Why Isn't IBM's Stock Bouncing Back After Strong Earnings Results?

IBM reported strong Q3 2026 earnings with 5% revenue growth and raised its free cash flow outlook, but the stock failed to bounce back significantly. While software revenue grew 9%, roughly half came from the Confluent acquisition, indicating organic growth of around 4%. Management's guidance suggests slower growth ahead, with mainframe hardware sales falling 20% and transaction processing expected to be flat for the year. Despite challenges, the analyst remains bullish on IBM's long-term prospects in enterprise AI and quantum computing, citing its established customer base and reliable dividend.

10/22/2026, 1:57 PM • The Motley Fool

Breakfast News: Tesla’s Slow Wheels, Fast Dreams

Tesla's stock dipped despite beating earnings, as the market focuses on its pivot to AI and robotics rather than EV sales. Meta surged on AI assistant success with 26% revenue growth, while IBM stabilized mainframe demand. The broader AI sector faces headwinds with chip stocks down 15% in three weeks. Corning targets $355 per share on strong data center demand, and three companies report earnings today.

10/22/2026, 7:30 AM • The Motley Fool

McDonald's Is 29% Below Its 52-Week High and Yields 3.2%. Is This the Best Entry Point in Years?

McDonald's stock has declined 20.6% in 2026, trading 29% below its 52-week high, making it one of the worst Dow performers. However, the company's 3.2% dividend yield, 50-year consecutive dividend increase streak (Dividend King status), and new NEXT strategic plan focusing on AI, store revamps, and menu simplification may present a buying opportunity for patient investors seeking inflation-hedging dividend growth.

10/22/2026, 6:02 AM • The Motley Fool

Big Blue's Wild Wednesday Ride: IBM Crushes Q3 Earnings, So Why Did the Stock Tank Mid-Call?

IBM beat Q3 earnings expectations with $17.1B revenue and $2.95 EPS, initially surging 7.3% in after-hours trading. However, the stock reversed sharply during the earnings call when CEO Arvind Krishna warned that corporate customers are concerned about uncontrolled AI spending with unclear returns, causing a 4.6% after-hours decline and triggering broader AI sector selloff.

10/22/2026, 2:37 AM • The Motley Fool

IBM: 3 Key Takeaways for Long-Term Investors

IBM reported Q3 2026 earnings with 6% revenue growth led by 9% software expansion. Transaction processing grew 10%, validating mainframe demand. The company's Lightwell security tool built a $700 million pipeline. Structural cost discipline drove free cash flow to $8 billion through nine months, up $600 million year-over-year. Management raised full-year free cash flow growth expectations to over $1 billion.

10/21/2026, 9:38 PM • The Motley Fool

Breakfast News: A $5.7 Billion Flex or Genius?

Salesforce acquires Braze for $5.7 billion to strengthen its marketing capabilities, with Braze stock jumping 50%. Netflix faces growth challenges with slowing revenue and weak ad performance. SpaceX beats expectations with 161% revenue growth, while Intuitive Surgical falls despite beating estimates due to cooling U.S. procedure growth. Tesla, Meta, and IBM report earnings with major capital spending decisions in focus. EQT continues steady cash flow growth as a natural gas producer.

10/21/2026, 7:30 AM • The Motley Fool

Why Dell Technologies Stock Took a Dive Last Week

Dell Technologies stock plummeted 22.9% following a Barclays downgrade that questioned the pace of enterprise AI adoption. Analysts argued that recent server revenue growth stems primarily from memory component cost inflation rather than fundamental AI demand, with hardware representing only about a quarter of corporate AI budgets. The sell-off reflects investor concerns about whether massive AI infrastructure investments will materialize into sustained corporate purchases.

10/18/2026, 9:36 AM • The Motley Fool

Quantum Computing Is Still Years Away. These 6 Stocks Show Who Is Closest to Real Revenue.

Quantum computing companies remain years away from profitability, with most relying on stock sales rather than customer revenue. IBM has the financial capacity to wait until 2028-2029, IonQ shows real revenue growth but heavy cash burn and dilution, while D-Wave and Rigetti have promising bookings but minimal revenue. Alphabet and Nvidia are positioned as bystanders rather than quantum revenue stories.

10/16/2026, 9:19 AM • The Motley Fool

Could Investing $5,000 in D-Wave Quantum Stock Today Make You a Millionaire?

D-Wave Quantum has surged over 1,000% in two years, but the article cautions that much of this rally is driven by hype rather than operational results. While the company shows strong booking growth (1,120% YoY), revenue remains flat at $3.1M and operating losses doubled to $53.3M. With a P/S ratio of 362, the stock is priced for perfection, and analysts suggest waiting for a lower entry point despite the transformational potential of quantum computing technology.

10/15/2026, 11:55 AM • The Motley Fool

Here's What a $10,000 Investment in IonQ Could Be Worth by October 2027

IonQ, a pure-play quantum computing company, has seen its stock drop 57% over the past 12 months despite strong revenue growth of 287% year-over-year. While analysts are optimistic with a median price target of $65 (potentially turning $10,000 into $18,146), the company remains unprofitable with rapidly growing losses. The article suggests IonQ could benefit from mainstream quantum computing adoption but recommends only small, speculative positions due to high volatility and the technology's early stage.

10/15/2026, 7:20 AM • The Motley Fool

Here's Why IBM Is a Buy After a 25% Crash (and Why It Isn't)

IBM experienced a significant stock price decline, with the company attributing Q2 weakness to delayed deals rather than lost demand. Q3 results will be critical in determining whether the sell-off represents a temporary reset or signals deeper business challenges. Key metrics to watch include software growth, consulting revenue, Red Hat performance, and free cash flow.

10/14/2026, 12:30 PM • The Motley Fool

Arista Networks vs. International Business Machines: Which Technology Stock Is a Better Buy in 2026?

Arista Networks and IBM represent different investment approaches: Arista offers high growth (38% recent revenue growth) and superior profitability (43% operating margin) with zero debt, but faces customer concentration risk; IBM provides diversified revenue streams across software, consulting, and cloud services with a lower valuation (18x P/E vs. 53x), though it carries higher debt (2.1x debt-to-equity). The author favors Arista for growth-oriented investors, while value investors may prefer IBM.

10/13/2026, 12:15 PM • The Motley Fool

DARPA Just Revealed the 2 Best Quantum Computing Stocks to Buy Now

IonQ and IBM have advanced to Stage C of DARPA's Quantum Benchmarking Initiative, which provides up to $300 million in funding to develop commercially viable fault-tolerant quantum computers by 2033. IonQ leads in accuracy with 99.99% 2-qubit gate fidelity and recent quantum error-correction breakthroughs, while IBM pursues a faster superconducting qubit approach with ambitious plans for a fault-tolerant system by 2029.

10/13/2026, 5:22 AM • The Motley Fool

Should You Buy These 4 Quantum Computing Stocks Before 2027?

The article examines four quantum computing stocks—IonQ, Rigetti Computing, D-Wave Quantum, and IBM—ahead of the potential $100 billion market by 2035. While all four companies have sufficient cash reserves to continue operations, the pure-play quantum stocks (IonQ, Rigetti, D-Wave) remain unprofitable with extremely high price-to-sales ratios and uncertain paths to commercialization. IBM, as a diversified tech company with quantum computing initiatives, offers a lower-risk alternative but has underperformed the market recently.

10/08/2026, 11:21 AM • The Motley Fool

3 Dividend Stocks Down Between 23% and 30% to Buy Right Now and Hold for a Decade

Three dividend-paying stocks—Pool Corp., IBM, and McDonald's—are down 23-30% this year but present buying opportunities for long-term investors. Pool Corp. faces headwinds from high mortgage rates affecting pool installations but benefits from maintenance services and digital growth. IBM was hurt by delayed deals and memory/storage industry challenges but maintains a strong 3% dividend yield. McDonald's struggles with sluggish comparable-store sales but is investing $8.5 billion in AI-powered restaurant upgrades and digital initiatives.

10/08/2026, 4:05 AM • The Motley Fool