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N
IBM International Business Machines Corporation NYQ
$329.23 +8.81 (+2.75%)
Blow-off · +5.55σ Hot zone Grade C

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $15.9B $1.2B $2.2B $4.8B 7.6% 13.9%
2025-12-31 $19.7B $5.6B $4.8B $3.5B 28.4% 24.6%
2025-09-30 $16.3B $1.7B $2.8B $2.7B 10.7% 17.1%
2025-06-30 $17.0B $2.2B $3.1B $1.3B 12.9% 18.2%
2025-03-31 $14.5B $1.1B $1.8B $4.0B 7.3% 12.1%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-04-22 1.91 1.81 +5.5%
2026-01-28 4.52 4.29 +5.3%
2025-10-22 1.84 1.92 -4.3%
2025-07-23 2.80 2.65 +5.5%
2025-04-23 1.12 1.08 +4.0%
2025-01-29 3.09 3.48 -11.2%
2024-10-23 2.30 2.23 +3.3%
2024-07-24 2.43 2.17 +11.9%
2024-04-24 1.68 1.60 +5.2%
2024-01-24 3.87 3.80 +1.9%
2023-10-25 2.20 2.13 +3.5%
2023-07-19 2.18 2.00 +8.9%
2023-04-19 1.36 1.24 +9.7%
2023-01-25 3.60 3.61 -0.3%
2022-10-19 1.81 1.80 +0.7%
2022-07-18 2.31 2.29 +0.9%
2022-04-19 1.40 1.42 -1.5%
2022-01-24 3.35 3.29 +1.9%
2021-10-20 2.52 2.51 +0.2%
2021-07-19 2.33 2.29 +1.8%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Technology

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
IBM $309B 29.1 24.5 4.5 21.6 9.4 58.4% 9.5% 14.2% 4.23%
AAPL $4,629B 38.1 32.8 10.3 28.2 43.4 47.9% 16.6% 21.8% 2.18%
MSFT $3,278B 26.3 22.8 10.3 18.8 7.9 68.3% 18.3% 23.4% 1.13%
NVDA $5,397B 34.1 17.6 21.3 32.6 34.4 74.1% 85.2% 214.5% 0.86%
GOOGL $4,384B 27.6 25.0 10.4 28.1 9.2 60.4% 21.8% 82.0% 0.64%
META $1,517B 21.7 16.5 7.1 14.0 6.2 81.9% 33.1% 62.4% 1.68%
AVGO $2,280B 93.5 26.0 33.4 62.7 28.6 76.7% 29.5% 31.6% 1.12%
ORCL $703B 44.0 30.4 11.0 30.3 21.0 67.1% 21.7% 24.5% -3.17%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 34.62%

HolderShares% out
Blackrock Inc. 77,565,953 8.25%
Vanguard Capital Management LLC 60,845,605 6.47%
State Street Corporation 54,594,493 5.81%
Vanguard Portfolio Management LLC 27,660,866 2.94%
Geode Capital Management, LLC 23,076,329 2.46%
Morgan Stanley 19,630,951 2.09%
JPMORGAN CHASE & CO 18,544,694 1.97%
Capital World Investors 17,062,453 1.82%
Bank of America Corporation 16,063,653 1.71%
Northern Trust Corporation 10,304,788 1.10%

Insider activity · 90d

No insider trades for IBM in last 90d.

Analyst estimates

yfinance
Low
$195.0
Mean
$285.8857
High
$390.0
Analysts
21

Consensus: buy (mean 2.0). Distribution requires FINNHUB_API_KEY.

SEC filings

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About

International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers hybrid cloud and AI platforms that allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment delivers strategy and technology services and intelligent operations, providing business transformation, technology implementation, managed services, application modernization, and AI-powered solutions. The Infrastructure segment provides on-premises and cloud-based server, and storage solutions, as well as life-cycle services for hybrid cloud infrastructure deployment. Its Financing segment offers client and commercial financing, and facilitates IBM clients' acquisition of hardware, software, and services. It has strategic partnerships with various companies, including hyperscalers, service providers, global system integrators, and software and hardware vendors that include Adobe, Amazon Web Servi…