IBM 股價下挫 6%　AI 插件衝擊傳統企業軟體

International Business Machines (IBM) 股價此週下跌超過 6%，原因在於 Anthropic 推出新插件功能，讓 Claude Cowork 能進入應用層。此降勢使其股價跌破一個關鍵支撐水平，與其 100 天移動平均線（MA）相吻合，表明近期的熊勢可能會持續。

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Despite the recent selloff, IBM stock remains up more than 25% versus its August low.

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The Anthropic news is concerning for IBM shares given its new tools — specifically the legal, sales, and data plugins — directly automate complex workflows that IBM charges high premiums for.

If a Claude Cowork agent at about $30 per month can handle document review, NDA triage, and data analysis via a plugin, investors sure have reason to question the long-term value of traditional enterprise software licenses.

Still, famed investor Jim Cramer recommends loading up on IBM following its recent decline, as it’s a “rare AI winner with a fairly low price-to-earnings multiple.”

The tech stock is going for about 25x forward earnings at the time of writing, which makes it much “cheaper than some of the other big software-as-a-service (SaaS) companies,” Cramer said in a recent segment on CNBC.

According to Cramer, long-term investors should buy IBM shares at current levels also because the multinational offered “a terrific full-year forecast for 2026” last week.

The Nasdaq-listed firm expects its revenue to grow by more than 5% and free cash flow to increase by a whopping $1 billion this year.

“Long story short, I’m betting IBM has a lot more room to run,” he told viewers, noting the tech firm has topped earnings expectations for 17 consecutive quarters.

Investors should also note that IBM has a history of closing both February and March in the green, a seasonal pattern that makes its stock even more exciting to own in the near-term.

Wall Street analysts agree with Cramer’s optimism on IBM stock as well.