Analysts are upbeat about the potential for IBM's software business, despite disappointing performance there in the most recent quarter.
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. International Business Machines presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
IBM (NYSE:IBM) was last seen down 9.9% at $254.13, eyeing its worst daily drop since October 2021, dragging the Dow Jones Industrial Average (DJI) in response.
IBM (IBM) shares sank in intraday trading Thursday, as slightly weaker-than-expected software revenue growth is weighing on a second-quarter earnings report that largely topped estimates.
IBM tops Q2 estimates with strong hybrid cloud and AI demand, posting higher revenue, profit and free cash flow.
International Business Machines Corp (NYSE:IBM) reported second quarter earnings that beat expectations on the top and bottom lines, but a miss on software revenue saw its shares fall almost 9% in early trade on Thursday. Total revenue of $17 billion, up 8% year-over-year, was ahead of the Street consensus of $16.58 billion.
International Business Machines Corp. (NYSE: IBM) stock sold off 5% on mediocre earnings.
International Business Machines (NYSE: IBM) beat all Q2 2025 expectations in regard to profit, reporting $17 billion in revenue, a number far exceeding Wall Street's forecast of $16.6 billion.
IBM delivered strong Q2 results, beating on earnings and revenue, with standout growth in Infrastructure, and solid performance in Consulting and Software. Despite a minor Software revenue miss, IBM's AI-driven growth runway and robust margin expansion reinforce my confidence in its long-term outlook. The recent pullback after a strong YTD rally offers a compelling buying opportunity, with my upwardly revised price target set at $302 per share.
International Business Machines Corporation (NYSE:IBM ) Q2 2025 Earnings Conference Call July 23, 2025 5:00 PM ET Company Participants Olympia McNerney - Global Head of Investor Relations Arvind Krishna - CEO, President & Chairman James Kavanaugh - CFO and Senior VP of Finance & Operations Conference Call Participants Wamsi Mohan - BofA Securities, Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division Benjamin Reitzes - Melius Research LLC James Schneider - Goldman Sachs Group, Inc., Research Division Erik Woodring - Morgan Stanley, Research Division Brian Essex - JPMorgan Chase & Co, Research Division Matthew Swanson - RBC Capital Markets, Research Division Operator Welcome, and thank you for standing by. [Operator Instructions] Today's conference is being recorded.
IBM (IBM) came out with quarterly earnings of $2.8 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.43 per share a year ago.
IBM delivered stronger results than expected and raised its forecast for full-year free cash flow.