Latest news with #watsonx.governance
Yahoo
06-06-2025
- Business
- Yahoo
IBM Surges 16% in Six Months: Is it Time to Buy the Stock?
International Business Machines Corporation IBM has surged 16% over the past six months compared with the industry's growth of 1.8%, outperforming peers like Microsoft Corporation MSFT and Inc. AMZN. Despite the rising adoption of enterprise capabilities of Azure OpenAI and Amazon Web Services, both Microsoft and Amazon are lagging behind IBM in terms of price performance. While Microsoft has gained 5% over the same period, Amazon has declined 8.4%. Image Source: Zacks Investment Research IBM is benefiting from healthy demand trends for hybrid cloud and AI (artificial intelligence) solutions, which drive the Software and Consulting segments. The company's growth is expected to be aided by analytics, cloud computing and security in the long term. A combination of a better business mix, improving operating leverage through productivity gains, and increased investment in growth opportunities will likely boost a surge in traditional cloud-native workloads and associated applications, along with a rise in generative AI deployment, there is a radical expansion in the number of cloud workloads that enterprises are currently managing. This has resulted in heterogeneous, dynamic and complex infrastructure strategies, which have led firms to undertake a cloud-agnostic and interoperable approach to highly secure multi-cloud management. This, in turn, has translated into a healthy demand for IBM hybrid cloud solutions. In addition, the buyout of HashiCorp has significantly augmented the company's capabilities to assist enterprises in managing complex cloud environments. HashiCorp's tool sets complement IBM RedHat's portfolio, bringing additional functionalities for cloud infrastructure management and bolstering its hybrid multi-cloud approach. IBM's watsonx platform has been the core technology platform for its AI capabilities. It delivers the value of foundational models to the enterprise, enabling them to be more productive. This enterprise-ready AI and data platform comprises three products to help organizations accelerate and scale AI: the studio for new foundation models, generative AI and machine learning, the fit-for-purpose data store built on an open lake house architecture and the toolkit to help enable AI workflows to be built with responsibility and company recently launched watsonx AI Labs in New York City to accelerate AI adoption by unlocking its global network of engineering labs for AI developers. This collaborative hub of IBM researchers and engineers with startups, scale-ups and some of the world's largest enterprises will seek to co-create agentic AI solutions for clients and foster the growth of the innovation ecosystem. The watsonx AI Labs will connect IBM's enterprise resources and expertise with the next generation of AI developers seeking to build breakthrough AI applications for businesses. IBM is currently witnessing an uptrend in estimate revisions. Earnings estimates for 2025 have jumped 1.5% to $10.95 over the past 60 days, while the same for 2026 has increased 0.4% to $11.66. The positive estimate revision portrays bullish sentiments about the stock's growth potential. Image Source: Zacks Investment Research Despite solid hybrid cloud and AI traction, IBM is facing stiff competition from Amazon Web Services and Microsoft Azure. Increasing pricing pressure is eroding margins, and profitability has trended down over the years, barring occasional spikes. The company's ongoing, heavily time-consuming business model transition to the cloud is challenging. Weakness in its traditional business and foreign exchange volatility remain significant concerns. IBM is likely to retrench about 9,000 jobs this year in the United States to reduce operating costs. A significant part of these jobs is slated to be shifted to India under a 'resource action' plan, an ongoing corporate strategy to tap the huge talent pool of the subcontinent at lower operating costs. Although the company spokesperson has refused to comment on the grapevines and commit an exact figure for the layoffs, various sources have confirmed that the action has already job cuts have been confirmed in Raleigh, NC; New York City, NY; Dallas, TX; and CA, impacting employees from consulting, corporate social responsibility, cloud infrastructure, sales and internal systems teams. A majority of job losses have also been reported in the Human Resource department as IBM aims to integrate AI into its operations, particularly in back-office functions. Image Source: Zacks Investment Research With solid fundamentals and healthy revenue-generating potential driven by robust demand trends, IBM is witnessing a steady growth curve. Further, a strong emphasis on hybrid cloud, diligent execution of operational plans and AI focus are driving more value for customers. Moreover, with improving earnings estimates, the stock is witnessing a positive investor perception at the moment. However, IBM's growth is dented by high operating costs and stiff competition that reduce its profitability. With a Zacks Rank #3 (Hold), IBM appears to be treading in the middle of the road, and new investors could be better off if they trade with caution. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report International Business Machines Corporation (IBM) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
05-06-2025
- Business
- Yahoo
Will the Launch of watsonx AI Labs Be a Game Changer for IBM?
International Business Machines Corporation IBM is aiming to accelerate AI adoption by unlocking its global network of engineering labs for AI developers with the launch of watsonx AI Labs in New York City. This collaborative hub of IBM researchers and engineers with startups, scale-ups and some of the world's largest enterprises will seek to co-create agentic AI solutions for clients and foster the growth of the innovation ecosystem. IBM's watsonx platform has been the core technology platform for its AI capabilities. It delivers the value of foundational models to the enterprise, enabling them to be more productive. This enterprise-ready AI and data platform comprises three products to help organizations accelerate and scale AI: the studio for new foundation models, generative AI and machine learning, the fit-for-purpose data store built on an open lake house architecture and the toolkit to help enable AI workflows to be built with responsibility and watsonx AI Labs will connect IBM's enterprise resources and expertise with the next generation of AI developers seeking to build breakthrough AI applications for businesses. Leveraging the rich technology landscape of the city, the lab aims to attract local talent through collaborations with local universities and research institutions to help build new businesses and applications that will reshape AI for the enterprise. Inc.'s AMZN strategic expansion of its Bedrock platform has positioned it as a frontrunner in the enterprise AI race. Amazon Bedrock has emerged as a game-changing, fully managed service that offers enterprises seamless access to high-performing foundation models from leading AI companies. The platform's recent developments, including automated reasoning checks and multi-agent collaboration capabilities, address critical challenges in AI adoption while opening new revenue streams for Amazon's cloud Corporation MSFT is striving to maintain its competitive edge in AI with the introduction of the Agent Store, which creates a new marketplace for AI-powered workplace assistants. The platform already features more than 70 agents and provides developers with monetization opportunities through Microsoft 365 Copilot integration. The Azure AI Foundry application and agent development hub has now been adopted by developers at more than 70,000 enterprises and digital-native companies. Microsoft's Azure AI Agent Service has been utilized by more than 10,000 organizations to build, deploy and scale agents. IBM has surged 57.9% over the past year against the industry's decline of 2.1%. Image Source: Zacks Investment Research From a valuation standpoint, IBM trades at a forward price-to-sales ratio of 3.65, above the industry. Image Source: Zacks Investment Research The Zacks Consensus Estimate for IBM's earnings for 2025 has been on the rise over the past 30 days. Image Source: Zacks Investment Research IBM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report International Business Machines Corporation (IBM) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
21-05-2025
- Business
- Business Wire
Bahwan CyberTek (BCT) Expands AI-First Solutions to the U.S. Market with IBM Technology
SANTA CLARA, Calif.--(BUSINESS WIRE)--Bahwan CyberTek (BCT), a global leader in digital transformation and AI-first experience solutions, today announced the expansion of its AI-driven solutions into the United States market. Leveraging IBM technologies like watsonx and Maximo, the expansion will focus on generative AI, automation and data platforms, in addition to cloud, EAM and ESG services. Drawing from over 14 years of experience with IBM, BCT's Digital Group, ' BCT EXP,' will lead the initiative. 'We are excited to bring AI solutions to our customers in the United States, empowering workforces to do more with less,' said Navin Prasad, EVP, Global Head of Experience at BCT. 'As a global leader in AI, IBM's innovation is more valuable than ever. With our expansion in the US, BCT EXP will help customers protect value, drive down costs, and improve the efficacy and governance of their AI initiatives.' By harnessing IBM solutions—including watsonx Orchestrate, watsonx Assistant and more—BCT EXP's US expansion will concentrate on the following key areas: AI assistants and databases Automation platforms and B2B integratio n, including business automation, IT automation and app integration Data fabric and analytics, including governance, integration and business analytics Driving Customer Success Through Innovation BCT's deep commitment to the IBM AI portfolio lies in the value it delivers to customers. Recent customer success stories include a large-scale IBM Maximo implementation for one of the world's largest metros, serving a community of 30 million people and 1 million daily active users. The project streamlined maintenance, procurement, and ERP operations, and created a unified interface for accessing asset information and 3D visualization of the metro infrastructure. It also improved user experience and enabled robust payment tracking, reporting, and data visualization. This successful project is one of many achieved with IBM solutions, as BCT has led the market in the Middle East, India, and the Asia Pacific (APAC) region. Building on its strong foundation, BCT is thrilled to expand its presence in the United States. BCT consistently delivers cutting-edge IBM technology, maintains top-tier customer satisfaction, and demonstrates extensive technical and sales expertise. Empowered by deep domain expertise in retail, manufacturing, consumer packaged goods (CPG), energy, banking, government, healthcare, and oil and gas, BCT is an established provider of IBM solutions across industries. 'We are excited to continue to enable business partners like BCT in their acceleration of AI technology for their clients and scaling of their business,' said David La Rose, GM, IBM Ecosystem Sell. 'Their implementation of IBM's watsonx solutions across a global landscape not only shows their commitment to emerging technologies and innovation, but also their expertise in bringing these opportunities to market.' As BCT EXP intensifies its focus on the United States market, it reaffirms its commitment to empowering workforces with AI, driving sustainable innovation, and delivering exceptional experiences to every customer. About Bahwan CyberTek (BCT) The Bahwan CyberTek (BCT) Group is a global provider of digital transformation solutions, specializing in enterprise systems, AI, tech infrastructure, future-fit products, and Internet of Things (IoT). BCT EXP is focused on delivering remarkable digital-phygital experiences. With a proven track record of delivering mission-critical solutions to customers worldwide, the BCT Group empowers organizations to become future-fit in the age of AI and beyond. For more information, visit
