2026-07-21 IBM Post-Plunge: Institutions Adjust Ratings and Holdings
2026-07-25 Stock near 52-week low, but technicals suggest possible rebound to $225-230
2026-07-26 Average target $278.68 from 27 firms, but mainframe weakness fuels near-term caution
2026-07-27 BFA law firm probes potential securities fraud after deal shortfall and product slowdown
2026-07-28 BFA Law probes potential securities fraud over deal pace and product outlook
2026-07-29 Multiple law firms probe alleged misrepresentations about IBM Z outlook and deal pace, causing investor losses.
2026-08-01 Stock near $220; investors eye August for rebound
CompanyBear
IBM Enterprise AI Strategy Centers on Security and Hybrid Cloud, Revenue Conversion Gradual
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
D1 +0.9% · +5d +6.1%
产品Bull
IBM and Partners Demonstrate Quantum Advantage, Claim Trusted Quantum Milestone
IBM collaborates with Qedma, Algorithmiq, and UChicago on quantum simulations and logical circuits, amid securities fraud probe.
D1 -2.1% · +5d +5.3%
›2 waves of this story
2026-07-30 IBM with Algorithmiq, Qedma, and UChicago announce quantum advantage results, claiming to surpass classical simulation, with media coverage.
2026-07-30 IBM collaborates with Qedma, Algorithmiq, and UChicago on quantum simulations and logical circuits, amid securities fraud probe.
Capital
Circle Acquires IBM Blockchain Patent Portfolio
Circle gains nearly 1,000 patents, boosting IP for stablecoin and payments network
D1 +1.0% · +5d +4.6%
EarningsBear
IBM preliminary Q2 revenue of $17.2B misses estimates
2026-07-14 Multiple outlets confirm IBM's surprise preliminary results missed on revenue and profit; shares fell over 17%.
2026-07-15 Clients shift capex to AI infrastructure, software and infrastructure weakness triggers broad software selloff
2026-07-16 Clients shift spend to data-center infrastructure; shares fall 25% in record drop; BFA Law launches securities fraud probe.
2026-07-17 Multiple law firms probe potential securities fraud; analysts cut PTs; AI spending shift in focus.
2026-07-18 Multiple outlets confirm miss; law firm probes securities fraud; shares fell 25% in a day
2026-07-20 BFA Law investigates potential securities fraud over IBM Z slowdown
2026-07-20 IBM Probed by Law Firm Over Alleged Misleading Statements
2026-07-22 Multiple law firms investigate IBM over guidance cut and stock plunge; investors may seek recovery
2026-07-23 IBM reported Q2 EPS of $2.93 in line with estimates, revenue of $17.1B slightly below $17.2B estimate, and cut annual revenue growth forecast
2026-07-21 IBM Post-Plunge: Institutions Adjust Ratings and Holdings
2026-07-25 Stock near 52-week low, but technicals suggest possible rebound to $225-230
2026-07-26 Average target $278.68 from 27 firms, but mainframe weakness fuels near-term caution
2026-07-27 BFA law firm probes potential securities fraud after deal shortfall and product slowdown
2026-07-28 BFA Law probes potential securities fraud over deal pace and product outlook
2026-07-29 Multiple law firms probe alleged misrepresentations about IBM Z outlook and deal pace, causing investor losses.
2026-08-01 Stock near $220; investors eye August for rebound
CompanyBear
IBM Enterprise AI Strategy Centers on Security and Hybrid Cloud, Revenue Conversion Gradual
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
D1 +0.9% · +5d +6.1%
产品Bull
IBM and Partners Demonstrate Quantum Advantage, Claim Trusted Quantum Milestone
IBM collaborates with Qedma, Algorithmiq, and UChicago on quantum simulations and logical circuits, amid securities fraud probe.
D1 -2.1% · +5d +5.3%
›2 waves of this story
2026-07-30 IBM with Algorithmiq, Qedma, and UChicago announce quantum advantage results, claiming to surpass classical simulation, with media coverage.
2026-07-30 IBM collaborates with Qedma, Algorithmiq, and UChicago on quantum simulations and logical circuits, amid securities fraud probe.
Capital
Circle Acquires IBM Blockchain Patent Portfolio
Circle gains nearly 1,000 patents, boosting IP for stablecoin and payments network
D1 +1.0% · +5d +4.6%
EarningsBear
IBM preliminary Q2 revenue of $17.2B misses estimates
2026-07-14 Multiple outlets confirm IBM's surprise preliminary results missed on revenue and profit; shares fell over 17%.
2026-07-15 Clients shift capex to AI infrastructure, software and infrastructure weakness triggers broad software selloff
2026-07-16 Clients shift spend to data-center infrastructure; shares fall 25% in record drop; BFA Law launches securities fraud probe.
2026-07-17 Multiple law firms probe potential securities fraud; analysts cut PTs; AI spending shift in focus.
2026-07-18 Multiple outlets confirm miss; law firm probes securities fraud; shares fell 25% in a day
2026-07-20 BFA Law investigates potential securities fraud over IBM Z slowdown
2026-07-20 IBM Probed by Law Firm Over Alleged Misleading Statements
2026-07-22 Multiple law firms investigate IBM over guidance cut and stock plunge; investors may seek recovery
2026-07-23 IBM reported Q2 EPS of $2.93 in line with estimates, revenue of $17.1B slightly below $17.2B estimate, and cut annual revenue growth forecast
