IBM Aktie News

IBM's Gary Cohn praised President Trump's Fed nominee Kevin Warsh, citing his 2008 financial crisis role and plans to return central bank to traditional policy.

In the fourth quarter we sold four stocks (WAL, CFLT, CCOI, CIEN) and added six new investments (MIR, VCEL, AMPL, VIAV, GTLB, AAON). We exited our investment in infrastructure software vendor CFLT following the announcement that IBM would acquire the company for $11 billion, or $31 per share. We initiated a new investment position in GitLab (GTLB), a Dev/Sec/Ops software platform vendor that he...

IBM is seeing solid revenue growth come from AI. Recent acquisitions set it up to be a leader in agentic AI.

ARMONK, N.Y., Jan. 30, 2026 /PRNewswire/ -- The IBM (NYSE: IBM) board of directors has elected Ramon L.

Rigetti Computing is one of the foremost pure-play quantum computing stocks. Because Rigetti is so small and quantum computing is so new, the company is likely to struggle in the coming years.

IBM (NYSE: IBM) exceeded earnings expectations and demonstrated that its AI strategy is effective. Q4 revenue reached $19.69 billion compared to the anticipated $19.21 billion—a 12.1% increase from the previous year.

IBM's stock IBM+0.10% rose 9% to $321 — moving above its 50-day average of $302 — as the company's adjusted earnings per share of $4.52 on sales of $19.69 billion topped Wall Street estimates of $4.30 in adjusted EPS on sales of $19.22 billion.

IBM reported solid Q4 results, but 2026 guidance remains uninspiring with only 5% sales growth projected. The tech company has a strong GenAI order book, but most of the $12.5 billion order book is consulting, yet consulting grew just 1%. IBM's $11B Confluent acquisition raises questions, especially as Red Hat growth slows and AI cloud demand remains high.