IBM in Focus as Bernstein Maintains Neutral Stance After Confluent Acquisition

Firm analysts stay neutral connected the banal contempt IBM’s acquisition announcement noting that adjacent though it sees strategical alignment, wide presumption and valuation remains unchanged.

“IBM + Confluent (CFLT): A lucifer made successful heaven?”

According to Bernstein, IBM volition get each outstanding communal shares of Confluent for $31 per stock successful cash. This represents an endeavor worth of $11 billion.

The transaction is expected to adjacent by mid-2026, and volition beryllium taxable to mean regulatory and closing conditions.

“The boards of some companies person approved the deal, and Confluent’s largest shareholders, representing astir 62% of the company’s voting power, person already signed voting agreements committing to enactment the transaction and reason immoderate alternate offers.”

International Business Machines Corporation (NYSE:IBM) is simply a multinational exertion institution and a pioneer successful artificial intelligence, offering AI consulting services and a suite of AI bundle products.

While we admit the imaginable of IBM arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 12 Hot AI Stocks connected Wall Street’s Radar and 12 Must-Watch AI Stocks connected Wall Street. 

Disclosure: None.