Truist以持有评级开始，IBM成为焦点

2026-10-09 20:01

IBM (IBM) was in the spotlight on Friday as Truist Securities started coverage on the IT giant with a Hold rating and a $240 price target.
Shares were fractionally lower in premarket trading.
“We are constructive on IBM's structural position in enterprise computing, but cautious on near-term execution,” Truist analyst Arvind Ramnani wrote in a note to clients. “IBM is uniquely positioned across four key areas: the systems where a meaningful portion of the world's transaction data already resides (IBM Z), a layer that works across different AI models (watsonx Orchestrate), software that lets clients run the same applications in their own data center or on any cloud (Red Hat), and a consulting arm that helps clients put AI to work. Our concern is timing: when will enterprise spending on AI infrastructure translate into demand for IBM? After the 2Q26 miss and 20%+ sell-off, the stock trades as a defensible ~17x forward earnings.”

More on IBM