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Needham analyst David Grossman stated that IBM has made some adjustments to its forecast for 2026, primarily to reflect the pressure on software and services businesses due to geopolitical tensions and unfavorable currency factors. At the same time, there are also some offsetting factors, including the completion of the Confluent acquisition earlier than expected. Needham currently forecasts revenue growth at fixed rates of 4.5% to 5.0%, slightly below the company's guidance, while predicting earnings per share of $12.38, an increase of 7%, free cash flow growth of approximately $1 billion, also with a 7% increase.