International Business Machines Corporation (IBM)
IBM Stock Looks Bruised, Not Broken Over The Long Term
IBM experienced a sharp sell-off after disappointing Q2 results, but its long-term earnings trajectory remains attractive for patient investors. Execution issues and capital allocation to AI, not AI-driven disruption, explain IBM's recent revenue and EPS misses; Red Hat and hybrid-cloud assets remain robust. IBM trades at 16.5x 2027 EPS, below its historical average, with potential for a re-rating to $265–$280 if margin resilience and software growth persist.
IBM CEO Arvind Krishna Has Nowhere to Hide From AI
The once-great tech giant's place in the new tech cycle is in disarray.
Should You Buy, Sell or Hold IBM Stock Before Q2 Earnings?
IBM heads into Q2 earnings with AI and cloud momentum, but premium valuation, margin pressure and weaker estimates argue for caution.
IBM (IBM) Moves 3.7% Higher: Will This Strength Last?
IBM (IBM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
The Boardroom Debate That Led to IBM's Historic 25% Stock Plunge
Plus, well-off boomers are upsizing, not downsizing—and a shortcut to private-equity riches is minting young millionaires.
The Inside Story of IBM's Shocking Profit Warning
Big Blue bet on transparency and paid a steep price. Can its CEO win back investors?
Investors Can't Shake AI Bubble Fears—But They're Not Dropping Their Favorite Tech Stocks
Individual investors continue to prove their resilience and maintain their optimism more than halfway through a volatile year for stocks and continued geopolitical uncertainty, according to Investopedia‘s latest reader survey.
IBM: AI Just Exposed A Bigger Problem
International Business Machines Corporation reported a significant Q2 revenue miss, with $17.2B vs. $17.86B consensus, and adjusted EPS of $2.93 below expectations. IBM's segment performance deteriorated: Software growth slowed to 5%, Consulting was flat, and Infrastructure declined 7%, raising concerns about broad-based demand weakness. AI infrastructure spending is benefiting hardware and data center suppliers more than IBM, intensifying competition for customer budgets and clouding IBM's AI growth narrative.
What's Next After IBM's Collapse? Blue Chip Selloffs Are Hard to Read.
IBM is worth a third less than it was last month. History is mixed as to where it heads next.
Can IBM Accelerate Enterprise AI With Its Expanded Power Portfolio?
IBM unveils three new Power platform products to automate IT, modernize app development and boost AI workloads with new server and support tools.
Is The IBM Stock Crash A Buying Opportunity Or A Warning Sign?
This article was written by Doug Nathman, with research by his team at Trefis.
SaaSpocalypse Part II? IBM's Preliminary Earnings Report Rattles Software
IBM's bearish pre-announcement reignited fears about AI's impact on enterprise tech spending. In health care, HCA's cautious update raised fresh questions about consumer financial well-being. Preliminary earnings reports provide traders with an early read on market risks, offering key clues on corporate expectations.
