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International Business Machines Corporation (IBM)
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On CNBC's "Closing Bell," Stephanie Link said she's not worried about declining software revenue in IBM (NYSE: IBM) because she thinks a lot of bad news is already priced in. She says the company is very early in its transition from legacy business and toward faster-growing segments like cloud, AI, blockchain and data analytics.
The company has a new CEO, who is an expert in the faster-growing segments. In October, IBM announced a spin-off of the managed infrastructure services division. This will result in a much simpler and faster-growing company. Over time, Link expects IBM to become a higher-multiple stock.
Link believes investors have to give the management time. She was very encouraged by the gross margin expansion and $11 to $12 billion of free cash flow that management announced. Link thinks 11 times earnings with a 5.70% yield is very attractive.
IBM paid Gina 137 m over 7 yrs ...?
Why did BOD keep her on?
26 q of declining revs?
Argus comments last week. nternational Business Machines Corp.
IBM is a leading U.S.-based provider of enterprise IT hard- ware, software and services, with a massive installed base of business. In October, IBM announced plans to spin off its managed infrastructure business and focus on the $1 trillion hybrid cloud market. Post-spinoff, a revamped IBM will po- sition itself for mid-single-digit revenue growth and margin expansion. The spinoff should enable a higher level of in- vestment and a simplified operating model; we look for IBM to become more acquisitive as it fills out its AI-driven hybrid cloud strategy. IBM stock has long traded at discounts to historical valuation multiples and its peer group. We believe those discounts represent opportunity.
IBM said they are not buying back stock and they prioritize to reduce debt instead. At times where rates are at the lowest ever and cost of debt is abt 1% buying back stock is like investing money at 1% return while the shares are returning 10% profit!!! something is wrong there..
I worked for one of IBM's largest business partners for almost 10 years. IBM has some great products and services but their organization is a giant cluster foxtrot. Their biggest mistake actually is using partners so much that they barely have a dedicated sales force now. Partners are just not loyal to IBM. They need to get back to their own direct sales force like Amazon, Google, Microsoft, and the the like. Partners are OK to supplement, but you have to have your own salesforce to really grab market share.
What is being overlooked is IBM's research in quantum computing. When this technological advance emerges, IBM could be among the industry leaders. This will be the rebirth of many big tech firms. The stock is probably worth a shot for this alone.
Argus has just recommenced IBM and their research has been right on. Just got in Friday at sale price.
Ok let's settle the "dividend saves me argument" The Total dividend over the past 5 years is approximately $23/share. IBM closed at $131 on February 1 2016 (5 years ago). Let's add the $23 to today's closing price so $118 + $23 = $131. Lo and behold you are at the 2016 close of February 1. Even with the dividend you made NOTHING in 5 years and cash returned more, not to mention what the FAANG stocks did in 5 years.
IBM beats nicely on the bottom line, but misses by a rounding error on the top, and drops 10% lol? Thank you for the shares again!
Are there any other tech companies without a single tech guy on the board of directors other than IBM? Asking for a friend
I cannot believe that IBM is only worth 2 Workday shares. If IBM just single out 5 products, let them fly like Workday, or any other high flying software, the values of anyone of them will scale quickly and be reflected. IBM is too too undervalued. Let build a share model, and let each unit sell and scale, it will be at least 400 billions company. Buy more shares for now.
Replace the CEO with the one from Redhat and stock might just breakout to 180+
IBM was just added to the S&P Dividend Aristocrats yesterday, does that affect share price?
Maybe I'm Old Fashioned but doesn't anyone care about actual earnings anymore or is it just about revenue and seeing how many dollar bills you can sell for 95 cents. Most of the new tech companies haven't yet earned what people are projecting out for at least 10 years. That's a long time.
IBM top heavy with management at the expense of technical expertise. Middle management ranks are bloated with Barnacles hanging on to a ship slowing it down in the water. A LOT of accountants telling managers to move stuff off shore, US to expensive. BAD MOVE!
YoY revenue declines for 8 out of the past 9 years. I think the CEO pay (including stock grants, options, and restricted units) for all of those years should be returned to the shareholders.
who in their right mind would own shares of IBM? 1 year return is -12%, and 5 year return in -1 percent. What in God's name are you longs doing?
1 of the many problems with ibm is they sponsor the NFL and these other major sports companies. Sports companies don't care about IBM's technologies. They just need IBM's money. Stop sponsoring these major sports affiliates and take care of your house, IBM! Let's see if Amazon or Apple is willing to sponsor these pampered sports athletes
Have a good weekend everybody, we'll continue ascending next week. Volume was 50% above daily average. Compare with $IBM at 7x daily average with a 10% drop - very significant and catastrophic to go lower next week, or $intc at 2X daily average volume, 10% down - has more downturn to go next week too, as volume is meaningful, AMD goes up nice and steady to break $100 after the ER next week. Imagine the analysts upgrades in contrast to IBM, Intel and other semis outlook for the year. ... !
For the quarter, IBM (ticker: IBM) reported revenue of $20.4 billion, down 6% (or 8% adjusted for currency and divested businesses) and below the Wall Street analyst consensus forecast of $20.6 billion. Non-GAAP profits were $2.07 a share, nicely ahead of the Street consensus view at $1.79 a share. On a GAAP basis, the company earned $1.41 a share, .......IBM is great/the best at "non-GAAP" accounting gimics.......even on a GAAP basis IBM's "1.41" is probably = 1.21 at best ....IBM's greatest asset is it's accountants
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