$IBM

Generating a unique summary for IBM…

AI-generated for information only — not investment advice.

International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers hybrid cloud and AI platforms that allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment delivers strategy and technology services and intelligent operations, providing business transformation, technology implementation, managed services, application modernization, and AI-powered solutions. The Infrastructure segment provides on-premises and cloud-based server, and storage solutions, as well as life-cycle services for hybrid cloud infrastructure deployment. The Financing segment offers client and commercial financing, and facilitates IBM clients' acquisition of hardware, software, and services. It operates a data streaming platform. The company has partnerships with various companies, including hyperscalers, service providers, global system integrators, and software and hardware vendors that include Adobe, Amazon Web Services, Microsoft, Oracle, Salesforce, Samsung Electronics and SAP, and others. It also has a collaboration with Arm Holdings plc to develop new dual-architecture hardware for AI and data intensive workloads; partnership with three.ws to advance ai-powered 3d agent technology; and collaboration with Lightwell to help strengthen open source software supply chain. Additionally, it offers operational resilience, logistics, and future-ready technology to the UK Ministry of Defence through Team ORION. The company was formerly known as Computing-Tabulating-Recording Co. and changed its name to International Business Machines Corporation in 1924. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.

Institutions hold 66.31% · insiders 0.10% · 4,390 institutions

Consensus score 2.28 (1 = strong buy, 5 = sell) · mean target 257.22

• JefferiesBuymain2026-10-22
• UBSNeutralmain2026-10-22
• CitigroupBuymain2026-10-22
• Morgan StanleyEqual-Weightmain2026-10-22
• BMO CapitalMarket Performmain2026-10-22
• BarclaysOverweightmain2026-10-22
• RBC CapitalOutperformreit2026-10-22
• JP MorganOverweightmain2026-10-22
• StifelBuymain2026-10-22
• SusquehannaNeutralmain2026-10-22

Next report: 2026-10-21

• 10-QPeriodic Financial Reports2026-10-22Open
• 8-KCorporate Changes & Voting Matters2026-10-21Open
• 8-KCorporate Changes & Voting Matters2026-10-01Open
• 8-KCorporate Changes & Voting Matters2026-08-14Open
• S-8 POSOffering Registrations2026-07-29Open
• 10-QPeriodic Financial Reports2026-07-23Open
• 8-KCorporate Changes & Voting Matters2026-07-22Open
• 8-KCorporate Changes & Voting Matters2026-07-14Open
• 11-KAnnual report of employee stock purchase2026-06-26Open
• 8-KCorporate Changes & Voting Matters2026-06-23Open

• IBM’s CEO Just Issued a Warning Message on AI Spending. He Ended Up Hurting His Own Stock.

  IBM shares fell despite an earnings beat as its CEO’s AI spending warning rattled investors.

  Sat, 24 Oct 2026 11:39:26 +0000

• Dow and Small Caps Climb Weekly While Nasdaq Slips on Megacap Earnings Charges

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  Fri, 23 Oct 2026 20:08:00 +0000

• IBM’s ‘true ROI’ comment hits shares, exposing ETF risks

  The quarter topped Wall Street’s numbers. One remark about how big companies judge their tech budgets changed the mood, and some funds feel it more.

  Fri, 23 Oct 2026 18:33:00 +0000

• IBM (IBM) Stock Shrugs Off Q3 Earnings As Margins Quietly Improve

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  Fri, 23 Oct 2026 10:19:26 +0000

• IBM's Software Growth Sped Up and Its Stock Barely Moved. I'd Start Buying.

  The software slowdown that kept me out of the stock just reversed. Is an unchanged revenue forecast reason to wait longer?

  Fri, 23 Oct 2026 08:01:02 +0000

• International Business Machines (IBM) Just Gave Investors Something To Think About

  IBM earnings beat puts recent stock move in context International Business Machines (IBM) just delivered third quarter 2026 results that topped Wall Street expectations, with US$17.1b in revenue and adjusted earnings of US$2.95 per share catching investor attention. The update also came with reaffirmed full year constant currency revenue growth guidance of 4% to 5%, a higher free cash flow outlook, and another affirmed quarterly dividend of US$1.69 per share. Recent trading tells a mixed...

  Fri, 23 Oct 2026 02:15:40 +0000

• Hedera (HBAR) and Stellar (XLM) Fell 17% and 14% in Two Weeks. Which Recovers First?

  Hedera and Stellar both target banks and enterprises, yet both just posted steep two-week losses that erased months of gains. One coin faces a harder technical battle to recover, and the difference comes down to moving averages, ETF appetite, and a 2027 wildcard.

  Sat, 24 Oct 2026 18:19:57 +0000

• Should You Buy Hewlett Packard Enterprise Stock For Its Cash?

  For questions about this article or underlying research, email help@trefis.com.

  Fri, 23 Oct 2026 20:42:04 +0000