INTERNATIONAL BUSINESS MACHINES CORP
No SEC Form 4 filings for $IBM in the last 30 days.
See all $IBM insider activity →Analysts updated ratings and price targets for several companies. Notable changes include Crocs upgraded to Overweight with a target of $139, IBM's target raised to $238, Microsoft's target increased to $675, and Morgan Stanley's target cut to $185. Other companies received mixed recommendations and target adjustments.
Morgan Stanley's CIO survey shows Dell (DELL) leads in 3-year spending plans, with storage, PCs, and servers expected to grow in 2027. Higher equipment prices are driving early purchases, but long-term budget cuts are anticipated. Dell's storage and server revenues surged in Q2, but Morgan Stanley maintains an Equal Weight rating with a $511 price target.
IBM (NYSE:IBM) shares fell slightly to $230.60 after announcing a research collaboration with Siemens to advance 7-angstrom AI chip technology. The partnership aims to improve chip manufacturing, but no financial commitments or timelines were disclosed. IBM's stock is currently trading 5.22% below its GF Value estimate of $243.31.
Over the past 7 days, AlphAI's AI scored 69 news stories mentioning IBM (INTERNATIONAL BUSINESS MACHINES CORP). Coverage has skewed bullish: 30 bullish, 31 neutral, and 8 bearish.
Recent IBM coverage spans financial news, sector analysis and corporate actions.
Higher target may boost sentiment.
IBM may see limited impact; modest survey ranking suggests neutral short‑term outlook.
The partnership adds R&D depth but lacks immediate revenue, likely keeping IBM stock flat or under slight pressure.
Divestiture may reduce IBM's exposure to the partnership and could weigh on the stock.
Positive catalyst from a major government contract.
AlphAI scores every news story that mentions IBM with an AI model for sentiment and relevance, and aggregates insider trades from INTERNATIONAL BUSINESS MACHINES CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Analysts updated ratings and price targets for several companies. Notable changes include Crocs upgraded to Overweight with a target of $139, IBM's target raised to $238, Microsoft's target increased to $675, and Morgan Stanley's target cut to $185. Other companies received mixed recommendations and target adjustments.
2 min readMorgan Stanley's CIO survey shows Dell (DELL) leads in 3-year spending plans, with storage, PCs, and servers expected to grow in 2027. Higher equipment prices are driving early purchases, but long-term budget cuts are anticipated. Dell's storage and server revenues surged in Q2, but Morgan Stanley maintains an Equal Weight rating with a $511 price target.
3 min readIBM (NYSE:IBM) shares fell slightly to $230.60 after announcing a research collaboration with Siemens to advance 7-angstrom AI chip technology. The partnership aims to improve chip manufacturing, but no financial commitments or timelines were disclosed. IBM's stock is currently trading 5.22% below its GF Value estimate of $243.31.
2 min readIBM has restructured its partnership with UniCredit and Accenture. The deal, finalized on 30 September, involves IBM selling its stake in Value Transformation Services to Accenture. The collaboration aims to modernize UniCredit's technology and expand its European presence.
2 min readDARPA awarded up to $300M each to IBM, IonQ, Diraq, and Atom Computing for quantum computing hardware testing. The companies use different quantum approaches and aim to build powerful quantum computers by 2033. IBM plans significant investment in quantum computing regardless of the award.
2 min readThe Nasdaq Composite dropped 1.65% to 26,755.24, with the Russell 2000 falling to an RSI of 28.3. Gold and silver declined, while oil rose. RTX secured a $6.3B contract, Lockheed Martin unveiled a new interceptor, Eli Lilly shared trial data, and Alimentation Couche-Tard agreed to acquire retail assets from Irving Oil. IBM advanced in DARPA's Quantum Benchmarking Initiative.
3 min readIBM attributes Q2 weakness to delayed deals, not lost demand. Q3 performance may validate this claim. Key metrics include software growth, consulting revenue, Red Hat, and free cash flow. IBM's stock has fallen 25%.
1 min readIBM's (NYSE:IBM) first-half 2026 operating cash flow rose to $7.77B from $6.07B, driven by financing-receivable movements. Software revenue growth slowed, but segment profit increased. IBM targets $1B more in cash for 2026, requiring a second-half acceleration. Analysts expect 6% adjusted EPS growth. The company's valuation is seen as reasonable if cash targets are met through operational improvements.
2 min readIBM is set to report Q3 2026 earnings on Oct 21, with sales and EPS estimates at $16.84B and $2.87, respectively. The company has a 4.6% average earnings surprise over four quarters. Recent partnerships in AI and cloud infrastructure may boost revenues, but competition and pricing pressures pose challenges. IBM's stock has fallen 17.8% over the past year, trading at a premium P/E of 17.73.
2 min readIBM and Siemens are collaborating on IBM's nanostack transistor architecture, combining their expertise in semiconductors and electronic design. Nanostack, which stacks nanosheet transistors, aims to improve performance and energy efficiency. IBM's shares rose 0.64% in pre-market trading.
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