International Business Machines Watchlist

IBM offers 90% cost advantages with granite models – growth expected to accelerate to at least 5%!

A. Zehetner
Reading Time: 3 minutes

Technology and consulting enable sustainable growth for companies. Application-specific granite models are 90% cheaper than large alternatives. The consulting business is key to Watsonx delivery and could accelerate again with a record quarter of contract awards. GenAI bookings of $2 billion in Q4. Red Hat benefits from hybrid cloud demand and makes AI inference workloads more efficient with Neural Magic. Revenue growth is expected to accelerate from 3% to 5% in fiscal year 2025. RBC Capital raises the price target from $250 to $276 (Outperform)....

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