com/en/topics/ai/what-is-instructlab" target="_blank">InstructLab</a>&nbsp;technique, jointly developed by IBM and Red Hat, to allow it to design models specific to its field of activity using its own data.</p>


Crédit Mutuel Alliance Fédérale Boosts AI Capabilities with IBM Partnership, Saves 1M Hours of Admin Work

<p><strong>International Business Machines Corp</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) shares are trading higher after <strong>Goldman Sachs</strong> analyst <strong>James Schneider</strong> initiated coverage with a Buy rating and announced a <a target="_blank" href="https://www.benzinga.com/quote/IBM/analyst-ratings" rel="noreferrer noopener">price target of $200</a>.</p>
<p>The analyst noted the industry is amid a cyclical correction driven by IT spending constraints, a near-term shift in spending priorities toward AI-focused CapEx, and away from Software and Services.</p>
<p>At the same time, Schneider noted investors are grappling with the secular question of whether Generative AI represents a significant threat to the IT Services sector.&nbsp;&nbsp;</p>
<p>Generative AI will likely be a net benefit for the sector, but it may take some time to realize these benefits because of the technical debt corporations must overcome before realizing the benefits of AI, the analyst said.&nbsp;&nbsp;</p>
<p>The market is conflating these cyclical and secular risks, which presents a significant opportunity in select names at this point in the cycle.&nbsp;&nbsp;</p>
<p>Schneider is most bullish on names that he noted are positioned to be structural market share gainers in the shift to Generative AI.</p>
<p>Schneider will be more broadly constructive on the sector pending more signs of positive demand momentum &#8211; which he did not expect to occur before early 2025.</p>
<h2 class="wp-block-heading"><span style="text-decoration: underline;">Is IBM A Good Stock To Buy</span>?</h2>
<p>An investor can make a few decisions when deciding whether a stock is a good buy. In addition to valuation metrics and price action which you can find on Benzinga's quote pages  &#8211; like <a href="https://www.benzinga.com/quote/IBM">IBM</a>&#8216;s page for example &#8211; there are factors like whether or not a company pays a dividend or buys a large portion of its stock each quarter.</p>
<p>These are known as capital allocation programs. IBM does pay a dividend, which yields 4.24% per year as of the closing price on Jun. 24, 2024. Feel free to search Benzinga's <a href="https://www.benzinga.com/calendars/dividends">dividend calendar</a> for the next company that is due to pay a dividend and determine what kind of yield you can earn for holding a share of the company.</p>
<p>For example, if you're looking to earn an annualized return of 19.77%, you'll need to buy a share of Dividend Gwth Split by the Jun. 28, 2024. Once done, you can expect to receive a nominal payout of $0.1 on Jul. 15, 2024.</p>
<p>Buyback programs are obviously different and highly variable. A company can approve a buyback program and purchase shares as it sees fit over the course of time in which the buyback was authorized. Looking through the latest news on <a href="https://www.benzinga.com/quote/IBM">IBM</a> will often yield whether or not the company has approved a buyback program recently. Buyback programs usually serve as a support for share prices, serving as a backstop for demand.</p>
<p><strong>Price Action: </strong>IBM shares traded higher by 1.73% to $175.45 at the last check on Monday. </p>
<p><em>Photo via Shutterstock</em></p>


Why Goldman Sachs Is Bullish On IBM

WIIM

IBM shares are trading higher after Goldman Sachs initiated coverage with a Buy rating and announced a price target of $200.

<p>IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) has been analyzed by 13 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.</p>
<p>The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.</p>
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;"><strong>Bullish</strong></th>
<th style="text-align: right;"><strong>Somewhat Bullish</strong></th>
<th style="text-align: right;"><strong>Indifferent</strong></th>
<th style="text-align: right;"><strong>Somewhat Bearish</strong></th>
<th style="text-align: right;"><strong>Bearish</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Total Ratings</strong></td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">6</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
</tr>
<tr>
<td><strong>Last 30D</strong></td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td><strong>1M Ago</strong></td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td><strong>2M Ago</strong></td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">5</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td><strong>3M Ago</strong></td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
</tr>
</tbody>
</table>
<p>Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $182.23, a high estimate of $210.00, and a low estimate of $130.00. Experiencing a 2.5% decline, the current average is now lower than the previous average price target of $186.91. </p>
<p><img src="https://www.benzinga.com/files/images/story/2024/1719230494_0.png" alt="price target chart" /></p>
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
<p>The standing of IBM among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.</p>
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>James Schneider</td>
<td>Goldman Sachs</td>
<td>Announces</td>
<td>Buy</td>
<td>$200.00</td>
<td>-</td>
</tr>
<tr>
<td>Matthew Swanson</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$200.00</td>
<td>$200.00</td>
</tr>
<tr>
<td>Matthew Swanson</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$200.00</td>
<td>$200.00</td>
</tr>
<tr>
<td>David Grossman</td>
<td>Stifel</td>
<td>Maintains</td>
<td>Buy</td>
<td>$190.00</td>
<td>$190.00</td>
</tr>
<tr>
<td>Stefan Slowinski</td>
<td>Exane BNP Paribas</td>
<td>Announces</td>
<td>Underperform</td>
<td>$145.00</td>
<td>-</td>
</tr>
<tr>
<td>Erik Woodring</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$179.00</td>
<td>$186.00</td>
</tr>
<tr>
<td>Brian Essex</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$185.00</td>
<td>$190.00</td>
</tr>
<tr>
<td>Keith Bachman</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$190.00</td>
<td>$210.00</td>
</tr>
<tr>
<td>Moshe Katri</td>
<td>Wedbush</td>
<td>Raises</td>
<td>Neutral</td>
<td>$160.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Brent Thill</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$190.00</td>
<td>$210.00</td>
</tr>
<tr>
<td>Brent Thill</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$210.00</td>
<td>$215.00</td>
</tr>
<tr>
<td>David Vogt</td>
<td>UBS</td>
<td>Raises</td>
<td>Sell</td>
<td>$130.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>David Grossman</td>
<td>Stifel</td>
<td>Maintains</td>
<td>Buy</td>
<td>$190.00</td>
<td>$190.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li><strong>Action Taken:</strong> Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to IBM. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li><strong>Rating:</strong> Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of IBM compared to the broader market.</li>
<li><strong>Price Targets:</strong> Delving into movements, analysts provide estimates for the future value of IBM's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
<p>Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of IBM's market standing. Stay informed and make data-driven decisions with our Ratings Table.</p>
<p><a href="https://www.benzinga.com/quote/IBM/analyst-ratings?utm_source=Benzinga Insights"><strong>Stay up to date on IBM analyst ratings.</strong></a></p>
<h2>Discovering IBM: A Closer Look</h2>
<p>IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 350,000 people. The company has a robust roster of 80,000 business partners to service 5,200 clients—which includes 95% of all Fortune 500. While IBM is a B2B company, IBM's outward impact is substantial. For example, IBM manages 90% of all credit card transactions globally and is responsible for 50% of all wireless connections in the world.</p>
<h3>IBM: Financial Performance Dissected</h3>
<p><strong>Market Capitalization:</strong> Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.</p>
<p><strong>Revenue Growth:</strong> IBM's revenue growth over a period of 3 months has been noteworthy. As of 31 March, 2024, the company achieved a revenue growth rate of approximately <strong>1.47%</strong>. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.</p>
<p><strong>Net Margin:</strong> The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of <strong>11.1%,</strong> the company showcases strong profitability and effective cost control.</p>
<p><strong>Return on Equity (ROE):</strong> IBM's ROE stands out, surpassing industry averages. With an impressive ROE of <strong>7.01%</strong>, the company demonstrates effective use of equity capital and strong financial performance.</p>
<p><strong>Return on Assets (ROA):</strong> IBM's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of <strong>1.18%,</strong> the company showcases efficient use of assets and strong financial health.</p>
<p><strong>Debt Management:</strong> The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of <strong>2.7</strong>, caution is advised due to increased financial risk.</p>
<h2>How Are Analyst Ratings Determined?</h2>
<p>Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.</p>
<p>Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.</p>
<p>This article was generated by Benzinga's automated content engine and reviewed by an editor.</p>


In-Depth Examination Of 13 Analyst Recommendations For IBM

<p>Goldman Sachs  analyst James Schneider   initiates coverage on IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) with a Buy rating and announces Price Target of $200.</p>


Goldman Sachs Initiates Coverage On IBM with Buy Rating, Announces Price Target of $200

IBM Extends Maturities Of $2.5B Three-Year Credit Agreement And $7.5B Five-Year Credit Agreement

<p><strong>International Business Machines Corporation</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ibm#NYSE">IBM</a>) recently collaborated with <strong>WPP Plc</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/wpp#NYSE">WPP</a>) to introduce a new business-to-business (B2B) solution within the marketing industry. The collaboration aims to enhance productivity and help clients unlock their business value by better understanding the various buying decisions.<br />
Leveraging IBM&#39;s cutting-edge AI technologies, including Watsonx, and the newly-launched WPP Open for B2B platform, WPP aims to expedite digital transformation for business enterprises globally.<br />
This new platform is designed to meet enterprise-scale requirements, offering strong security, governance and seamless integration with clients&#39; current systems. It can empower marketers to effectively address B2B marketing challenges. The new platform effectively identifies crucial purchasing decisions of multiple stakeholders in diverse buying groups who collectively can influence the market both internally and externally within organizations.<br />
Moreover, by harnessing advanced data analytics and machine learning capabilities, this WPP AI model can fetch data from the client and third parties through IBM Watsonx to optimize engagement for buying groups. This can provide B2B marketers with guidance on channel selection and content to ensure that buying groups receive a unified, consistent and pertinent message.<br />
Additionally, it also enables them to monitor the effectiveness of marketing activities within buying groups and make real-time adjustments to messaging or influencer targeting as needed.<br />
WPP and IBM will also collaborate with LinkedIn to help clients deliver more effective advertising campaigns. This collaboration is likely to improve the profitability of IBM and strengthen its leadership in delivering innovative solutions across the hybrid cloud, AI, and consulting services.<br />
Shares of IBM have gained 27.6% over the past year compared with the industry&#39;s growth of 21.4%</p>
<p><img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/56/69217.jpg?v=789080147" /><br />
Image Source: Zacks Investment Research</p>
<h3>Zacks Rank and Key Picks</h3>
<p>IBM currently carries a Zacks Rank #3 (Hold).</p>
<p>Some better-ranked stocks in the industry have been discussed below.<br />
<strong>Arista Networks, Inc.</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/anet#NYSE">ANET</a>), sporting a Zacks Rank of 1 (Strong Buy) at present, supplies products to a prestigious set of customers, including Fortune 500 global companies in markets such as cloud titans, enterprises, financials and specialty cloud service providers.</p>
<p>Arista delivered a trailing four-quarter average earnings surprise of 15.39%. It has a long-term growth expectation of 15.68%.<br />
<strong>Motorola Solutions Inc.</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/msi#NYSE">MSI</a>) provides services and solutions to government segments and public safety programs, along with large enterprises and wireless infrastructure services. Currently, Motorola holds a Zacks Rank #2 (Buy).<br />
It delivered a trailing four-quarter average earnings surprise of 7.54% and has a long-term growth expectation of 9.47%. In the last reported quarter, Motorola delivered an earnings surprise of 11.51%.</p>
<p><a href="https://www.zacks.com/stock/news/2291033/ibm-collaborates-with-wpp-to-revolutionize-b2b-marketing?cid=CS-BENZ-FT-analyst_blog|company_news_tech_sector-2291033">To read this article on Zacks.com click here.</a></p>


ANET

IBM Collaborates With WPP to Revolutionize B2B Marketing

ASML

BABA

BBAI

BFRG

BIDU

CRWD

CXAI

GFAI

GOOG

GOOGL

INTU

LPSN

MARK

MCHX

NNDM

ORCL

PLTR

QCOM

SMCI

SNOW

SOUN

SSTK

TBLA

VERI

ZPTA

Multiple AI Companies Are Bypassing Tool Used By Publishers To Stop Content Scraping, Licensing Startup Tollbit Says

<p>Financial giants have made a conspicuous bullish move on IBM. Our analysis of options history for IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) revealed 14 unusual trades.</p>
<p>Delving into the details, we found 50% of traders were bullish, while 28% showed bearish tendencies. Out of all the trades we spotted, 7 were puts, with a value of $344,090, and 7 were calls, valued at $268,678.</p>
<h3>Expected Price Movements</h3>
<p>Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $140.0 to $195.0 for IBM during the past quarter. </p>
<h3>Insights into Volume &amp; Open Interest</h3>
<p>In terms of liquidity and interest, the mean open interest for IBM options trades today is 1372.27 with a total volume of 9,207.00.</p>
<p>In the following chart, we are able to follow the development of volume and open interest of call and put options for IBM's big money trades within a strike price range of $140.0 to $195.0 over the last 30 days.</p>
<h3>IBM Option Volume And Open Interest Over Last 30 Days</h3>
<p><img src="https://www.benzinga.com/files/images/story/2024/1718737250_0.png" alt="Options Call Chart" /></p>
<h3>Noteworthy Options Activity:</h3>
<p>
<table>
<thead>
<tr>
<th><strong>Symbol</strong></th>
<th><strong>PUT/CALL</strong></th>
<th><strong>Trade Type</strong></th>
<th><strong>Sentiment</strong></th>
<th><strong>Exp. Date</strong></th>
<th><strong>Ask</strong></th>
<th><strong>Bid</strong></th>
<th><strong>Price</strong></th>
<th><strong>Strike Price</strong></th>
<th><strong>Total Trade Price</strong></th>
<th><strong>Open Interest</strong></th>
<th style="text-align: right;"><strong>Volume</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$8.45</td>
<td>$8.3</td>
<td>$8.45</td>
<td>$170.00</td>
<td>$133.5K</td>
<td>676</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/21/24</td>
<td>$26.4</td>
<td>$24.15</td>
<td>$25.81</td>
<td>$195.00</td>
<td>$51.6K</td>
<td>30</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>IBM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$33.05</td>
<td>$32.55</td>
<td>$33.05</td>
<td>$140.00</td>
<td>$49.5K</td>
<td>496</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$9.55</td>
<td>$9.4</td>
<td>$9.43</td>
<td>$165.00</td>
<td>$47.1K</td>
<td>1.6K</td>
<td style="text-align: right;">13</td>
</tr>
<tr>
<td>IBM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$14.8</td>
<td>$14.55</td>
<td>$14.75</td>
<td>$165.00</td>
<td>$44.2K</td>
<td>1.6K</td>
<td style="text-align: right;">1</td>
</tr>
</tbody>
</table>
</p>
<h3>About IBM</h3>
<p>IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 350,000 people. The company has a robust roster of 80,000 business partners to service 5,200 clients—which includes 95% of all Fortune 500. While IBM is a B2B company, IBM's outward impact is substantial. For example, IBM manages 90% of all credit card transactions globally and is responsible for 50% of all wireless connections in the world.</p>
<h3>Current Position of IBM</h3>
<ul>
<li>With a trading volume of 1,818,466, the price of IBM is down by -0.39%, reaching $168.84.</li>
<li>Current RSI values indicate that the stock is may be approaching oversold.</li>
<li>Next earnings report is scheduled for 29 days from now.</li>
</ul>
<h3>Expert Opinions on IBM</h3>
<p>1 market experts have recently issued ratings for this stock, with a consensus target price of $200.0.</p>
<ul>
<li>Reflecting concerns, an analyst from RBC Capital lowers its rating to Outperform with a new price target of $200.</li>
</ul>
<p>Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest IBM options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.</p>


What the Options Market Tells Us About IBM

General

Telefónica Tech And IBM Enter Partnership To Develop AI, Analytics And Data Management Solutions For Enterprises

<p><em>To gain an edge, this is what you need to know today.</em></p>
<p><img alt="" src="https://thearorareport.com/wp-content/uploads/2024/06/2024-06-17_08h34_23.png" style="height:360px; width:700px" /></p>
<h3><strong>Pay Attention To The Average Stock</strong></h3>
<p>Please <a href="https://thearorareport.com/chart-analysis-stock-market-nvidia-driving-rally-copper-trade-rsp-nvda-spy-mc-06172024">click here</a> for an enlarged chart of <strong>SPDR S&amp;P 500 ETF Trust</strong> (ARCA:SPY) which represents the benchmark stock market index S&amp;P 500 (SPX).</p>
<p>Note the following:</p>
<ul>
<li>The chart shows SPY compared to <strong>Invesco S&amp;P 500 Eql Wght ETF</strong> (ARCA: RSP) and <strong>NVIDIA Corp</strong> (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/nvda#NASDAQ">NVDA</a>).&nbsp;SPY is cap weighted.</li>
<li>The chart shows that SPY has gained 2.6% over the last 30 days while RSP has lost 2.45%.</li>
<li>The chart shows that NVDA has gained 39.76% during the same period.</li>
<li>Make no mistake, it is an NVDA rally, taking along other AI stocks.&nbsp;However, the average stock is doing poorly.</li>
<li><strong>History teaches that it is not prudent to become overly aggressive when the average stock is doing poorly.&nbsp;&nbsp;</strong></li>
<li>As full disclosure, members and readers of The Arora Report are long NVDA stock from $12.55.&nbsp;The Arora target is $163 -&nbsp; $172.</li>
<li>The Arora Report was bullish on AI and NVDA before almost anyone else.&nbsp;Having said that, an important data point is that the most often asked question we get now is from investors wanting to jump on the bandwagon and buy NVDA stock now.&nbsp;Based on the history of the questions we have received over a long time, this indicates extreme bullish sentiment on NVDA stock.&nbsp;Consider the following:
<ul>
<li>Extreme bullish sentiment is a contrary signal.&nbsp;It is worth a reminder that sentiment is not a precise timing indicator.</li>
<li>Analysts who have been bullish on NVDA stock from much lower prices are not recommending jumping on the NVDA bandwagon now.</li>
<li>Analysts who totally missed NVDA&rsquo;s rise are now jumping in, recommending their followers to go all in on NVDA.</li>
<li>The recent rise in NVDA is mostly driven by retail investors.</li>
<li>Historically, retail investors tend to be wrong at turning points.</li>
<li>Technically NVDA is very overbought.</li>
</ul>
</li>
<li>Investors should remember two historical factors:
<ul>
<li>Analysts are expecting NVDA to grow 70% per year over the next five years.&nbsp;This is something that no large cap U.S. stock has ever accomplished in the entire market history.</li>
<li>Out of the ten most popular stocks in 1988 that retail investors were rushing headlong to buy, eight no longer exist. The only two that still exist are <strong>IBM Common Stock</strong>&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ibm#NYSE">IBM</a>) and <strong>General Electric Co</strong> (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ge#NYSE">GE</a>).</li>
</ul>
</li>
<li>Prudent investors who do not already own NVDA stock may consider buying on a dip in the Arora buy zone.</li>
<li>The Fed&rsquo;s Kashkari said that the Fed can take its time before cutting rates.</li>
<li>More Fed speak is ahead that may be market moving.</li>
<li>The U.S. economy is 70% consumer based.&nbsp;Therefore, prudent investors pay attention to retail sales.&nbsp;All important retail sales data will be released tomorrow at 8:30am ET.</li>
</ul>
<h3><strong>Red Hot Copper Trade</strong></h3>
<p>The AI driven red hot copper trade is getting hurt on data from China.&nbsp;Here are the two pieces of data from China that are hurting copper:</p>
<ul>
<li>House prices declined by 3.9% year-over-year.</li>
<li>Industrial production grew by 5.6% year-over-year vs. 6.2% consensus.</li>
</ul>
<h3><strong>Europe</strong></h3>
<p>There were early gains in Europe as investors bought on Marine Le Pen&rsquo;s statement that she would cooperate with President Macron and respect political institutions.&nbsp;However, the rally was met with selling, causing gains to mostly disappear</p>
<h3><strong>Magnificent Seven Money Flows</strong></h3>
<p>In the early trade, money flows are positive in <strong>Apple Inc </strong>(NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/aapl#NASDAQ">AAPL</a>) and Nvidia (NVDA).</p>
<p>In the early trade, money flows are neutral in <strong>Microsoft Corp</strong> (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/msft#NASDAQ">MSFT</a>) and<strong> Tesla Inc</strong> (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/tsla#NASDAQ">TSLA</a>).</p>
<p>In the early trade, money flows are negative in <strong>Amazon.com, Inc.</strong> (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/amzn#NASDAQ">AMZN</a>), <strong>Alphabet Inc Class C</strong> (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/goog#NASDAQ">GOOG</a>), and <strong>Meta Platforms Inc</strong> (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/meta#NASDAQ">META</a>).</p>
<p>In the early trade, money flows are negative in S&amp;P 500 ETF (SPY) and positive in <strong>Invesco QQQ Trust Series 1</strong> (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qqq#NASDAQ">QQQ</a>).</p>
<h4><strong>Momo Crowd And Smart Money In Stocks</strong></h4>
<p>The momo crowd is buying stocks in the early trade.&nbsp;Smart money is inactive in the early trade.</p>
<p>Note for new investors: Smart money often sells into the strength generated by momo crowd buying and buys into the weakness generated by momo crowd selling.&nbsp;Over a long period of time, investors come out ahead by adopting smart money&rsquo;s ways.&nbsp; The exception is in a raging bull market &ndash; for very short term trades, consider following the momo crowd and not smart money.</p>
<h3><strong>Gold</strong></h3>
<p>The momo crowd is selling gold in the early trade.&nbsp;Smart money is inactive in the early trade.</p>
<p>For longer-term, please see gold and silver ratings.</p>
<p>The most popular ETF for gold is<strong> SPDR Gold Trust</strong> (ARCA:GLD). The most popular ETF for silver is <strong>iShares Silver Trust </strong>(ARCA:SLV).&nbsp;</p>
<h3><strong>Oil</strong></h3>
<p>The momo crowd is buying oil in the early trade.&nbsp;Smart money is inactive in the early trade.</p>
<p>For longer-term, please see oil ratings.</p>
<p>The most popular ETF for oil is <strong>United States Oil ETF </strong>(ARCA:USO).</p>
<h3><strong>Bitcoin</strong></h3>
<p><strong>Bitcoin </strong>(CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) is seeing slight selling in the early trade.</p>
<h3><strong>Protection Band And What To Do Now</strong></h3>
<p>It is important for investors to look ahead and not in the rearview mirror.</p>
<p>Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.</p>
<p>You can determine your protection bands by adding cash to hedges.&nbsp;The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive.&nbsp;If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.</p>
<p>A protection band of 0% would be very bullish and would indicate full investment with 0% in cash.&nbsp;A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.</p>
<p><strong>It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.&nbsp; </strong>When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks.&nbsp; High beta stocks are the ones that move more than the market.</p>
<h3><strong>Traditional 60/40 Portfolio</strong></h3>
<p>Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.</p>
<p>Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of seven year duration or less.&nbsp;Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.</p>
<p><strong>The Arora Report is known for its accurate calls. The Arora Report correctly called the big artificial intelligence rally before anyone else, the new bull market of 2023, the bear market of 2022, new stock market highs right after the virus low in 2020, the virus drop in 2020, the DJIA rally to 30,000 when it was trading at 16,000, the start of a mega bull market in 2009, and the financial crash of 2008. Please click here to sign up for a free forever <a href="https://thearorareport.com/generate-wealth-newsletter-benzinga">Generate Wealth Newsletter</a>.</strong></p>
<p class="contributor-disclaimer"><em>This article is from an unpaid external contributor. It does not represent Benzinga&#39;s reporting and has not been edited for content or accuracy.</em></p>


Eurozone

$BTC

AAPL

Rydex ETF Trust Rydex S&P Equal Weight ETF

Nvidia Driving Stock Market Rally, Average Stock Is A Different Story, AI Copper Trade Hurting

<p>Leading fast food chain <strong>McDonald's Corp</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) is ending a drive-thru test that utilized <a href="https://www.benzinga.com/topic/artificial-intelligence">artificial intelligence technology.</a></p>
<p><strong>What Happened: </strong>With the growth in artificial intelligence use cases, the restaurant sector is looking for ways it can use the technology to boost productivity, <a href="https://www.benzinga.com/news/23/08/33557610/wendys-is-the-latest-fast-food-company-to-adopt-artificial-intelligence-in-their-stores-as-restauran">help with job shortages </a>and improve the customer experience.</p>
<p>Customers who order fast food often want it quick, with the right items and at the proper temperature. Upset customers who have experienced trouble with correct orders from the drive-thru may find out that AI couldn't get their order correct.</p>
<p>McDonald's is ending a test of AI in its drive-thrus, according to a <a href="https://www.restaurantbusinessonline.com/technology/mcdonalds-ending-its-drive-thru-ai-test">report </a>from Restaurant Business. The partnership with <strong>International Business Machines</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) used AI to test automated order-taking at more than 100 locations.</p>
<p>The report said McDonald's did not explain why it was ending the test and emailed franchisees last week.</p>
<p>"While there have been successes to date, we feel there is an opportunity to explore voice ordering solutions more broadly," McDonald's USA Chief Restaurant Officer <strong>Mason Smoot </strong>said in the email viewed by Restaurant Business. "After a thoughtful review, McDonald's has decided to end our current partnership with IBM on AOT and the technology will be shut off in all restaurants currently testing it no later than July 26, 2024."</p>
<p>McDonald's may not be done with future AI use cases in its drive-thrus with Smoot saying the company would look to make "an informed decision on a future voice ordering solution by the end of the year."</p>
<p>The restaurant company has been testing AI drive-thru voice technology since 2021, according to the report.</p>
<p>McDonald's told Restaurant Business the goal of the drive-thru tests was to see if automated voice ordering could help speed up service.</p>
<p><em>Related Link: <a href="https://www.benzinga.com/news/24/04/38083611/ai-gunning-for-fast-food-jobs-next-kfc-taco-bell-operator-yum-brands-planning-chatgpt-like-bots-to-b">AI Gunning For Fast Food Jobs Next? KFC, Taco Bell Operator Yum Brands Planning ChatGPT-Like Bots To Boost Operations</a></em></p>
<p><strong>What's Next:</strong> The restaurant company said IBM will remain a "trusted partner" with several products from the technology giant utilized in its global systems.</p>
<p>"As we move forward, our work with IBM has given us the confidence that a voice-ordering solution for drive-thru will be part of our restaurants' future," McDonald's said. "We see tremendous opportunity in advancing our restaurant technology."</p>
<p>IBM said it is talking to other fast food companies about the potential use of the drive-thru technology.</p>
<p>"This technology is proven to have some of the most comprehensive capabilities in the industry, fast and accurate in some of the most demanding conditions," IBM said in a statement.</p>
<p>McDonald's is not the only company that had been testing or using drive-thru AI technology. Restaurant Business names <strong>Checkers, Hardee's, Carl's Jr., Wendy's, Dunkin&#8217; </strong>and <strong>Taco Johns </strong>as companies that are using or testing AI technology in drive-thrus.</p>
<p>The Verge <a href="https://www.theverge.com/2024/6/16/24179679/mcdonalds-ending-ai-chatbot-drive-thru-ordering-test-ibm">reported </a>that <strong>White Castle</strong> was testing AI technology from publicly traded <strong>SoundHound AI Inc </strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>).</p>
<p>McDonald's <a href="https://www.benzinga.com/news/23/12/36130258/mcdonalds-joins-forces-with-google-to-cook-up-ai-powered-food-service">announced a deal</a> with <strong>Alphabet Inc </strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) owned Google in December for a chatbot named "Ask Pickles." The technology was expected to help with hardware and software enhancements to improve operations.</p>
<p>Google also partnered with Wendy's on drive-thru AI technology.</p>
<p>McDonad's doesn't appear to be shying away from using AI in its drive-thrus, but perhaps looking for a new partner like Google. Future details could point to why McDonald's moved on from IBM and who they chose next.</p>
<p><em>Read Next: <a href="https://www.benzinga.com/news/24/06/39319028/terminator-in-real-life-ai-godfather-warns-of-human-wipe-out-in-5-to-20-years">Terminator In Real Life? AI &#8216;Godfather&#8217; Warns Of Human &#8216;Wipe Out&#8217; In 5 To 20 Years</a></em></p>
<p><em>This image was created using artificial intelligence MidJourney.</em></p>


Restaurants

Would You Like AI With Those Fries? McDonald's Ends Drive-Thru Artificial Intelligence Test

<ul>
<li>&#39;Catch Me Up&#39; feature&nbsp;- built and trained using IBM&#39;s Granite LLM, through the watsonx platform - helps fans stay up to date on players across all ladies&#39; and gentlemen&#39;s singles matches</li>
<li>New IBM survey finds&nbsp;55%&nbsp;of global tennis fans1&nbsp;polled think Artificial Intelligence (AI) will have a positive impact on sports</li>
</ul>


Reported Earlier, IBM's Granite LLM Powers New AI Feature 'Catch Me Up' For Personalized Wimbledon Player Stories

<p>Investors with a lot of money to spend have taken a bearish stance on <strong>IBM</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>).</p>
<p>And retail traders should know.</p>
<p>We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.</p>
<p>Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with IBM, it often means somebody knows something is about to happen.</p>
<p>So how do we know what these investors just did? </p>
<p>Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 8 uncommon options trades for IBM.</p>
<p>This isn't normal.</p>
<p>The overall sentiment of these big-money traders is split between 25% bullish and 37%, bearish.</p>
<p>Out of all of the special options we uncovered, 4 are puts, for a total amount of $242,399, and 4 are calls, for a total amount of $120,238.</p>
<h3>Projected Price Targets</h3>
<p>Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $145.0 to $170.0 for IBM over the recent three months. </p>
<h3>Analyzing Volume &amp; Open Interest</h3>
<p>Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for IBM's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across IBM's significant trades, within a strike price range of $145.0 to $170.0, over the past month.</p>
<h3>IBM Option Activity Analysis: Last 30 Days</h3>
<p><img src="https://www.benzinga.com/files/images/story/2024/1718378196_0.png" alt="Options Call Chart" /></p>
<h3>Noteworthy Options Activity:</h3>
<p>
<table>
<thead>
<tr>
<th><strong>Symbol</strong></th>
<th><strong>PUT/CALL</strong></th>
<th><strong>Trade Type</strong></th>
<th><strong>Sentiment</strong></th>
<th><strong>Exp. Date</strong></th>
<th><strong>Ask</strong></th>
<th><strong>Bid</strong></th>
<th><strong>Price</strong></th>
<th><strong>Strike Price</strong></th>
<th><strong>Total Trade Price</strong></th>
<th><strong>Open Interest</strong></th>
<th style="text-align: right;"><strong>Volume</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$9.55</td>
<td>$9.5</td>
<td>$9.55</td>
<td>$170.00</td>
<td>$83.0K</td>
<td>597</td>
<td style="text-align: right;">39</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$12.0</td>
<td>$11.5</td>
<td>$12.0</td>
<td>$170.00</td>
<td>$73.2K</td>
<td>4.8K</td>
<td style="text-align: right;">10</td>
</tr>
<tr>
<td>IBM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$7.5</td>
<td>$7.5</td>
<td>$7.5</td>
<td>$160.00</td>
<td>$60.0K</td>
<td>1.2K</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>IBM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$24.3</td>
<td>$22.9</td>
<td>$24.1</td>
<td>$150.00</td>
<td>$31.3K</td>
<td>2.7K</td>
<td style="text-align: right;">10</td>
</tr>
<tr>
<td>IBM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/19/24</td>
<td>$6.25</td>
<td>$6.1</td>
<td>$6.19</td>
<td>$165.00</td>
<td>$30.9K</td>
<td>1.6K</td>
<td style="text-align: right;">77</td>
</tr>
</tbody>
</table>
</p>
<h3>About IBM</h3>
<p>IBM looks to be a part of every aspect of an enterprise's IT needs. The company primarily sells software, IT services, consulting, and hardware. IBM operates in 175 countries and employs approximately 350,000 people. The company has a robust roster of 80,000 business partners to service 5,200 clients—which includes 95% of all Fortune 500. While IBM is a B2B company, IBM's outward impact is substantial. For example, IBM manages 90% of all credit card transactions globally and is responsible for 50% of all wireless connections in the world.</p>
<p>In light of the recent options history for IBM, it's now appropriate to focus on the company itself. We aim to explore its current performance.</p>
<h3>IBM's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 569,001, the IBM's price is down by -0.68%, now at $167.97. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 33 days.</li>
</ul>
<h3>What The Experts Say On IBM</h3>
<p>3 market experts have recently issued ratings for this stock, with a consensus target price of $196.66666666666666.</p>
<ul>
<li>Consistent in their evaluation, an analyst from Stifel keeps a Buy rating on IBM with a target price of $190. </li>
<li>Reflecting concerns, an analyst from RBC Capital lowers its rating to Outperform with a new price target of $200.</li>
<li>An analyst from RBC Capital has revised its rating downward to Outperform, adjusting the price target to $200. </li>
</ul>
<p>Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for IBM with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.</p>


A Closer Look at IBM's Options Market Dynamics

China leads generative AI patent filings globally, says UN data

<p><a href="https://investorplace.com">InvestorPlace - Stock Market News, Stock Advice &amp; Trading Tips</a></p>
<p>For tech-centric investors, <a href="https://investorplace.com/industries/technology/quantum-computing/">quantum computing stocks</a> many offer the biggest bang for your buck. To make a long story short, the underlying innovation facilitates multiple processes to run simultaneously.&nbsp; Therefore, it can dramatically outperform some of the fastest and most rigorous classical computer available. It all centers on the qubit.</p>



<p>Similar to the bit in classical computers, a <a href="https://azure.microsoft.com/en-us/resources/cloud-computing-dictionary/what-is-a-qubit#:~:text=Qubit%20explained,%2C%20smart%20materials%2C%20and%20beyond.">qubit</a> represents the basic unit of information in quantum computers. What makes qubits distinct, though, is the concept of superposition. Essentially, this block of information can be represented as a 0 or 1 or any proportion of these two binary values in both states simultaneously.</p>



<p>A very rudimentary explanation is that classical computers represent the equivalent of a single-lane roadway. On the other hand, quantum computers represent multi-lane expressways. Multiple cars can zip along the expressway at high speeds, enabling for far greater utility than a single-lane roadway.</p>



<p>Again, that&rsquo;s a very basic analogy and oversimplifies the complex granularity involved. But this roughly addresses why the sector is so enticing. And with that, below are some of the top quantum computing stocks to consider.</p>



<h2>IBM (IBM)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2021/05/ibm-building-1600-300x169.jpg" alt="Photo of IBM (IBM) building as seen through the canopy of a tree. IBM logo is in large letters on side of building."><div>Source: shutterstock.com/LCV</div></div><p>To be blunt, legacy tech giant <strong>IBM</strong> (NYSE:<a href="https://investorplace.com/stock-quotes/ibm-stock-quote/"><strong>IBM</strong></a>) probably isn&rsquo;t going to make you rich, at least not in the 1,000% return over the course of a few years sense. Nevertheless, I&rsquo;d consider Big Blue to be one of the top quantum computing stocks for generational wealth. That&rsquo;s because if history is any guide, IBM isn&rsquo;t going anywhere. Incorporated in 1911, it&rsquo;s older than all of us and will likely outlive us.</p>



<p>Another aspect that makes IBM compelling is the underlying financial consistency. You&rsquo;re probably not going to see too many remarkable results. However, in the past four quarters, the tech giant posted an average earnings per share of roughly $2.44. This print translated to an earnings surprise of almost 4.9%.</p>



<p>During the trailing 12 months (TTM), IBM posted net income of $8.15 billion or earnings of $8.82 per share. Revenue hit $62.07 billion. For the year, covering experts believe EPS may rise 3.3% to $9.94. On the top line, sales could see a 2% increase to $63.05 billion.</p>



<p>These aren&rsquo;t standout stats. However, keep in mind that IBM offers a forward yield of 3.86%.</p>



<h2>Rigetti Computing (RGTI)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2022/08/quantumcomputingstocks1600-300x169.png" alt="IBM Q System One Quantum Computer at the Consumer Electronic Show CES 2020. Quantum computing stocks."><div>Source: Boykov / Shutterstock.com</div></div><p>Based in Berkeley, California, <strong>Rigetti Computing</strong> (NASDAQ:<a href="https://investorplace.com/stock-quotes/rgti-stock-quote/"><strong>RGTI</strong></a>) falls under the computer hardware space. <a href="https://finance.yahoo.com/quote/RGTI/profile/">Per its public profile</a>, Rigetti builds quantum computers along with superconducting quantum processors. It&rsquo;s an intriguing idea among quantum computing stocks, especially because it could be relatively undervalued. RGTI trades at 11.55X trailing-year sales. In the first quarter, it traded at 16.82X.</p>



<p>As exciting as Rigetti is, however, it&rsquo;s undoubtedly a risky entity. During the past four quarters, its average loss per share came out to 13.3 cents. Further, the average &ldquo;earnings&rdquo; surprise landed at almost 4% below breakeven. That&rsquo;s not exactly the most encouraging profile.</p>



<p>In the TTM period, Rigetti incurred a net loss of $72.53 million or 52 cents per share. However, revenue in the period reached $12.86 million. What&rsquo;s more, the most recent quarterly sales growth rate (year-over-year) hit 38.7%.</p>



<p>For fiscal 2024, analysts see a mitigation in loss per share to 41 cents. More importantly, sales could rise 27.4% to land at $15.3 million. For those willing to throw caution to the wind, RGTI ranks among the quantum computing stocks to consider.</p>



<h2>IonQ (IONQ)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2021/12/quantum-computing-ionq-1600-300x169.jpg" alt="A concept image of a processor representing quantum computing. IONQ Stock. quantum computing stocks"><div>Source: Amin Van / Shutterstock.com</div></div><p>Another hardware specialist, <strong>IonQ</strong> (NYSE:<a href="https://investorplace.com/stock-quotes/ionq-stock-quote/"><strong>IONQ</strong></a>) engages in the development of general-purpose quantum computing systems. In particular, the company utilizes its trapped-ion technology for its advanced systems. This innovation provides a key advantage related to qubit coherence and scalability. Basically, IonQ is attempting to build the foundation for large-scale quantum systems.</p>



<p>What makes IONQ stock especially enticing is that the underlying quantum computers are accessible through major cloud platforms. That should help overall visibility. However, investors shouldn&rsquo;t be under any misguidance: IONQ is a high-risk, high-reward endeavor. During the past four quarters, the company incurred a loss per share of almost 21 cents. The average quarterly surprise landed at 16.85% below parity.</p>



<p>In the TTM period, IonQ incurred a net loss of $170 million. However, revenue in the period hit $25.34 million. Further, the most recent quarterly sales growth rate clocked in at almost 77%. For fiscal 2024, the loss per share could expand unfavorably to 87 cents. However, revenue may fly 79.1% to $39.47 million. Bet on it only if you can handle the volatility risk.</p>



<p><em>On the date of publication, Josh Enomoto</em><em> did not have (either directly or indirectly) any positions in the securities mentioned in this article.&nbsp;</em><em>The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com&nbsp;</em><a href="https://investorplace.com/corporate/investorplace-publishing-guidelines/" target="_blank"><em>Publishing Guidelines</em></a><em>.</em><em></em></p>
<div><p>A former senior business analyst for Sony Electronics, Josh Enomoto has helped broker major contracts with Fortune Global 500 companies. Over the past several years, he has delivered unique, critical insights for the investment markets, as well as various other industries including legal, construction management, and healthcare. Tweet him at @EnomotoMedia.</p></div><h3>More From InvestorPlace</h3>
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<p>The post <a href="https://investorplace.com/2024/07/3-quantum-computing-stocks-that-could-make-your-grandchildren-rich/">3 Quantum Computing Stocks That Could Make Your Grandchildren Rich</a> appeared first on <a href="https://investorplace.com">InvestorPlace</a>.</p>

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IBM: Acquisitions, Collaborations, And The Dividend Make Me Bullish

<p><a href="https://investorplace.com">InvestorPlace - Stock Market News, Stock Advice &amp; Trading Tips</a></p>
<p>Given the current market conditions, you&rsquo;d want to consider offloading some Dow Stocks to sell before dragging your portfolio down further.</p>



<p>While the <strong>S&amp;P 500</strong> and the <strong>Nasdaq</strong> indices have soared by double-digit margins in the past 12 months, the <strong>Dow Jones Industrial Average</strong> lags with a modest 3.8% increase. The Dow&rsquo;s performance has been weighed down by underperforming giants among its 30 components, which sparked fresh demands for a makeover of the prolific index.</p>



<p>On the flip side, we&rsquo;ve witnessed a monumental tech-driven rally that has effectively bypassed traditional, blue-chip companies that dominate the Dow. The market&rsquo;s focus is skewed towards AI-powered <a href="https://investorplace.com/industries/technology/">tech stocks</a> that notched up record gains last year.</p>



<p>Hence, it would be prudent for those looking to curb their downside risk to rotate out of these three Dow stocks. These stocks are up against multiple headwinds and have performed sluggishly of late, pointing to limited upside potential ahead.</p>



<h2>Nike (NKE)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/08/nke-stock-2-300x169.jpg" alt="NKE stock: A photograph of the storefront of a Nike store."><div>Source: Square Box Photos / Shutterstock.com</div></div><p><strong>Nike&nbsp;</strong>(NYSE:<a href="https://investorplace.com/stock-quotes/nke-stock-quote/"><strong>NKE</strong></a>) is a powerhouse in athletic apparel and footwear but is now under major duress. The firm has dominated global markets for decades but faces major challenges now. Over the past year, its management has raised concerns over weakening consumer demand in North America, a slow recovery in the Chinese market, and growing competition weighing down the business.</p>



<p>Moreover, its most recent quarterly earnings print cash a shadow over the entire sector. Recently, fourth-quarter (Q4) sales and first-quarter (Q1) projections for fiscal year (FY) 2025 fell below expectations. During Nike&rsquo;s Q4 earnings call,<a href="https://seekingalpha.com/news/4120757-earnings-scorecard-nike-loses-air-after-shocker-results-send-shares-sliding?source=content_type%3Areact%7Csection%3Asummary%7Csection_asset%3Aall_news%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1"> CEO John Donahoe predicted revenue declines</a> in the mid-single-digit range in FY25.</p>



<p>In efforts to control the bleeding, the company has initiated belt-tightening measures, including reducing its workforce by about 2%. This move is part of the broader effort to streamline operations and curb production costs as the company braces for top-and-bottom-line declines this year.</p>



<h2>International Business Machines (IBM)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/07/IBM1600-300x169.jpg" alt="Quantum computing stocks: Sign of IBM with Canada Head Office Building in background in Markham, Ontario, Canada. IBM is an American multinational technology company."><div>Source: JHVEPhoto / Shutterstock.com</div></div><p>Tech giant <strong>International Business Machines</strong>&nbsp;(NYSE:<a href="https://investorplace.com/stock-quotes/ibm-stock-quote/"><strong>IBM</strong></a>)&nbsp;has seen its stock jump north of 30% in the past year, fueled largely by AI initiatives. However, despite multiple announcements of AI advancements and strategic partnerships, these initiatives have yet to result in significant revenue growth. The firm continues facing challenges in transforming its AI hype into tangible financial success, with its sales growth languishing behind its historical averages.</p>



<p>Moreover, its reliance on mergers and acquisitions rather than organic growth continues to raise concerns. It&rsquo;s shelling out billions like its most recent <a href="https://seekingalpha.com/article/4696185-ibm-more-of-same-nothing-excited-about?source=content_type%3Areact%7Csection%3Asummary%7Csection_asset%3Aall_analysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A3">$7 billion deal</a> to acquire cloud company <strong>HashiCorp </strong>(NASDAQ:<span><a href="https://investorplace.com/stock-quotes/hcp-stock-quote/"><strong>HCP</strong></a></span>). Consequently, this approach continues diluting shareholder value while further draining IBM&rsquo;s cash reserves.</p>



<p>Coupled with a declining dividend yield, these factors make IBM a relatively unattractive bet for yield-focused investors. It&rsquo;s currently <a href="https://seekingalpha.com/symbol/IBM/dividends/yield">yielding 3.85% on a trailing-twelve-month (TTM) basis</a>, 20% behind its 5-year average. Hence, IBM&rsquo;s current positioning casts a shadow over its appeal amid an uncertain investing landscape.</p>



<h2>McDonald&rsquo;s (MCD)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/09/mcd-stock-1600-3-300x169.jpg" alt="McDonald's (MCD) building with logo at sunset"><div>Source: ATIKAN PORNCHAIPRASIT / Shutterstock.com</div></div><p>Fast-food giant, <strong>McDonald&rsquo;s</strong>&nbsp;(NYSE:<a href="https://investorplace.com/stock-quotes/mcd-stock-quote/"><strong>MCD</strong></a>) faces a shaky near-term future with tensions rising in the Middle East and commodity prices soaring.</p>



<p>The firm witnessed a marked slowdown in its Q1 performance, with global comparable <a href="https://seekingalpha.com/news/4096127-mcdonalds-dips-after-the-middle-east-war-impacts-sales?source=content_type%3Areact%7Csection%3Asummary%7Csection_asset%3Anews_news%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A17">sales creeping up by just 1.9%</a>, missing the 2.3% analyst expectations. The discrepancy is starker when compared to the previous year&rsquo;s robust 12.6% growth.</p>



<p>Moreover, the fast-food bellwether is facing major challenges due to ongoing food price inflation, which is impacting consumer spending and the affordability of MCD&rsquo;s menu items. This inflationary pressure has compelled MCD to raise prices, limiting its value appeal, which it is known for.</p>



<p>Furthermore, the Middle East conflict has had a considerable impact on its business, with questions over the future. The concerns surrounding the region have effectively dimmed the bright spots seen in markets like Japan and Europe. Globally, the firm is grappling with only modest growth and tough competition, complicating its operational landscape. With these diverse geopolitical challenges, MCD is steering through a potentially rocky future.</p>



<p><em>On the date of publication, Muslim Farooque did not have (either directly or indirectly) any positions in the securities mentioned in this article.&nbsp;The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com&nbsp;<a href="https://investorplace.com/corporate/investorplace-publishing-guidelines/" target="_blank">Publishing Guidelines</a></em></p>



<p><em>On the date of publication, the responsible editor did not have (either directly or<br>indirectly) any positions in the securities mentioned in this article.</em></p>
<div><p>Muslim Farooque is a keen investor and an optimist at heart. A life-long gamer and tech enthusiast, he has a particular affinity for analyzing technology stocks. Muslim holds a bachelor&rsquo;s of science degree in applied accounting from Oxford Brookes University.</p></div><h3>More From InvestorPlace</h3>
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<p>The post <a href="https://investorplace.com/2024/07/3-dow-stocks-to-sell-in-july-before-they-crash-burn/">3 Dow Stocks to Sell in July Before They Crash &amp; Burn</a> appeared first on <a href="https://investorplace.com">InvestorPlace</a>.</p>

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IBM Is A Sleeping Giant, Can It Wake Up?

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<p><a href="https://investorplace.com">InvestorPlace - Stock Market News, Stock Advice &amp; Trading Tips</a></p>
<p>The cryptocurrency market is notorious for its volatility, with <strong>Bitcoin&rsquo;s </strong>(<a href="https://investorplace.com/cryptocurrency/btc-usd/"><strong>BTC-USD</strong></a>) price swings often impacting the entire sector. However, certain crypto infrastructure plays remain poised for growth regardless of Bitcoin&rsquo;s price movements. These infrastructure providers offer essential services and technologies that support the broader crypto ecosystem. This has led to my list of the best crypto infrastructure stocks for investors.</p>



<p>Key players in this space include companies involved in blockchain technology, crypto exchanges, and digital payment solutions. I also believe that crypto miners will be able to make a strong pivot or diversification into the data center industry. However, this will only be possible if they decide to make a new strategic direction. Meanwhile, semiconductor companies are also very worthy considerations.</p>



<p>So, here are three of the best crypto infrastructure stocks for investors to consider adding to their portfolios this month. Don&rsquo;t miss out on these opportunities.</p>



<h2>AMD (AMD)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2022/04/amdstock1600-300x169.png" alt="Close up of AMD sign in Markham, Ontario, Canada. Advanced Micro Devices, Inc. (AMD) is an American multinational semiconductor company."><div>Source: JHVEPhoto / Shutterstock.com</div></div><p><strong>Advanced Micro Devices</strong> (NASDAQ:<a href="https://investorplace.com/stock-quotes/amd-stock-quote/"><strong>AMD</strong></a>) also produces high-performance GPUs used in cryptocurrency mining. The company&rsquo;s products are in demand for their efficiency and performance in blockchain-related computations.</p>



<p>Robust growth prospects: Analysts project strong <a href="https://stockanalysis.com/stocks/amd/statistics/">strong</a> <a href="https://stockanalysis.com/stocks/amd/statistics/">growth</a> for AMD. This includes a five-year revenue growth forecast of 17.08% and an EPS growth forecast of 83.03%. These projections suggest that the company is well-positioned to capitalize on the growing demand for advanced processors and graphics cards in various industries.</p>



<p>AMD has been consistently introducing innovative products. These include its Ryzen processors and Radeon graphics cards. Both products have gained significant market share and have been well-received by consumers and businesses alike. The company&rsquo;s focus on innovation and performance has helped it compete effectively against larger rivals.</p>



<p>Despite its strong growth prospects and financial performance, AMD&rsquo;s stock trades at a relatively attractive valuation compared to its peers. The company&rsquo;s forward P/E ratio of 40x and PEG ratio of 0.66 suggest that the stock may be undervalued considering its expected growth. This positions it well to be one of those crypto infrastructure stocks for investors to consider.</p>



<h2>Marathon Digital (MARA)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2024/02/mara1600-2-300x169.png" alt="In this photo illustration, the Marathon Digital Holdings (MARA) logo seen displayed on a smartphone screen"><div>Source: rafapress / Shutterstock.com</div></div><p><strong>Marathon Digital</strong> (NASDAQ: <span><a href="https://investorplace.com/stock-quotes/mara-stock-quote/"><strong>MARA</strong></a></span>) is a prominent Bitcoin mining company with significant infrastructure investments. Its large-scale mining operations benefit from efficient and scalable systems, positioning it well regardless of Bitcoin&rsquo;s market fluctuations.</p>



<p>MARA <a href="https://www.stocktitan.net/news/MARA/mara-announces-bitcoin-production-and-mining-operation-updates-for-2chn1wbfj9aj.html">MARA holds</a> 18,536 BTC, which, along with cash, is valued at $1.4 billion. These substantial Bitcoin holdings provide the company with a strong balance sheet and the potential to benefit from future appreciation in the price of Bitcoin. MARA&rsquo;s proprietary mining pool saw a 10% year-over-year increase in blocks captured.</p>



<p>MARA is actively expanding its operations and exploring new technologies. The company has made notable expansions in immersion cooling technology, which can improve mining efficiency and reduce costs. Additionally, MARA is pursuing international projects, such as a 2-megawatt pilot in Finland for sustainable heating.</p>



<p>MARA trades at a <a href="https://stockanalysis.com/stocks/mara/forecast/">trailing P/E ratio</a>  of 9x and a forward P/E ratio of 6.17x, which are relatively low compared to the company&rsquo;s growth potential. The company&rsquo;s high return on equity (ROE) of 42.30% and return on invested capital (<strong>ROIC</strong>) of 19.86% indicate its ability to generate strong returns for shareholders.</p>



<h2>IBM (IBM)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/09/ibm1600-1-300x169.jpg" alt="The IBM 5160 is a version of the IBM PC with a built-in hard drive. Released on March 8, 1983. The 5100 series are knowns as one of the first home computers."><div>Source: Twin Design / Shutterstock.com</div></div><p><strong>IBM</strong> (NYSE:<a href="https://investorplace.com/stock-quotes/ibm-stock-quote/"><strong>IBM</strong></a>) is a major player in blockchain technology, offering enterprise solutions through its IBM Blockchain platform.&nbsp;</p>



<p>IBM&rsquo;s <a href="https://fortune.com/2024/04/24/ibm-shares-fall-lackluster-sales/">recent acquisition</a> of HashiCorp for $6.4 billion is a significant move towards becoming a software and services-focused company. HashiCorp&rsquo;s expertise in cloud infrastructure management aligns well with IBM&rsquo;s hybrid cloud strategy. Also, IBM has been making substantial investments in artificial intelligence (<strong>AI</strong>) and has already surpassed $1 billion in bookings for AI-focused products and consulting since mid-2023. As AI and blockchain become increasingly intertwined, I see strong potential for IBM to continue its growth in these two respective industries.</p>



<p>The biggest draw card for me with the company is this: IBM&rsquo;s <a href="https://stockanalysis.com/stocks/ibm/dividend/">low beta</a> of 0.72 suggests that its stock price is less volatile than the overall market. This defensive nature, coupled with the company&rsquo;s consistent dividend growth over the past 28 years, makes IBM an attractive option for risk-averse investors seeking stable returns, particularly during times of market uncertainty.</p>



<p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>



<p><em>On the date of publication, Matthew Farley did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed are those of the writer, subject to the</em><a href="https://investorplace.com/corporate/investorplace-publishing-guidelines/"><em> </em>InvestorPlace.com Publishing Guidelines</a>.</p>
<div><p>Matthew started writing coverage of the financial markets during the crypto boom of 2017 and was also a team member of several fintech startups. He then started writing about Australian and U.S. equities for various publications. His work has appeared in MarketBeat, FXStreet, Cryptoslate, Seeking Alpha, and the New Scientist magazine, among others.</p></div><h3>More From InvestorPlace</h3>
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<p>The post <a href="https://investorplace.com/2024/07/3-crypto-infrastructure-plays-set-to-soar-regardless-of-bitcoins-price/">3 Crypto Infrastructure Plays Set to Soar Regardless of Bitcoin&#8217;s Price</a> appeared first on <a href="https://investorplace.com">InvestorPlace</a>.</p>

3 Crypto Infrastructure Plays Set to Soar Regardless of Bitcoin's Price

<p><a href="https://investorplace.com">InvestorPlace - Stock Market News, Stock Advice &amp; Trading Tips</a></p>
<p>Blockchain technology remains one of those profound innovations that can be tough to comprehend. Indeed, blockchain tech, while profound, can be tough to understand, at least until one has had a chance to see it put to work on various applications. In some ways, it&rsquo;s like the metaverse, whereby one has to try before they can fully appreciate the technology under the hood.</p>



<p>Cryptocurrencies are a major innovation made possible by blockchain technology. However, it&rsquo;s not the only one. And though various cryptocurrencies are novel investments or speculations, I&rsquo;d argue that the most far-reaching blockchain innovations may be many years away.</p>



<p>Unless you own <strong>Bitcoin</strong> (<a href="https://investorplace.com/cryptocurrency/btc-usd/"><strong>BTC-USD</strong></a>) or non-fungible tokens (NFTs), you are probably unaware of blockchain technology&rsquo;s full capabilities. The key takeaway is that blockchain technology allows for decentralization and next-level security. </p>



<p>For now, blockchain is synonymous with cryptocurrencies. But in the future, it may grow to become a larger, more impactful theme. Here are three of my favorite blockchain stocks to play it.</p>



<h2><strong>Coinbase (COIN)</strong></h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2023/02/coin-eth1600-300x169.png" alt="Coinbase (COIN), is an American company that operates a cryptocurrency exchange platform. Ethereum (ETH-USD) coin on the background of the Coinbase inscription."><div>Source: Sergei Elagin / Shutterstock.com</div></div><p><strong>Coinbase Global</strong> (NASDAQ:<a href="https://investorplace.com/stock-quotes/coin-stock-quote/"><strong>COIN</strong></a>) may be one of the top crypto plays in public markets for many investors seeking a convenient proxy to play some sort of Bitcoin bounce. It&rsquo;s far more than just an exchange platform, though. Coinbase stands out as an innovator that&rsquo;s keeping the blockchain tech rolling along.</p>



<p>ARK Invest&rsquo;s Cathie Wood, one of the company&rsquo;s biggest believers and shareholders through her ARK ETFs, sees Coinbase as a top contender in <a href="https://fortune.com/crypto/2024/06/14/ark-invests-cathie-wood-says-digital-wallet-wars-will-be-a-winner-take-most-opportunity/">digital wallets</a>, a market in which she sees a &ldquo;winner take most&rdquo; type of scenario playing out.</p>



<p>Indeed, there are a slew of digital wallets out there. However, what separates Coinbase from the pack is its blockchain expertise. If blockchain technology holds the keys to the ultimate digital wallet with the best security and seamless peer-to-peer transactions, Coinbase stands out as a horse worth betting on.</p>



<p>After surging 188% in the past year, COIN stock is red hot and starting to get expensive at a trailing price-to-earnings (P/E) of 44.11. Given the blockchain tech you expose yourself to, perhaps it&rsquo;s worth braving the momentum and elevated sticker price for this blockchain stock, especially if you believe in crypto and the tech that powers it.</p>



<h2><strong>International Business Machines (IBM)</strong></h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/07/IBM1600-300x169.jpg" alt="Quantum computing stocks: Sign of IBM with Canada Head Office Building in background in Markham, Ontario, Canada. IBM is an American multinational technology company."><div>Source: JHVEPhoto / Shutterstock.com</div></div><p>For a relatively mature company, <strong>International Business Machines</strong> (NYSE:<a href="https://investorplace.com/stock-quotes/ibm-stock-quote/"><strong>IBM</strong></a>) actually has its hand in many high-tech pies. From artificial intelligence (<a href="https://investorplace.com/stock-quotes/ai-stock-quote/"><strong>AI</strong></a>) and quantum computing to blockchain, IBM is innovating in some of the most exciting areas of the emerging tech universe. Still, the stock does not trade like it&rsquo;s on the cutting edge of tech, with IBM stock going for a trailing P/E of 17.7.</p>



<p>Perhaps IBM&rsquo;s reputation as a laggard in the past decade is a contributing factor behind the stock&rsquo;s seemingly discounted multiple. Aside from AI, IBM is exploring the potential behind blockchain technologies with various projects that could help put the technology to use in industry. </p>



<p>With interesting projects seeking to unchain the power of blockchain in specific industries (think <a href="https://www.ibm.com/case-studies/renault">Project XCEED</a> for the auto industry), perhaps IBM is the blockchain stock to watch.</p>



<h2><strong>Block (SQ)</strong></h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2021/12/square-block-1600-300x169.png" alt="The logo for Block (SQ) is shown on a phone screen with the company's old name and logo, Square, visible behind the phone."><div>Source: Sergei Elagin / Shutterstock.com</div></div><p>Speaking of digital wallets and blockchain tech, we have <strong>Block</strong> (NYSE:<a href="https://investorplace.com/stock-quotes/sq-stock-quote/"><strong>SQ</strong></a>), formerly known as Square, which is behind digital wallet Cash App, Square (payments), Tidal (a music streaming service) and Bitcoin projects of its own.</p>



<p>Indeed, it&rsquo;s hard to know what&rsquo;s really happening with TBD, Block&rsquo;s &ldquo;black box&rdquo; of sorts. However, I do know that the company has shown that it is serious about the potential of blockchain technology. First, the firm changed its name from Square to Block back in 2021, and second, the company has <a href="https://seekingalpha.com/news/4120290-blocks-bitcoin-investment-is-a-long-term-play-cfo-says-report?source=apple_news%253Anews">&ldquo;a stake in the future&rdquo;</a> with its stake in Bitcoin.</p>



<p>At a forward P/E of 19.4, SQ stock looks absurdly undervalued. Until Block breaks ground on something truly unique, it will be tough for the firm to regain the attention of investors now that it&rsquo;s down close to 77% from its bubbly peak of 2021.</p>



<p><em>On the date of publication, Joey Frenette did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com</em>&nbsp;<a href="https://protect-us.mimecast.com/s/YUYqC31vVVI7KAkriDfKi6?domain=investorplace.com/"><em>Publishing Guidelines</em></a><em>.</em></p>



<p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div><p>Joey Frenette is a seasoned investment writer specializing in technology and consumer stocks. Contributing to the Motley Fool Canada, TipRanks, and Barchart, Joey excels in spotting mispriced stocks with long-term growth potential in a fast-paced market.</p></div><h3>More From InvestorPlace</h3>
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<p>The post <a href="https://investorplace.com/2024/07/the-3-best-blockchain-stocks-to-buy-in-july-2024/">The 3 Best Blockchain Stocks to Buy in July 2024</a> appeared first on <a href="https://investorplace.com">InvestorPlace</a>.</p>

The 3 Best Blockchain Stocks to Buy in July 2024

IBM: Quantum Computing, Growth And Dividends

ABBV

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<p>거대 반도체 기업인 <b>엔비디아</b>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)가 분석가들의 추정치를 뛰어넘는 <a href="https://www.benzinga.com/news/earnings/24/05/38974130/nvidia-reports-beat-and-raise-q1-announces-150-dividend-hike-10-for-1-stock-split">1분기 재무결과를 발표</a>했다.</p>
<p>이 회사는 또한 10:1 주식 분할을 발표했는데, 이는 전 세계적으로 가장 오래되고 가장 많이 추종되는 주식 지수 중 하나에 편입될 가능성을 예고할 수 있는 움직임이다.</p>
<p><strong>분할 발표에 대한 반응:</strong> 지난해 엔비디아의 주가가 급등했고 주식 분할 이력이 있었기 때문에 이번 발표는 많은 투자자들에게 그리 놀라운 일이 아니었을 수도 있다.</p>
<p><strong>프리덤 캐피탈 마켓</strong>(Freedom Capital Markets)의 최고 전략가 <strong>제이 우즈</strong>(Jay Woods)는 벤징가(Benzinga)에 &#8220;아니요, 놀라지 않았다&#8221;고 말했다.</p>
<p>우즈는 1분기 실적 보고서를 앞두고 그의 <a href="https://jaywoods.substack.com/">주간 뉴스레터</a>에서 분할 가능성을 예측했다.</p>
<p>우즈는 &#8220;가격 측면에서 주식은 과거에 분할을 발표한 수준까지 상승했다. 소문에 따르면 주식 분할은 주식을 다우존스 산업평균지수에 추가하는 데 더 매력적이게 만들 것이다&#8221;라고 썼다.</p>
<p>우즈는 이번이 엔비디아가 2000년 이후 주식을 분할한 다섯 번째라고 말했으며, 그 중 최근 분할은 주가가 약 600달러일 때 발생했었다.</p>
<p>이번 10 대 1 분할은우즈가 예상한 것보다 컸다. 이 회사의 이전 다른 주식 분할은 4 대 1 (2021), 3 대 2 (2007), 2 대 1 (2006), 2 대 1 (2001) 그리고 2 대 1 (2000) 이었다.</p>
<p>우즈는 엔비디아의 CEO <strong>젠슨 황</strong>(Jensen Huang)과 CNBC의 <strong>짐 크레이머</strong>(Jim Cramer)의 <a href="https://www.benzinga.com/markets/equities/24/03/37841965/is-nvidia-stock-split-coming-ceo-jensen-huang-tells-cramer-well-think-about-it-as-shares-hover-a" target="_blank" rel="noopener">인터뷰</a>에서, 황이 주식 분할 가능성을 제외시키지 않았다고 밝힌 바 있다.</p>
<p>이 글로벌 전략가는 엔비디아가 주식 분할로 인해 다우존스 산업평균지수 편입 가능성이 더 높아진다는 사실을 인정하지 않을 것이라고 말했다. 그는 부분 지분을 소유하는 것과 전체 지분을 소유하는 것이 동일하지 않기 때문에 이번 분할이 소매 거래자에게 주식을 더 매력적으로 만든다고 덧붙였다.</p>
<p>우즈는 이 주식 분할이 이 회사의 가치를 바꾸지는 않지만 투자자들이 뭔가를 얻은 것처럼 느끼게 한다고 말했다.</p>
<p>&#8220;이건 다른 무엇보다 심리적인 면이 더 크죠.&#8221;</p>
<p>프리마켓프렙(<a href="https://www.youtube.com/watch?v=l0tA8UWWRVs">PreMarketPrep</a>)의 공동 진행자 <strong>데니스 딕</strong>(Dennis Dick)도 실적 발표에 앞서 이 주식 분할을 <a href="https://x.com/TripleDTrader/status/1793361798407565713">예상</a>했다.</p>
<p>&#8220;지난 3월 젠스 황과의 크레이머 인터뷰 이후 $NVDA가 분할을 발표할 가능성이 매우 높았다. 실적 발표가 이런 시기에 발표되는 것도 논리에 맞는 일이다&#8221;고 딕이 벤징가에 말했다.</p>
<p><em>관련 링크: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/05/38993253/nvidia-marching-toward-a-three-trillion-market-cap-11-analysts-size-up-q1-results-a">엔비디아, &#8216;3조 시가총액을 향한 행진&#8217;</a></em></p>
<p><strong>다음은 다우지수에 편입?</strong> 우즈는 엔비디아가 이제 <strong>SPDR Dow Jones Industrial Average ETF Trust</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)가 추적하는 다우존스 산업평균지수에 포함될 주요 후보라고 말했다.</p>
<p>우즈는 벤징가에게 &#8220;당신이 차세대 기술 성장 물결의 얼굴이라면 AI, 칩 제조업체로서 다우존스 산업평균지수에 포함되어야 한다고 생각한다&#8221;라고 말했다.</p>
<p>우즈는 엔비디아가 오래된 기술로 여겨지는 반도체 제조업체인 <strong>인텔</strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)을 대체할 수 있다고 말했다.</p>
<p>우즈는 엔비디아가 인텔보다 관련성이 더 높으며 대기업들에서 사용하고 있다고 덧붙였다.</p>
<p>&#8220;성장이 있고, 스토리가 있고, 이제 가격도 있다.&#8221;</p>
<p>우즈에 따르면 대체할 다른 후보로는 <strong>시스코 시스템즈</strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>)와 <strong>IBM</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>)이 있다. 덧붙여 &#8220;인텔이 나오고 엔비디아가 들어가는 것이 나에게는 가장 이해가 될 것&#8221;이라고 덧붙였다.</p>
<p>우즈는 <strong>월그린스 부츠 얼라이언스</strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBA#NASDAQ">WBA</a>)가 2024년에 다우존스 산업평균지수에서 퇴출될 것이라고 예측했다고 언급했다. 해당 주식은 올해 초 이 지수에서 <strong>아마존닷컴</strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)으로 <a href="https://www.benzinga.com/news/24/02/37226741/amazon-stock-pops-on-dow-jones-inclusion-what-you-need-to-know" target="_blank" rel="noopener">대체</a>되었다.</p>
<p>목요일 벤징가와의 인터뷰에서 우즈는 엔비디아 주가가 상승한 반면 다우존스 산업평균지수의 30개 주식들이 모두 하락했다고 말했다.</p>
<p>우즈는 가장 중요한 요인은 다우존스 산업평균지수가 가격 가중 지수이기 때문에 1,000달러짜리 주식을 포함하기에는 변동성이 너무 크다는 점이라고 설명했다. 다우존스 산업평균 주식의 평균 가격은 약 150달러이다.</p>
<p class="block core-block">이 최고 글로벌 전략가는 <strong>골드만삭스</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>)의 주가가 450달러에 거래되고 있으며 아마도 첫 번째 주식 분할을 발표할 것이라고 말했다. <strong>마이크로소프트</strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)의 주식도 400달러 이상에 거래되며 이 지수에서 적절한 가중치를 유지하기 위해 분할할 주요 후보가 될 수 있다.</p>
<p>우즈는 <strong>SPDR S&amp;P 500 ETF Trust</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)와 <strong>Invesco QQQ Trust</strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)가 이제 더 밀접하게 따르고 더 광범위하게 계정들에 보유되기 때문에 다우존스 지수에 포함되는 것이 예전만큼 중요하지 않다고 언급했다.</p>
<p>&#8220;다우지수는 그 어떤 것보다 상징적이다. 아직도 다우지수가 세계에서 가장 관련성이 높은 지수라고 생각한다.&#8221;</p>
<p>딕과 우즈는 엔비디아가 대체할 가장 논리적인 회사가 인텔이라는 데 동의했다. &#8220;나는 엔비디아가 DJIA에 들어가고 인텔이 빠질 것이라고 믿는다&#8221;라고 딕이 말했다.</p>
<p>딕은 이번 10대1 분할로 인해 엔비디아가 다우존스 산업평균지수에 추가될 가능성이 크다고 덧붙였다.</p>
<p>&#8220;여름 중에는 이러한 발표가 있을 것으로 예상한다. 엔비디아가 다우지수에 진입할지 여부가 문제가 아니라 이제는 &#8216;언제&#8217;가 문제인 것 같다.&#8221;</p>
<p><strong>주가 움직임:</strong></p>
<ul>
<li>엔비디아의 주식은 지난해 238% 상승, 지난 5년 동안 2,718% 상승했다.</li>
<li><strong>비교:</strong> 인텔의 주식은 지난해 동안 2% 상승, 지난 5년 동안 32% 하락했다.</li>
<li>디스코(Disco)의 주식은 지난해 5% 상승, 지난 5년 동안 14% 하락했다.</li>
<li>IBM의 주식은 지난해 33% 상승, 지난 5년 동안 35% 상승했다.</li>
</ul>
<p><em>다음: <a href="https://www.benzinga.com/general/politics/24/05/38989050/nancy-pelosis-nvidia-payday-cashed-in-big-but-missed-out-by-selling-early">낸시 펠로시의 엔비디아 페이데이: 큰 돈을 벌었지만 조기 매각으로 놓쳤다</a></em></p>
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio">
<div class="wp-block-embed__wrapper"><iframe loading="lazy" title="An Inside Look At The New York Stock Exchange" src="https://www.youtube.com/embed/A69iXGblWyw?feature=oembed" width="500" height="281" frameborder="0" allowfullscreen="allowfullscreen"></iframe></div>
</figure>

단독: 엔비디아의 다우존스 지수 포함은 '언제'? - 인텔을 대체할까?

<p><strong>IBM</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>)의 최고경영자(CEO)인 <strong>아르빈드 크리슈나</strong>(Arvind Krishna)는 기업의 AI 사용에서 큰 변화가 있을 것으로 전망했으며 이 기술이 실질적인 비즈니스 결과를 이끌어낼 것이라고 말했다. 이에 따라 이 회사의 AI 예약은 10억 달러를 넘은 상태이다.</p>
<p><strong>What Happened</strong>: 크리슈나는 2024년 1분기 실적 컨퍼런스 콜에서 특히 생산성을 높이고 고객 경험을 향상시키는 데 있어 글로벌 경제에서 기술의 중요성이 커지고 있음을 강조했다.</p>
<p>이 CEO는 또한 더 많은 고객이 생산성 향상을 위해 대규모 AI 실험에서 배포로 전환할 것으로 예상하면서 엔터프라이즈 AI의 견인력이 커지고 있다고 강조했다. IBM의 AI 제품은 주로 컨설팅 서비스에 의해 주도적으로 성장했으며 10억 달러를 넘는 비즈니스 사례를 지니고 있다.</p>
<p>크리슈나는 AI 기능과 디지털 혁신을 강화하기 위한 <strong>엔비디아</strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)와 <strong>서비스나우</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>)와의 협력을 포함하여 AI 및 하이브리드 클라우드 성장을 주도하는 주요 파트너십을 강조했다. 어도비 파트너십은 <strong>어도비</strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>) 익스피리언스(Experience) 플랫폼에 오픈시프트(OpenShift) 및 왓슨x(watsonx)를 포함하도록 확장되었다.</p>
<p>크리슈나는 &#8220;이번 분기에는 떠오르는 기업들과의 전략적 파트너십에서 중요한 발전을 보였고, 이에 엔비디아와의 컨설팅 조합 덕분에 고객들의 AI 여정이 가속화되었다&#8221;고 말했다.</p>
<p>왓슨x 플랫폼을 중심으로 한 IBM의 포괄적인 AI 전략은 고객이 AI를 확장할 수 있도록 설계되었다. 이 플랫폼을 통해 고객은 IBM과 타사 모델을 모두 통합하여 AI 솔루션을 구축할 수 있다. 고객이 AI 전략에 하드웨어 투자를 활용함에 따라 회사의 인프라 부문도 중요한 역할을 하고 있다.</p>
<p><em>See Also: <a href="https://www.benzinga.com/news/24/04/38339431/general-motors-and-ford-are-facing-the-same-challenge-as-they-run-back-to-gas-powered-trucks?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">제너럴 모터스와 포드, 가스 자동차의 복귀로 같은 도전에 직면</a></em></p>
<p>온칩 AI 처리부터 AI 가속기 카드까지 IBM의 풀 스택 접근 방식은 IBM Z에 쉽게 배포하여 모든 플랫폼에서 모델 구축 및 훈련을 촉진하도록 설계되었다. 고유한 기능인 텔럼(Telum) 칩을 사용하면 실시간 AI 추론이 가능하다.</p>
<p>또한 IBM은 최근 스페인 정부 및 기타 업계 리더와의 협력을 통해 AI를 중심으로 한 개방형 혁신 생태계에 전념하고 있다. 이 회사는 양자 컴퓨팅과 같은 신기술에 지속적으로 투자하고 있으며 포트폴리오 최적화에 중점을 두고 있다.</p>
<p><strong>Why It Matters</strong>: IBM의 2024년 1분기 실적 발표는 매출 <a href="https://www.benzinga.com/news/earnings/24/04/38416255/ibm-q1-earnings-revenue-miss-eps-beat-hashicorp-acquisition-ai-strategy-strength-and-more">부진</a>에 이어 이루어졌지만 EPS는 앞섰다. 회사는 매출이 전년 대비 1% 증가한 144억 6천만 달러를 기록했다고 보고했다. 이번 재무실적에는 회사의 AI 전략과 강점이 중요한 요인으로 꼽힌다.</p>
<p>IBM의 AI에 대한 집중은 새로운 것이 아니다. 이 회사는 개방형 AI 모델을 옹호하는 것부터 개방형 AI 옹호 이니셔티브에서 50개 이상의 AI 기업 및 연구 기관과 <a href="https://www.benzinga.com/news/23/12/36085130/meta-ibm-and-over-50-ai-companies-join-forces-in-open-ai-advocacy-initiative">협력</a>하는 것까지 AI 공간에 적극적으로 참여해 왔다. AI에 대한 이러한 약속은 이제 회사의 1분기 실적과 향후 전망에 반영된다.</p>
<p><strong>IBM 주가 움직임: </strong>출판 시점에서 <a href="https://www.benzinga.com/quote/IBM" target="_blank" rel="noreferrer noopener">IBM 주식</a>의 시간 외 거래는 168.51달러로 8.47% 하락했다.</p>
<p>콘텐츠</p>
<p>이미지 제공: 세계 경제 포럼/마뉴엘 로페스</p>

IBM은 10억 달러의 예약 속에서 '고객의 AI 여정 가속화'를 위해 엔비디아와 협력

<p>수요일, 주요 미국 지수들은 희비가 확실히 갈렸다. 다우존스 산업평균지수는 38,460.92달러로 0.1% 떨어졌으며, S&amp;P 500지수는 0.02% 상승한 5,071.63달러로 마감했다. 한편, 나스닥지수는 0.1% 상승하여 15,712.75달러를 기록했다.</p>
<p>이들은 수요일 소매 투자자와 투자자들의 주목을 끈 주요 주식들이다.</p>
<p><strong>메타 플랫폼</strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)</p>
<p>메타 플랫폼의 주가는 0.52% 하락한 493.50달러에 마감했다. 이날 메타의 주가는 장중에 510달러 최고가와 484.58달러의 최저가를 기록했다. 이 회사의 52주 신고가와 최저가는 각각 531.49달러와 207.13달러이다. 더 높은 비용과 지침에도 불구하고 <strong>마크 저커버그</strong>가 이끄는 이 회사는 1<a href="https://www.benzinga.com/news/earnings/24/04/38416273/meta-platforms-q1-earnings-highlights-facebook-owner-beats-estimates-but-guidance-higher-costs-ding">분기 매출</a>이 전년 동기 대비 27% 증가한 364억 5천만 달러를 기록하여 월가의 컨센서스 추정치를 뛰어넘었다.</p>
<p><strong>스냅</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNAP#NYSE">SNAP</a>)</p>
<p>스냅의 주식은 2.72% 하락한 11.08달러에 마감했다. 이날 회사의 주가는 11.48달러의 최고가와 10.96달러의 최저가를 기록했다. 이 회사의 52주 신고가와 최저가는 각각 각각 17.9달러와 7.86달러이다. 처음에는 <a href="https://www.benzinga.com/news/24/04/38405744/whats-going-on-with-snap-stock-today">TikTok의 매각 또는 판매를 강요하기 위한 법안</a>의 통과 이후 주가가 상승했지만, 나중에 하락했다.</p>
<p><em>참고: <a href="https://www.benzinga.com/news/24/04/38392548/ups-earnings-show-the-weight-of-170-000-salaries-while-it-learns-to-navigate-shipping-slump?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">UPS의 4분기 실적, 1인당 17만달러 월급의 무게를 알리는 동시에 배송 부진을 해결하는 법</a></em></p>
<p><strong>아마존닷컴</strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</p>
<p>아마존의 주가는 1.64% 하락한 176.59달러에 마감했다. 이날 아마존의 주가는 180.32달러의 장중 최고가와 176.18달러의 최저가를 기록했다. 이 회사의 52주 신고가와 최저가는 각각 189.77달러와 101.15달러이다. 아마존은 프라임 회원과 EBT 고객을 위해 새롭고 합리적인 <a href="https://www.benzinga.com/markets/equities/24/04/38398189/enhanced-convenience-amazon-launches-new-affordable-grocery-delivery-subscription">식료품 배달 구독 서비스</a>를 시작했다.</p>
<p><strong>IBM</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>)</p>
<p>IBM의 주가는 184.10달러로 1.05%상승하며 마감했다. 이날 IBM의 주가는 184.29달러의 장중 최고가와 181.4달러의 최저가를 기록했다. 이 회사의 52주 신고가와 최저가는 각각 199.18달러와 120.55달러이다. IBM은 1<a href="https://www.benzinga.com/news/earnings/24/04/38416255/ibm-q1-earnings-revenue-miss-eps-beat-hashicorp-acquisition-ai-strategy-strength-and-more">분기 매출</a>이 전년 동기 대비 1% 증가한 145억 달러를 기록했다고 보고했는데 이는 합의 예상치를 밑돌았다.</p>
<p><strong>테슬라</strong>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)</p>
<p>테슬라의 주식은 12.06% 급등해 162.13달러에 마감했으며, 이날 회사의 주가는 167.97달러의 장중 최고가와 157.51달러의 최저가를 기록했다. 이 회사의 52주 신고가와 최저가는 각각 299.29달러와 138.8달러이다. 1분기의 실적이 애널리스트 추정치를 하회했음에도 불구하고 테슬라 주가는 분기별 보고서 이후 급등했다. CNBC TV 진행자 <strong>짐 크레이머</strong>(Jim Cramer)는 투자 심리로 인해 주가가 더 이상 상승하지 않은 것에 대해 놀라움을 표시했습니다.</p>
<p><em>Shutterstock의 WHYFRAME 촬영</em></p>
<p><em>예비 증권 분석가들의 <a>주요 프리마켓 움직임과 뉴스를</a> Benzinga와 함께 준비하십시오.</em></p>
<p><em>다음 글 읽기: <a href="https://www.benzinga.com/markets/equities/24/04/38350014/elon-musk-reacts-to-teslas-pricing-debate-only-a-fool-thinks?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">엘론 머스크, 테슬라의 가격 논쟁에 대해 반응</a></em></p>
<p></p>
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<p style="font-family: sans-serif; padding-top: 20px;"><a class="ticker" style="color: #225aa9; text-decoration: none;" href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noopener">Benzinga Neuro</a>는 네이티브 데이터, API 및 기타 다양한 방법을 활용하여 광범위하고 적시적인 이야기를 만들어 낼 수 있는 벤징가 생태계를 이용하여 만들어지는 시스템입니다.</p>
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<p>수요일 시장 마감 후 <strong>IBM</strong>(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>)은 2024년 1분기 재무 결과를 발표했다. 여기서는 이 분기에서의 <a href="https://www.benzinga.com/pressreleases/24/04/n38415368/ibm-releases-first-quarter-results">주요 지표</a>를 살펴보자.</p>
<p><strong>2024년 1분기 실적:</strong> IBM의 1분기 매출은 지난 해 대비 1% 증가한 144.6억 달러로, 이는 145.5억 달러의 <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">컨센서스 추정치</a>에 부합하지 못했다. <a href="https://benzinga.grsm.io/gxjhpowx7zks" target="_blank" rel="noreferrer noopener">벤징가 프로</a>에 따르면 IBM의 분기 조정 주당순이익은 1.68달러로, 애널리스트 예측치인 1.60달러를 상회했다.</p>
<p>소프트웨어 매출은 전년 대비 5% 증가했고, 컨설팅 매출은 정체되었으며 인프라 매출은 1% 감소했다.</p>
<p>해당 분기 영업 현금 흐름은 총 42억 달러였다. 잉여 현금 흐름은 19억 달러로 나타났다. IBM은 2023년 말보다 58억 달러 증가한 193억 달러의 현금 및 유가증권으로 분기를 마감했다.</p>
<p>&#8220;우리는 하이브리드 클라우드와 AI 전략의 강점을 반영하여 강력한 매출과 잉여 현금 흐름 성장으로 올해를 시작했다. 우리는 여전히 우리의 고객이 기업용 AI에 대한 관심과 수요를 자본화하고 있다&#8221;라고 IBM 회장이자 최고경영자(CEO)인 <strong>아르빈드 크리슈나</strong>(Arvind Krishna)가 말했다.</p>
<p>"왓슨x(Watsonx) 및 생성 AI에 대한 우리의 사업 장부는 다시 분기별로 성장하는 등 강력한 모멘텀을 보여주었으며, 2023년 중반에 왓슨x를 출시한 이후 현재 10억 달러를 넘어섰다. 그 결과, 1년 내내 우리는 한 자릿수 중반 모델에 따른 매출 성과와 약 120억 달러의 잉여 현금 흐름을 계속 기대하고 있다.&#8221;</p>
<p><strong>전망 (Outlook):</strong> IBM은 한 자릿수 중반 범위의 연중 지속적인 통화 수익 성장을 기대한다. 이 회사는 또한 2024년에 120억 달러의 잉여현금흐름을 창출할 것이라는 기대를 거듭 밝혔다.</p>
<p>별도의 보도 자료에서 IBM은 하시코프(HashiCorp Inc) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HCP#NASDAQ">HCP</a>)를 주당 현금 35달러에 인수하는 <a href="https://www.benzinga.com/pressreleases/24/04/n38415334/ibm-to-acquire-hashicorp-inc-creating-a-comprehensive-end-to-end-hybrid-cloud-platform" target="_blank" rel="noopener">최종 계약</a>을 체결했다고 발표했다. 이는 기업 가치 64억 달러에 해당한다.</p>
<p>IBM과 하시코프의 이사회는 둘 다 이번 거래에 동의했다. 이번 인수는 하시코프의 주주들의 승인을 받아야 한다. 거래는 2024년 말까지 마무리될 것으로 예상된다.</p>
<p><em>관련 주요뉴스: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/04/38413441/visa-delivers-solid-earnings-beat-6-analysts-provide-key-takeaways-blame-easter-for">비자: 미국 휴일에도 어닝 서프라이즈, 6명의 애널리스트가 주요 포인트 제시</a></em></p>
<p><strong>IBM 주가 움직임: </strong><a href="https://www.benzinga.com/quote/IBM" target="_blank" rel="noreferrer noopener">IBM 주가</a>는 시간 외 거래에서 8.47% 하락한 168.51달러에 거래되었다.</p>
<p><em>사진: 셔터스톡.</em></p>

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