← Back to dashboard
IBM
IBM targets enterprise AI adoption through watsonx, consulting, Red Hat, and hybrid cloud infrastructure.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Live / market snapshot
Price, 1D change, market cap, and enterprise value are current market-based figures.
TTM / forward
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
latest annual revenue
latest quarterly revenue
latest annual profit
latest quarterly profit
annualized per share
latest ex-dividend cash amount
Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Kyndryl Q1 Earnings Call Highlights
Kyndryl (NYSE:KD) reported fiscal first-quarter revenue of $3.6 billion, down 3% from a year earlier on both a reported and constant-currency basis, while maintaining its full-year outlook as it pursues growth in consulting, hyperscaler partnerships and AI-led modernization services. For the quarte
Accenture (ACN) Following UniCredit Deal And IBM Tie Up Has A Valuation SplitAccenture (ACN) is back in focus after UniCredit announced a long term collaboration with Accenture and IBM that includes Accenture acquiring a majority stake in the bank’s technology infrastructure joint venture. See our latest analysis for Accenture. Accenture’s latest banking technology deal comes after a series of AI related client wins, yet the stock tells a mixed story. A strong 30 day share price return of 28.09% contrasts with a weaker year to date share price return of 32.40%, and a...
Congress Eyes Boosting Quantum Funds as Global Race Heats Up(Bloomberg) -- US lawmakers from both parties are seeking to boost federal funding for quantum computing as China and other countries race to transition from research to deployment of the nascent technology across defense, intelligence and cybersecurity.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shippi
IBM Apptio helps CFOs connect AI spend to business value“Companies are pouring money into AI, and they don’t always know what they’re getting out of it,” Apptio’s Bill Lobig said.
Oracle Stock Fell While Its Operating Margin Climbed For A Third Straight YearThe build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.
International Business Machines Stock Outlook: Is Wall Street Bullish or Bearish?International Business Machines has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.
Why it could benefit going forward
- IBM targets enterprise AI adoption through watsonx, consulting, Red Hat, and hybrid cloud infrastructure.
- Its regulated-industry footprint can matter as AI moves into production systems.
- Consulting and software can help customers operationalize AI rather than just experiment.
Moat / edge
- Large enterprise and government relationships.
- Red Hat hybrid cloud platform.
- Deep services bench for complex AI deployments.
What to watch
- Software growth and consulting backlog.
- watsonx adoption in regulated industries.
- Free cash flow durability.
Key risks
- Growth profile is slower than most AI-native software names.
- Services demand can be cyclical.
Business snapshot
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 strategic 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 strategic collaboration with Arm Holdings plc for the development of new dual-architecture hardware that helps enterprises run future AI and data intensive workloads; strategic 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.