Bank Calls AI Threat Illogical, Upgrades IBM Among Five Software Firms
A major bank labeled AI's threat to enterprise software “illogical” and raised ratings on five legacy software firms for 2026. IBM was among the beneficiaries of the upgrade as analysts projected stronger resilience against AI-driven disruption.
1. Bank Revises AI Outlook and Stock Ratings
The bank concluded that enterprise software vendors are well-positioned to integrate AI rather than be disrupted by it, describing fears of displacement as illogical. In its 2026 outlook it upgraded five large-cap software names, including IBM, citing steady recurring revenue and anticipated margin stability against AI-related cost pressures.
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