IBM (IBM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
IBM teams with Cisco to build a quantum network by 2030, aiming to drive breakthroughs in quantum computing and connectivity.
Over the years, International Business Machines Corporation's IBM Software segment has recorded healthy profit growth backed by a strong focus on product innovation and a growing adoption of its hybrid cloud services. The Software segment includes Hybrid Cloud (previously reported as Red Hat), Automation, Data and Transaction Processing businesses.
International Business Machines' stock has surged 8% since the last article, reaching $324, but trades at roughly a 20% premium versus peers, suggesting potential consolidation. FQ3 2025 showed solid growth. $16.33 billion in revenue, a 7% growth YoY, and $2.65 EPS, a 15% surge YoY, driven mainly by software, automation, and hybrid cloud segments. Consulting growth is weak (2% YoY), but profitable. Infrastructure is the fastest-growing, underscoring 15% YoY, fueled by hybrid infrastructure and IBM Z.
IBM has outperformed the S&P 500 and tech sector in 2025, delivering nearly 40% total return year-to-date. Q3 results beat expectations, with strong growth in Hybrid Cloud, Automation, and Infrastructure prompting raised revenue and free cash flow guidance. Despite robust operational execution and positive EPS revisions, IBM trades at a premium valuation, leading to a reiterated "Hold" rating.
International Business Machines Corporation ( IBM ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 19, 2025 10:00 AM EST Company Participants Ric Lewis - Senior Vice President of Infrastructure Conference Call Participants Matthew Swanson - RBC Capital Markets, Research Division Presentation Matthew Swanson RBC Capital Markets, Research Division Back day 2 of the RBC TIMT Conference, we are super excited to be joined by IBM, Ric Lewis, SVP of IBM Infrastructure. Thank you for being here.
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IBM (IBM) reported earnings 30 days ago. What's next for the stock?
IBM (IBM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
International Business Machines Corp (NYSE:IBM) and Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS) have announced a collaboration aimed at developing a network of large-scale, fault-tolerant quantum computers. The partnership combines IBM's expertise in quantum computing with Cisco's innovations in quantum networking.
Shares of IBM Corp (NYSE:IBM) are on the rise, up 2.9% at $296.81 at last glance, after news broke that the company is partnering with fellow Dow member Cisco Systems (CSCO) to build a network of "large-scale, fault-tolerant quantum computers.
The companies are targeting a connected fault-scale network by the “early 2030s” as they work toward their goal of a “quantum-computing internet.”