IBM International Business Machines Corporation

bullish · high conviction 2/4 shifts correct ↓ $297.80 +33.58 (+12.7%)
Mkt Cap $280B P/E 26.4 fwd 22.1 52wk $212.34 - $324.90 Updated Sunday
Factor divergence: DIVERGENCE: analyst_revisions bullish vs price_momentum, narrative_gap bearish
Est. revisions: +1.8% (2 up, 0 down in 30d)
Factor Model (net +0.6)

Factor Model

net +0.6 2.6 / 10
Est. Revisions
+0.1
Insider Activity
+0.0
Momentum
-0.6
Analyst Rev.
+1.0
Narrative Gap
-0.5

IBM secures $1B US quantum funding

Watch: Monitor IBM’s progress on quantum system deployment and execution of the $10B plan, especially updates from the Anderon chip venture.

IBM secured $1 billion from a $2 billion US government fund for quantum computing, driving a 17.7% stock jump. The company also announced a $10 billion investment plan through 2029 to build the first large-scale quantum computer and boost US quantum chip manufacturing via a $1 billion venture called Anderon. IBM leads with over 90 quantum systems deployed to 325+ major clients.

This investment cements IBM’s leadership and accelerates its ability to commercialize scalable quantum computing, critical for long-term tech edge and market share.

Evidence

19h ago International Business Machines (IBM) Unveils $15B Investments, Surges 12.7% yahoo-finance
Updated Sunday Trump Administration’s new buys: $2B in quantum companies - IBM, GFS, QBTS, RGTI and INFQ reddit-raceto10m
Updated Saturday I Think This Is the Most Misunderstood Tech Stock on the Market Right Now -- and That's Exactly Why I'm Buying yahoo-finance
Updated Friday Wedbush reit IBM: Outperform → Outperform
4d ago Jim Cramer Reveals Why International Business Machines (IBM) Should Be Doing Better yahoo-finance
5d ago Trump Just Bet $2 Billion on Quantum Computing: Ranking IBM, QBTS and RGTI Stock Now yahoo-finance
5d ago US funds seek to lure British quantum pioneer to New York yahoo-finance
7d ago The AI Stock Retirees Are Adding to Their Portfolios -- and Growth Investors Should, Too yahoo-finance
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8d ago Infleqtion (INFQ) Gets Government Backing, Soars 31%
8d ago Stocks Rebound as Crude Oil Falls on Hopes for a US-Iran Deal
9d ago Quantum computing catalyst drives capital into semiconductor infrastructure leaders
9d ago International Business Machines Corporation (IBM) Fell as Revenue Growth Fell Short of Expectations
9d ago Chip Industry Week In Review - Semiconductor Engineering
Fundamentals & Data ▾
International Business Machines Corporation Technology · Information Technology Services
Mkt Cap
$280B
P/E
26.4 fwd 22.1
Beta
0.58
Div Yield
227.00%
52w Range
$212.34 - $324.90
Short Interest
26.9M 3.17%
Days to Cover
3.9 +21%
Technicals mixed
vs 20d MA
+26.5%
from 52w Hi
0.0%
Vol (20d)
64%
1w return
+17.7%
1m return
+31.1%
Vol ratio
1.7x
Insiders
buying 3B / 0S
Analysts
bullish 1 up / 0 down
EPS Estimate
$3.03 +1.8% 30d 2up / 0dn
Est. Dispersion
8% 18 analysts
Analyst Target
$278 $195 - $335
Options P/C
0.24 8C / 2P unusual
Fund Convergence
moderate Citadel, D.E. Shaw
Financials
Revenue
$15.9B +10% YoY
FCF
$4.8B
Gross Margin
56%
Op Margin
14%
Momentum: decelerating
Top Holders
Citadel $1.6B
D.E. Shaw $83M
Track Record (2/4 correct) ▾

Direction History

2/4 correct at 5 days
2026-05-21 bullish +17.7% ✓
2026-05-02 bullish -0.3% ✗
2026-04-24 bullish +0.1% ✓
2026-04-18 bullish -8.5% ✗
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