#enterprise-software
IBM stock: hybrid cloud reboot at a cloud-peer multiple, 2026-31
IBM stock forecast 2026-31: Hold, Overvalued. Bull/base/bear across 6 months to 5 years on a Red Hat and watsonx led reacceleration already priced near cloud-peer multiples, with the z17 mainframe cycle and Consulting drag as the swing factors.
Palantir (PLTR) stock forecast: Hold at ~80x, bear/base/bull to 2031
Palantir (PLTR) at 80x forward earnings: 85% growth, the Salesforce Army breach, SBC dilution, and a Hold-rated bull/base/bear across 6mo, 1yr, 3yr, and 5yr.