Posts on IBM

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IBM

+34 pts



$IBM Solid 2Q Results, But Not Without Blemishes

By realmomobags on July 19, 2022, 4:33 a.m.
Tagged topics: earnings results

Views: 11, Votes: 4, Responses: 0, Attachments: 1
ATVI , GOOGL , AMZN , AAPL , BR , CDW , GIB , CSCO , GLW , DELL , EBAY , EA , EFX , FDS , FIS , FISV , GPN , HPE , HPQ , IBM , MSFT , MCO , MSI , ORCL , PYPL , CRM , NOW , SPGI , VRSK , VMW

+36 pts



A summary of credit analyst recommendations in the Technology (ex-Semiconductors) sector

By realjoe on July 6, 2022, 10:39 a.m.
Tagged topics: credit research

Views: 21, Votes: 3, Responses: 0, Attachments: 1
ACN , CTSH , TASK , IBM , SFTC , GIB

+43 pts



$ACN initiation from Jan 2022 (as requested)

By ethonomics on June 10, 2022, 4:19 p.m.
Tagged topics: initiation report

Views: 42, Votes: 4, Responses: 1, Attachments: 1
IBM

+30 pts



$IBM - Takeaways from IBM Think and Meetings with Management

By junkfoodlover on May 12, 2022, 10:31 a.m.
Tagged topics: management commentary

Views: 10, Votes: 1, Responses: 0, Attachments: 1
IBM

+32 pts



$IBM - Growth Coming From The Right Places

By realjoe on April 20, 2022, 5 p.m.
Tagged topics: earnings results

Views: 19, Votes: 2, Responses: 0, Attachments: 1
IBM

+31 pts



$IBM : Post-4Q21 Earnings Results Model Update

By KHUN on Feb. 3, 2022, 7:01 a.m.
Tagged topics: analyst checks

Views: 23, Votes: 1, Responses: 0, Attachments: 1
DELL , IBM , HPQ , LOGI

+34 pts



4Q21 VAR Survey: Data Center Infrastructure Over PCs & Peripherals

By underdog on Jan. 21, 2022, 2:40 p.m.
Tagged topics: deep dive

Views: 48, Votes: 2, Responses: 0, Attachments: 1
MSFT , AMZN , CSCO , VMW , DELL , IBM , GOOGL , CRM , ORCL , NOW

+45 pts



CIO spending intentions for 2022 is strong and improving; security remains priority

By ethonomics on Jan. 17, 2022, 12:10 p.m.
Tagged topics: analyst checks

Views: 295, Votes: 6, Responses: 0, Attachments: 1
IBM

+32 pts



$IBM - IBM's Stock To Marginally Beat Consensus For Q2

By beat_the_street on July 15, 2021, 9:46 p.m.
Tagged topics: valuations , earnings preview , beat expectations

Views: 54, Votes: 2, Responses: 0, Attachments: 1
TSM , INTC , AAPL , QCOM , IBM

+34 pts



$TSM, $INTC - Deutsche believes Intel would need US government intervention to gain big customers from TSMC

By mooreideas on April 3, 2021, 1:11 p.m.
Tagged topics: analyst checks , Taiwan , foundry partners , foundry industry , Arizona , catching up

Views: 252, Votes: 4, Responses: 2, Attachments: 3
BOX , CRM , IBM , CTXS , GOOGL

+40 pts



$BOX - DA Davidson believes private equity most likely buyer of Box, and estimates shares could be worth over $34 in a takeout

By realjoe on March 22, 2021, 10:56 p.m.
Tagged topics: takeout potential , takeout candidate , market chatters , mergers and acquisitions , potential announcement , D.A. Davidson , private equity

Views: 200, Votes: 3, Responses: 2, Attachments: 6
CDW , DELL , HPE , HPQ , IBM , NCR , NTAP , NTNX , PSTG , STX , TDC

+67 pts



Morgan Stanley is 'more bullish than ever' on IT demand post COVID, and 'would be aggressive buyers of enterprise hardware stocks'

By phenphen on March 7, 2021, 2:49 a.m.
Tagged topics: post-COVID , IT spending , Morgan Stanley , tech hardware , enterprise hardware

Views: 275, Votes: 6, Responses: 0, Attachments: 19
AMZN , MSFT , GOOGL , IBM , ORCL

+51 pts



IBM and Oracle have already lost the cloud wars?

By cassie on Dec. 17, 2019, 11:08 a.m.
Tagged topics: cloud hyperscalers , AWS , cloud wars , developer adoption , enterprise base , Azure , AI , machine learning , Kubernetes , Google cloud , Red Hat

Views: 932, Votes: 3, Responses: 4, Attachments: 0