AI threats to legacy services, pricing pressure, falling estimates; hybrid cloud and watsonx offer support
첫날 -1.1% · 5일 후 +3.7%
M&A·자금조달호재
IBM Completes HRL Acquisition to Boost Quantum Computing영어 원문
Integrates silicon-spin qubits with superconducting approach, adds quantum sensing and materials expertise
첫날 -1.8% · 5일 후 +0.8%
›전개 과정 3회
2026-08-26Combines complementary quantum, sensing, and materials expertise to bolster quantum roadmap
2026-08-31Adds silicon-spin qubit, materials and manufacturing expertise to advance scalable quantum systems
2026-08-31Integrates silicon-spin qubits with superconducting approach, adds quantum sensing and materials expertise
M&A·자금조달호재
Multiple Institutions Raise IBM Stock Holdings영어 원문
Assetmark, Beese Fulmer, Diversify and others disclosed increased IBM stakes
첫날 -0.7% · 5일 후 -0.8%
제품
IBM Unveils Dual-Architecture Processor for Z and LinuxONE영어 원문
Brings Arm-native apps to mainframes, broadening software choice
첫날 +1.4% · 5일 후 -1.2%
기업
IBM, USTA Launch AI Fan Experiences for 2026 US Open영어 원문
New AI features; study shows fans want streamlined digital experiences
첫날 -2.0% · 5일 후 +1.2%
제품
IBM Links Cryogenic Modules, Lays Out 1,000-Qubit Path영어 원문
New cryogenic system scales to 1,000 programmable qubits, advancing Quantum Starling plan by 2029
첫날 -1.5% · 5일 후 +2.2%
›전개 과정 2회
2026-08-20IBM links and jointly cools two cryogenic modules, laying hardware groundwork for a quantum system with hundreds of chips
2026-08-20New cryogenic system scales to 1,000 programmable qubits, advancing Quantum Starling plan by 2029
기업호재
Arrow Electronics Expands IBM European Distribution to Seven Countries영어 원문
Broader distribution coverage strengthens IBM's European channel reach
첫날 -2.3% · 5일 후 +1.0%
기업호재
IBM Partners with OpenAI to Embed GPT-5.6 into Enterprise AI영어 원문
Deal integrates OpenAI frontier models into IBM Consulting and grants Elite Partner status
첫날 +0.5% · 5일 후 -1.5%
규제악재
IBM Faces $68B Wipeout, Hagens Berman Probes Securities Violations영어 원문
Law firm probes Z shortfall and CEO remarks; JPMorgan upgrades to Overweight, creating mixed signals
첫날 -1.0% · 5일 후 +0.5%
기업호재
IBM and Together AI Sign $240M Deal for NVIDIA AI Inference Cluster영어 원문
Multiple media confirm deal details; IBM shares rise premarket, showing positive market reaction.
첫날 +0.9% · 5일 후 -2.4%
›전개 과정 3회
2026-08-11Multi-source confirms IBM Cloud deployment of NVIDIA HGX B300 systems to scale open-source AI inference
2026-08-11Multiple sources confirm deal details incl. NVIDIA HGX B300 systems and Spectrum-X networking
2026-08-11Multiple media confirm deal details; IBM shares rise premarket, showing positive market reaction.
시장
첫날 +3.9% · 5일 후 +1.4%
기업
IBM and Red Hat Offer Lightwell Free to Universities영어 원문
Free access for 185+ research universities, strengthening open-source ecosystem.
첫날 +3.9% · 5일 후 +1.4%
기업악재
IBM CEO Warns of Quantum Risks; Cramer Plans Bitcoin Sell-off영어 원문
CEO on Cramer's show says be paranoid in 3-4 years; Cramer plans to sell all Bitcoin, drawing market attention.
첫날 +3.9% · 5일 후 +1.4%
기타악재
IBM's 25% Single-Day Drop Sparks Broad Market Commentary영어 원문
Stock near $220; investors eye August for rebound
첫날 -2.9% · 5일 후 +0.7%
›전개 과정 9회
2026-07-17Social media and forums discuss impact on semis and Trump portfolio.
2026-07-20Assetmark raised stake 24.8%, Dimensional +2%; stock near 52-week low
2026-07-21IBM Post-Plunge: Institutions Adjust Ratings and Holdings
2026-07-25Stock near 52-week low, but technicals suggest possible rebound to $225-230
2026-07-26Average target $278.68 from 27 firms, but mainframe weakness fuels near-term caution
2026-07-27BFA law firm probes potential securities fraud after deal shortfall and product slowdown
2026-07-28BFA Law probes potential securities fraud over deal pace and product outlook
2026-07-29Multiple law firms probe alleged misrepresentations about IBM Z outlook and deal pace, causing investor losses.
2026-08-01Stock near $220; investors eye August for rebound
기업악재
IBM Enterprise AI Strategy Centers on Security and Hybrid Cloud, Revenue Conversion Gradual영어 원문
Zacks reports IBM's AI strategy targets governance and security, but converting demand into durable revenue remains gradual; recurring software and Red Hat support 2026 outlook
첫날 +0.9% · 5일 후 +6.1%
제품호재
IBM and Partners Demonstrate Quantum Advantage, Claim Trusted Quantum Milestone영어 원문
IBM collaborates with Qedma, Algorithmiq, and UChicago on quantum simulations and logical circuits, amid securities fraud probe.
첫날 -2.1% · 5일 후 +5.3%
›전개 과정 2회
2026-07-30IBM with Algorithmiq, Qedma, and UChicago announce quantum advantage results, claiming to surpass classical simulation, with media coverage.
2026-07-30IBM collaborates with Qedma, Algorithmiq, and UChicago on quantum simulations and logical circuits, amid securities fraud probe.
관련 소식 · 이 종목은 주체가 아님
관련실적
액센츄어, 4분기 실적 서프라이즈에 20% 이상 급등
매출, EPS, 수주 모두 예상치 상회, 투자자들은 새 회계연도 가이던스에 주목
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
아직 댓글이 없어요.
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
30건
8-K 공시
8-K: 이사·임원 변동, 정관 개정
제품호재
IBM, Bob AI 자체 호스팅 배포 출시, 주가 상승
기업이 자체 인프라에서 AI 개발 플랫폼을 운영할 수 있어 데이터 주권과 거버넌스가 강화되며, 시장은 긍정적으로 반응
규제악재🔥진행 중
IBM, Z 부족으로 680억 달러 증발 및 조사 직면, 주가 하락영어 원문
주주권익 법무법인 Hagens Berman이 증권법 위반 가능성을 조사 중이며, 상황이 전개되고 있다
첫날 -2.4% · 5일 후 -0.6%
›전개 과정 3회
2026-09-24Shareholder rights firm probes securities law violations amid large market value loss
2026-09-24 주가 2.37% 하락한 $227.25, 결함 우려 반영
2026-10-01 주주권익 법무법인 Hagens Berman이 증권법 위반 가능성을 조사 중이며, 상황이 전개되고 있다.
기업
IBM, 앱 통합·디지털 전환 관련 다수 시장 보고서에서 핵심 벤더로 선정
독립 업계 보고서 4건이 앱 통합, 데스크톱 가상화, 디지털 전환, IT 운영 분석 시장에서 IBM을 핵심 업체로 꼽았다
첫날 -0.3% · 현재까지 +2.6%
애널리스트
IBM 퀀텀 베팅, 1년간 손실에도 순수 퀀텀 경쟁사 모두 제쳐
1년 전 '차세대 엔비디아' 전망을 돌아본 미디어 리뷰, IBM이 손실에도 순수 퀀텀 경쟁사를 모두 앞섰다고 평가
첫날 -0.3% · 현재까지 +2.6%
이전 이벤트 25건›
제품🔥진행 중
IBM 디지털 자산 플랫폼, 은행 고객 대상 Swift 블록체인 통합영어 원문
IBM, 온프레미스 베타로 Swift 블록체인 원장 연결, 디지털 뱅킹 인프라 확장
첫날 -2.4% · 5일 후 -0.6%
›전개 과정 2회
2026-09-24Enables 24/7 tokenized deposit processing, expanding digital banking infrastructure
2026-09-28 IBM, 온프레미스 베타로 Swift 블록체인 원장 연결, 디지털 뱅킹 인프라 확장
기업호재
IBM z17 Enters AI Lab, Shares Climb 2.2%영어 원문
Following Marist partnership, z17 mainframe deployed at incubator, boosting shares
첫날 -0.2% · 5일 후 -4.9%
›전개 과정 2회
2026-09-22Expanding 50-year partnership to advance AI research and career readiness, z17 enters education
2026-09-23Following Marist partnership, z17 mainframe deployed at incubator, boosting shares
M&A·자금조달
Multiple institutions raise IBM stakes, some reduce영어 원문
Latest filings show Reynders McVeigh and Sequoia increased, Manufacturers Life reduced, institutional moves remain mixed
첫날 +3.4% · 5일 후 -1.0%
›전개 과정 4회
2026-09-09Jupiter Topco, Canada Pension Plan and others disclosed new IBM stakes in Q2 13F filings
2026-09-11Hamilton Capital, Camarda, Skandia among multiple institutions disclosing new IBM stakes in Q2
2026-09-12Bluefin cut 86.5% while BNP, Greenwood, MUFG and Monetta added, showing mixed institutional views
2026-09-18Latest filings show Reynders McVeigh and Sequoia increased, Manufacturers Life reduced, institutional moves remain mixed
실적
IBM Software Growth Slows, Hybrid Cloud Revenue Up 11%영어 원문
Software organic growth flat as customers shift spending to infrastructure, while Hybrid Cloud and OpenShift expand
AI threats to legacy services, pricing pressure, falling estimates; hybrid cloud and watsonx offer support
첫날 -1.1% · 5일 후 +3.7%
M&A·자금조달호재
IBM Completes HRL Acquisition to Boost Quantum Computing영어 원문
Integrates silicon-spin qubits with superconducting approach, adds quantum sensing and materials expertise
첫날 -1.8% · 5일 후 +0.8%
›전개 과정 3회
2026-08-26Combines complementary quantum, sensing, and materials expertise to bolster quantum roadmap
2026-08-31Adds silicon-spin qubit, materials and manufacturing expertise to advance scalable quantum systems
2026-08-31Integrates silicon-spin qubits with superconducting approach, adds quantum sensing and materials expertise
M&A·자금조달호재
Multiple Institutions Raise IBM Stock Holdings영어 원문
Assetmark, Beese Fulmer, Diversify and others disclosed increased IBM stakes
첫날 -0.7% · 5일 후 -0.8%
제품
IBM Unveils Dual-Architecture Processor for Z and LinuxONE영어 원문
Brings Arm-native apps to mainframes, broadening software choice
첫날 +1.4% · 5일 후 -1.2%
기업
IBM, USTA Launch AI Fan Experiences for 2026 US Open영어 원문
New AI features; study shows fans want streamlined digital experiences
첫날 -2.0% · 5일 후 +1.2%
제품
IBM Links Cryogenic Modules, Lays Out 1,000-Qubit Path영어 원문
New cryogenic system scales to 1,000 programmable qubits, advancing Quantum Starling plan by 2029
첫날 -1.5% · 5일 후 +2.2%
›전개 과정 2회
2026-08-20IBM links and jointly cools two cryogenic modules, laying hardware groundwork for a quantum system with hundreds of chips
2026-08-20New cryogenic system scales to 1,000 programmable qubits, advancing Quantum Starling plan by 2029
기업호재
Arrow Electronics Expands IBM European Distribution to Seven Countries영어 원문
Broader distribution coverage strengthens IBM's European channel reach
첫날 -2.3% · 5일 후 +1.0%
기업호재
IBM Partners with OpenAI to Embed GPT-5.6 into Enterprise AI영어 원문
Deal integrates OpenAI frontier models into IBM Consulting and grants Elite Partner status
첫날 +0.5% · 5일 후 -1.5%
규제악재
IBM Faces $68B Wipeout, Hagens Berman Probes Securities Violations영어 원문
Law firm probes Z shortfall and CEO remarks; JPMorgan upgrades to Overweight, creating mixed signals
첫날 -1.0% · 5일 후 +0.5%
기업호재
IBM and Together AI Sign $240M Deal for NVIDIA AI Inference Cluster영어 원문
Multiple media confirm deal details; IBM shares rise premarket, showing positive market reaction.
첫날 +0.9% · 5일 후 -2.4%
›전개 과정 3회
2026-08-11Multi-source confirms IBM Cloud deployment of NVIDIA HGX B300 systems to scale open-source AI inference
2026-08-11Multiple sources confirm deal details incl. NVIDIA HGX B300 systems and Spectrum-X networking
2026-08-11Multiple media confirm deal details; IBM shares rise premarket, showing positive market reaction.
시장
첫날 +3.9% · 5일 후 +1.4%
기업
IBM and Red Hat Offer Lightwell Free to Universities영어 원문
Free access for 185+ research universities, strengthening open-source ecosystem.
첫날 +3.9% · 5일 후 +1.4%
기업악재
IBM CEO Warns of Quantum Risks; Cramer Plans Bitcoin Sell-off영어 원문
CEO on Cramer's show says be paranoid in 3-4 years; Cramer plans to sell all Bitcoin, drawing market attention.
첫날 +3.9% · 5일 후 +1.4%
기타악재
IBM's 25% Single-Day Drop Sparks Broad Market Commentary영어 원문
Stock near $220; investors eye August for rebound
첫날 -2.9% · 5일 후 +0.7%
›전개 과정 9회
2026-07-17Social media and forums discuss impact on semis and Trump portfolio.
2026-07-20Assetmark raised stake 24.8%, Dimensional +2%; stock near 52-week low
2026-07-21IBM Post-Plunge: Institutions Adjust Ratings and Holdings
2026-07-25Stock near 52-week low, but technicals suggest possible rebound to $225-230
2026-07-26Average target $278.68 from 27 firms, but mainframe weakness fuels near-term caution
2026-07-27BFA law firm probes potential securities fraud after deal shortfall and product slowdown
2026-07-28BFA Law probes potential securities fraud over deal pace and product outlook
2026-07-29Multiple law firms probe alleged misrepresentations about IBM Z outlook and deal pace, causing investor losses.
2026-08-01Stock near $220; investors eye August for rebound
기업악재
IBM Enterprise AI Strategy Centers on Security and Hybrid Cloud, Revenue Conversion Gradual영어 원문
Zacks reports IBM's AI strategy targets governance and security, but converting demand into durable revenue remains gradual; recurring software and Red Hat support 2026 outlook
첫날 +0.9% · 5일 후 +6.1%
제품호재
IBM and Partners Demonstrate Quantum Advantage, Claim Trusted Quantum Milestone영어 원문
IBM collaborates with Qedma, Algorithmiq, and UChicago on quantum simulations and logical circuits, amid securities fraud probe.
첫날 -2.1% · 5일 후 +5.3%
›전개 과정 2회
2026-07-30IBM with Algorithmiq, Qedma, and UChicago announce quantum advantage results, claiming to surpass classical simulation, with media coverage.
2026-07-30IBM collaborates with Qedma, Algorithmiq, and UChicago on quantum simulations and logical circuits, amid securities fraud probe.
