INTERNATIONAL BUSINESS MACHINES CORP (IBM) Stock News

IBM CEO Arvind Krishna said the company's investments in quantum computing should begin to have "a measurable impact" on revenue and earnings by 2028 or 2029.

Figma demonstrates superior and consistent revenue growth with eight consecutive quarters of quarter-over-quarter increases, reaching $333.4 million in Q1 2026 with 46% year-over-year growth. In contrast, IBM experiences volatile revenue fluctuations tied to its hardware and consulting business, missing Q2 2026 revenue expectations and seeing its Z Systems mainframe sales decline 42% year-over-year, sending shares to a 52-week low.

Law firm Bragar Eagel & Squire is investigating IBM for potential securities law violations following the company's July 14, 2026 announcement of Q2 2026 results that fell short of analyst expectations. CEO Arvind Krishna attributed the shortfall to weakness in software and infrastructure businesses as customers shifted budgets to hardware like memory chips. IBM's stock price dropped 24.6% following the news, prompting the firm to encourage affected investors to contact them.

IBM stock plummeted over 25% after the company pre-announced Q2 results that missed analyst expectations, with revenue of $17.2B versus $17.86B expected and adjusted EPS of $2.93 versus $3.02 projected. The more concerning issue is that customers are shifting spending toward AI servers and memory products rather than IBM's software and mainframe offerings, signaling potential near-term headwinds for the company.

IBM shares plummeted 25% on July 14, 2026, erasing $68 billion in market value after CEO Arvind Krishna revealed severe underperformance in Q2 2026 results, particularly in the IBM Z mainframe business. The company had previously assured investors of 5%+ revenue growth but delivered only 1% total revenue growth with a 7% decline in Infrastructure revenue. Hagens Berman is investigating potential securities law violations regarding whether IBM management knew about deal closures risks earlier.

Three industry leaders—Unipart, KBR, and IBM—have announced Team ORION, a joint venture to provide operational resilience, logistics, and technology solutions to the UK Ministry of Defence. The partnership combines Unipart's supply chain expertise, KBR's defence experience, and IBM's digital capabilities to create a sovereign, integrated defence support capability.

IBM stock plummeted over 25% following an earnings warning, erasing $67 billion in market value. The decline was triggered by customers shifting spending away from IBM's software toward AI servers and memory chips. While the short-term outlook is concerning, the analyst views this as a cyclical timing issue rather than a fundamental problem, suggesting the crash may present a buying opportunity for patient investors.

IBM issued a profit warning for Q2, missing earnings expectations as customers shifted spending toward memory, servers, and storage amid tight supply and anticipated price increases. This reflects a temporary shift in AI market dynamics where different players benefit at different times. While memory companies like Micron and SK Hynix are currently winning, the article suggests investors should maintain diversified AI portfolios rather than chasing trends, as broader tech companies like IBM and Microsoft may benefit long-term from integrated AI capabilities.

IBM released preliminary Q2 results showing revenue of $17.2B (up 1% YoY) and adjusted EPS of $2.93, both below expectations. The company revealed that AI spenders are shifting budgets away from software toward servers, storage, and memory due to supply constraints and rising prices. IBM's stock plunged 25% in a single day—its worst day in company history. Meanwhile, memory and storage companies like SK Hynix, Micron, and SanDisk are thriving as demand for data center infrastructure surges.

IBM stock plummeted 25% after CEO Arvind Krishna warned that high hardware capital expenditures are causing companies to shift budgets away from software spending. Q2 revenue growth slowed to just 1% year-over-year, with the software segment's growth declining from 11% to 5%. However, the article argues the sell-off presents a buying opportunity, citing IBM's attractive P/E ratio of 19, strong historical performance under Krishna's leadership, Red Hat's solid 11% growth, and significant quantum computing investments.

IBM stock plunged 25.37% after the company warned of a significant profit shortfall. The tech giant expects Q2 revenue growth of just 1% to $17.2 billion and EPS down 2% to $2.27, both below Wall Street estimates. CEO Arvind Krishna attributed the miss to customers prioritizing cybersecurity investments to counter AI-powered threats and spending on servers/storage to lock in supply before price increases, which reduced spending on IBM's software and infrastructure offerings.

Sperax announced a partnership with IBM to integrate its SperaxOS AI agent workspace for DeFi with IBM's enterprise AI and hybrid cloud infrastructure. The open-source platform enables AI agents to execute on-chain financial transactions with built-in security controls, 100+ DeFi tools, and compliance-ready architecture. The partnership provides Sperax access to IBM's global enterprise distribution and integration into regulated industries.

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IBM shares plummeted as much as 25% after the company issued a warning about Q2 earnings, citing lower-than-expected revenue due to clients shifting spending away from IBM products toward storage and memory infrastructure ahead of anticipated price increases. The stock drop represents the worst single day in IBM's 115-year history, surpassing the 1987 Black Monday decline. CEO Arvind Krishna acknowledged the company failed to adapt quickly enough and numerous large deals missed expected timelines.

IBM shares plummeted 24.9% after CEO Arvind Krishna warned that customers are redirecting IT budgets from software to hardware, marking the company's worst day since 1987. Goldman Sachs surged 7.4% after beating Q2 earnings estimates, offsetting IBM's 429-point drag on the Dow. The market rotation favored semiconductor stocks, with SK Hynix jumping 18.5%, Nvidia gaining 2.6%, and Micron rising 5.1%.

The U.S. federal government is deploying $2 billion in direct equity stakes in quantum hardware developers through executive orders signed June 22, 2026. IBM is establishing Anderon, a quantum wafer foundry in Albany backed by $1 billion in CHIPS Act funding, while IonQ pursues a defense-focused strategy with its trapped-ion technology. Both companies benefit from guaranteed federal procurement deadlines through 2030-2031, creating a non-cyclical capital runway insulated from market fluctuations.

International Business Machines Corp. (NYSE: IBM ) shares fell during Thursday trading after sector peer Accenture plc (NYSE: ACN ) lowered its fiscal guidance, triggering a broader selloff across the information technology services market. Accenture Alters Fiscal 2026 Projections Accenture altered its fiscal 2026 financial guidanc e before the market opened on Thursday. The company narrowed its full-year sales guidance to a range of $71.763 billion to $72.460 billion, down from the previous range of $71.763 billion to $73.157 billion. data-variant="card" data-news-mode="manual" > Read Also: Stock Market Today: Dow Jones, Nasdaq 100 Futures Surge Following Sharp Sell-Off As Fed Kept Rates Unchanged—Freecast, Smith & Wesson In Focus Wall Street analysts maintain an annual revenue estimate of $74.006 billion. Concurrently, Accenture raised its full-year adjusted EPS guidance to a range of $13.65 to $13.90, ... Full story available on Benzinga.com

IBM is positioning itself to capitalize on 'data gravity'—the tendency of enterprise data to remain stationary once settled. Rather than moving workloads to public clouds, enterprises are increasingly bringing AI capabilities to on-premises data centers due to egress fees, latency, security concerns, and regulatory issues. IBM's hybrid cloud model, featuring Power servers and Z mainframes, targets this shift, while competitors like Oracle, CrowdStrike, and Seagate are also recognizing this trend.

JA Worldwide and IBM announced an expanded global collaboration through IBM SkillsBuild to deliver AI and digital skills training to up to one million high-school students across more than two dozen countries. The three-year initiative will combine IBM's educational content with JA's implementation capabilities, starting with 185,000 students in the first phase, scaling to 600,000 in 2027, and reaching one million by 2028. The program includes courses in AI, professional skills, and career readiness available in 15 languages, with IBM employee mentorship opportunities.

David Holtzman, former IBM Chief Scientist and White House technology advisor, outlines three investment filters for evaluating the SpaceX IPO priced at $1.75 trillion. His framework emphasizes: (1) explaining the business simply in 15 seconds, (2) verifying real demand exists (Starlink has 10M+ subscribers but xAI's Grok is unproven), and (3) only risking money you can afford to lose. Morningstar values SpaceX at $780 billion (55% below IPO price), and the company lost $4.9 billion last year. Cautious investors may gain SpaceX exposure through index funds like Nasdaq-100 trackers due to forced buying rules.

IBM and Google Cloud announced a strategic partnership to accelerate enterprise AI adoption across banking, retail, and telecommunications sectors. IBM will also invest over $10 billion in quantum computing over the next five years to build a large-scale, fault-tolerant quantum computer by 2029. IBM shares declined 1.26% following the announcement, though the stock remains above its 20-day moving average.

International Business Machines Corporation (NYSE: IBM ) shares are down on Thursday after the company disclosed a strategic partnership with Alphabet Inc ‘s (NASDAQ: GOOG ) Google Cloud. The collaboration targets a multi-billion-dollar market opportunity and will focus on scaling AI across industries including banking, retail, and telecommunications. As part of the agreement, IBM and Google Cloud are launching a new Google Cloud Practice that combines IBM’s consulting expertise with Google Cloud’s AI infrastructure to accelerate AI adoption and modernization projects. By partnering with IBM, Google Cloud aims to ensure that joint customers can move beyond pilots to deploy and govern production-grade AI agents across their entire cloud environment, explained Kevin Ichhpurani, President of Global Partner Ecosystem at Google Cloud. data-variant="banner" data-news-mode="manual" > Read Also: IBM Unveils AI Builders Challenge For 20,000 Institutions Advance Quantum Computing Roadmap The company said Tuesday it  Full story available on Benzinga.com

IBM announced the AI Builders Challenge to provide university students with hands-on experience using IBM Bob, an AI development tool, while expanding free access to its technology to 20,000 post-secondary institutions. The company also committed over $10 billion in quantum computing investment over the next five years to build a large-scale, fault-tolerant quantum computer by 2029. However, IBM shares fell 7.90% on Wednesday, trading at $303.21, with the stock showing overbought signals (RSI at 85.47) despite analyst consensus maintaining a Buy rating with a $291.54 price target.

International Business Machines Corporation (NYSE: IBM ) shares are down on Wednesday as the company is launching a global AI initiative aimed at university students. This decline comes with the broader indices like the Dow Jones down 0.89% and the S&P 500 down 0.58%, indicating that IBM’s drop is part of a larger trend affecting technology stocks. Launches AI Builders Challenge For University Students IBM announced the AI Builders Challenge, which aims to provide university students with hands-on experience using IBM Bob, an AI-powered development tool. This initiative will help students build practical AI skills and create portfolio-ready projects. It coincides with IBM’s expansion of free access to its technology for 20,000 post-secondary institutions worldwide. Vice President and Chief Impact Officer, Justina Nixon-Saintil, added, “That means knowing how to question what an AI tool produces, explain the decisions made behind their work and take ownership of the output. The AI Builders Challenge gives university students practical experience building AI skills with IBM Bob, while helping them create portfolio-ready projects that show employers they are prepared for an AI-driven economy.” Advance Quantum Computing Roadmap The company said Tuesday it  will invest more than $10 billion in quantum computing over the next five years as it works toward building the world's first large-scale, ... Full story available on Benzinga.com

IBM stock rose 0.81% to $323.02 on Tuesday as the company announced a $10 billion investment in quantum computing over the next five years, targeting the development of a fault-tolerant quantum computer by 2029. The stock is trading significantly above its moving averages with an RSI of 83.92, indicating overbought conditions. IBM currently operates over 90 quantum systems globally and has signed $1.1 billion in quantum contracts since 2017.

International Business Machines Corporation (NYSE: IBM ) stock is trading higher on Tuesday as buyers keep leaning into large-cap tech strength and a steady risk-on tape. The Nasdaq is up 0.32% while the S&P 500 has gained 0.11%. IBM Commits $10 Billion To Advance Quantum Computing Roadmap Separately, the company said Tuesday it will invest more than $10 billion in quantum computing over the next five years as it works toward building the world’s first large-scale, fault-tolerant quantum computer by 2029. The investment will support research and development, manufacturing expansion, capital expenditures, ecosystem partnerships and acquisitions. IBM said the funding is designed to accelerate its quantum roadmap while strengthening U.S.-based leadership in the emerging technology. Building Toward Fault-Tolerant Quantum Systems “The quantum era is no longer ahead of us, it has started. Our clients, partners and users around the world are tapping into IBM quantum computers to do work that was impossible a few years ago,” Chairman and Chief Executive Officer Arvind Krishna said. “The pace of discovery with quantum computers is accelerating rapidly and this investment powers our ability to deliver the next generation of quantum hardware, software, and manufacturing.” IBM currently operates more than 90 quantum systems globally through cloud-based and on-site deployments, including installations in the United States, Germany, Japan, South Korea, Spain, Canada and India. The company said its planned IBM ... Full story available on Benzinga.com

Major tech companies drove AI innovation this week with strong earnings and strategic initiatives. Dell reported record Q1 revenue of $43.84B, significantly beating estimates, while IBM and Red Hat launched a $5B open-source security initiative. Meta expanded into paid subscriptions across its platforms, and CrowdStrike expanded its cybersecurity initiatives. Anthropic surpassed OpenAI as the world's most valuable startup at $965B valuation. Japanese banks gained access to OpenAI's GPT-5.5 model for cybersecurity defense.

Gov.  Gavin Newsom  (D-CA) on Thursday criticized the President  Donald Trump  Administration's decision to introduce a $250 bill featuring a portrait of the President. Earnings Results Dell Technologies Inc.   (NYSE: DELL )  reported first-quarter revenue of $43.84 billion, surpassing analyst estimates of $35.45 billion, according to  Benzinga Pro . Adjusted earnings came in at $4.86 per share, well above expectations of  $2.94 per share . UiPath Inc.  (NYSE: PATH ) reported quarterly earnings of 15 cents per share, which missed the Street estimate of 16 cents . Revenue clocked in at $418.38 million, which beat the consensus estimate of $397.81 million. MongoDB Inc   (NASDAQ: MDB ) posted first-quarter revenue of $687.62 million, beating analyst  estimates of $667.82 million and adjusted earnings of $1.32 per share, beating analyst estimates of $1.18 per share. Autodesk Inc.  (NASDAQ: ADSK ) reported earnings of $2.99 per share, which beat the consensus estimate of $2.84 . Revenue came in at $1.93 billion, which beat the Street estimate of $1.89 billion. Weibo Corp.   (NASDAQ: WB ) reported first-quarter revenue of $421.3 million and above the analyst consensus estimate of $417.9 million. Salesforce Inc   (NYSE: CRM ) reported first-quarter revenue of $11.13 billion, beating the  consensus estimate of $11.05 billion and adjusted earnings of $3.88 per share, well above estimates of $3.12 per share. Li Auto Inc.   (NASDAQ: LI ) reported first-quarter 2026 revenue of 23.0 billion Chinese yuan ($3.33 billion), but exceeded the analyst consensus estimate of $3.14 billion. Adjusted net loss came in at 2.09 yuan per American depositary share, or 30 cents, compared with Wall Street expectations for a profit of 7 cents per share. XPe

IBM stock rose 4.97% in premarket trading on Friday, supported by broader market gains and positive sentiment from tech sector rotation. The company announced Project Lightwell with Red Hat ($5B initiative for open-source security) and a $10B quantum computing investment plan through 2029. Technically, IBM trades above key moving averages with improving momentum, though the longer-term trend structure hasn't fully repaired from earlier weakness. Analysts maintain a Buy rating with a $286.67 price target, with earnings expected July 22, 2026.

International Business Machines Corporation (NYSE: IBM ) stock rose in Friday premarket trading as investors continued rotating into large-cap technology names. Nasdaq futures are up 0.22% while S&P 500 futures have gained 0.19%. That supportive tape is giving IBM room to extend its recent rebound attempt after a choppy few months. The stock also appeared to benefit from positive sentiment following strong results from Snowflake Inc. (NYSE: SNOW ) and its new agentic AI partnership with Amazon.com, Inc. (NASDAQ: AMZN ) Amazon Web Services, while broader market risk appetite improved amid optimism surrounding ongoing U.S.-Iran negotiations. Other Key Updates IBM recently launched Project Lightwell with Red Hat, a $5 billion initiative aimed at strengthening open-source software security through AI-powered vulnerability detection and a global team of more than 20,000 engineers. The program is already being tested by major financial institutions, including Goldman Sachs Group, Inc. (NYSE: GS ) , JPMorgan Chase & Co. (NYSE: JPM ) and Visa Inc. Full story available on Benzinga.com