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2026-10-21 Multiple media expect earnings to determine if stock can rebound from July crash
2026-10-22 Revenue and EPS beat; FY FCF outlook raised; software growth accelerates
2026-10-22 Software and infrastructure growth drove beat, but analysts question software rebound staying power, stock reversed mid-call
2026-10-23 Software growth accelerated to 9%; full-year FCF guidance raised by over $1B
8-K filing
8-K: Item 2.02, Item 9.01
D1 +0.3% · since +0.4%
Earnings
Earnings report
第三季度总营收同比增长6%，软件业务增长9%，基础设施增长5%，咨询业务增长2%。
D1 +3.9% · +5d +0.7%
ProductBull
IBM Releases llm-d 1.0 Open-Source AI Inference Software, Stock Edges Up
Developed with Red Hat et al., aims to lower AI inference costs and improve efficiency
D1 +2.3% · +5d +3.4%
AnalystBull
IBM and Siemens Collaborate on Nanostack Architecture Research
Collaboration aims to accelerate development of manufacturing and design capabilities for future nanostack generations
D1 +0.2% · +5d +2.2%
›2 waves of this story
2026-10-09 Multiple sources confirm Truist initiated coverage on IBM with Hold and $240 PT, citing strong enterprise position but near-term execution concerns.
2026-10-14 Collaboration aims to accelerate development of manufacturing and design capabilities for future nanostack generations
CompanyBull
IBM Advances to Stage C of DARPA Quantum Benchmarking Initiative
IBM's progression to the third phase of DARPA's quantum program signals official recognition of its quantum capabilities
D1 +2.8% · +5d +3.3%
CompanyBull
IBM Teams with SAP to Boost Enterprise Modernization and AI-Readiness
IBM Launches Self-Hosted Deployment for Bob AI, Stock Rises
Enterprises can run AI dev platform on own infrastructure, boosting data sovereignty and governance; market reacts positively
D1 -1.3% · +5d +2.0%
8-K filing
8-K: Item 5.02, Item 5.03, Item 9.01
D1 -1.3% · +5d +2.0%
RegulationBear
IBM Faces $68B Wipeout and Investigation Over Z Shortfall, Stock Falls
Shareholder rights firm Hagens Berman investigates potential securities law violations; situation develops
D1 -2.4% · +5d -0.6%
›3 waves of this story
2026-09-24 Shareholder rights firm probes securities law violations amid large market value loss
2026-09-24 Shares down 2.37% to $227.25, reflecting defect concerns
2026-10-01 Shareholder rights firm Hagens Berman investigates potential securities law violations; situation develops
Company
IBM Named Key Vendor in Multiple Market Reports Covering App Integration, Digital Transformation
Four independent industry reports cite IBM as a key player across application integration, desktop virtualization, digital transformation, and IT operations analytics markets
D1 -0.3% · +5d +0.6%
Analyst
IBM Quantum Bet Lost Money in Year but Beat All Pure-Play Rivals
Media review of year-old 'next Nvidia' call shows IBM lost money yet outperformed every pure-play quantum rival
D1 -0.3% · +5d +0.6%
Product
IBM Digital Asset Platform Integrates Swift Blockchain for Banking Clients
IBM expands digital banking infrastructure with on-premises beta linking clients to Swift's blockchain ledger
D1 -2.4% · +5d -0.6%
›2 waves of this story
2026-09-24 Enables 24/7 tokenized deposit processing, expanding digital banking infrastructure
2026-09-28 IBM expands digital banking infrastructure with on-premises beta linking clients to Swift's blockchain ledger
CompanyBull
IBM z17 Enters AI Lab, Shares Climb 2.2%
Following Marist partnership, z17 mainframe deployed at incubator, boosting shares
D1 -0.2% · +5d -4.9%
›2 waves of this story
2026-09-22 Expanding 50-year partnership to advance AI research and career readiness, z17 enters education
2026-09-23 Following Marist partnership, z17 mainframe deployed at incubator, boosting shares
Capital
Multiple institutions raise IBM stakes, some reduce
Latest filings show Reynders McVeigh and Sequoia increased, Manufacturers Life reduced, institutional moves remain mixed
D1 +3.4% · +5d -1.0%
›4 waves of this story
2026-09-09 Jupiter Topco, Canada Pension Plan and others disclosed new IBM stakes in Q2 13F filings
2026-09-11 Hamilton Capital, Camarda, Skandia among multiple institutions disclosing new IBM stakes in Q2
2026-09-12 Bluefin cut 86.5% while BNP, Greenwood, MUFG and Monetta added, showing mixed institutional views
2026-09-18 Latest filings show Reynders McVeigh and Sequoia increased, Manufacturers Life reduced, institutional moves remain mixed
Earnings
IBM Software Growth Slows, Hybrid Cloud Revenue Up 11%
Software organic growth flat as customers shift spending to infrastructure, while Hybrid Cloud and OpenShift expand
D1 -3.4% · +5d -1.8%
CompanyBull
IBM's Anderon Finalizes $1B CHIPS Award, Quantum Foundry Starts Production
Commerce Department finalizes $1B award; 300mm fab begins processing quantum wafers, marking execution phase.
D1 -4.4% · +5d -2.0%
›2 waves of this story
2026-09-16 Commerce Department finalizes $1B award to scale quantum wafer R&D and manufacturing, boosting IBM's quantum leadership
2026-09-17 Commerce Department finalizes $1B award; 300mm fab begins processing quantum wafers, marking execution phase.
Company
IBM and Lockheed Martin Launch Swiss Quantum Innovation Hub at ETH Zurich
Switzerland's first IBM quantum computer at ETH, expanding quantum research collaboration
D1 +4.0% · +5d -5.6%
Product
IBM and NASA Release Open-Source AI Model for Lunar Exploration
Model analyzes decades of lunar data, outperforming common methods by 23%, showcasing AI in scientific research
D1 -2.5% · +5d +1.6%
ProductBull
IBM, Cleveland Clinic, RIKEN Finalists for 2026 Gordon Bell Prize
Team modeled 12,635-atom protein, largest known via quantum computing, showing hybrid quantum-classical potential in life science
D1 +3.4% · +5d -1.0%
Capital
Multiple Institutions Initiate or Add IBM Positions in Q2
Several asset managers disclosed new IBM stakes, indicating rising institutional interest
D1 +1.3% · +5d +3.7%
›2 waves of this story
2026-09-03 BlackRock, Deutsche Bank among several institutions disclosing new IBM stakes
2026-09-04 Several asset managers disclosed new IBM stakes, indicating rising institutional interest
2026-10-21 Multiple media expect earnings to determine if stock can rebound from July crash
2026-10-22 Revenue and EPS beat; FY FCF outlook raised; software growth accelerates
2026-10-22 Software and infrastructure growth drove beat, but analysts question software rebound staying power, stock reversed mid-call
2026-10-23 Software growth accelerated to 9%; full-year FCF guidance raised by over $1B
8-K filing
8-K: Item 2.02, Item 9.01
D1 +0.3% · since +0.4%
25 earlier events›
Earnings
Earnings report
第三季度总营收同比增长6%，软件业务增长9%，基础设施增长5%，咨询业务增长2%。
D1 +3.9% · +5d +0.7%
ProductBull
IBM Releases llm-d 1.0 Open-Source AI Inference Software, Stock Edges Up
Developed with Red Hat et al., aims to lower AI inference costs and improve efficiency
D1 +2.3% · +5d +3.4%
AnalystBull
IBM and Siemens Collaborate on Nanostack Architecture Research
Collaboration aims to accelerate development of manufacturing and design capabilities for future nanostack generations
D1 +0.2% · +5d +2.2%
›2 waves of this story
2026-10-09 Multiple sources confirm Truist initiated coverage on IBM with Hold and $240 PT, citing strong enterprise position but near-term execution concerns.
2026-10-14 Collaboration aims to accelerate development of manufacturing and design capabilities for future nanostack generations
CompanyBull
IBM Advances to Stage C of DARPA Quantum Benchmarking Initiative
IBM's progression to the third phase of DARPA's quantum program signals official recognition of its quantum capabilities
D1 +2.8% · +5d +3.3%
CompanyBull
IBM Teams with SAP to Boost Enterprise Modernization and AI-Readiness
IBM Launches Self-Hosted Deployment for Bob AI, Stock Rises
Enterprises can run AI dev platform on own infrastructure, boosting data sovereignty and governance; market reacts positively
D1 -1.3% · +5d +2.0%
8-K filing
8-K: Item 5.02, Item 5.03, Item 9.01
D1 -1.3% · +5d +2.0%
RegulationBear
IBM Faces $68B Wipeout and Investigation Over Z Shortfall, Stock Falls
Shareholder rights firm Hagens Berman investigates potential securities law violations; situation develops
D1 -2.4% · +5d -0.6%
›3 waves of this story
2026-09-24 Shareholder rights firm probes securities law violations amid large market value loss
2026-09-24 Shares down 2.37% to $227.25, reflecting defect concerns
2026-10-01 Shareholder rights firm Hagens Berman investigates potential securities law violations; situation develops
Company
IBM Named Key Vendor in Multiple Market Reports Covering App Integration, Digital Transformation
Four independent industry reports cite IBM as a key player across application integration, desktop virtualization, digital transformation, and IT operations analytics markets
D1 -0.3% · +5d +0.6%
Analyst
IBM Quantum Bet Lost Money in Year but Beat All Pure-Play Rivals
Media review of year-old 'next Nvidia' call shows IBM lost money yet outperformed every pure-play quantum rival
D1 -0.3% · +5d +0.6%
Product
IBM Digital Asset Platform Integrates Swift Blockchain for Banking Clients
IBM expands digital banking infrastructure with on-premises beta linking clients to Swift's blockchain ledger
D1 -2.4% · +5d -0.6%
›2 waves of this story
2026-09-24 Enables 24/7 tokenized deposit processing, expanding digital banking infrastructure
2026-09-28 IBM expands digital banking infrastructure with on-premises beta linking clients to Swift's blockchain ledger
CompanyBull
IBM z17 Enters AI Lab, Shares Climb 2.2%
Following Marist partnership, z17 mainframe deployed at incubator, boosting shares
D1 -0.2% · +5d -4.9%
›2 waves of this story
2026-09-22 Expanding 50-year partnership to advance AI research and career readiness, z17 enters education
2026-09-23 Following Marist partnership, z17 mainframe deployed at incubator, boosting shares
Capital
Multiple institutions raise IBM stakes, some reduce
Latest filings show Reynders McVeigh and Sequoia increased, Manufacturers Life reduced, institutional moves remain mixed
D1 +3.4% · +5d -1.0%
›4 waves of this story
2026-09-09 Jupiter Topco, Canada Pension Plan and others disclosed new IBM stakes in Q2 13F filings
2026-09-11 Hamilton Capital, Camarda, Skandia among multiple institutions disclosing new IBM stakes in Q2
2026-09-12 Bluefin cut 86.5% while BNP, Greenwood, MUFG and Monetta added, showing mixed institutional views
2026-09-18 Latest filings show Reynders McVeigh and Sequoia increased, Manufacturers Life reduced, institutional moves remain mixed
Earnings
IBM Software Growth Slows, Hybrid Cloud Revenue Up 11%
Software organic growth flat as customers shift spending to infrastructure, while Hybrid Cloud and OpenShift expand
D1 -3.4% · +5d -1.8%
CompanyBull
IBM's Anderon Finalizes $1B CHIPS Award, Quantum Foundry Starts Production
Commerce Department finalizes $1B award; 300mm fab begins processing quantum wafers, marking execution phase.
D1 -4.4% · +5d -2.0%
›2 waves of this story
2026-09-16 Commerce Department finalizes $1B award to scale quantum wafer R&D and manufacturing, boosting IBM's quantum leadership
2026-09-17 Commerce Department finalizes $1B award; 300mm fab begins processing quantum wafers, marking execution phase.
Company
IBM and Lockheed Martin Launch Swiss Quantum Innovation Hub at ETH Zurich
Switzerland's first IBM quantum computer at ETH, expanding quantum research collaboration
D1 +4.0% · +5d -5.6%
Product
IBM and NASA Release Open-Source AI Model for Lunar Exploration
Model analyzes decades of lunar data, outperforming common methods by 23%, showcasing AI in scientific research
D1 -2.5% · +5d +1.6%
ProductBull
IBM, Cleveland Clinic, RIKEN Finalists for 2026 Gordon Bell Prize
Team modeled 12,635-atom protein, largest known via quantum computing, showing hybrid quantum-classical potential in life science
D1 +3.4% · +5d -1.0%
Capital
Multiple Institutions Initiate or Add IBM Positions in Q2
Several asset managers disclosed new IBM stakes, indicating rising institutional interest
D1 +1.3% · +5d +3.7%
›2 waves of this story
2026-09-03 BlackRock, Deutsche Bank among several institutions disclosing new IBM stakes
2026-09-04 Several asset managers disclosed new IBM stakes, indicating rising institutional interest
