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IBM sees solid EPS growth and $4.5B AI-driven savings, Stephanie Link notes
Stephanie Link, Managing Director / Portfolio Manager at Hightower Advisors, reports a strong quarter for IBM, highlighting EPS growth of 19.4%, total revenue up 9.5%, and software growth of 11%. IBM's consulting business remained in line with expectations, while infrastructure increased 15%, benefiting from mainframe sales. The company has achieved AI-driven savings of $4.5B since 2023 and sees quantum computing as the next major opportunity.
Link has recently pointed to CEO insider purchases and a $1 billion buyback at Palo Alto Networks, calling the cyber stock selloff overdone in a previous note. She has also highlighted her focus on buying quality companies trading at a discount, with an eye on long-term opportunities in earlier commentary here. These earlier views inform her current outlook on IBM's quarterly results.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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