International Business Machines Corporation (IBM)
The Boardroom Debate That Led to IBM's Historic 25% Stock Plunge
Plus, well-off boomers are upsizing, not downsizing—and a shortcut to private-equity riches is minting young millionaires.
The Inside Story of IBM's Shocking Profit Warning
Big Blue bet on transparency and paid a steep price. Can its CEO win back investors?
Investors Can't Shake AI Bubble Fears—But They're Not Dropping Their Favorite Tech Stocks
Individual investors continue to prove their resilience and maintain their optimism more than halfway through a volatile year for stocks and continued geopolitical uncertainty, according to Investopedia‘s latest reader survey.
IBM: AI Just Exposed A Bigger Problem
International Business Machines Corporation reported a significant Q2 revenue miss, with $17.2B vs. $17.86B consensus, and adjusted EPS of $2.93 below expectations. IBM's segment performance deteriorated: Software growth slowed to 5%, Consulting was flat, and Infrastructure declined 7%, raising concerns about broad-based demand weakness. AI infrastructure spending is benefiting hardware and data center suppliers more than IBM, intensifying competition for customer budgets and clouding IBM's AI growth narrative.
What's Next After IBM's Collapse? Blue Chip Selloffs Are Hard to Read.
IBM is worth a third less than it was last month. History is mixed as to where it heads next.
Can IBM Accelerate Enterprise AI With Its Expanded Power Portfolio?
IBM unveils three new Power platform products to automate IT, modernize app development and boost AI workloads with new server and support tools.
Is The IBM Stock Crash A Buying Opportunity Or A Warning Sign?
This article was written by Doug Nathman, with research by his team at Trefis.
SaaSpocalypse Part II? IBM's Preliminary Earnings Report Rattles Software
IBM's bearish pre-announcement reignited fears about AI's impact on enterprise tech spending. In health care, HCA's cautious update raised fresh questions about consumer financial well-being. Preliminary earnings reports provide traders with an early read on market risks, offering key clues on corporate expectations.
IBM: Timely Buying Opportunity After The Collapse
IBM's business model remains incredibly resilient despite recent mainframe headwinds, supported by sticky legacy customers and robust free cash flow. Mainframe infrastructure revenue declined 7%, but software growth, especially Red Hat's 11% increase, provided a crucial offset. Thanks to the collapse in IBM stock, its valuation multiples have quickly normalized to 17.6x, with the market already pricing in substantive near-term execution risks and a much subdued growth outlook.
IBM Stock's Historic Selloff: Buy the Dip Ahead of Q2 Earnings, or Is It Too Risky?
IBM stock plunged 25% yesterday after the company released a preliminary Q2 earnings warning ahead of its scheduled quarterly report on Wednesday, July 22.
Is IBM stock a buy after its historic 25% single-day crash? Here is what analysts say
IBM shares extended their sharp decline on Wednesday after suffering one of the biggest one-day selloffs in the company's history, with analysts warning that changing corporate technology spending priorities could continue to weigh on the stock despite its long-term artificial intelligence ambitions. The shares fell more than 2.7% on Wednesday, adding to Tuesday's 25% plunge that wiped out between $67 billion and $70 billion in market value.
Historic IBM stock crash sets up unique options strategy
IBM shares fell just over $73 to ~$217 — a jaw-dropping 25% single-day decapitation.
