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- $231.1BMarket Cap
- -19.92%1-Year Change
- Information Technology ServicesIndustry
IBM (IBM)
Key Performance
More- Earnings Score: 56
- Momentum Score: 33
- True Yield: N/A
- Financial Health Score: 76
Latest Research & News
Not IonQ. Not D-Wave. This "Boring" Blue Chip Stock Is Quietly Leading in Quantum Computing
IBM is positioned as a quiet leader in quantum computing despite being a traditional blue-chip company. With a $10 billion commitment to its quantum roadmap, the world's largest fleet of quantum computers (90+ deployed), and its latest Nighthawk r2 processor offering 25x throughput improvements, IBM is expected to see measurable revenue impact by 2028-2029. CEO Arvind Krishna projects quantum computing could represent a trillion-dollar opportunity by the end of the 2030s.
11/08/2026, 5:05 AM • The Motley Fool
The global medical imaging workstations market is estimated at USD 6.20 billion in 2026 and projected to reach USD 12.55 billion by 2036, expanding at a CAGR of 7.3%. Growth is driven by rising chronic disease prevalence, digital imaging infrastructure investments, AI integration, and enterprise imaging adoption. Key challenges include high costs, cybersecurity risks, and radiologist shortages, while opportunities exist in cloud-based solutions and emerging markets.
11/06/2026, 10:59 AM • GlobeNewswire
Did IBM Just Tell the Truth About AI?
Lam Research reported strong quarterly results with 22% revenue growth and record services revenue, but stock fell 9% amid cyclicality concerns. IBM beat expectations with 5% revenue growth and strong cash flow, but CEO comments suggest enterprise customers are increasingly focused on AI ROI, indicating potential slowdown in spending. Geopolitical tensions affecting helium and fertilizer supplies add economic headwinds. Analysts debate whether semiconductor oversupply could benefit enterprise AI consulting.
11/04/2026, 7:26 PM • The Motley Fool
Prediction: This Will Be D-Wave Quantum's Stock Price by the End of 2030
D-Wave Quantum, a pure-play quantum computing company, is unlikely to gain value by 2030 despite strong booking growth. Trading at a P/S multiple of 307 versus the S&P 500's average of 3.7, the stock is highly speculative. While the company shows promise with its Advantage2 quantum annealing device and 1,120% booking growth, experts believe commercially viable quantum computers are years or decades away. The analyst predicts the stock will remain around $10.65 by end of 2030, advising optimistic investors to wait for a better entry point.
11/03/2026, 9:31 AM • The Motley Fool
IonQ vs. Rigetti Computing: Which Is the Better Quantum Computing Stock to Own for the Next 5 Years
IonQ and Rigetti Computing are two pure-play quantum computing companies that have seen stock prices tumble over 30% this year. IonQ uses trapped ion technology and achieved record 99.99% two-qubit gate fidelity with 287% revenue growth, while Rigetti uses superconducting technology with faster gate speeds but lower accuracy. IonQ is recommended as the better buy for the next five years due to lower risk, stronger growth, and a solid $3 billion cash balance.
11/03/2026, 4:50 AM • The Motley Fool
The global battery warranty analytics market is projected to grow from $0.99 billion in 2025 to $2.01 billion by 2030, with a CAGR of 15.3%. Growth is driven by expanding EV adoption, AI-based predictive analytics, cloud-based monitoring solutions, and digital twin technologies. Key players include Siemens, IBM, SAP, TWAICE, and ACCURE, with innovations like ACCURE's Warranty Tracker improving warranty compliance and cost control in energy storage operations.
10/28/2026, 5:00 PM • GlobeNewswire
Stock Market Today, Oct. 28: Oracle Surges on Fiscal 2030 Revenue Guidance of $225 Billion
Oracle surged 10.73% on October 28, 2026, following its Investor Day announcement projecting at least $225 billion in fiscal 2030 revenue and $30 billion in free cash flow by fiscal 2029. The guidance eased investor concerns about the company's heavy AI infrastructure spending and debt levels. Oracle's stock had fallen 50% over the past 12 months due to significant capital expenditures, but the positive outlook and vendor financing strategies are reviving confidence in the company's cloud growth and financial management.
10/28/2026, 4:50 PM • The Motley Fool
If a Bear Market Is Coming, Here's Exactly How I'm Preparing My Investment Portfolio
As concerns grow about an AI bubble bursting and a potential bear market, the author maintains a conservative investment strategy focused on reliable dividend-paying stocks in defensive sectors like utilities, consumer staples, and REITs rather than making emotional portfolio shifts. The author emphasizes staying true to long-term investing principles and avoiding short-term market excesses.
10/28/2026, 8:15 AM • The Motley Fool
11:11 Systems highlights the strategic benefits of an integrated IT operational model for managing complex technology environments, reducing vendor complexity, and improving decision-making. The company also announced its eighth VMware-related acquisition, acquiring select enterprise customers from IBM's VMware Cloud Service Provider operations, strengthening its position as the largest private global VMware Cloud Service Provider partner.
10/28/2026, 5:00 AM • GlobeNewswire
3 Tech Dividend Stocks That Offer Income and Stock Price Growth Through AI
The article highlights three technology dividend stocks that combine income generation with AI-driven growth potential. IBM offers a 2.7% yield with 31 years of consecutive dividend increases, supported by its cloud and AI platforms. Digital Realty Trust, a data center REIT, yields 2.9% and benefits from surging AI infrastructure demand. Cisco Systems yields 1.6% and has recovered strongly due to increased demand for networking and data center equipment driven by the AI boom.
10/27/2026, 10:30 AM • The Motley Fool
IBM Continues to Plug Along, but Its Quantum Computing Bet Could Be the Real Catalyst
IBM's core business remains stable with Q3 revenue up 5% to $17.1B and software revenue climbing 8%, but the company's quantum computing ambitions are viewed as the primary growth catalyst. IBM is developing fault-tolerant quantum computers using qLDPC error-correcting codes and has signed 16 enterprise quantum agreements this year. With a forward P/E of 19, the stock is valued at market multiples, and analysts view it as a good addition to a broader quantum computing portfolio.
10/26/2026, 3:58 PM • The Motley Fool
Salesforce vs. International Business Machines: Which Technology Stock Is a Better Buy in 2026?
Salesforce and IBM present contrasting investment profiles in 2026. Salesforce leads in growth (13.5% vs 4.5% average revenue growth) and profitability (21.5% operating margin), while IBM offers better valuation metrics (3.4x P/S ratio vs 4.7x) and higher dividend yield (2.66% vs 0.70%). The choice depends on investor preference: growth-oriented investors favor Salesforce, while value investors may prefer IBM.
10/26/2026, 11:30 AM • The Motley Fool
IBM's Software Growth Sped Up and Its Stock Barely Moved. I'd Start Buying.
IBM's software segment accelerated to 9% year-over-year revenue growth in Q3 2026, up from 5% in Q2, meeting the analyst's buying criteria. Despite this improvement, the stock barely moved, closing up less than 1%. The company maintained its full-year revenue guidance of 4-5% growth but raised free cash flow expectations. The analyst recommends starting to buy IBM stock at current levels, though recurring revenue growth remains below the desired 10% threshold.
10/23/2026, 3:41 AM • The Motley Fool
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
Peers
Statistics
MoreInformation as of 11/10/2026
Company Profile
International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers hybrid cloud and AI platforms that allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment delivers strategy and technology services and intelligent operations, providing business transformation, technology implementation, managed services, application modernization, and AI-powered solutions. The Infrastructure segment provides on-premises and cloud-based server, and storage solutions, as well as life-cycle services for hybrid cloud infrastructure deployment. The Financing segment offers client and commercial financing, and facilitates IBM clients' acquisition of hardware, software, and services. It operates a data streaming platform. The company has partnerships with various companies, including hyperscalers, service providers, global system integrators, and software and hardware vendors that include Adobe, Amazon Web Services, Microsoft, Oracle, Salesforce, Samsung Electronics and SAP, and others. It also has a collaboration with Arm Holdings plc to develop new dual-architecture hardware for AI and data intensive workloads; partnership with three.ws to advance ai-powered 3d agent technology; and collaboration with Lightwell to help strengthen open source software supply chain. Additionally, it offers operational resilience, logistics, and future-ready technology to the UK Ministry of Defence through Team ORION. The company was formerly known as Computing-Tabulating-Recording Co. and changed its name to International Business Machines Corporation in 1924. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.
Key Executives
- Arvind Krishna
- James J. Kavanaugh
- Robert D. Thomas
- Gary D. Cohn
- Anne E. Robinson
Current Ownership Distribution
- Institutions10.5B (60.64%)
- Mutual Funds6.8B (39.35%)
- Insiders2.2M (0.01%)
- Other0 (0.00%)