IBM shares rally despite a Q2 revenue miss as investors focus on AI momentum and margin expansion, shifting focus to ETFs exposed to the tech giant.
IBM's CEO says quantum computing will soon be a source of growth for the company. “I think that in 2028 or 2029, you'll see it have a measurable impact on our top line and bottom line,” Arvind Krishna said in an interview with CNBC last week.
IBM is betting that hybrid cloud, Red Hat, and generative A.I. can drive its next phase of growth, but investors are still waiting for stronger results.
IBM's enterprise AI strategy centers on governance, security and hybrid control, but converting demand into durable revenue remains gradual.
IBM???s recurring software growth, Red Hat momentum and AI consulting backlog support its 2026 outlook despite deal timing and mainframe weakness.
IBM's 2026 pullback improves its price, but modest growth, leverage and a still-full valuation keep the stock from looking clearly cheap.
Big Blue is racing to show that its quantum computing business can be profitable following a historic stock tumble.
Dow dividend stalwarts International Business Machines (NYSE:IBM | IBM Price Prediction) and Verizon Communications (NYSE:VZ) are cheap compared to the broader market right now, both raised guidance in their most recent quarters, and both carry decades of unbroken payouts.
Digital financial platform Circle acquired IBM's blockchain patent portfolio, according to a Monday (July 27) press release. “With this acquisition, Circle becomes the leader in blockchain patent holdings in the United States,” the release said.
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.
Figma shows stronger and more consistent revenue momentum compared to International Business Machines. Figma posted uninterrupted quarter-over-quarter revenue growth, while IBM experienced ongoing volatility in its totals.
CNBC's Kate Rooney reports on a recent letter regarding open source AI models.