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美国银行表示，IBM第一季度业绩或将符合预期，这主要得益于早期完成的Confluent收购案带来的营收贡献。

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-- 美国银行证券周一在一份报告中指出，IBM（IBM）预计将于4月22日公布符合预期的第一季度业绩，提前完成的Confluent收购预计将为该季度贡献约5000万美元的收入。 报告称，IBM可能会维持其2026年全年业绩展望不变，因为该公司可能会试图用额外一个季度的收入和成本节约来抵消股权稀释的影响。报告还指出，Confluent的收购已于3月17日完成，比预期提前了一个季度。 美国银行表示，由于IBM需要整合Confluent，并且整个行业仍在“消化人工智能代理颠覆性变革的影响”，因此预计2026年对IBM而言将是“较为温和的一年”。 美国银行表示，由于Confluent收购带来的额外一个季度的股权稀释，以及对IBM咨询业务增长放缓的预期，其对IBM 2026年每股收益的预期已从12.20美元下调至11.98美元。 不过，这家投资公司表示，他们仍然看好IBM的软件护城河以及其长期自由现金流增长潜力。 美国银行重申了对IBM的“买入”评级，并将该公司的目标股价从340美元下调至300美元。

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