Earnings Reaction: Social media erupted with analysis following International Business Machines' second-quarter results, which showed modest revenue growth amid a sharp stock decline. Observers noted the company's software segment provided a bright spot while infrastructure faced headwinds. The market's swift repricing highlighted concerns over guidance.
Segment Breakdown: Discussions centered on flat consulting revenue and a dip in infrastructure, even as non-GAAP earnings per share edged higher. Participants emphasized that prior investor adjustments to expectations may have tempered the usual post-beat rally. Questions lingered about broader demand trends in key areas.
Forward Outlook: Sentiment turned cautious as analysts on social media questioned whether consulting momentum would accelerate later in the year. Some pointed to cash flow stability as a potential offset to revenue softness. Overall conversation reflected skepticism toward near-term recovery signals.
Note: This discussion summary was generated from an AI condensation of post data.
International Business Machines Insider Trading Activity
International Business Machines insiders have traded $IBM stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $IBM stock by insiders over the last 6 months:
- DAVID N FARR purchased 1,000 shares for an estimated $304,000
- MICHAEL MIEBACH purchased 434 shares for an estimated $101,263
- MICHELLE J HOWARD purchased 50 shares for an estimated $11,891
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
International Business Machines Revenue
International Business Machines had revenues of $17.2B in Q2 2026. This is an increase of 1.09% from the same period in the prior year.
You can track IBM financials on Quiver Quantitative's IBM stock page.
You can access data on IBM stock through the Quiver Quantitative API.
International Business Machines Congressional Stock Trading
Members of Congress have traded $IBM stock 16 times in the past 6 months. Of those trades, 7 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $IBM stock by members of Congress over the last 6 months:
- REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
- REPRESENTATIVE LLOYD DOGGETT has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/10, 03/10 and 0 sales.
- REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 2 times. They made 2 purchases worth up to $100,000 on 05/21 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 1 purchase worth up to $50,000 on 04/14 and 3 sales worth up to $115,000 on 05/15, 03/13, 02/10.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/24.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 02/26.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $115,000 on 02/17.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
International Business Machines Hedge Fund Activity
We have seen 1,591 institutional investors add shares of International Business Machines stock to their portfolio, and 1,514 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 4,959,459 shares (-22.5%) from their portfolio in Q1 2026, for an estimated $1,183,748,471
- MORGAN STANLEY added 4,771,145 shares (+32.1%) to their portfolio in Q1 2026, for an estimated $1,138,800,744
- FMR LLC removed 1,407,234 shares (-21.2%) from their portfolio in Q1 2026, for an estimated $335,885,647
- CORIENT PRIVATE WEALTH LLC removed 1,392,450 shares (-73.4%) from their portfolio in Q1 2026, for an estimated $332,356,928
- FIRST TRUST ADVISORS LP added 1,117,210 shares (+50.5%) to their portfolio in Q1 2026, for an estimated $266,661,268
- BANK OF AMERICA CORP /DE/ added 1,049,602 shares (+7.0%) to their portfolio in Q1 2026, for an estimated $250,524,253
- AQR CAPITAL MANAGEMENT LLC added 1,031,565 shares (+120.4%) to their portfolio in Q1 2026, for an estimated $246,219,092
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
International Business Machines Government Contracts
We have seen $1,049,811,977 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: $139,148,107
- 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...: $71,551,070
- NAVY ENTERPRISE RESOURCE PLANNING (ERP) TECHNICAL SUPPORT SERVICES (NETSS).: $61,535,686
- 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. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
International Business Machines Analyst Ratings
Wall Street analysts have issued reports on $IBM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 01/29/2026
- UBS issued a "Sell" rating on 01/29/2026
To track analyst ratings and price targets for International Business Machines, check out Quiver Quantitative's $IBM forecast page.
International Business Machines Price Targets
Multiple analysts have issued price targets for $IBM recently. We have seen 15 analysts offer price targets for $IBM in the last 6 months, with a median target of $310.0.
Here are some recent targets:
- Wamsi Mohan from B of A Securities set a target price of $330.0 on 07/06/2026
- Brian Essex from JP Morgan set a target price of $291.0 on 06/23/2026
- Erik Woodring from Morgan Stanley set a target price of $267.0 on 06/23/2026
- Fatima Boolani from Citigroup set a target price of $375.0 on 06/03/2026
- Raimo Lenschow from Barclays set a target price of $350.0 on 06/01/2026
- Dan Ives from Wedbush set a target price of $320.0 on 05/29/2026
- Matthew Swanson from RBC Capital set a target price of $300.0 on 05/06/2026
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.
