US · Technology · Information Technology Services
EPS came in at 2.95 against a street estimate of 2.88 — a beat of 2.4%.
Analysts rate International Business Machines a buy (12 buy, 11 hold, 2 sell out of 25) with an average price target of $259.30.
CONFIDENT IBM reported 6% Q3 revenue growth, strong software acceleration, expanding margins and higher free-cash-flow expectations, while maintaining 2026 revenue guidance. Q3 FY26 Analysts focused on the software acceleration, the sharp Transaction Processing rebound, Confluent's contribution and the durability of enterprise AI demand. Management attributed strength to new business, deferred deals, modernization and mission-critical mainframe demand, while cautioning that Transaction Processing should moderate. 2026-10-21…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.12% |
| Vanguard Capital Management, LLC | 6.50% |
| State Street Corp | 5.93% |
| Vanguard Portfolio Management, LLC | 3.00% |
| Geode Capital Management, LLC | 2.48% |
| Morgan Stanley - Brokerage Accounts | 1.85% |
| Capital World Investors | 1.71% |
| Bank of America Corp | 1.59% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $17,103 million, up from $16,331 million in third-quarter 2025. • Nine-month 2026 revenue was $50, | 2026-10-22 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter revenue was $17.1 billion, up 5% year over year and 6% at constant currency, exceeding expectations. • GAAP net inc | 2026-10-21 |
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • IBM announced the election of Frank Baker, co-founder and managing partner of Siris Capital Group, LLC, to its Board of Direct | 2026-10-01 |
| Current report · Q3 2026 IBM FORM 8-K SUMMARY — AUGUST 10, 2026 HEADLINE NUMBERS • IBM issued C$2,750,000,000 (Canadian dollars) in aggregate principal amount of debt securi | 2026-08-14 |
| Quarterly report · Q2 2026 IBM FORM 10-Q SUMMARY FOR RETAIL INVESTORS Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total revenue for six months 2026: $33.079 billion (u | 2026-07-23 |
| Results announced · Q3 2026 IBM Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $17.2 billion, up 1% year-over-year (flat to slightly positive) • Q2 2026 Net Incom | 2026-07-22 |
| Results announced · Q3 2026 IBM Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total Revenue: $17.2 billion, up 1 percent year-over-year • Software Revenue: Up 5 percent • Consul | 2026-07-14 |
| Material agreement · Q2 2026 IBM FORM 8-K SUMMARY – JUNE 22, 2026 HEADLINE NUMBERS • IBM extended two major credit facilities on June 22, 2026 • $2.5 billion Three-Year Credit A | 2026-06-23 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.69 / share ex-date Nov 10, 2026 · pay Dec 10, 2026 | 2026-11-10 |
| Dividend | $1.69 / share ex-date Aug 10, 2026 · pay Sep 10, 2026 | 2026-08-10 |
| Dividend | $1.69 / share ex-date May 8, 2026 · pay Jun 10, 2026 | 2026-05-08 |
| Dividend | $1.68 / share ex-date Feb 10, 2026 · pay Mar 10, 2026 | 2026-02-10 |
| Dividend | $1.68 / share ex-date Nov 10, 2025 · pay Dec 10, 2025 | 2025-11-10 |
| Announcement | Date |
|---|---|
| Plans $10B investment in quantum computing R&D, manufacturing, and partnerships IBM announced a $10 billion investment over the next 5 years to advance its quantum computing leadership. The company plans to allocate funds across research and development, capital expendi | 2026-05-28 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for International Business Machines — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.