尽管存在人工智能竞争担忧，IBM第四季度业绩仍优于国防合同推动。 IBM beats Q4 earnings, fueled by defense contract, despite AI competition concerns.

IBM报告Q4收入丰厚,估计比重为4.52 EPS和12.2%的年年收入增长,其驱动因素是国防小卖部1.12亿美元的电子货架标签现代化合同。 IBM reported strong Q4 earnings, beating estimates with $4.52 EPS and 12.2% year-over-year revenue growth, driven by a $112 million Defense Commissary Agency contract to modernize electronic shelf labels. 尽管在对AI驱动的COBOL现代化工具、内幕购买和UBS升级为“Neutral”或“Buy”信号信心等竞争担忧中,股票下跌。 Despite a stock dip amid competitive concerns over AI-driven COBOL modernization tools, insider purchases and a UBS upgrade to “Neutral” or “Buy” signal confidence. 分析员预测2026年的EPS为10.78美元,获得协商一致的“机动购买”评级和320.87美元平均价格目标。 Analysts project $10.78 EPS for 2026, with a consensus “Moderate Buy” rating and a $320.87 average price target. 该公司保持1.68美元的季度股息,收益率为2.8%,市场上限为2 275.5亿美元。 The company maintains a $1.68 quarterly dividend, yielding 2.8%, and has a market cap of $227.05 billion.