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.
IBM (NYSE: IBM) announced Q1 2026 revenue of $15.9 billion, marking a 9% year-over-year rise, along with Non-GAAP EPS of $1.91. This revenue achievement hides a structural discrepancy: current cyclical robustness in hardware is compensating for a significant deceleration in high-margin Consulting and Software sectors.
Boeing reported their Q1 '26 financial results on April 22nd, 2026, and while the results weren't great, the results do indicate Boeing is slowly moving forward with aircraft construction and deliveries but may not hit "peak" output until 2028. Even though BA's GAAP financial statements look grim, the company will print record revenue sometime in 2027, surpassing the previous $102-103 billion peak late last decade. IBM actually had an OK quarter. Its forward EPS estimates did continue to increase after the Wednesday night conference call, albeit with some disappointment around software and disclosure.
Advisors Capital Management LLC lifted its holdings in shares of International Business Machines Corporation (NYSE: IBM) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 358,993 shares of the technology company's stock after acquiring an additional 11,838
As the Q1 earnings season progresses, Texas Instruments and IBM have provided a pivotal moment that has reconfirmed market sentiment more than reshaped it.
An analyst firm just put its stamp of approval on Big Blue. DZ Bank analyst Ingo Wermann upgraded IBM to Buy from Hold with a $295 price target, a constructive call on a stock that has taken a meaningful step back in 2026.
Shares of International Business Machines IBM dropped about 7% in extended trading on April 22, 2026, even though the company delivered stronger-than-expected first-quarter results. The decline came after the hardware, software, and consulting giant maintained its full-year guidance, signaling a cautious stance despite solid Q1 performance.
IBM (NYSE:IBM | IBM Price Prediction) delivered a clean beat on both lines for Q1 2026, yet shares are getting punished anyway.
IBM (NYSE: IBM | IBM Price Prediction), once the beacon of America's tech world, stumbled again after earnings showed it barely compares with industry giants on AI revenue.
IBM topped Q1 2026 estimates as hybrid cloud and AI demand lifted revenue to $15.92B and expanded gross margin to 56.2%.
IBM Corp (NYSE:IBM) stock is 9.7% lower to trade at $227.34 this morning.
Stocks futures are lower this morning after major indexes hit fresh record highs yesterday, as investors monitor developments in the Middle East and digest a flurry of earnings reports; oil prices are rising as traffic in the Strait of Hormuz remains at a standstill; Tesla shares are losing ground despite a better-than-expected earnings report as the EV maker outlined big new spending plans; ServiceNow shares are tumbling after its results failed to top expectations; and IBM shares are also under pressure after earnings. Here's what you need to know today.