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FINWIRES

IBMは、Confluent買収の早期完了による収益貢献により、第1四半期の業績は予想通りとなる見込みだとバンク・オブ・アメリカが発表

-- バンク・オブ・アメリカ・セキュリティーズは月曜日のレポートで、IBM（IBM）は4月22日に発表する第1四半期決算が予想通りとなる見込みであり、コンフルエント買収の早期完了により、同四半期の売上高は約5,000万ドル増加するとみられると述べた。 レポートによると、IBMは2026年通期の業績見通しを据え置く可能性が高い。これは、売上高増加とコスト削減によって、株式希薄化の影響を相殺することを目指すためだ。また、コンフルエント買収は3月17日に完了し、当初の予定より1四半期早かった。 バンク・オブ・アメリカは、IBMにとって2026年は「やや控えめな年」になると見込んでいる。これは、コンフルエントの統合が進むとともに、業界全体が「AIエージェントによる破壊的イノベーションの影響を消化していく」ためだ。 バンク・オブ・アメリカは、IBMの2026年EPS予想を12.20ドルから11.98ドルに下方修正した。これは、コンフルエント買収による株式希薄化が1四半期分増加することに加え、IBMのコンサルティング事業の成長鈍化予測によるものだ。 しかしながら、同投資会社は、IBMのソフトウェア分野における強固な競争優位性と、長期的なフリーキャッシュフローの成長可能性については依然として強気の見方を示している。 バンク・オブ・アメリカはIBM株の買い推奨を維持し、目標株価を340ドルから300ドルに引き下げた。

Price: $232.99, Change: $+2.23, Percent Change: +0.96%

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