International Business Machines (IBM)
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Why is IBM moving today?
+2.7%IBM is +2.7% today, inside the ordinary range for a session (under 3%). No stories about it reached the feed in the last 24 hours.
What this does not prove. A story on the same day is evidence of timing, not of cause: it explains a move only if it accounts for the size and the direction, and most single-stock moves carry a sector or index component too. Nothing here is a forecast.
Source: Yahoo Finance - quote as of 12 hours ago
International Business Machines (IBM) overview
IBM is a long-standing enterprise-technology company focused on hybrid cloud, consulting, and AI through its watsonx platform.
IBM is a member of the S&P 500. It sits in the Information Technology sector. That sector covers hardware, software and semiconductor companies driving the digital economy.
International Business Machines trades on the NYSE under the ticker symbol IBM. The most recent market data puts the share price at about $234.12. That is up 2.74% on the session. At that price the company is worth roughly $220.57B.
Over the past 52 weeks, IBM has traded between $199.19 and $332.46. Shares change hands at a trailing price-to-earnings (P/E) ratio of about 20.8. The P/E ratio sets the share price against a year of earnings. A higher number means the market is paying more for each dollar the company earns. IBM also pays a dividend. It yields around 2.89% at the current price.
Key statistics
Source: Yahoo Finance - quote as of 12 hours ago
Informational only, not financial advice. Content is AI-generated and may contain errors. How this works.
Why investors watch IBM
IBM is one of the larger names in the Information Technology sector, so investors follow it closely. It tends to move with the rest of the sector. This page sums up each IBM story as it breaks, and tags it bullish, bearish or neutral.
Size matters here as well. The S&P 500 is weighted by market value. IBM is large enough that its own share price nudges the whole index. So it is worth watching even for investors who only hold index funds.
What moves IBM
- Earnings. IBM reports results four times a year. A surprise against the estimate tends to move the stock that day.
- Analyst calls. Upgrades, downgrades and new price targets change what the market expects from IBM.
- Sector news. Information Technology stocks often move together, so a rival's news can move IBM too.
- Index weight. IBM is big enough to move the S&P 500 on its own.
Market Mood
This week for IBM
1 story about International Business Machines in the last 7 days- Red Bull Racing Uses AI for Critical F1 DecisionsProductneutralcnbc.com
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Latest IBM news
Red Bull Racing Uses AI for Critical F1 Decisions
Red Bull Racing has implemented artificial intelligence to assist its team with key race-day decisions. This innovative approach was highlighted during the Singapore Grand Prix on October 11, 2026, where driver Max Verstappen achieved his first win at this circuit, marking his 73rd career victory. The AI-powered strategy agent, developed with Oracle, aids engineers by interpreting complex Formula 1 regulations and providing decision-making recommendations. For instance, during the 2025 Italian Grand Prix, the AI advised Red Bull to return a position, which prevented a penalty and allowed Verstappen to regain the lead. The integration of AI in Formula 1 is not limited to Red Bull Racing. Other teams, including McLaren, Mercedes, and Ferrari, are collaborating with tech companies like Google, Microsoft, and IBM to enhance their strategic capabilities and fan engagement through AI and cloud technologies. Oracle's Jack Harington emphasized that AI enhances human capabilities, allowing engineers and strategists to better focus on their strengths amid the diverse variables of Formula 1 racing. This development signifies a shift in Formula 1 towards more technology-driven decisions that can influence race outcomes. For investors, the collaboration between tech firms and racing teams underscores the growing role of AI in sports, potentially impacting the business strategies in both sectors.
Read More: Red Bull Racing Uses AI for Critical F1 Decisions
IBM Stock: Analyzing Investment Prospects Amid Market Trends
IBM stock is being analyzed for its investment prospects by The Globe and Mail. The article provides insights into whether investors should buy, hold, or sell IBM shares, emphasizing various factors influencing the stock’s performance. The article does not provide specific figures such as price targets or earnings but focuses on investor sentiment and strategic considerations concerning IBM's market positioning. Despite the absence of specific data points or percentage analyses, the discussion highlights broader market trends affecting IBM. Readers are advised to consider these macroeconomic factors when evaluating their investment strategies. For potential investors, understanding broader market influences can assist in making informed decisions on IBM stock (IBM). Nevertheless, the article lacks specific data to provide a decisive direction.
Read More: IBM Stock: Analyzing Investment Prospects Amid Market Trends
IBM (IBM) Stock Forecast: Higher in 5 Years but Not Buy Now
The article discusses a long-term positive outlook for IBM (IBM) stock, predicting it will be higher in five years. However, it advises against purchasing the stock at the present time. While no specific price target or financial metrics are provided, the emphasis is on potential future recovery. This information is important as it indicates that while there may be opportunity down the line, current market conditions may not be favorable for investors. Investors may want to consider waiting before entering into a position in IBM.
Read More: IBM (IBM) Stock Forecast: Higher in 5 Years but Not Buy Now
IBM (NYSE:IBM) Stock Falls 22% Year-to-Date, Revenue Slows
International Business Machines (NYSE:IBM) shares are down about 22% year to date, trading near $230, which is 30% lower than its record close of $329.23 on June 2. The stock saw a significant drop of 25% on July 14 after IBM's preliminary second-quarter results missed expectations. Revenue grew only 1% year over year to $17.2 billion in Q2, and management has reduced its revenue growth outlook for 2026 to 4-5%. Despite challenges, IBM expects free cash flow to increase to approximately $15.7 billion, supporting its long-standing dividend growth. This matters for investors as the expected cash flow helps sustain the dividend yield of just under 3%.
Read More: IBM (NYSE:IBM) Stock Falls 22% Year-to-Date, Revenue Slows
Insights on Seaport Therapeutics (SPTX), IBM, Navan from Analysts
Analysts have provided insights into Seaport Therapeutics, Inc. (SPTX), Navan, Inc. Class A (NAVN), and International Business Machines (IBM). Though no specific data points or numerical forecasts were mentioned, this analysis is relevant for investors tracking these companies and their market positions. As analyst opinions can influence stock prices, the insights could have potential implications for trading strategies involving these firms. Investors should monitor these companies for any updates or changes in outlook.
Read More: Insights on Seaport Therapeutics (SPTX), IBM, Navan from Analysts
IBM (IBM) Options Flow Shows 4:1 Call-Put Ratio Amid $250 Activity
IBM (IBM) has reported a 4:1 call-to-put ratio in its options flow, indicating stronger demand for calls compared to puts. This significant asymmetry suggests bullish sentiment among investors ahead of Friday's trading session. There has been notable activity at the $250 strike price, indicating investor interest in that level. This trend may reflect expectations for IBM's stock performance moving forward, which is relevant for investors considering options trading strategies.
Read More: IBM (IBM) Options Flow Shows 4:1 Call-Put Ratio Amid $250 Activity
IBM (IBM) CEO Discusses Quantum Computing Impact by 2028-2029
IBM (IBM) CEO Arvind Krishna stated that quantum computing will have 'a measurable impact' on the company's financials by 2028 or 2029. He estimated that, by the end of the 2030s, quantum computing could represent a trillion dollars in value. This statement comes after IBM's stock fell 25% on July 14 due to delayed customer capital spending projects. Krishna highlighted that about 40% of these delayed deals closed within three to four weeks, which may indicate a recovery in demand. This matters for investors as it reassures them about near-term recovery and long-term growth potential in the quantum computing sector.
Read More: IBM (IBM) CEO Discusses Quantum Computing Impact by 2028-2029
Circle (USDC) Acquires 1,000 IBM Blockchain Patents on July 27
On July 27, Circle, the issuer of USDC, acquired over 1,000 blockchain patents from IBM. This purchase makes Circle the largest holder of blockchain patents in the U.S. Previously, IBM held 790 U.S. blockchain patents, more than any American company. Circle aims to leverage this intellectual property across its services, including the USDC and Circle Payments Network, enhancing its offering in internet finance. This acquisition could influence investment in blockchain and digital finance by reinforcing Circle's competitive position in the market.
Read More: Circle (USDC) Acquires 1,000 IBM Blockchain Patents on July 27
Figma Revenue Growth Trends Compared to IBM's Performance
The article discusses revenue growth trends for Figma and IBM, highlighting their respective performances. Figma, a software design company, is contrasted with IBM, an established artificial intelligence tech giant. The insights into how these companies are growing can inform investors about market dynamics. Understanding these trends is essential for investors to make informed decisions in the tech sector.
Read More: Figma Revenue Growth Trends Compared to IBM's Performance
Figma Reports 46% Growth; IBM Faces Challenges with 15% Margin
Figma (NYSE:FIG) saw Q1 sales of $333.4 million, reflecting a 46% year-over-year growth and is expected to generate revenue between $348 million and $350 million in Q2 2026. In contrast, IBM (NYSE:IBM) reported a 15% EBIT margin for the quarter ending June 30, 2026, while its zSystems sales declined by 42% year over year, contributing to missing Q2 revenue expectations. IBM's shares fell to a 52-week low of $199.19 on July 23, 2026, raising concerns among investors. Understanding these revenue dynamics can help investors gauge market potential and company performance.
Read More: Figma Reports 46% Growth; IBM Faces Challenges with 15% Margin
IBM (IBM) Earnings Call Shows Recurring Strength Amid Deal Delays
IBM (IBM) reported on its earnings call that recurring revenue exhibits steady strength, despite delays in certain deals. While exact figures were not provided, the emphasis on recurring revenue suggests solid operational performance. The current focus for investors should be on the potential market responses to these delays and the overall health of IBM's revenue streams. Such ongoing performance may signal resilience, which could impact investor confidence in IBM's stock moving forward.
Read More: IBM (IBM) Earnings Call Shows Recurring Strength Amid Deal Delays
Big Banks Report Earnings Amid IBM Decline – Key Trends to Watch
Major banks have reported strong earnings, while IBM (IBM) has faced significant declines in its stock. Trading volume for IBM dropped sharply amidst these challenges. The financial sector has shown resilience with positive trends, whereas IBM's difficulties provide contrasts in performance. For ordinary investors, understanding these trends can help gauge market stability and identify investment opportunities.
Read More: Big Banks Report Earnings Amid IBM Decline – Key Trends to Watch
Franklin Templeton Executive Highlights $3T Agentic AI Potential
Sandy Kaul, Head of Digital Assets and Innovation at Franklin Templeton (BEN), stated that agentic AI could drive mainstream blockchain adoption, with estimates of agentic commerce reaching between $3 trillion to $5 trillion by 2030. This shift could impact how companies allocate their spending, as AI becomes more integral to business operations. Kaul noted a significant market reaction, citing IBM's stock, which dropped 25.2% on July 14 due to a warning about changes in customer spending behaviors. The developments in agentic AI are relevant for investors as they may reshape future investment strategies, particularly in technology and digital assets.
Read More: Franklin Templeton Executive Highlights $3T Agentic AI Potential
IBM (IBM) Lowers 2026 Forecast, Adjusted Earnings at $2.93
IBM (IBM) lowered its full-year forecast for 2026, reporting adjusted earnings per share of $2.93, below the $2.97 expected. Revenue was $17.16 billion, also falling short of the projected $17.58 billion. Despite a year-over-year revenue growth of 1%, the net income dropped to $2.17 billion from $2.19 billion a year ago. The decline in shares by 25% marked the company's steepest single-day drop, with shares down 30% year-to-date, contrasting with a 10% increase in the S&P 500. This is significant for investors as it reflects ongoing challenges in sales performance and future growth expectations.
Read More: IBM (IBM) Lowers 2026 Forecast, Adjusted Earnings at $2.93
IBM Insights Offered by Analysts in Technology Sector Analysis
Analysts provided insights on International Business Machines (IBM) alongside Keyence. The analysis included various market dynamics affecting technology companies. These insights are critical for investors looking at trends in the tech sector. Understanding these factors can help investors make informed decisions regarding their investments in IBM and similar companies.
Read More: IBM Insights Offered by Analysts in Technology Sector Analysis
IBM (IBM) Shares Fall 25% After Disappointing Q2 Earnings Report
IBM (IBM) shares fell over 25% on July 14, resulting in a loss of approximately $69 billion in market value, the worst one-day drop in the company's history. The estimated revenue for the second quarter was $17.2 billion, a 1% increase from the previous year, but below Wall Street's expectations of $17.86 billion. Operating earnings were reported at $2.93 per share, also missing the anticipated $3.02. IBM indicated a shift in customer spending towards AI-related infrastructure and slower growth in software and infrastructure revenue, which could impact future performance significantly. This matters for investors as it highlights IBM's struggles in adapting to changing technology budgets amidst AI advancements.
Read More: IBM (IBM) Shares Fall 25% After Disappointing Q2 Earnings Report
IBM Expands Power Portfolio to Enhance Enterprise AI Solutions
IBM is focusing on its expanded Power portfolio to enhance enterprise AI solutions. The company aims to boost its market position in the AI sector. Specific data on revenue growth or user adoption rates was not disclosed. This development is essential for investors as it indicates IBM's strategic commitment to leveraging AI technologies, potentially impacting its competitive landscape and market positioning. Investors should monitor how these advancements could influence IBM's (IBM) stock performance in the future.
Read More: IBM Expands Power Portfolio to Enhance Enterprise AI Solutions
SCHD Dividend ETF Offers 3.3% Yield Amid Fed Rate Stability
The Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) yields 3.3% and has increased its annual payout since 2011, with a 10% annualized dividend growth rate. The Federal Reserve's benchmark interest rate remains between 3.50% and 3.75%, with cuts unlikely in the near future. Approximately 40% of the Vanguard S&P 500 ETF is concentrated in tech, potentially exposing investors to risks highlighted by IBM's recent 25% stock decline after an earnings warning. SCHD's defensive allocation with a focus on high-quality companies may provide stability amidst these market challenges and higher inflation rates.
Read More: SCHD Dividend ETF Offers 3.3% Yield Amid Fed Rate Stability
IBM (IBM) Profit Warning Raises Concerns in AI Market Dynamics
IBM (IBM) issued a profit warning, which is seen as an indicator of challenges in the AI sector. The company is notably experiencing difficulties, which could reflect broader trends affecting investor confidence in technology stocks linked to artificial intelligence. This warning might lead to increased scrutiny of other companies in the AI space and could result in volatility for tech-related investments. Understanding these developments is important for investors as it signals potential risks in the AI market and the broader tech industry.
Read More: IBM (IBM) Profit Warning Raises Concerns in AI Market Dynamics
IBM (IBM) Cut at Oppenheimer as Software Growth Delayed
Oppenheimer downgraded IBM (IBM) to Perform, citing a longer timeline for the company's software growth to materialize, and removed its $350 price target on the stock. Investors should note this change, as it may impact trader sentiment and expectations concerning IBM's near-term performance. The analysis indicates that while a bull thesis remains possible, the path to realizing it is extended, which can influence market dynamics.
Read More: IBM (IBM) Cut at Oppenheimer as Software Growth Delayed
IBM (IBM) 25% Stock Crash Due to Profit Warning and Sales Shortfall
IBM's (IBM) stock dropped 25% on July 14, 2026, its worst decline since 1961, after announcing a profit warning. The company expects second-quarter sales of $17.2 billion, below analyst estimates of $17.85 billion, and non-GAAP earnings of $2.93, compared to the forecast of $3.02. Factors contributing to this performance include client shifts in capital expenditure and industry-wide cybersecurity concerns. The significant sales decline may impact investor confidence and hinder stock recovery in the near term.
Read More: IBM (IBM) 25% Stock Crash Due to Profit Warning and Sales Shortfall
IBM Workers Face $400 Million Loss on Company Stock Investment
IBM employees have incurred a loss of $400 million due to their significant investments in the company's stock. This situation highlights the risk associated with investing heavily in a single company's shares. The article warns against the strategy of concentrating investments, as it can lead to considerable financial loss. This matter is significant as it emphasizes the importance of diversified investment portfolios for employees and ordinary investors alike, especially those linked closely to their company’s performance. For investors in IBM (IBM), these losses could impact perceptions of the company's financial health.
Read More: IBM Workers Face $400 Million Loss on Company Stock Investment
IBM (IBM) Reports $17.2 Billion Q2 Revenue Below Expectations
IBM (IBM) announced a preliminary second-quarter revenue of $17.2 billion, falling short of the anticipated $17.9 billion from Wall Street. This revenue miss has led to a decline in shares for software and IT service companies, raising concerns regarding demand in the sector amidst AI developments. The news has prompted investors to reevaluate their positions in software stocks as market sentiment shifts. This situation may lead to broader implications for technology investments as analysts reassess future revenue prospects for the industry.
Read More: IBM (IBM) Reports $17.2 Billion Q2 Revenue Below Expectations
IBM (IBM) Stock Plummets on Earnings Miss, Worst Day in 40 Years
IBM's (IBM) stock is experiencing a significant decline following a preliminary release of profit and revenue results that fell below market expectations. The stock may be headed for its worst trading day in nearly 40 years due to this earnings miss. Investors are reacting negatively to the news, which could impact IBM's market standing. This situation underlines the importance of earnings reports for stock performance, as misses can lead to steep declines in stock price.
Read More: IBM (IBM) Stock Plummets on Earnings Miss, Worst Day in 40 Years
IBM (IBM) Shares Drop 23% After Q2 Earnings Miss Expectations
IBM (IBM) shares fell 23% in premarket trading after the company reported adjusted earnings of $2.93 per share on revenue of $17.2 billion for the second quarter, both lower than analysts' estimates of $3.01 per share and $17.86 billion in revenue. CEO Arvind Krishna attributed the shortfall to client spending shifts toward hardware purchases, particularly memory chips, which impacted software and infrastructure sales. The company also faced challenges in closing large deals on time. This news may concern investors as weaker earnings forecasts could signal ongoing difficulties in IBM's business operations.
Read More: IBM (IBM) Shares Drop 23% After Q2 Earnings Miss Expectations
Apple (AAPL) sees significant premarket movement alongside JPMorgan
In premarket trading on July 14, 2026, IBM was the biggest mover among this group, tumbling roughly 23% after warning that Q2 results fell short of expectations. Apple (AAPL) slipped about 3% after KeyBanc downgraded the stock to Underweight, citing slowing iPhone and Services growth. JPMorgan Chase and Bank of America shares were comparatively little changed after both banks topped Q2 earnings estimates. Investors should watch these developments closely, as they could affect trading behaviors once the market opens.
Read More: Apple (AAPL) sees significant premarket movement alongside JPMorgan
IBM Price Target Raised to $267 by Morgan Stanley Amid Strong Demand
Morgan Stanley raised its price target on International Business Machines (IBM) from $225 to $267 on June 23, maintaining an 'Equal Weight' rating. The analyst noted that demand for enterprise servers is proving to be more inelastic than previously expected, despite price increases. EPS estimates for compute-exposed companies have been increased by 5% to 6%. Additionally, JPMorgan upgraded IBM to 'Overweight' with a price target of $291, showing increased confidence in the company's software business in the second half of 2026.
Read More: IBM Price Target Raised to $267 by Morgan Stanley Amid Strong Demand
IBM (IBM) Extends $10 Billion Credit Agreements Maturity by One Year
IBM (IBM) has successfully extended the maturity of its $2.5 billion and $7.5 billion credit agreements by one year. This move is significant as it enhances the company’s liquidity position and provides additional flexibility in its financial management. The total value of the credit agreements stands at $10 billion. Such actions can positively influence investor confidence and market perception regarding IBM's financial health.
Read More: IBM (IBM) Extends $10 Billion Credit Agreements Maturity by One Year
IBM (IBM) Gains Attention Amid U.S. Quantum Computing Initiatives
IBM (IBM) is highlighted as a key player due to recent U.S. government support for quantum computing initiatives. While no specific numbers or trading data were provided, this backing could increase interest in IBM's quantum technologies. The focus on quantum computing suggests potential growth opportunities within the technology sector. As the market observes developments in this area, IBM may see shifts in investor sentiment and stock performance related to these initiatives.
Read More: IBM (IBM) Gains Attention Amid U.S. Quantum Computing Initiatives
IBM (IBM) Quantum Stocks Rise Amid Tech Selloff - Market Insight
Infleqtion and IBM (IBM) are showing resilience amid a broader tech selloff. Recent executive orders signed by former President Trump aim to boost quantum computing, targeting advancements by 2028. These developments could attract increased investment into the quantum sector. The focus on safeguarding quantum research from foreign threats also highlights the strategic importance of this technology. The market impact may depend on how these initiatives translate into fiscal support and actual technological advancements.
Read More: IBM (IBM) Quantum Stocks Rise Amid Tech Selloff - Market Insight
Premarket Stock Moves: IBM, Qualcomm, Oracle, Energy Fuels Surge
Premarket trading showed notable movements for several companies. IBM (IBM) and Qualcomm (QCOM) made significant advances, reflecting investor interest. Oracle (ORCL) also saw increased activity as the market responded to its recent earnings report. Energy Fuels (UUUU) recorded notable price fluctuations as well, indicating a revaluation of its market position. These movements highlight shifting investor sentiment and sector dynamics ahead of the market opening.
Read More: Premarket Stock Moves: IBM, Qualcomm, Oracle, Energy Fuels Surge
Jim Cramer Recommends IBM (IBM) Over Xanadu Quantum (XNDU)
Jim Cramer discussed Xanadu Quantum Technologies Limited (XNDU) during a recent episode of Mad Money, expressing skepticism about its profitability. Cramer advised viewers to invest in IBM (IBM) for quantum technology instead. This advisory reflects Cramer's view on the current market conditions impacting speculative stocks like XNDU, which develops quantum computing hardware and software. The mention of IBM suggests confidence in its more established position in the quantum space.
Read More: Jim Cramer Recommends IBM (IBM) Over Xanadu Quantum (XNDU)
IBM Stock Status and $1B Quantum Award Announcement Impact
IBM (IBM) received praise from former President Trump for its CEO. The government announced a $1 billion quantum computing award, which could influence the market for IBM. This funding aims to support advancements in quantum technology, potentially benefiting companies like IBM involved in this sector. Market analysts are evaluating the stock's current pricing against these developments.
Read More: IBM Stock Status and $1B Quantum Award Announcement Impact
IBM (IBM) Stock Rating Reiterated by RBC Capital Amid AI Focus
RBC Capital has reiterated its Outperform rating on IBM (IBM), citing the company's advancements in AI security. This endorsement may influence investor sentiment positively, particularly in light of increasing interest in AI technologies. The firm believes that IBM's efforts in this sector could enhance its competitive positioning. Investors may view this as a potential growth catalyst for the stock.
Read More: IBM (IBM) Stock Rating Reiterated by RBC Capital Amid AI Focus
IBM (IBM) to Invest $10 Billion in Quantum Computing by 2029
IBM (IBM) has announced plans to invest $10 billion in the development of large-scale quantum computers by 2029. This strategic investment aims to advance the capabilities and applications of quantum computing technology. The funds will likely impact IBM's research and development efforts significantly and could position the company as a leader in this emerging field. As a result, this investment could influence market perceptions of IBM's future growth potential in the tech sector.
Read More: IBM (IBM) to Invest $10 Billion in Quantum Computing by 2029
US to Invest $2 Billion in IBM (IBM) and Quantum Computing Firms
The U.S. government announced a $2 billion investment aimed at supporting IBM (IBM) and other quantum computing firms. This initiative is intended to strengthen the country's position in the quantum computing sector, which is critical for various industries. The funding is part of broader efforts to enhance technological leadership and innovation. This investment could influence market dynamics as firms within the quantum space may experience increased funding and growth opportunities.
Read More: US to Invest $2 Billion in IBM (IBM) and Quantum Computing Firms
US Invests $2 Billion in IBM for Quantum Computing Developments
The U.S. government plans to invest $2 billion in IBM (IBM) and other quantum computing firms to advance technology in this sector. This investment includes funding incentives for nine companies aimed at boosting quantum development. The funding is part of a strategy to spur innovation and takes equity stakes in these firms. Companies involved in quantum computing, like D-Wave and Rigetti, have reportedly seen stock increases following this announcement, indicating a positive market sentiment around these developments.
Read More: US Invests $2 Billion in IBM for Quantum Computing Developments
Quantum Computing (QUBT) Stock Jumps 16% Amid $2B Grant Announcement
Quantum Computing (NASDAQ: QUBT) shares increased by 16% by 11:05 a.m. ET on Thursday following news that the Trump Administration plans to allocate $2 billion in grants to nine quantum computing companies. However, Quantum Computing is not among these beneficiaries and will receive no funds. Competitors such as IBM (NYSE: IBM) and D-Wave Quantum (NYSE: QBTS) will receive substantial grants, which raises concerns about QUBT's future market position. Despite the price surge, analysts forecast continued losses for QUBT, suggesting that investors should reconsider holding the stock.
Read More: Quantum Computing (QUBT) Stock Jumps 16% Amid $2B Grant Announcement
IBM Gains $1 Billion as US Plans $2 Billion Quantum Grants
Shares of International Business Machines Corp. (IBM) rose by 6% following reports that the U.S. government will allocate $2 billion in grants to nine quantum computing firms. IBM is expected to receive $1 billion as part of this initiative, with additional funding going to GlobalFoundries ($375 million) and D-Wave Quantum (16% increase in shares). Other recipients include Rigetti Computing and Infleqtion, which experienced gains of about 13.8% and 23%, respectively. The U.S. Commerce Department will take equity stakes in these firms as part of its funding strategy, which aims to enhance American quantum technology capabilities.
Read More: IBM Gains $1 Billion as US Plans $2 Billion Quantum Grants
Stocks Making Biggest Moves: IBM, Walmart, Rocket Lab, Nvidia
Several companies, including IBM, Walmart, Rocket Lab, and Nvidia, are making significant moves in the premarket session as investors react to various factors. Specific figures and changes in stock prices were not detailed in this report. The impact on the market could involve shifts in investor sentiment, impacting trading volumes and overall market dynamics. Close monitoring of these stocks is recommended for potential market trends.
Read More: Stocks Making Biggest Moves: IBM, Walmart, Rocket Lab, Nvidia
Oracle (ORCL) Price Target Raised to $235 by Oppenheimer
Oppenheimer has raised its price target for Oracle Corporation (ORCL) to $235, up from $210, while maintaining an Outperform rating. The firm highlighted robust earnings growth potential for the next 10 years, backed by strong technology infrastructure spending from key clients like OpenAI, Meta, and NVIDIA. Additionally, a strategic expansion of Oracle’s partnership with IBM aims to enhance AI and hybrid cloud capabilities, offering integrated solutions throughout 2026. This bullish stance on ORCL emphasizes the favorable demand outlook driven by seasonal trends and commitments from federal and private sector clients.
Read More: Oracle (ORCL) Price Target Raised to $235 by Oppenheimer
Microsoft (MSFT) Raises Concerns Over OpenAI's $850B Valuation
Microsoft (MSFT) CEO Satya Nadella expressed concerns about being overly reliant on OpenAI as its valuation reached $850 billion. Nadella testified that he feared a scenario where OpenAI could eclipse Microsoft in the tech hierarchy, mirroring the past IBM-Microsoft dynamics. The partnership with OpenAI is crucial for Microsoft's cloud business, with around 45% of Microsoft's commercial remaining performance obligations tied to OpenAI as of the end of 2025. The companies have restructured their agreement multiple times to ensure Microsoft benefits from the intellectual property developed by OpenAI.
Read More: Microsoft (MSFT) Raises Concerns Over OpenAI's $850B Valuation
AI Officer Adoption Reaches 76% in Organizations, Up from 26%
A recent IBM report indicates that 76% of over 2,000 surveyed organizations have established a chief AI officer (CAIO) role, a significant increase from 26% in 2025. This trend reflects a growing recognition of AI's impact on corporate governance and decision-making. The report also highlights that 59% of respondents expect the role of chief human resources officer (CHRO) to expand due to AI. As companies like HSBC and Lloyds Banking Group create these roles, there are concerns about the associated costs and the potential for labor crises due to AI's integration in business processes.
Read More: AI Officer Adoption Reaches 76% in Organizations, Up from 26%
IBM (IBM) CEO Discusses AI and New Operating Models
IBM (IBM) CEO highlighted the importance of adapting to artificial intelligence technologies and the need for new operational frameworks. While specific financial data or metrics were not disclosed, the shift towards AI is seen as crucial for future business strategies. This transformation may impact IBM's financial performance and could influence market perception of the company's adaptability in a rapidly changing technological landscape. Stakeholders should monitor how these developments affect IBM's competitive positioning.
Read More: IBM (IBM) CEO Discusses AI and New Operating Models
IBM (IBM) Stock Rises After AI Development Platform Launch
IBM (IBM) announced the launch of its new AI development platform, which resulted in an increase in its stock price. This development is seen as a strategic move to enhance its position in the growing AI market. The company's focus on AI may have potential implications for investor sentiment and market trends within the tech sector. Given the current interest in AI technologies, this could lead to increased trading volumes and broader market interest in IBM's stock.
Read More: IBM (IBM) Stock Rises After AI Development Platform Launch
IBM (IBM) Upgrade to Buy with $295 Target After 22% YTD Rally
DZ Bank upgraded IBM (IBM) from Hold to Buy with a new price target of $295, following a 22% year-to-date increase. IBM reported Q1 2026 revenue of $15.92 billion, a 9% year-over-year rise, accompanied by a non-GAAP EPS of $1.91, surpassing consensus estimates. The company's enterprise AI initiatives and hybrid cloud strategy have contributed to momentum, with software and infrastructure segments growing by 11% and 15%, respectively. IBM's forward P/E ratio is currently at 19x, indicating a discount compared to other AI companies, despite solid growth potential.
Read More: IBM (IBM) Upgrade to Buy with $295 Target After 22% YTD Rally
Premarket Stock Moves: Tesla (TSLA), IBM & Others Show Volatility
Premarket trading saw notable activity with Tesla (TSLA), Honeywell, Nokia, Netflix, and IBM among the companies making significant moves. Specific trading volumes or percentage changes were not disclosed in the report. However, developments in these companies can influence market trends and investor sentiment. Monitoring these movements is essential for investors looking to navigate premarket fluctuations effectively.
Read More: Premarket Stock Moves: Tesla (TSLA), IBM & Others Show Volatility
S&P 500 Futures Fall 0.5% Amidst Mixed Earnings Reports
S&P 500 futures declined by 0.5% and Nasdaq 100 futures also fell, following record highs in previous sessions. The Dow Jones Industrial Average dropped 354 points, or 0.7%. Notable declines were seen in IBM and ServiceNow, trading down 7% and 13% respectively after earnings. While Tesla (TSLA) initially rose on better earnings, it later fell by approximately 3% due to increased capital expense warnings from CEO Elon Musk. The recent earnings season has shown 81% of reporting S&P companies exceeding earnings estimates.
Read More: S&P 500 Futures Fall 0.5% Amidst Mixed Earnings Reports
IBM (IBM) Q1 Earnings Beat Expectations Despite 6% Share Drop
IBM (IBM) reported a Q1 earnings per share of $1.91, exceeding the $1.81 consensus, with revenue of $15.92 billion surpassing the expected $15.62 billion. Despite these stronger-than-expected results, shares fell 6% in extended trading as the company maintained its guidance for 2026, forecasting over 5% revenue growth. Net income rose to $1.22 billion, up from $1.06 billion the previous quarter, aided by a 9% year-over-year revenue growth. Software revenue increased 11% to $7.05 billion, while consulting revenue grew 4% to $5.27 billion, slightly missing analyst expectations.
Read More: IBM (IBM) Q1 Earnings Beat Expectations Despite 6% Share Drop
Tesla (TSLA) and IBM stocks see significant after-hours movements
After-hours trading revealed notable movements in stocks such as Tesla (TSLA) and IBM. While specific figures or percentages for the stock movements were not detailed in the article, these shifts could indicate changing investor sentiments or reactions to recent financial results and broader market trends. Such after-hours activity is often considered important as it can set the tone for the next trading day. Investors typically monitor these developments closely for potential opportunities.
Read More: Tesla (TSLA) and IBM stocks see significant after-hours movementsMore Information Technology stocks
Frequently asked questions
Is International Business Machines in the S&P 500?
Yes. International Business Machines trades as IBM and is a member of the S&P 500. The index lists it in the Information Technology sector.
What sector is IBM in?
IBM sits in the Information Technology sector of the S&P 500.
Where can I find the latest IBM news?
Right here. This page collects recent IBM news and market analysis. Every story gets an AI summary and a bullish, bearish or neutral tag.
What is International Business Machines's stock price?
IBM last traded at about $234.12. Prices move all through the session, so this is the latest quote rather than a live one.
What is International Business Machines's market cap?
IBM is worth roughly $220.57B. Market cap is the share price times the number of shares outstanding.
What is IBM's P/E ratio?
IBM trades at a trailing P/E ratio of about 20.8. The ratio compares the share price with earnings per share over the past year.
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