International Business Machines Corporation (IBM)

US — Technology Sector
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News

IBM and University Researchers Create a Never-Before-Seen Molecule and Prove its Exotic Nature with Quantum Computing
IBM
Published: March 05, 2026 by: PRNewsWire
Sentiment: Neutral

- Published today in Science, the discovery marks the creation and observation of the first molecule with a half-Möbius electronic topology. - It shows how quantum computers can directly contribute to understanding complex molecular behavior.

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image for news IBM and University Researchers Create a Never-Before-Seen Molecule and Prove its Exotic Nature with Quantum Computing
IBM Stock Plunges on AI Threat From Anthropic: Time to Rethink?
IBM
Published: March 02, 2026 by: Zacks Investment Research
Sentiment: Negative

International Business Machines Corporation IBM stock plummeted 20.6% over the past three months, lagging the industry's 12.8% growth due to a sudden development in artificial intelligence (AI) that could threaten its core legacy businesses. The plunge was primarily triggered by an announcement from AI firm Anthropic that its Claude Code tool can modernize legacy COBOL systems — a foundational programming language deeply embedded in IBM's mainframe ecosystem.

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image for news IBM Stock Plunges on AI Threat From Anthropic: Time to Rethink?
Wall Street Roundup: Nvidia Beats And Drops In Edgy Market
AEO, AVGO, BABA, BBY, COIN, CRCL, CRM, GOOG, GOOGL, IBM, M, MSFT, NDAQ, NFLX, NVDA, PSKY, WBD, XYZ, ZM
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Neutral

Nvidia (NVDA) delivered strong earnings and guidance, but high expectations triggered a 'sell the news' reaction and ongoing valuation concerns. AI infrastructure demand remains robust, yet NVDA faces supply challenges and heightened market sensitivity to any potential shortfall.

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image for news Wall Street Roundup: Nvidia Beats And Drops In Edgy Market
Best Dividend Aristocrats For March 2026
ABBV, ABT, ADM, ADP, AFL, ALB, AMCR, AOS, APD, ATO, BDX, BEN, BRO, CAH, CAT, CHD, CHRW, CINF, CL, CLX, CTAS, DOV, ECL, ED, EMR, BF-A, BF-B, ERIE, ES, EXPD, FAST, FDS, FRT, GD, GPC, GWW, HRL, IBM, ITW, JNJ, KMB, KO, KVUE, LIN, LOW, MCD, MDT, MKC, NDSN, NEE, NOBL, NUE, O, PEP, PG, PNR, PPG, ROP, SHW, SJM, SPGI, SPY, SWK, SYY, TGT, TROW, WMT, WST, XOM
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Positive

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) is up 9.39% YTD in 2026, decisively outperforming SPY's 1.08%. Dividend Aristocrats are regaining momentum after a weak 2025, with 55 outpacing SPY and 39 posting double-digit gains this year already. Dividend growth is lagging, with 2026's average increase currently at 3.22%, below last year's trend and potentially signaling headwinds.

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image for news Best Dividend Aristocrats For March 2026
Omnilogy to Attend PowerUp 2026, the Largest IBM i Community Event in the World
IBM
Published: February 26, 2026 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--Omnilogy, a global technology developer focused on the IBM i environment, will be attending PowerUp 2026, sponsored by Common.org. The Omnilogy team will have a table at booth #604 on the show floor, and will be giving a presentation entitled “AI-Driven Observability for IBM i: From Alerts to Predictive Insights” at 3:15 PM on Tuesday, April 28th. “IT Architect Maciej Wielgus and I are honored to present at this year's prestigious PowerUp event,” says i-Rays General M.

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image for news Omnilogy to Attend PowerUp 2026, the Largest IBM i Community Event in the World
Can IBM's New Defense Contract Win Boost Top-Line Growth?
IBM
Published: February 26, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM wins up to $112 million Defense Commissary Agency deal to modernize pricing at 235 military commissaries, boosting digital ops and expanding its defense AI push.

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image for news Can IBM's New Defense Contract Win Boost Top-Line Growth?
IBM no longer a Sell, says UBS as analysts upgrade stock
IBM
Published: February 25, 2026 by: Proactive Investors
Sentiment: Positive

After a sharp selloff that erased more than a fifth of its value this year, International Business Machines Corp (NYSE:IBM) has won a ratings upgrade from UBS, which said the stock's recent decline has made its risk-reward profile more balanced. UBS upgraded IBM to “Neutral” from “Sell” and maintained its 12-month price target of $236, implying roughly 3% upside from the current price of $228.60.

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image for news IBM no longer a Sell, says UBS as analysts upgrade stock
IBM's Steep Drop on AI Fears May Be an Overreaction
IBM
Published: February 25, 2026 by: MarketBeat
Sentiment: Negative

A sudden collision between cutting-edge artificial intelligence (AI) startups and legacy enterprise infrastructure just wiped out billions in shareholder wealth. On Feb. 23, 2026, International Business Machines NYSE: IBM suffered its steepest single-day decline since the year 2000.

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image for news IBM's Steep Drop on AI Fears May Be an Overreaction
IBM Bounces Back After Upgrade, Defense Contract
IBM
Published: February 25, 2026 by: Schaeffers Research
Sentiment: Positive

Tech hardware icon IBM Common Stock (NYSE:IBM) is trading 1.6% higher at $233.02 this morning, after an upgrade out of UBS to "neutral" from "sell" and a price target set at $236.

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image for news IBM Bounces Back After Upgrade, Defense Contract
IBM selloff overdone and represents a buying opportunity, says Wedbush
IBM
Published: February 24, 2026 by: Proactive Investors
Sentiment: Positive

Wedbush analysts say the recent selloff of International Business Machines Corp (NYSE:IBM) shares is overdone and presents a buying opportunity, arguing that fears around AI-driven disruption to the company's legacy business are being misinterpreted. IBM stock fell 13% on Monday, its largest drop in more than 25 years, compared with about a 1% decline for the S&P 500.

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image for news IBM selloff overdone and represents a buying opportunity, says Wedbush
IBM's stock bounces. Analysts say the company won't be so easily dismantled by AI.
IBM
Published: February 24, 2026 by: Market Watch
Sentiment: Positive

On the heels of IBM's sharpest daily decline in a quarter-century, analysts cheered the resilience of the company's mainframe business.

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image for news IBM's stock bounces. Analysts say the company won't be so easily dismantled by AI.
IBM Stock Rebounds After Anthropic Claude Code Sell-Off
IBM
Published: February 24, 2026 by: Benzinga
Sentiment: Positive

The sell-off followed a blog post from Anthropic touting its Claude Code AI assistant as a way to modernize massive codebases written in COBOL, the decades-old programming language that still powers much of global banking and government infrastructure.

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image for news IBM Stock Rebounds After Anthropic Claude Code Sell-Off
IBM: Why Anthropic's AI Threat Is Overblown, Upgrading To Buy
IBM
Published: February 24, 2026 by: Seeking Alpha
Sentiment: Positive

International Business Machines Corporation is now rated a Buy as the recent AI-driven selloff has created a compelling valuation opportunity. Despite AI disruption fears, IBM's Software and Infrastructure segments showed strong Q4 growth, with free cash flow up 9% YoY to $19.7 billion. Forward EPS is projected to grow over 7% in FY 2026, and IBM stock appears 15-20% undervalued with a technical support zone near $200.

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image for news IBM: Why Anthropic's AI Threat Is Overblown, Upgrading To Buy
International Business Machines Corporation (IBM) is Attracting Investor Attention: Here is What You Should Know
IBM
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM (IBM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news International Business Machines Corporation (IBM) is Attracting Investor Attention: Here is What You Should Know
IBM Stock: Should You Buy The Dip?
IBM
Published: February 24, 2026 by: Forbes
Sentiment: Negative

IBM stock has dropped by 28.6% in under a month, going from $312.95 on 2nd Feb, 2026 to $223.35 currently. The sharp decline was primarily triggered by a disappointing quarterly earnings report that highlighted slowing growth in its hybrid cloud and AI consulting segments, missing analyst expectations.

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image for news IBM Stock: Should You Buy The Dip?
IBM is the latest AI casualty. Shares are tanking 11% on Anthropic programming language threat
IBM
Published: February 23, 2026 by: CNBC
Sentiment: Negative

COBOL is a computer language used for business data processing and IBM is a leader in that area.

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image for news IBM is the latest AI casualty. Shares are tanking 11% on Anthropic programming language threat
My 5 Favorite Dividend Stocks to Buy Right Now
IBM, O, PEP, PFE, VZ
Published: February 22, 2026 by: The Motley Fool
Sentiment: Positive

It may be the right time for investors to start playing a little less offense and a little more defense. The best defensive names, however, are shares of businesses that continue to generate cash flow regardless of the economic environment.

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image for news My 5 Favorite Dividend Stocks to Buy Right Now
IBM vs. Intel: Which AI-Focused Stock is the Better Buy Today?
IBM, INTC
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM edges out Intel with stronger estimates, cheaper valuation and hybrid cloud-AI momentum despite fierce competition and margin pressure.

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image for news IBM vs. Intel: Which AI-Focused Stock is the Better Buy Today?
International Business Machines Corporation (IBM) Is a Trending Stock: Facts to Know Before Betting on It
IBM
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching IBM (IBM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news International Business Machines Corporation (IBM) Is a Trending Stock: Facts to Know Before Betting on It
Datavault AI Death Cross Collides With IBM, Super Bowl Boost
DVLT, IBM
Published: February 12, 2026 by: Benzinga
Sentiment: Negative

Datavault AI Inc (NASDAQ: DVLT) just triggered a bearish technical signal — at the exact moment its business momentum is accelerating. The AI infrastructure company recently flashed a Death Cross — typically viewed as a warning of sustained downside pressure.

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image for news Datavault AI Death Cross Collides With IBM, Super Bowl Boost
3 Dividend Aristocrat Stocks To Buy for Reliable Income In 2026
IBM, O, WMT
Published: February 12, 2026 by: 24/7 Wall Street
Sentiment: Positive

Dividend aristocrats tend to be some of the most reliable stocks. These companies have raised dividends for at least 25 consecutive years, showing steady long-term growth and strong financial discipline.

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image for news 3 Dividend Aristocrat Stocks To Buy for Reliable Income In 2026
Can Criminal IP Integration Boost IBM's QRadar Growth Prospects?
IBM
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM integrates QRadar SIEM and SOAR with Criminal IP, adding IP-based threat intelligence to speed detection, automate response and boost SOC efficiency.

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image for news Can Criminal IP Integration Boost IBM's QRadar Growth Prospects?
Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
ANET, GOOG, GOOGL, IBM, MSFT
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

Cloud computing stocks like GOOGL, MSFT, IBM and ANET are indispensable for any investment portfolio.

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image for news Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
Quantum Computing 2026 Outlook: 2 Stocks for Long-Term Upside
IBM, IONQ
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Positive

IONQ stands out as quantum growth cools in 2026, with revenues scaling more slowly after 2024-2025 surges amid geopolitical and macro headwinds.

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image for news Quantum Computing 2026 Outlook: 2 Stocks for Long-Term Upside
How Low Can IBM Stock Go?
IBM
Published: February 04, 2026 by: Forbes
Sentiment: Negative

IBM (IBM) stock has decreased by 6.5% in one day. The recent decline highlights renewed worries about its high valuation and the software industry's AI disruption; however, significant drops like this often prompt a more challenging question: is this weakness temporary or indicative of more fundamental issues?

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image for news How Low Can IBM Stock Go?
Should IBM Stock Be Part of Your Portfolio Post Solid Q4 Earnings?
IBM
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM posted strong Q4 2025 beats as software, hybrid cloud and watsonx AI drove growth, but competition and costs keep the outlook balanced.

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image for news Should IBM Stock Be Part of Your Portfolio Post Solid Q4 Earnings?
ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat
IBM
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

IBM shares jump after a Q4 earnings beat and upbeat outlook, prompting ETF investors to eye funds with heavy exposure to the tech giant.

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image for news ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat
Can IBM's Lucrative Federal Contracts Boost Its Future Growth?
IBM
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

International Business Machines lands UK defence deal to unify 17 legacy systems into an AI-driven platform, boosting efficiency and long-term savings.

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image for news Can IBM's Lucrative Federal Contracts Boost Its Future Growth?
Unlocking IBM (IBM) International Revenues: Trends, Surprises, and Prospects
IBM
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Evaluate IBM's (IBM) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

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image for news Unlocking IBM (IBM) International Revenues: Trends, Surprises, and Prospects
Investors Heavily Search International Business Machines Corporation (IBM): Here is What You Need to Know
IBM
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching IBM (IBM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Investors Heavily Search International Business Machines Corporation (IBM): Here is What You Need to Know

About International Business Machines Corporation (IBM)

  • IPO Date 1915-09-24
  • Website https://www.ibm.com
  • Industry Information Technology Services
  • CEO Arvind Krishna
  • Employees 270300

International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for business automation, AIOps and management, integration, and application servers; data and artificial intelligence solutions; and security software and services for threat, data, and identity. This segment also provides transaction processing software that supports clients' mission-critical and on-premise workloads in banking, airlines, and retail industries. The Consulting segment offers business transformation services, including strategy, business process design and operations, data and analytics, and system integration services; technology consulting services; and application and cloud platform services. The Infrastructure segment provides on-premises and cloud-based server and storage solutions for its clients' mission-critical and regulated workloads; and support services and solutions for hybrid cloud infrastructure, as well as remanufacturing and remarketing services for used equipment. The Financing segment offers lease, installment payment, loan financing, and short-term working capital financing services. The company was formerly known as Computing-Tabulating-Recording Co. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.