International Business Machines Corporation (IBM)
Cisco Is Fine Post Earnings: Cisco And IBM Might Be The 'Anti-AI' Tech Stocks
Cisco looks to be correcting after dropping 4.5% on Friday, August 15th, and 7.75% last week, which will give investors another chance to buy the stock in a lower-risk area or add more to the name. EPS was guided to $4.00-4.06 (actual consensus this weekend is $4.04), while revenue guidance for Q1 '26 was $14.45-14.65 billion, with the actual revenue consensus estimate this weekend of $14.76 billion, or an estimate that is above the guided range already. In secular bull markets, particularly as they age, you want underperforming stocks and you want some uncorrelated stocks to the secular bull. Cisco fits that description today; the stock is a 6-8% EPS grower and 5% revenue grower in a technology market hyper-focused on AI and the AI build-out.
IBM's Value Only Makes Sense Through The Right Comparison
IBM's recent stock price decline is due to the underperformance of its software segment and, in my opinion, unfavorable comparisons with faster-growing tech giants like Microsoft and Google. I believe comparing IBM to these premium competitors is misguided, due to IBM's diversified business model and focus on corporate clients. IBM's Software segment, especially Hybrid Cloud and AI, is the primary growth driver, delivering strong margins.
IBM: The Last Time This Happened, the Stock Rallied 35%
Tech giant International Business Machines Corp NYSE: IBM is back on our radars after a bruising few weeks. Having traded as high as $295 earlier this summer, shares are now hovering just above the $250 level.
Investors Heavily Search International Business Machines Corporation (IBM): Here is What You Need to Know
Zacks.com users have recently been watching IBM (IBM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
IBM (IBM) Forms 'Hammer Chart Pattern': Time for Bottom Fishing?
IBM (IBM) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Final Trades: Spotify, IBM, Vertiv Holdings and Welltower
The Investment Committee give you their top stocks to watch for the second half.
IBM (IBM) Upgraded to Buy: Here's What You Should Know
IBM (IBM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
IBM (IBM) Reliance on International Sales: What Investors Need to Know
Examine IBM's (IBM) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
After Plunging 10.4% in 4 Weeks, Here's Why the Trend Might Reverse for IBM (IBM)
The heavy selling pressure might have exhausted for IBM (IBM) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Has International Business Machines (IBM) Outpaced Other Computer and Technology Stocks This Year?
Here is how IBM (IBM) and Credo Technology Group Holding Ltd. (CRDO) have performed compared to their sector so far this year.
Here is What to Know Beyond Why International Business Machines Corporation (IBM) is a Trending Stock
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.
Earnings Shock: Why IBM, Chipotle, and American Airlines Tumbled—and What Comes Next
IBM, Chipotle, and American Airlines just served up “crooked numbers” that wiped 8‑12 % off their share prices before Thursday's opening bell. But while IBM's chart still screams “more downside,” CMG is probing familiar support and AAL sits at a bounce‑or‑break juncture near $15.
