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![VcircleFuture Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1748036376808034304.png) V.C.F. [@VcircleFuture](/creator/twitter/VcircleFuture) on x XX followers
Created: 2025-07-16 19:47:00 UTC

🧠 $IBM quietly turning into a high-premium, high-conviction play?

📈 Stifel raises PT to $XXX (from $290), keeps Buy rating.

Why they’re bullish:
-Better Q2 setup: cleaner execution + stronger software mix
-Defensive profile in a choppy tape
-z17 mainframe launch + HashiCorp / DataStax momentum
-XXX% dividend yield adds cushion

📊 Re-rating in motion:
- $IBM now trades at a 45%+ EPS premium to the S&P, up from XX% YTD
-Mid-single-digit rev growth + margin expansion driving valuation

🔮 Stifel’s 2026 EPS est is 4–5% above Street, calling skepticism on margin sustainability “misplaced”

⚠️ But: near-term earnings beats might be tougher to call.

 Post-earnings dip? Stifel says: could be your moment.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945570884757971032/c:line.svg)

**Related Topics**
[eps](/topic/eps)
[dividend](/topic/dividend)
[dividend yield](/topic/dividend-yield)
[$ibm](/topic/$ibm)
[ibm](/topic/ibm)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/VcircleFuture/status/1945570884757971032)