IBM: AI Sting [Seeking Alpha]
International Business Machines Corporation (IBM)
Last international business machines corporation earnings: 4/20 04:08 pm
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US:NYSE Investor Relations:
ibm.com/investor
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Source: Seeking Alpha
The company's AI-related bookings are concentrated in low-margin consulting, not driving meaningful top line or margin expansion for IBM. IBM's 2026 revenue is forecast to grow just 5%, with consensus EPS growth at 7% and the stock trading at 20x forward earnings. IBM stock valuation still doesn't reflect limited AI upside and the risk of AI cannibalizing legacy businesses despite quickly falling $70 this year. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More » JHVEPhoto/iStock Editorial via Getty Images In no shock, International Business Machines Corporation ( IBM ) faces disruption by the technology that sent the stock to record highs. The main issue here is that IBM never actually saw huge benefits from AI. My More on my IG service If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start April, consider joinin
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IBM
News
- ?????????????????????????(2036??264.6????·CAGR14.76%) [CNET News]CNET News
- As IBM and Arm Partner on AI, Which Is the Better Tech Stock to Buy? [Yahoo! Finance]Yahoo! Finance
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- Should You Bet on IBM Stock Amid Rising Estimate Revisions? [Yahoo! Finance]Yahoo! Finance
- IBM: Strong Execution, But Questions Around AI Value Capture [Seeking Alpha]Seeking Alpha
IBM
Earnings
- 1/28/26 - Beat
IBM
Sec Filings
- 4/1/26 - Form 4
- 4/1/26 - Form 4
- 4/1/26 - Form 4
- IBM's page on the SEC website