Industry Newsenterprise softwarefree cash flowibm
Stifel Raises IBM Price Target After FCF Beat
6.1
On January 29, Stifel analyst David Grossman raised IBM's price target to $340 from $325 and maintained a Buy rating after IBM reported fourth-quarter 2025 results. IBM posted 7% organic revenue growth, 15% EPS growth and a $0.7bn (10%) free-cash-flow outperformance, with 2026 FCF guidance $0.7bn above consensus and Confluent inclusion expected mid-2026.
Key Points
- 1Reports 7% organic revenue growth and 15% EPS growth in fourth-quarter 2025 results.
- 2Highlights $0.7bn FCF outperformance and $0.7bn 2026 FCF guidance above consensus.
- 3Positions IBM as top large-cap defensive pick; avoid chasing despite premium valuation.
Scoring Rationale
Company quarterly beat and analyst upgrade drive relevance; limited novelty and company-level scope cap overall impact.
Sources
Public references used for this report.
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