International Business Machines Corporation (IBM)
IBM Stock Surges After Analyst "Overweight" Rating
IBM (NYSE:IBM) is surging in premarket trading, up 10.3% at $328.47, after Barclays initiated coverage with an "overweight" rating and a $350 price target.
IBM Jumps 9%; IonQ, Rigetti Sell Off as Quantum Trade Concentrates
Shares of IBM (NYSE:IBM | IBM Price Prediction) are up 9% in early trading Monday to $323 and change, extending a historic May rally into June.
NOW, IBM, software stocks surge as Huang eases AI fears; analysts see more upside
A recovery in software stocks accelerated on Monday after Nvidia chief executive Jensen Huang pushed back against concerns that artificial intelligence could undermine the software industry. The comments provided a fresh tailwind to a sector that had already begun rebounding as investors bought the dip following months of heavy selling.
Arm, IBM and Hewlett Packard soar as Nvidia chip 'reinvention' extends software rally
Shares in software compares surged ahead of Monday's opening bell.
I Think This Is the Most Misunderstood Tech Stock on the Market Right Now -- and That's Exactly Why I'm Buying
I bought International Business Machines in early 2016 and have happily had the dividend reinvested since then. The company's business-to-business focus can make it seem like an industry also-ran compared to consumer-facing businesses like Google.
IBM shares rise after unveiling $15B cybersecurity and quantum investment plan
International Business Machines Corp (NYSE:IBM) shares rose more than 3% on Thursday to trade at about $264 after the company announced a combined $15 billion investment initiative focused on cybersecurity and quantum computing, moves that Wedbush said could help “future-proof” the company's business amid rapid technological shifts. The company unveiled a new cybersecurity effort with Red Hat called Project Lightwell, backed by a $5 billion commitment aimed at securing open-source software using AI-driven tools and services.
Mythos was the critical trigger for IBM's open-source cybersecurity push, Krishna says
IBM is investing $5 billion into a new cybersecurity push to address vulnerabilities in open-source software. CEO Arvind Krishna said the launch of Anthropic's Mythos was the "critical triggering factor.
IBM says to boost open-source security with $5 bn project
American tech giant IBM and its IT services subsidiary Red Hat said Thursday that they would deploy billions of dollars and thousands of staff to secure open source software against new cybersecurity threats.
IBM: Why AI Is An Opportunity Not A Threat, Raising My Price Target
IBM is reiterated as a "Buy," with a raised price target of $280, reflecting strong Q1 results and robust free cash flow. Q1 saw 10% revenue growth, a 19% EPS increase, and record Q1 free cash flow margins, supporting confidence in the FY 2026 outlook. Management maintained FY 2026 guidance for >5% top-line growth and ~$1 billion annual FCF increases, with accelerating EPS growth into the mid-teens.
Forward S&P 500 Earnings Estimates Power Higher Once Again; Quick Notes On IBM And Ford
One key part of last week's blog post was the late 1990s “tech market cap vs. earnings (EPS) weight”. Today, the tech sector's market cap is roughly 37%, versus the earnings weight of 30.8%, while in March 2000, the tech sector's market cap weight was 33-35%, while the earnings weight was just 13%. For semiconductors and semi-cap equipment, which has been the tech sector's juice this year, the semiconductors complex's market cap weight is 18.7%, while its earnings weight in mid-May '26 is 15.1%. There is still no slowdown in forward EPS estimates for the S&P 500.
Ferrari is using IBM's AI to create F1 superfans
Two years ago, IBM realized there was one glaring omission in its roster of sports partnerships: Formula One.
IBM could be a big winner as quantum computing moves out of the science-fiction realm
The new era of quantum computing will happen, IBM says, as it sees nothing fundamentally to stop it.
