INTERNATIONAL BUSINESS MACHINES CORP
IBM provides hybrid cloud and artificial intelligence technology, software, consulting services and infrastructure to help business clients transform operations, modernize applications and manage critical workflows. Its business segments are Software, Consulting, Infrastructure and Financing. Software includes hybrid cloud and AI platforms; Consulting combines strategy, design, technology and operations expertise; Infrastructure offers on-premises and cloud-based server and storage solutions, along with related life-cycle services. Financing provides client and commercial financing to facilitate clients’ acquisition of IBM hardware, software and services. IBM makes money by selling software and infrastructure products and services, providing consulting and life-cycle services, and offering financing. It is headquartered in Armonk, New York.
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See all $IBM insider activity →IBM's software revenue grew 9% in fiscal Q3 2026, according to management, with most of the growth attributed to new business. However, the company expects transaction processing software growth to moderate. Red Hat, another software segment, showed steady growth of 11%. IBM's stock declined 16.5% over the year to November 3, 2026, while the S&P 500 gained 11.9%.
Yonsei University launched a quantum computer with IBM's newest processor, Quantum Nighthawk, to speed up drug discovery. The system, with 458 qubits, aims to reduce drug development time by 50-75% using quantum computing and AI. Yonsei plans to collaborate with industry and research institutions, including RIKEN and the University of Cambridge, for broader scientific challenges.
Analysts raised IBM's 12-month price target from $256.6 to $258.68, implying 3% upside. 26 analysts cover the stock, with 11 Buys, 12 Holds, and 3 Sells. The estimates range from $174 to $300 per share.
Over the past 7 days, AlphAI's AI scored 32 news stories mentioning IBM (INTERNATIONAL BUSINESS MACHINES CORP). Coverage has skewed bullish: 12 bullish, 17 neutral, and 3 bearish.
Recent IBM coverage spans technology, financial news and earnings.
Software growth may slow, putting pressure on IBM's stock.
The installation showcases IBM's quantum hardware progress but is unlikely to drive immediate large price moves.
Modest upside as the market incorporates the higher target.
The partnership extension is a branding win but lacks disclosed financial terms, likely resulting in limited immediate price movement.
ESG‑focused investors may view IBM more favorably, creating modest buying pressure.
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.
IBM's software revenue grew 9% in fiscal Q3 2026, according to management, with most of the growth attributed to new business. However, the company expects transaction processing software growth to moderate. Red Hat, another software segment, showed steady growth of 11%. IBM's stock declined 16.5% over the year to November 3, 2026, while the S&P 500 gained 11.9%.
1 min readYonsei University launched a quantum computer with IBM's newest processor, Quantum Nighthawk, to speed up drug discovery. The system, with 458 qubits, aims to reduce drug development time by 50-75% using quantum computing and AI. Yonsei plans to collaborate with industry and research institutions, including RIKEN and the University of Cambridge, for broader scientific challenges.
2 min readAnalysts raised IBM's 12-month price target from $256.6 to $258.68, implying 3% upside. 26 analysts cover the stock, with 11 Buys, 12 Holds, and 3 Sells. The estimates range from $174 to $300 per share.
1 min readIBM and the USTA extended their partnership, making IBM the Official AI and Cloud Partner for the US Open through 2031. IBM's technology facilitated 270 million interactions during the 2026 tournament, using hybrid cloud and AI solutions. The USTA reported 1.2 million attendees and 3.9 billion social media interactions. IBM aims to showcase its tech capabilities, not short-term revenue gains.
2 min readIBM, a global hybrid cloud and AI provider, integrates sustainability into its strategy. It uses AI and energy-efficient systems to reduce energy consumption and has met its 2025 greenhouse gas reduction target early. IBM also offers ESG management solutions to help businesses transition to greener operations.
1 min readIBM shares fell 2.06% to $252.51 on Monday, marking the second straight day of declines. Despite the loss, the stock outperformed its competitors. The Dow Jones rose 0.41%, while the S&P 500 fell 0.51%.
1 min readIBM is developing Z Atlas, an AI-powered tool to simplify mainframe modernization by mapping and analyzing z/OS environments. According to IBM, this will reduce manual tasks and unplanned outages. IBM aims to combat competitors offering mainframe migration to cloud platforms. Gartner warns against poor migration decisions, predicting a decline in the mainframe exit market. IBM's CFO highlighted AI-driven growth and cost advantages of mainframe platforms.
2 min readIBM reported revenue and adjusted earnings per share exceeding analyst estimates, driven by software growth and an increased full-year free cash flow forecast. However, gross margins fell short, causing a decline in after-hours trading. The software segment's resurgence is crucial for IBM's strategy, despite competition and uncertainties around gross margins and enterprise spending trends.
2 min readIBM, IonQ, D-Wave, Microsoft, and Amazon urged Congress to pass the National Quantum Initiative Reauthorization Act by 2026, seeking more federal funding for quantum research. IBM launched Quantum Safe software to protect against future quantum cyber threats, testing 47M lines of code. BTQ Technologies expanded its quantum emulator to 35,000 developers. Equal1 hired a semiconductor veteran to scale quantum computer production.
3 min readIBM reported Q3 2026 results, with Infrastructure group sales up 4.2% YoY to $3.71B. Power Systems hardware revenue grew 34.5% to $418M, on track for $2.15B annual sales. Storage revenue also saw record growth. IBM's total revenue rose 4.73% to $17.1B, with net income up 25.6% to $2.19B.
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