International Business Machines Corporation (IBM)
IBM: AI-Related Selloff In Software Makes Sense, But Not For IBM
International Business Machines is insulated from AI disruption due to its mission-critical, deeply integrated enterprise software and hardware solutions. IBM's mainframes and core systems remain indispensable for regulated industries, with decades-long client relationships and zero-fault tolerance requirements. The recent software sector selloff is overdone for IBM; its fundamentals remain strong, with upgraded growth forecasts and record FCF margins.
IBM (IBM) Ascends While Market Falls: Some Facts to Note
IBM (IBM) concluded the recent trading session at $242.01, signifying a +1.88% move from its prior day's close.
Can IBM's New Defense Contract Win Boost Top-Line Growth?
IBM wins up to $112 million Defense Commissary Agency deal to modernize pricing at 235 military commissaries, boosting digital ops and expanding its defense AI push.
IBM no longer a Sell, says UBS as analysts upgrade stock
After a sharp selloff that erased more than a fifth of its value this year, International Business Machines Corp (NYSE:IBM) has won a ratings upgrade from UBS, which said the stock's recent decline has made its risk-reward profile more balanced. UBS upgraded IBM to “Neutral” from “Sell” and maintained its 12-month price target of $236, implying roughly 3% upside from the current price of $228.60.
IBM's Steep Drop on AI Fears May Be an Overreaction
A sudden collision between cutting-edge artificial intelligence (AI) startups and legacy enterprise infrastructure just wiped out billions in shareholder wealth. On Feb. 23, 2026, International Business Machines NYSE: IBM suffered its steepest single-day decline since the year 2000.
IBM Bounces Back After Upgrade, Defense Contract
Tech hardware icon IBM Common Stock (NYSE:IBM) is trading 1.6% higher at $233.02 this morning, after an upgrade out of UBS to "neutral" from "sell" and a price target set at $236.
IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity?
International Business Machines (NYSE: IBM) is traded at $229.32 as of February 24, 2026, while the average analyst price target sits at $324.95.
IBM selloff overdone and represents a buying opportunity, says Wedbush
Wedbush analysts say the recent selloff of International Business Machines Corp (NYSE:IBM) shares is overdone and presents a buying opportunity, arguing that fears around AI-driven disruption to the company's legacy business are being misinterpreted. IBM stock fell 13% on Monday, its largest drop in more than 25 years, compared with about a 1% decline for the S&P 500.
IBM's stock bounces. Analysts say the company won't be so easily dismantled by AI.
On the heels of IBM's sharpest daily decline in a quarter-century, analysts cheered the resilience of the company's mainframe business.
IBM: Why Anthropic's AI Threat Is Overblown, Upgrading To Buy
International Business Machines Corporation is now rated a Buy as the recent AI-driven selloff has created a compelling valuation opportunity. Despite AI disruption fears, IBM's Software and Infrastructure segments showed strong Q4 growth, with free cash flow up 9% YoY to $19.7 billion. Forward EPS is projected to grow over 7% in FY 2026, and IBM stock appears 15-20% undervalued with a technical support zone near $200.
International Business Machines Corporation (IBM) is Attracting Investor Attention: Here is What You Should Know
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 Stock: Should You Buy The Dip?
IBM stock has dropped by 28.6% in under a month, going from $312.95 on 2nd Feb, 2026 to $223.35 currently. The sharp decline was primarily triggered by a disappointing quarterly earnings report that highlighted slowing growth in its hybrid cloud and AI consulting segments, missing analyst expectations.
