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International Business Machines

$IBM
NYSETechnology

153 stories mentioning International Business MachinesUpdated 13d ago

Trading with the broader tech sector, which swung from a Nasdaq pullback to a five-week low to gains amid US-Iran peace-deal optimism.

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Wire

IBM Seen Reporting Solid Q1 on Software, Infrastructure Strength, RBC Says

IBM (IBM) is set to report a solid start to the year, as RBC Capital Markets expects a Q1 top-line beat driven by strength in infrastructure and software, according to a Thursday report.RBC models Q1 revenue of $15.57 billion and adjusted EPS of $1.80.The firm said investor skepticism remains centered on growth in the consulting business, while software growth, particularly Red Hat, remains a focus area.Red Hat growth is expected to remain in the high-single digits in Q1 after decelerating to 8% in Q4.The firm also said investors will be watching for commentary on GenAI monetization and updated guidance following an earlier-than-expected close of the Confluent acquisition.RBC maintained its outperform rating on IBM and lowered its price target to $330 from $361.Price: $254.30, Change: $+3.30, Percent Change: +1.31%

$IBM
Wire

IBM Seen Posting Solid Fiscal Q1 Results on Sustained AI, Hybrid Cloud Demand, Wedbush Says

IBM (IBM) will likely report a solid fiscal first quarter next Wednesday, backed by sustained demand for AI, hybrid cloud, automation, and cybersecurity offerings, Wedbush Securities said in a note Friday.The consensus estimates are for Q1 earnings per share of $1.81 and revenue of $15.61 billion, which should be "beatable," the note said.The investment firm said it sees IBM's "software, consulting, infrastructure, and automation mix as a durable business flywheel." The company has also been able to integrate software, consulting, and infrastructure into a single stack, which is an "important advantage."IBM also remains well positioned to capitalize on the next stage of enterprise AI deployment amid increased interest in "agentic AI, mission-critical workflows, and regulated-cloud adoption," the note said.Wedbush reiterated its outperform rating and $340 price target.Price: $253.26, Change: $+2.26, Percent Change: +0.90%

$IBM
US Markets

Nasdaq, S&P 500 Score Back-to-Back Record Highs

The Nasdaq Composite and the S&P 500 reached new peaks Thursday amid growing hopes for a resolution to the Middle East conflict.The Nasdaq rose 0.4% to 24,102.7, while the S&P 500 climbed 0.3% to 7,041.3, both notching record closing highs for a second consecutive day. The Nasdaq extended its winning streak to 12 days in a row.The Dow Jones Industrial Average added 0.2% to 48,578.7.Most sectors ended in the green, led by energy, while health care saw the biggest drop.US President Donald Trump said Thursday that Lebanon and Israel agreed to a 10-day ceasefire.Trump said in a social media post that he will invite Israeli Prime Minister Benjamin Netanyahu and Lebanese President Joseph Aoun to the White House for "meaningful talks.""Both sides want to see peace, and I believe that will happen, quickly," he wrote.The ceasefire seeks to pause hostilities between Israel and Iran-backed Hezbollah in Lebanon, a key sticking point in peace negotiations between the US and Tehran.West Texas Intermediate crude oil was up 2.4% at $93.50 a barrel in Thursday late-afternoon trade, while Brent advanced 3.4% to $98.19."Oil is up over doubts that the Strait of Hormuz disruption will ease soon," D.A. Davidson said in a report.US Treasury yields were higher, with the 10-year rate up 2.6 basis points at 4.31% and the two-year rate rising 1.6 basis points to 3.79%.In company news, IBM (IBM) shares rose 2.5%, the third-top gainer on the Dow. The tech giant will likely exceed Wall Street's estimates for the first quarter and raise its revenue guide amid momentum in the software segment and an earlier completion of the Confluent acquisition, Oppenheimer said in a note. IBM is scheduled to announce its quarterly results next week.Charles Schwab (SCHW) shares dropped 7.6%, the steepest decline on the S&P 500. The financial services provider's first-quarter results rose year over year amid a surge in client assets, though revenue fell short of the Street's estimates.Abbott Laboratories (ABT) followed Charles Schwab on the S&P 500, down 6%. The healthcare company lowered its full-year earnings outlook to reflect the acquisition of cancer diagnostics firm Exact Sciences.PepsiCo (PEP) reported higher-than-expected fiscal first-quarter results amid affordability initiatives, while the beverage and snacks company reiterated its full-year outlook. Its shares rose 2.3%.In economic news, US industrial production unexpectedly decreased in March, Federal Reserve data showed.It's too soon to blame the Middle East conflict for the drop, which was driven by "sharply falling" output in the mining and utilities sectors, Oxford Economics said in a note.Gold was last down 0.2% at $4,813.70 per troy ounce, while silver fell 1.2% to $78.68 per ounce.

Dow JonesNasdaq CompositeS&P 500$ABT$IBM$PEP$SCHW
Sectors

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) up 1% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 2.4%.The Philadelphia Semiconductor index increased 0.8%.In corporate news, a White House official told Cabinet department officials that the Office of Management and Budget is setting up protections that will allow federal agencies to begin using Amazon-backed (AMZN) Anthropic's new AI model Mythos, Bloomberg reported, citing an email from OMB Chief Information Officer Gregory Barbaccia. Amazon shares were up 0.2%.Oracle (ORCL) said Thursday it plans to expand its multi-cloud networking capabilities to provide connectivity between Oracle Cloud Infrastructure and Amazon's (AMZN) Amazon Web Services. Oracle shares gained 5.1%.IBM (IBM) will likely exceed Wall Street's estimates for Q1 and raise its revenue guide amid momentum in the software segment and an earlier completion of the Confluent acquisition, Oppenheimer said in a note Thursday. IBM shares climbed 2.2%.Meta Platforms (META) said it will raise its prices for Meta Quest 3 and Meta Quest 3S headsets, starting April 19, to offset the rising costs of hardware components. Meta shares rose 0.6%.

$AMZN$IBM$META$ORCL
US Markets

Equity Markets Rise Intraday as Trump Announces Israel-Lebanon Ceasefire

US benchmark equity indexes were higher intraday as President Donald Trump said Lebanon and Israel agreed to a 10-day ceasefire, adding to optimism around prospects for peace in the Middle East.The Nasdaq Composite was up 0.4% at 24,100.4 after midday Thursday, while the S&P 500 rose 0.2% to 7,037.9. Both benchmarks closed at record highs in the previous session. The Dow Jones Industrial Average was 0.1% higher at 48,528.2 intraday Thursday.Among sectors, energy paced the gainers, while health care saw the biggest drop.Trump said Thursday the ceasefire between Lebanon and Israel would begin at 5 pm ET."I will be inviting the Prime Minister of Israel, Bibi Netanyahu, and the President of Lebanon, Joseph Aoun, to the White House for the first meaningful talks between Israel and Lebanon since 1983," Trump said in a social media post. "Both sides want to see peace, and I believe that will happen, quickly."Lebanese Prime Minister Nawaf Salam welcomed Trump's announcement, which seeks to pause hostilities between Israel and Iran-backed Hezbollah in Lebanon, CNN reported. Hezbollah will abide by the ceasefire if Israeli attacks stop, the news outlet reported, citing a leading Hezbollah legislator, Ibrahim Moussawi.West Texas Intermediate crude oil was up 4.4% at $95.29 a barrel intraday, while Brent jumped 5.1% to $99.76."Oil is up over doubts that the Strait of Hormuz disruption will ease soon," D.A. Davidson said in a report.It will take about six months for the US and Iran to reach a peace deal, and the two sides should extend their ceasefire to cover that period, Bloomberg News reported Thursday, citing Gulf Arab and European officials familiar with the matter.US Treasury yields were higher intraday, with the 10-year rate up three basis points at 4.31% and the two-year rate rising one basis point to 3.77%.In company news, IBM (IBM) shares rose 2.4%, the second-top gainer on the Dow. The tech giant will likely exceed Wall Street's estimates for the first quarter and raise its revenue guide amid momentum in the software segment and an earlier completion of the Confluent acquisition, Oppenheimer said in a note.Abbott Laboratories (ABT) shares dropped 6.8%, the steepest decline on the S&P 500, after the healthcare company lowered its full-year earnings outlook to reflect the acquisition of cancer diagnostics firm Exact Sciences.Charles Schwab (SCHW) followed Abbott on the S&P 500, down 6%. The financial services provider's first-quarter results rose year over year amid a surge in client assets, though revenue fell short of the Street's estimates.In economic news, US industrial production unexpectedly decreased in March, Federal Reserve data showed.It's too soon to blame the Middle East conflict for the drop, which driven by "sharply falling" output in the mining and utilities sectors, Oxford Economics said in a note.Gold was down 0.3% at $4,807.10 per troy ounce, while silver fell 1.6% to $78.38 per ounce.

Dow JonesNasdaq CompositeS&P 500$ABT$IBM$SCHW
Sectors

Sector Update: Tech Stocks Advance Thursday Afternoon

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 2.1%.The Philadelphia Semiconductor index increased 0.8%.In corporate news, IBM (IBM) will likely exceed Wall Street's estimates for Q1 and raise its revenue guide amid momentum in the software segment and an earlier completion of the Confluent acquisition, Oppenheimer said in a note Thursday. IBM shares climbed 2.5%.Amazon (AMZN)-backed Anthropic said Thursday it launched its Claude Opus 4.7 AI model for advanced coding across all Claude products, Amazon Bedrock, Alphabet's (GOOGL) Google Cloud Vertex AI, and Microsoft (MSFT) Foundry. Amazon shares added 0.3%.Oracle (ORCL) said Thursday it plans to expand its multicloud networking capabilities to provide high-performance connectivity between Oracle Cloud Infrastructure and Amazon's (AMZN) Amazon Web Services. Oracle shares gained 4.9%.

$AMZN$IBM$ORCL
US Markets

IBM Seen Beating First-Quarter Estimates, Oppenheimer Says

IBM (IBM) will likely exceed Wall Street's estimates for the first quarter and raise its revenue guide amid momentum in the software segment and an earlier completion of the Confluent acquisition, Oppenheimer said in a note Thursday.The brokerage raised IBM's first-quarter revenue estimate to $15.7 billion from $15.6 billion and reduced the earnings per share outlook to $1.70 from $1.77.IBM's software segment is seeing a pricing uplift on renewals of enterprise license agreements, according to the note. Open hybrid cloud technology company RedHat's contract values are trending 10% to 15% higher at renewal.Oppenheimer analysts, including Param Singh, expect IBM to raise its full-year revenue guidance by a percentage point to more than 6% at constant currencies, including a tailwind from an earlier close of the Confluent deal.IBM completed the acquisition of data streaming platform Confluent in March.IBM's software portfolio excluding Confluent, HashiCorp and RedHat is estimated to rise 7% in the calendar year 2026, driven by higher ELA pricing and larger contract sizes, Singh said.The company's consulting business is projected to grow 2.1% for 2026, excluding foreign exchange volatility, compared with consulting competitor Accenture (ACN), which recently guided to full-year 3% to 5% revenue growth, according to the note. IBM may face pressure from the US Department of Homeland Security shutdown that began on Feb. 14.The shutdown resulted from a legislative deadlock between Congress and President Donald Trump over immigration and customs reforms.Oppenheimer revised its price target on IBM's stock to $320 from $380, citing "recent compression in market multiples." The brokerage maintained its outperform rating.Price: $248.40, Change: $+3.60, Percent Change: +1.47%

$IBM
Wire

International Business Machines Could Raise 2026 Revenue Outlook After Potential Q1 Beat, Oppenheimer Says

International Business Machines (IBM) could raise its 2026 revenue outlook and top Q1 expectations given its strong software business and early close of its Confluent acquisition, Oppenheimer said in a Thursday note.Oppenheimer said its contract checks indicated that IBM's enterprise license agreements, or ELAs, saw a 20% to 30% increase in pricing for renewals in Q1, without customer attrition. RedHat contract values also increased 10% to 15% on renewals, the investment firm noted.The company's software portfolio is positioned for a 7% growth in 2026, supported by pricing and deal sizes, the brokerage said. IBM's consulting business is also poised to grow 2.1% in 2026, Oppenheimer added.IBM is set to release its Q1 results on April 22.Oppenheimer lowered its price target on IBM to $320 from $380, with an outperform rating.Price: $247.66, Change: $+2.86, Percent Change: +1.17%

$IBM
US Markets

Nasdaq, S&P 500 Hit New Highs Amid US-Iran Peace Talk Prospects

The Nasdaq Composite and the S&P 500 notched record highs on Wednesday, buoyed by hopes that another round of peace talks between the US and Iran will likely result in a deal.The Nasdaq rose 1.6% to 24,016, marking the 11th consecutive one-day gain in a row, while the S&P 500 advanced 0.8% to 7,023. Both are new closing highs. The Dow Jones Industrial Average fell 0.2% to 48,463.7.Most sectors ended in the red, led by materials, while tech saw the biggest gain.Microsoft (MSFT) shares climbed 4.6%, the top gainer on the Dow, with fellow tech majors Salesforce (CRM), Apple (AAPL), and IBM (IBM) among the best performers on the index.Reports suggest Washington and Tehran could return to Pakistan for a second round of talks ahead of the deadline for a two-week ceasefire between the US and Iran. The first round of negotiations in Islamabad ended without a breakthrough."We feel good about the prospects of a deal," White House Press Secretary Karoline Leavitt said Wednesday, CNN reported."Markets have grown more confident that the Middle East crisis is moving toward a resolution, with the US and Iran arranging a second round of talks, and Tehran seemingly willing to halt shipments to avoid testing the US naval blockade," ING Bank said in a report.West Texas Intermediate crude oil was down 0.1% at $91.16 a barrel in Wednesday late-afternoon trade, while Brent gained 0.1% to $94.91.In company news, shares of retail brokers jumped, with Robinhood Markets (HOOD) up 10%, the best performer on the S&P 500. Webull (BULL) jumped 11%, while Interactive Brokers Group (IBKR) rose 3.4%.The rally followed the approval by the US Securities and Exchange Commission of a rule change that would eliminate the $25,000 minimum equity requirement for so-called "pattern day traders."Morgan Stanley (MS) and Bank of America's (BAC) first-quarter results topped Wall Street's estimates. Morgan Stanley's shares climbed 4.5%, while Bank of America rose 1.8%.Snap (SNAP) rallied 7.9%. The social media company plans to lay off about 1,000 employees, or roughly 16% of its full-time workforce, as part of Chief Executive Evan Spiegel's efforts to reduce costs.In economic news, US homebuilder confidence sank this month to the lowest since September amid economic uncertainty, as well as increasing building material costs and interest rates, the National Association of Home Builders and Wells Fargo said."Builder sentiment has fallen back in spring as buyers face ongoing elevated interest rates and growing economic uncertainty," NAHB Chairman Bill Owens said. "The year started with hopes for housing momentum growth, but risks with respect to the Iran war, energy costs, and declines for consumer confidence have slowed the market."US Treasury yields were higher, with the 10-year rate up 2.8 basis points at 4.28% and the two-year rate rising 1.5 basis points to 3.77%.Gold was last down 0.7% at $4,816.50 per troy ounce, while silver fell 0.3% to $79.32 per ounce.

Dow JonesNasdaq CompositeS&P 500$AAPL$BAC$BULL$CRM$HOOD$IBKR$IBM$MS$MSFT$SNAP
US Markets

Equities Mostly Rise Intraday as Trump Reportedly Says War Likely 'Very Close to Over'

US benchmark equity indexes were mostly higher intraday as President Donald Trump reportedly said the Iran was likely "very close to over."The Nasdaq Composite was up 1% at 23,873.7 after midday Wednesday, while the S&P 500 rose 0.4% to 6,998.1. The Dow Jones Industrial Average fell 0.3% to 48,376.9. Among sectors, consumer discretionary and technology paced the gainers, while industrials saw the steepest drop.Microsoft (MSFT) shares were up 4.4%, the top gainer on the Dow, with fellow tech majors Salesforce (CRM), Apple (AAPL), and IBM (IBM) among the best performers on the index.Trump said he sees the US-Israel war with Iran "as very close to over," news outlets reported, citing an interview on Fox Business Network conducted Tuesday and broadcast Wednesday. "We'll see what happens," Trump reportedly said. "I think they want to make a deal very badly."The army chief of mediator Pakistan arrived in Iran to try to prevent a renewal of the conflict, media outlets reported Wednesday."Markets have grown more confident that the Middle East crisis is moving toward a resolution, with the US and Iran arranging a second round of talks, and Tehran seemingly willing to halt shipments to avoid testing the US naval blockade," ING Bank said in a report.Iran's military has threatened to shut down shipping operations in the Red Sea, as well as the Persian Gulf and Sea of Oman if a US blockade of its ports continues, CNN reported.West Texas Intermediate crude oil was up 0.7% at $91.87 a barrel intraday, while Brent gained 0.6% to $95.40.In economic news, US homebuilder confidence sank this month to the lowest since September amid economic uncertainty, as well as increasing building material costs and interest rates, the National Association of Home Builders and Wells Fargo said."Builder sentiment has fallen back in spring as buyers face ongoing elevated interest rates and growing economic uncertainty," NAHB Chairman Bill Owens said. "The year started with hopes for housing momentum growth, but risks with respect to the Iran war, energy costs, and declines for consumer confidence have slowed the market."US Treasury yields were higher intraday, with the 10-year rate up 3.2 basis points at 4.29% and the two-year rate rising 2.1 basis points to 3.78%.In company news, Morgan Stanley (MS) and Bank of America's (BAC) first-quarter results topped Wall Street's estimates. Morgan Stanley's shares were up 4.6%, while Bank of America rose 2.2%.Snap (SNAP) shares jumped 7.6%. The social media company plans to lay off about 1,000 employees, or roughly 16% of its full-time workforce, as part of Chief Executive Evan Spiegel's efforts to reduce costs.Gold was down 0.7% at $4,815.30 per troy ounce, while silver fell 0.4% to $79.18 per ounce.

Dow JonesNasdaq CompositeS&P 500$AAPL$BAC$CRM$IBM$MS$MSFT$SNAP
Wire

International Business Machines Likely to Post Q1 Beat, Morgan Stanley Says

International Business Machines' (IBM) Q1 earnings are likely to move higher, but unlikely to reignite the bull case as the quarterly beat won't boost full-year earnings or free cash flow guidance, Morgan Stanley said in a Tuesday research report.The company could post a Q1 beat as channel checks indicate year-over-year software growth during the quarter, while consulting jobs postings tracker gained 14% sequentially, according to the note.Morgan Stanley revises Q1 EPS estimate to $1.91 from $1.83 earlier on revenue of $16.2 billion from $15.8 billion. For Q2, it expects EPS of $3.03 on revenue of $17.9 billion, analysts wrote.Artificial intelligence disruption risk exists at IBM, concentrated in data and automation, making it crucial that IBM shows full year estimate upside to overcome valuation pressure, according to the brokerage.IBM is scheduled to report Q1 financial results on April 22.The brokerage said it reiterated its equalweight rating on the stock and cut its price target to $215 per share from $247.Price: $240.69, Change: $+2.87, Percent Change: +1.20%

$IBM
Wire

IBM Likely to Report In-Line Q1 Results With Revenue Contribution From Early Confluent Deal Close, BofA Says

IBM (IBM) will likely report in-line Q1 results on April 22, with the early close of the Confluent acquisition likely contributing about $50 million in revenue to the quarter, BofA Securities said in a note Monday.IBM will likely leave its full year 2026 outlook unchanged as it will probably aim to offset incremental dilution with the added quarter of revenue and cost savings, the note said, adding the Confluent deal closed on March 17, one quarter earlier than expected.BofA said it sees 2026 as a "more modest year" for IBM as it integrates Confluent and also as the sector "works through the impact of the AI agent disruption narrative."BofA said its 2026 EPS estimate for IBM is now $11.98, down from $12.20, due to the additional quarter of Confluent dilution as well as a forecast for weaker growth in IBM's consulting business.The investment firm said, however, it is still bullish on IBM's software moat as well as its free cash flow growth potential in the long term.BofA reiterated its buy rating on IBM and lowered the company's price target to $300 from $340.Price: $232.99, Change: $+2.23, Percent Change: +0.96%

$IBM
Wire

BofA Adjusts Price Target on International Business Machines to $300 From $340, Maintains Buy Rating

International Business Machines (IBM) has an average rating of overweight and mean price target of $310.29, according to analysts polled by FactSet.Price: $233.49, Change: $+2.73, Percent Change: +1.18%

$IBM

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