NYSE
241.52USD
-6.85 (-2.76%)
We have scored 104 news catalysts on International Business Machines Corporation (IBM) over the past 12 months. The biggest single-day move next to one of them came Jul 14, 2026, when IBM closed −25.2%: “IBM Breaking Stock Drop: IBM Stock Plummets over 25% after Shortfall Announced Triggering Securities Fraud Investigation by BFA Law”. Coverage across the window leans positive (average ticker sentiment +0.12). Most of the impact sits in sector technology and forward growth expectations.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
227.1B
P/E
—
EPS
—
Beta
0.71
52W range
199.19-332.46
Day range
239.70–243.93
Open
243.93
Prev close
248.37
Volume
1.5M
Avg volume
9.4M
Dividend
6.74
IPO
1915-09-24
Analysts publish price targets on IBM, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
21 analyst price targets from $175 to $350
as of 2026-08-26
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about International Business Machines Corporation — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of International Business Machines Corporation, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for IBM: .
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
International Business Machines Corporation (IBM) delivers comprehensive technology solutions and services across the globe. The company's operations are structured into four primary segments: Software, Consulting, Infrastructure, and Financing. The Software division provides hybrid cloud platforms and a range of software offerings, including Red Hat's enterprise open-source solutions. It also develops software for business automation, AIOps and management, integration, and application servers, in addition to data and artificial intelligence tools. This segment further supplies security software and services for threat, data, and identity management, and offers critical transaction processing software that supports essential on-premise workloads for industries such as banking, airlines, and retail. The Consulting arm delivers business transformation services, which encompass strategy development, business process design and operational improvements, data and analytics insights, and system integration. It additionally provides technology consulting and specialized application and cloud platform services. IBM's Infrastructure segment offers both on-premises and cloud-based server and storage solutions, specifically tailored for clients' crucial and regulated operations. It also extends support and solutions for hybrid cloud infrastructure, alongside remanufacturing and remarketing services for used equipment. The Financing segment provides various financial services, such as leasing, installment payment plans, loan financing, and short-term working capital solutions. Originally established in 1911 as the Computing-Tabulating-Recording Co., the company is now known as International Business Machines Corporation and maintains its headquarters in Armonk, New York.
The reconstruction
The price sits at the 33rd percentile of published models, 12% below the median, rejecting both the bull case that the Q2 shortfall is a temporary pause and the bear case that it is a structural collapse.
What the disagreement turns on
Will the large software and transaction-processing deals delayed by the Q2 hardware spending cycle convert to recognized revenue in upcoming quarters, and segment revenue data can measure this.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
