[Goldman Sachs: IT Services 2Q Guidance Aligns with Midpoint, IBM as a Relative Beneficiary] According to Deep Tide TechFlow, citing research from Tide Research, Goldman Sachs' IT Services 2Q preview on July 10 indicated that macroeconomic uncertainties since April-May have impacted client decision-making. Companies are expected to lower guidance ceilings and anchor to the midpoint. IBM is the only stock in the sector with a Buy rating (price target $335), benefiting relatively from software resilience combined with enterprise AI demand. It is projected to achieve $17.86 billion in 2Q revenue and $71.3 billion for the full year, with a growth rate of 5.2%. EPAM faces greater downside risks (Neutral, price target $110), with full-year organic growth guidance likely narrowing from 2.5%-5.0% to 2.5%-4.0%. Cognizant, Globant, and TaskUs all maintain Neutral ratings.