IBM: Strong Execution, But Questions Around AI Value Capture [Seeking Alpha]
International Business Machines Corporation (IBM)
Last international business machines corporation earnings: 4/20 04:08 pm
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Source: Seeking Alpha
Valuation has compressed from ~17.5x to ~14x EV/forward EBITDA, but this is offset by unclear AI impacts and lack of near-term catalysts. Software and infrastructure segments showed strong recent growth, yet both face potential headwinds from evolving AI capabilities and pricing pressures. I see no structural shifts or compelling catalysts to justify a Buy; IBM is best approached with a wait-and-watch stance amid ongoing AI-driven risks. Luis Alvarez/DigitalVision via Getty Images When I rated International Business Machines ( IBM ) a Hold in November last year, it was not a vote against the business' strength, but the lack of asymmetric setup I was looking for. By November, the stock had absorbed
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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