International Business Machines Corporation (IBM)
IBM Lowers Its Growth Outlook as Sales of Data Center Mainframes Sink 42%
Big Blue's CEO is expected to face questions from Wall Street about the company's direction and leadership.
IBM Just Had Its Worst Day Ever—What Earnings Must Prove
IBM NYSE: IBM pre-reported its Q2 2026 earnings on July 14, and investors punished the stock, sending it down over 25% in a single session—the worst one-day decline in the company's storied history.
Is IBM stock a ‘Buy' ahead of July 22 earnings?
International Business Machines (NYSE: IBM) is approaching its next earnings report – scheduled for Wednesday, July 22 – in a highly unorthodox position, as it had already offered a rather concerning preview of the figures to its investors.
IBM Hasn't Been This Cheap In Years - History Says What Happens Next
International Business Machines Corporation remains a Buy despite a 20% drop following disappointing Q2 2026 results and lowered full-year guidance. Q2 revenue grew just 1%, with Infrastructure down 7% and Consulting flat; delayed deals and client spending shifts drove the miss. IBM's differentiated AI strategy, robust cash flow ($4.8B FCF YTD), and continued dividend growth underpin long-term confidence.
Can Y/Y Higher Consulting Revenues Benefit IBM's Q2 Earnings?
IBM's Q2 Consulting revenues may rise year over year as AI, cloud and cybersecurity offerings support demand for technology consulting and transformation services.
Can Modest Software Revenue Improvement Aid IBM's Q2 Earnings?
IBM's Q2 Software revenues may rise as watsonx.ai adoption, cloud services and AI partnerships support growth across key markets.
Wall Street's Insights Into Key Metrics Ahead of IBM (IBM) Q2 Earnings
Evaluate the expected performance of IBM (IBM) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
IBM Earnings Preview: A Maddening Long Since The Late '24 Breakout
When IBM reports their actual Q2 '26 results Wednesday night, July 22nd after the closing bell, analyst consensus has lowered expectations after the negative IBM pre-announcement last week that dropped the stock 25% during the trading day. The consensus revenue estimate was $17.7 billion but is now $16.9 billion. The consensus EPS estimate was $3.00 but is now $2.88. IBM management has given off a lot of mixed signals, mostly on AI, where they withdrew their AI guidance on the April '26 call by effectively not updating the AI book even though AI metrics were given on the previous three conference calls, which showed the AI book was growing.
IBM Stock Looks Bruised, Not Broken Over The Long Term
IBM experienced a sharp sell-off after disappointing Q2 results, but its long-term earnings trajectory remains attractive for patient investors. Execution issues and capital allocation to AI, not AI-driven disruption, explain IBM's recent revenue and EPS misses; Red Hat and hybrid-cloud assets remain robust. IBM trades at 16.5x 2027 EPS, below its historical average, with potential for a re-rating to $265–$280 if margin resilience and software growth persist.
IBM CEO Arvind Krishna Has Nowhere to Hide From AI
The once-great tech giant's place in the new tech cycle is in disarray.
Should You Buy, Sell or Hold IBM Stock Before Q2 Earnings?
IBM heads into Q2 earnings with AI and cloud momentum, but premium valuation, margin pressure and weaker estimates argue for caution.
IBM (IBM) Moves 3.7% Higher: Will This Strength Last?
IBM (IBM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
