Confluent Acquisition Buzz: Recent chatter on social media has centered around IBM's announcement of an $11 billion acquisition of Confluent, a data streaming company. Many users are discussing how this move strengthens IBM's cloud and AI capabilities. The deal has sparked a mix of optimism and scrutiny over its long-term value.
AI and Revenue Growth: Alongside the acquisition, social media posts highlight IBM's strong year-to-date stock performance and reported revenue growth. Some express excitement over IBM's focus on AI-driven innovation, while others question the sustainability of heavy AI investments. The tone reflects both curiosity and caution about future returns.
Note: This discussion summary was generated from an AI condensation of post data.
International Business Machines Corporation Revenue
International Business Machines Corporation had revenues of $16.3B in Q3 2025. This is an increase of 9.11% from the same period in the prior year.
You can track IBM financials on Quiver Quantitative's IBM stock page.
International Business Machines Corporation Congressional Stock Trading
Members of Congress have traded $IBM stock 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $IBM stock by members of Congress over the last 6 months:
- SENATOR SHELLEY MOORE CAPITO sold up to $50,000 on 10/29.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 08/14.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $15,000 on 08/13.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 08/12, 07/25.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/17 and 1 sale worth up to $15,000 on 07/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
International Business Machines Corporation Hedge Fund Activity
We have seen 1,677 institutional investors add shares of International Business Machines Corporation stock to their portfolio, and 1,428 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 5,618,915 shares (-25.1%) from their portfolio in Q3 2025, for an estimated $1,585,433,056
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,692,937 shares (+53.1%) to their portfolio in Q3 2025, for an estimated $1,324,159,103
- GQG PARTNERS LLC removed 4,692,192 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,323,948,894
- CAPITAL WORLD INVESTORS added 2,077,506 shares (+13.9%) to their portfolio in Q3 2025, for an estimated $586,189,092
- PITCAIRN CO removed 1,674,105 shares (-99.8%) from their portfolio in Q3 2025, for an estimated $472,365,466
- BANK JULIUS BAER & CO. LTD, ZURICH added 1,619,753 shares (+10086.9%) to their portfolio in Q3 2025, for an estimated $457,029,506
- FMR LLC added 1,447,299 shares (+28.9%) to their portfolio in Q3 2025, for an estimated $408,369,885
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
International Business Machines Corporation Government Contracts
We have seen $1,086,587,489 of award payments to $IBM over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- BENEFITS TRANSFORMATION PLATFORM: $135,296,525
- NAVY ENTERPRISE RESOURCE PLANNING (ERP) TECHNICAL SUPPORT SERVICES (NETSS).: $114,132,462
- ORDER FOR Z17 CLINS OFF THE IBM CONTRACT: $77,398,572
- CDS BRIDGE CONTRACT POP 09/08/2023 - 09/07/2025: $63,780,665
- DEVELOPMENT, SECURITY, AND OPERATIONS (DEVSECOPS) SERVICES TO SUPPORT UNITED STATES CITIZENSHIP AND IMMIGRA...: $59,168,005
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
International Business Machines Corporation Analyst Ratings
Wall Street analysts have issued reports on $IBM in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 12/09/2025
- Oppenheimer issued a "Outperform" rating on 11/21/2025
- UBS issued a "Sell" rating on 10/23/2025
- B of A Securities issued a "Buy" rating on 10/23/2025
- RBC Capital issued a "Outperform" rating on 10/16/2025
- Goldman Sachs issued a "Buy" rating on 07/02/2025
- Wedbush issued a "Outperform" rating on 06/20/2025
To track analyst ratings and price targets for International Business Machines Corporation, check out Quiver Quantitative's $IBM forecast page.
International Business Machines Corporation Price Targets
Multiple analysts have issued price targets for $IBM recently. We have seen 12 analysts offer price targets for $IBM in the last 6 months, with a median target of $302.5.
Here are some recent targets:
- David Grossman from Stifel set a target price of $325.0 on 12/09/2025
- Param Singh from Oppenheimer set a target price of $360.0 on 11/21/2025
- David Vogt from UBS set a target price of $210.0 on 10/23/2025
- Keith Bachman from BMO Capital set a target price of $305.0 on 10/23/2025
- Matthew Swanson from RBC Capital set a target price of $300.0 on 10/23/2025
- Wamsi Mohan from B of A Securities set a target price of $315.0 on 10/23/2025
- Erik Woodring from Morgan Stanley set a target price of $252.0 on 10/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
