Recent Earnings Reaction: Discussions on X about IBM have been dominated by the company's latest quarterly earnings report, with a notable focus on slower growth in its core cloud software segment. Many users expressed disappointment over a drop in stock price post-earnings, citing concerns about the company’s ability to capitalize on cloud service demand. This has sparked debates on whether IBM can regain momentum in key growth areas.
AI and Partnerships Buzz: Beyond earnings, there’s chatter around IBM’s strategic moves in AI, including a recent partnership aimed at accelerating enterprise AI deployment. Some on X are optimistic about long-term potential, pointing to IBM’s focus on AI-driven demand as a positive sign. However, others remain cautious, questioning if these efforts will translate into sustained revenue growth.
Note: This discussion summary was generated from an AI condensation of post data.
International Business Machines Corporation Congressional Stock Trading
Members of Congress have traded $IBM stock 10 times in the past 6 months. Of those trades, 4 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:
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 08/14.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 3 times. They made 2 purchases worth up to $150,000 on 06/03, 05/14 and 1 sale worth 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.
- REPRESENTATIVE LLOYD DOGGETT purchased up to $15,000 on 06/10.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
International Business Machines Corporation Hedge Fund Activity
We have seen 1,565 institutional investors add shares of International Business Machines Corporation stock to their portfolio, and 1,404 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC added 3,221,753 shares (+1062.2%) to their portfolio in Q2 2025, for an estimated $949,708,349
- AMUNDI removed 2,285,726 shares (-36.1%) from their portfolio in Q2 2025, for an estimated $673,786,310
- BLACKROCK, INC. removed 2,049,008 shares (-2.6%) from their portfolio in Q2 2025, for an estimated $604,006,578
- VANGUARD GROUP INC added 1,913,708 shares (+2.1%) to their portfolio in Q2 2025, for an estimated $564,122,844
- PITCAIRN CO added 1,672,948 shares (+34009.9%) to their portfolio in Q2 2025, for an estimated $493,151,611
- JPMORGAN CHASE & CO added 1,644,995 shares (+7.9%) to their portfolio in Q2 2025, for an estimated $484,911,626
- BNP PARIBAS FINANCIAL MARKETS removed 1,617,111 shares (-58.8%) from their portfolio in Q2 2025, for an estimated $476,691,980
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
International Business Machines Corporation Government Contracts
We have seen $1,272,894,024 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
- E-GOV TRAVEL SERVICE, NEXT GENERATION (ETSNEXT) TRAVEL AND EXPENSE (T&E) TECHNOLOGY MANAGED SERVICE: $120,222,950
- NAVY ENTERPRISE RESOURCE PLANNING (ERP) TECHNICAL SUPPORT SERVICES (NETSS).: $117,555,819
- ORDER FOR Z17 CLINS OFF THE IBM CONTRACT: $77,398,572
- SUSTAINMENT, ENHANCEMENT AND TRANSITION SUPPORT OF VAS ENTERPRISE CORE HR SOLUTION - HRSMART. THE CONTRACT...: $76,389,422
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 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 10/23/2025
- UBS issued a "Sell" rating on 10/23/2025
- RBC Capital issued a "Outperform" rating on 10/16/2025
- Stifel issued a "Buy" rating on 07/16/2025
- 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 11 analysts offer price targets for $IBM in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- David Vogt from UBS set a target price of $210.0 on 10/23/2025
- Erik Woodring from Morgan Stanley set a target price of $252.0 on 10/23/2025
- Keith Bachman from BMO Capital set a target price of $305.0 on 10/23/2025
- David Grossman from Stifel set a target price of $295.0 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
- Brent Thill from Jefferies set a target price of $300.0 on 10/21/2025
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.
