IBM's rising Software strength, fueled by Automation and Hybrid Cloud growth, drives momentum as demand for AI and data integration accelerates.
International Business Machines is a global IT leader, refocused on software, hybrid cloud, AI, and quantum computing. IBM delivered strong Q3 2025 results, with revenue up 7% in constant currency and adjusted EPS up 15%, but valuation is now elevated. IBM's robust dividend safety, Dividend Aristocrat status, and solid balance sheet are attractive, though dividend growth remains slow and share count is rising.
IBM said on Monday (Dec. 8) it plans to acquire Confluent for about $11 billion in cash for the real-time data streaming company in one of its largest acquisitions in the recent years. The transaction is expected to close by mid-2026, pending shareholder and regulatory approval.
IBM's reported $11 billion move for Confluent aims to strengthen its real-time data capabilities and expand its cloud-native services footprint.
International Business Machines Corp (NYSE:IBM) said on Monday it has agreed to acquire Confluent Inc, a data streaming platform used by clients including Anthropic, Amazon Web Services and Google, in an all-cash deal valued at $11 billion. Confluent, which focuses on connecting, processing, and managing reusable data for AI deployments, will continue operating as a standalone business under IBM.
IBM is buying data infrastructure company Confluent for $11 billion in cash in a bid to bolster its data and automation products as ever more companies move their tech operations to the cloud and deploy AI technology.
IBM announced it would buy data streaming firm Confluent for $11 billion, the companies said in a statement on Monday morning, marking a major acquisition as the legacy tech company pushes to expand its AI business.
The technology giant announced its intent to acquire Confluent for $11 billion. It's a play on the data required for AI.
IBM said on Monday it will buy data infrastructure company Confluent in a deal valued at $11 billion, ramping up its cloud-computing offerings to capitalize on an AI-driven demand boom.
IBM said it is acquiring Confluent in a deal worth $11 billion. IBM will pay $31 per share in cash for all of the issued and outstanding common shares of the company.
IBM is in advanced talks to acquire data infrastructure company Confluent for about $11 billion, the Wall Street Journal reported on Sunday, citing people familiar with the matter.
A deal for the data-infrastructure company could come as soon as Monday.