Bank of America has a blunt message for investors on IBM stock [Yahoo! Finance]
International Business Machines Corporation (IBM)
Last international business machines corporation earnings: 4/20 04:08 pm
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Source: Yahoo! Finance
That reaction tells you something important about where IBM sits right now. And Bank of America's response to the quarter is the clearest read yet on what investors should actually expect from here. What the quarter actually showed IBM reported Q1 2026 revenue of $15.92 billion, up 9.5% year-over-year and ahead of analyst estimates of $15.71 billion, according to CNBC . Adjusted EPS came in at $1.91, beating the Street estimate of $1.81 by 5.5%. Software revenue reached $7.05 billion, up 11% year-over-year. Infrastructure delivered an even stronger quarter, up 15%, with the IBM Z mainframe surging 51%, according to StockTitan . Operating margin expanded to 11.7%, up from 10% in the same period last year. Related: IBM CEO sends blunt message on AI and quantum computing Management reaffirmed full-year 2026 guidance, including more than 5% constant-currency revenue growth and a $1 billion increase in free cash flow , according to CNBC . On paper, it looked like a solid print.
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IBM
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- 4/22/26 - Beat
IBM
Sec Filings
- 4/23/26 - Form 10-Q
- 4/22/26 - Form 8-K
- 4/8/26 - Form DEFA14A
- IBM's page on the SEC website