IBM

International Business Machines Corporation (IBM) | Rumor.io

International Business Machines

IBM

Attention (50-day avg)0.03%

Attention rank (50-day avg)#231

Bullish sentiment (50-day avg)57%

Price to earnings ratio19.6

Market capitalization207.9B

Earnings per share11.3

Dividend yield (TTM)3.06%

Revenue (annual)67.5B

Net income (annual)10.6B

Social

What share of all stock conversation is about IBM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0.01% -0.01	0.02% -0.02	0.23% +0.17

Sep 29

IBM committed over $10B to quantum computing this year, with $IONQ raising over $4B for commercial quantum computers.
IBM's automation and AI capabilities are transforming product cycles, with a client's brief being written by an AI and product teams running LLM pipelines.
IBM's quantum computing progress has been operationalized, with the company and Anderon LLC reporting production of quantum wafers, supporting IBM's broader quantum roadmap.

Generated by AI

Sentiment

Of the messages about IBM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	45.45% +24.76	71.64% -15.52	67.26% +19.35	28.83% -53.56
Bearish	54.55% -24.76	28.36% +15.52	32.74% -19.35	71.17% +53.56

Bullish· Sep 24

$IBM has a strong history of R&D, including writing foundational papers on quantum hardware, which could lead to fault tolerance and be a huge catalyst for growth.
The company is poised to grow quantum and mainframe sales, which are core revenue streams, and is participating in the AI trend, making it an attractive investment opportunity.
$IBM's revenue is driven by software, which accounts for nearly 45% of revenue, and about 80% of it is recurring subscription and consumption sales from products like Red Hat, HashiCorp, and Confluent.

Bearish· Sep 18

$IBM's CEO is seen unfavorably by market participants, with some calling for a change in leadership.
$IBM's price has been in free fall, with some investors expressing confusion and frustration over the decline.
$IBM's recent rally has stalled, and the stock's performance is seen as no longer good by some market observers.

Generated by AI

Topics

Of the messages about IBM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	0%	4.21%	26.82%	30.54%
Technical Analysis	0%	62.11%	22.08%	5.36%
Announcements	50%	28.42%	24.7%	2.21%
Macro	0%	4.21%	25.46%	54.33%
Earnings	50%	1.05%	0.04%	7.54%
Controversies	0%	0%	0.91%	0.03%

Earnings· Jul 23

The stock price of IBM crashed 25% after the company pre-announced a Q2 2026 earnings miss 8 days early, with revenue of $17.2B missing estimates of $17.9B, and adjusted EPS of $2.93 missing the $3.01 consensus.
IBM's free cash flow outlook for FY26 was maintained at $15.5B, despite the company cutting its FY26 revenue growth guidance to 4-5% from a prior forecast of more than 5%.
Management attributed the software weakness to a timing issue rather than broad demand deterioration, with the Software segment showing a 5% revenue increase, driven by 11% growth in Hybrid Cloud (Red Hat) and 19% growth in Data.

Analysts· Jul 23

IBM's Q2 2026 earnings report triggered a 25% single-day crash, its worst day on record, with $60B of market value wiped out, and management cut FY26 revenue growth guidance to 4-5%.
Analysts polled by FactSet give IBM an average rating of overweight and a mean price target of $257.86, while Evercore ISI reiterates IBM at Outperform with a price target of $250.
IBM's software segment, led by Red Hat, held up in Q2 2026, with a 5% increase, while consulting and mainframe sales declined, with the mainframe collapsing 42% due to a global memory-chip shortage.

Announcements· Jul 14

IBM has announced the world's first sub-1 nanometer chip technology, built with a revolutionary "nanostack" 3D chip architecture, which is expected to propel the semiconductor industry forward for the next decade.
IBM's new chip technology is a major breakthrough, featuring a transistor architecture at the 0.7 nm, or 7 angstrom node, marking a landmark moment for an industry facing the physical limits of traditional chip scaling.
The introduction of IBM's sub-1 nanometer chip technology is significant, as it is part of the company's AI push, with the chip being the size of a fingernail, and is expected to have a major impact on the industry.

Controversies· Nov 18

IBM executive involved in controversy over her behavior.
Apple, Lionsgate, and IBM pause ads on X amid antisemitism controversy.
IBM joins Apple and Lionsgate in pausing ads on X due to antisemitism concerns.

Macro· Jul 23

IBM's stock price crashed 25% after the company pre-announced a Q2 2026 earnings miss, its worst day on record, and largest single-day decline since 1968.
The crash was attributed to a combination of factors, including the decimation of sales and technical staff, the failure to acquire another company to drive growth, and the collapse of the IBM Z mainframe due to a global memory-chip shortage.
Despite the crash, IBM's dividend yield remains attractive at 3.29%, and the company's high-quality dividend profile, with a payout ratio of 40.32% and a P/E ratio of 19.26, makes it a good value stock like JNJ, PG, KO, and O.

Technical Analysis· Jul 23

$IBM's potential drop to $195 could lead to an overshoot, with a wait of at least 3 days after earnings before taking it back up.
The stock's closing green on a red market day is a positive signal, and if it drops below $200 again, it may be a buying opportunity.
$IBM's guidance cut could be a reason for the stock to go under $200 per share, with the current buying zone at $190.

Generated by AI

Community

Of the messages about IBM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	19.23%	36.71%	49.15%	15.57%
Newcomers	80.77%	63.29%	50.85%	84.43%

Regulars· Sep 25

The regulars are focused on the relative performance of IBM compared to expectations, with some noting the company's ability to survive despite failing to meet expectations.
The stock price of IBM has been affected by its inability to hold gap support, with one participant noting a potential weekly bearish engulf.
The dividend yield of IBM is attractive, with one participant highlighting a 3% yield, and another participant noting that the company's valuation is underpriced compared to peers like AMD.

Newcomers· Sep 26

New investors are taking a bullish stance on IBM, with some even considering buying stock.
Quantum computing advancements, such as a 63x reduction in error-correction overhead, are being highlighted as a key reason to invest in IBM.
Some newcomers are taking a contrarian view, suggesting that IBM's past failures make it a good opportunity to buy, despite recent losses.

Generated by AI

Twelve months after a bold quantum computing call promised four-figure returns, the scorecard arrived with a twist: the pick lost money, yet still outperformed every pure-play rival in the sector. Here is what that split verdict reveals about the trade.

20h agoYahoo Finance

IBM Stock: Growth Story Never Existed (NYSE:IBM)

IBM stock looks unattractive as AI growth expectations fade and quantum is years away. Read here for a detailed investment analysis.

22h agoSeeking Alpha

CEO Gap Stalls AI Adoption As IBM Finds Only 25% Of Workers Use It

23h agoForbes

IBM: A Rough Quarter, But The Fundamentals Tell A Different Story (NYSE:IBM)

International Business Machines shares have declined 16% since mid-June, underperforming the benchmark by a wide margin. See why IBM stock is a Buy.

1d agoseekingalpha.com

IBM is Building a Bigger Software Business. Can Its Balance Sheet Keep Up?

On September 24, International Business Machines Corporation (NYSE:IBM) announced two key capabilities designed to strengthen its digital asset infrastructure for tier-one financial institutions, governments, and regulated entities. In a new beta rollout, IBM Digital Asset Haven clients can connect to SWIFT’s blockchain-based shared ledger, linking into a cooperative network of over 12,500 financial institutions across […]

1d agoYahoo Finance

IBM Stocks Fall Over 2% While Agent Identity Becomes Infrastructure

1d agoYahoo Finance

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Investors talking about IBM also mention

#	Name	Attention
1	Cisco Systems, Inc.CSCO	0.02%-0.02
2	Oracle CorporationORCL	0.7%-0.09
3	VMW - VMware, Inc.	——
4	The Procter & Gamble CompanyPG	0.01%+0.01
5	QUALCOMM IncorporatedQCOM	0.11%+0.03
6	Kyndryl Holdings Inc.KD	0%new
7	HP Inc.HPQ	0%-0.01
8	SAP SE Sponsored ADRSAP	0%new
9	salesforce.com IncCRM	0.01%-0.02
10	American Express CoAXP	0.17%+0.16

International Business Machines Corporation

Technology
Information Technology Services

International Business Machines Corporation is a global technology company that provides software, consulting, infrastructure, and financing solutions for enterprises. IBM focuses on hybrid cloud, artificial intelligence, automation, cybersecurity, and data platforms that help organizations modernize operations and manage complex digital environments. Its software and consulting offerings support business transformation across industries such as banking, healthcare, government, telecommunications, and manufacturing. IBM also supplies enterprise infrastructure, including servers, storage, and systems designed for mission-critical workloads, along with services that integrate technology strategy, implementation, and ongoing management. The company serves clients across the Americas, Europe, the Middle East, Africa, and Asia Pacific, making it a major provider of business technology services in global markets. Founded in 1911 and headquartered in Armonk, New York, International Business Machines Corporation remains a significant name in enterprise computing and digital transformation.

Website

Location

One New Orchard Road

Armonk, NY, 10504

United States

Social

What share of all stock conversation is about IBM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.01	0.01% -0.01	0.02% -0.02	0.23% +0.17

Sep 29

IBM committed over $10B to quantum computing this year, with $IONQ raising over $4B for commercial quantum computers.
IBM's automation and AI capabilities are transforming product cycles, with a client's brief being written by an AI and product teams running LLM pipelines.
IBM's quantum computing progress has been operationalized, with the company and Anderon LLC reporting production of quantum wafers, supporting IBM's broader quantum roadmap.

Generated by AI

Sentiment

Of the messages about IBM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	45.45% +24.76	71.64% -15.52	67.26% +19.35	28.83% -53.56
Bearish	54.55% -24.76	28.36% +15.52	32.74% -19.35	71.17% +53.56

Bullish· Sep 24

$IBM has a strong history of R&D, including writing foundational papers on quantum hardware, which could lead to fault tolerance and be a huge catalyst for growth.
The company is poised to grow quantum and mainframe sales, which are core revenue streams, and is participating in the AI trend, making it an attractive investment opportunity.
$IBM's revenue is driven by software, which accounts for nearly 45% of revenue, and about 80% of it is recurring subscription and consumption sales from products like Red Hat, HashiCorp, and Confluent.

Bearish· Sep 18

$IBM's CEO is seen unfavorably by market participants, with some calling for a change in leadership.
$IBM's price has been in free fall, with some investors expressing confusion and frustration over the decline.
$IBM's recent rally has stalled, and the stock's performance is seen as no longer good by some market observers.

Generated by AI

Topics

Of the messages about IBM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	0%	4.21%	26.82%	30.54%
Technical Analysis	0%	62.11%	22.08%	5.36%
Announcements	50%	28.42%	24.7%	2.21%
Macro	0%	4.21%	25.46%	54.33%
Earnings	50%	1.05%	0.04%	7.54%
Controversies	0%	0%	0.91%	0.03%

Earnings· Jul 23

The stock price of IBM crashed 25% after the company pre-announced a Q2 2026 earnings miss 8 days early, with revenue of $17.2B missing estimates of $17.9B, and adjusted EPS of $2.93 missing the $3.01 consensus.
IBM's free cash flow outlook for FY26 was maintained at $15.5B, despite the company cutting its FY26 revenue growth guidance to 4-5% from a prior forecast of more than 5%.
Management attributed the software weakness to a timing issue rather than broad demand deterioration, with the Software segment showing a 5% revenue increase, driven by 11% growth in Hybrid Cloud (Red Hat) and 19% growth in Data.

Analysts· Jul 23

IBM's Q2 2026 earnings report triggered a 25% single-day crash, its worst day on record, with $60B of market value wiped out, and management cut FY26 revenue growth guidance to 4-5%.
Analysts polled by FactSet give IBM an average rating of overweight and a mean price target of $257.86, while Evercore ISI reiterates IBM at Outperform with a price target of $250.
IBM's software segment, led by Red Hat, held up in Q2 2026, with a 5% increase, while consulting and mainframe sales declined, with the mainframe collapsing 42% due to a global memory-chip shortage.

Announcements· Jul 14

IBM has announced the world's first sub-1 nanometer chip technology, built with a revolutionary "nanostack" 3D chip architecture, which is expected to propel the semiconductor industry forward for the next decade.
IBM's new chip technology is a major breakthrough, featuring a transistor architecture at the 0.7 nm, or 7 angstrom node, marking a landmark moment for an industry facing the physical limits of traditional chip scaling.
The introduction of IBM's sub-1 nanometer chip technology is significant, as it is part of the company's AI push, with the chip being the size of a fingernail, and is expected to have a major impact on the industry.

Controversies· Nov 18

IBM executive involved in controversy over her behavior.
Apple, Lionsgate, and IBM pause ads on X amid antisemitism controversy.
IBM joins Apple and Lionsgate in pausing ads on X due to antisemitism concerns.

Macro· Jul 23

IBM's stock price crashed 25% after the company pre-announced a Q2 2026 earnings miss, its worst day on record, and largest single-day decline since 1968.
The crash was attributed to a combination of factors, including the decimation of sales and technical staff, the failure to acquire another company to drive growth, and the collapse of the IBM Z mainframe due to a global memory-chip shortage.
Despite the crash, IBM's dividend yield remains attractive at 3.29%, and the company's high-quality dividend profile, with a payout ratio of 40.32% and a P/E ratio of 19.26, makes it a good value stock like JNJ, PG, KO, and O.

Technical Analysis· Jul 23

$IBM's potential drop to $195 could lead to an overshoot, with a wait of at least 3 days after earnings before taking it back up.
The stock's closing green on a red market day is a positive signal, and if it drops below $200 again, it may be a buying opportunity.
$IBM's guidance cut could be a reason for the stock to go under $200 per share, with the current buying zone at $190.

Generated by AI

Community

Of the messages about IBM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	19.23%	36.71%	49.15%	15.57%
Newcomers	80.77%	63.29%	50.85%	84.43%

Regulars· Sep 25

The regulars are focused on the relative performance of IBM compared to expectations, with some noting the company's ability to survive despite failing to meet expectations.
The stock price of IBM has been affected by its inability to hold gap support, with one participant noting a potential weekly bearish engulf.
The dividend yield of IBM is attractive, with one participant highlighting a 3% yield, and another participant noting that the company's valuation is underpriced compared to peers like AMD.

Newcomers· Sep 26

New investors are taking a bullish stance on IBM, with some even considering buying stock.
Quantum computing advancements, such as a 63x reduction in error-correction overhead, are being highlighted as a key reason to invest in IBM.
Some newcomers are taking a contrarian view, suggesting that IBM's past failures make it a good opportunity to buy, despite recent losses.

Generated by AI

International Business Machines

Social

Sep 29

Bullish· Sep 24

Bearish· Sep 18

Earnings· Jul 23

Analysts· Jul 23

Announcements· Jul 14

Controversies· Nov 18

Macro· Jul 23

Technical Analysis· Jul 23

Regulars· Sep 25

Newcomers· Sep 26

A Year Ago, We Called IBM the Next Nvidia. It Lost Money but Still Beat Every Quantum Startup.

IBM Stock: Growth Story Never Existed (NYSE:IBM)

CEO Gap Stalls AI Adoption As IBM Finds Only 25% Of Workers Use It

IBM: A Rough Quarter, But The Fundamentals Tell A Different Story (NYSE:IBM)

IBM is Building a Bigger Software Business. Can Its Balance Sheet Keep Up?

IBM Stocks Fall Over 2% While Agent Identity Becomes Infrastructure

Also Discussed

International Business Machines Corporation

Company Information

Location

A Year Ago, We Called IBM the Next Nvidia. It Lost Money but Still Beat Every Quantum Startup.

IBM Stock: Growth Story Never Existed (NYSE:IBM)

CEO Gap Stalls AI Adoption As IBM Finds Only 25% Of Workers Use It

IBM: A Rough Quarter, But The Fundamentals Tell A Different Story (NYSE:IBM)

IBM is Building a Bigger Software Business. Can Its Balance Sheet Keep Up?

IBM Stocks Fall Over 2% While Agent Identity Becomes Infrastructure

Also Discussed

Social

Sep 29

Bullish· Sep 24

Bearish· Sep 18

Earnings· Jul 23

Analysts· Jul 23

Announcements· Jul 14

Controversies· Nov 18

Macro· Jul 23

Technical Analysis· Jul 23

Regulars· Sep 25

Newcomers· Sep 26