International Business Machines Corporation (IBM)
Why the Market Dipped But IBM (IBM) Gained Today
IBM (IBM) concluded the recent trading session at $226.61, signifying a +2.77% move from its prior day's close.
IBM Brings AI to Customer-Managed Infrastructure: Should You Invest?
IBM expands Bob with self-hosted AI deployment, supporting secure enterprise modernization while hybrid cloud growth faces stiff competition and pricing pressure.
IBM: I'm Not Buying Ahead Of Earnings (Preview)
I rate International Business Machines Corporation as a 'Hold' due to its possible overvaluation and tepid growth prospects despite recent strategic initiatives. IBM's GenAI business, quantum computing, and specialized semis have driven narrative shifts, but recent earnings misses and revenue slowdowns have pressured the stock. Recurring software revenue remains strong, but transactional software lumpiness and CAPEX shifts among clients have caused deal slippage and volatility.
IBM (IBM) Rises Higher Than Market: Key Facts
In the most recent trading session, IBM (IBM) closed at $225.57, indicating a +2.56% shift from the previous trading day.
IBM stock gains and it has Accenture to thank for
IBM stock gained on Thursday as strong earnings from Accenture boosted sentiment around the consulting sector. The company also announced a self-hosted deployment option for IBM Bob, its agentic software development platform.
IBM Jumps 5% as Bob Coding Agent Gains Self-Hosted Deployment; Salesforce Rises 3%, Palantir Inches Higher
Enterprises that keep their source code behind their own firewalls now have a way to run Bob, the agentic software development platform from IBM (NYSE:IBM | IBM Price Prediction), on infrastructure they control. IBM stock is at $231.
A Year Ago, We Called IBM the Next Nvidia. It Lost Money but Still Beat Every Quantum Startup.
Twelve months after a bold quantum computing call promised four-figure returns, the scorecard arrived with a twist: the pick lost money, yet still outperformed every pure-play rival in the sector. Here is what that split verdict reveals about the trade.
IBM: A Rough Quarter, But The Fundamentals Tell A Different Story
International Business Machines shares have declined 16% since mid-June, underperforming the benchmark by a wide margin. Despite the drop, I see no structural problems with IBM and maintain my unchanged rating. Strong institutional demand and undervaluation suggest potential for multiple expansions in the company.
IBM's Dividend Survived the Old IBM. Can It Survive the New One?
IBM has raised its dividend every year since 2016 without missing a beat, but the company writing those checks today barely resembles the one that started the streak.
IBM: Buy The Reset, Not The Growth Story (Rating Upgrade)
IBM is upgraded to Buy as valuation resets and growth estimates improve, offering 17% upside to a $264.85 target by 2027. Recurring software revenue remains robust, with 80% of annual software sales recurring and annual recurring revenue up 8% to $24.6 billion. Q2 results highlighted transactional weakness, particularly in IBM Z hardware, but strength in distributed infrastructure and Power & Storage partially offset declines.
IBM: Investors Are Treating A Timing Slip Like A Demand Collapse
IBM experienced a weak Q2, with revenue up 1% YoY and a significant drop in IBM Z and transaction processing software, but operating EPS still grew 5%. Despite the revenue miss, IBM expanded margins, maintained FCF guidance, and closed a third of slipped deals early in Q3, supporting the thesis that the shortfall was timing-related. Recurring software revenue (80% of segment) accelerated to 8% growth; Distributed Infrastructure grew 37% with a record backlog; and new offerings like Lightwell are gaining traction among major clients.
IBM: Shares De-Risked After A Tough Summer
IBM remains a buy despite lagging tech peers and the S&P 500, with shares down 10% since May. Q2 results were soft, with revenue nearly flat and a lowered FY 2026 outlook, but profitability and free cash flow remain robust. My fair value estimate is $281, implying a 23% upside; the stock offers a 2.98% yield and attractive earnings-based valuation.
