<- Go home

Added to YB: 2026-04-27

Pitch date: 2026-04-23

IBM [neutral]

International Business Machines Corporation

-1.67%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

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.

Market Cap

$218.0B

Pitch Price

$231.93

Price Target

N/A

Dividend

2.91%

EV/EBITDA

15.41

P/E

20.55

EV/Sales

4.01

Sector

IT Services

Category

growth

Show full summary:
IBM Q1 2026 Snapshot

IBM (earnings): Q1 rev $15.9B beat est $15.61B; adj EPS $1.91 vs $1.81 est. FY26 guide >5% rev growth (constant currency) maintained. Software +11.3% YoY (44.4% of rev), 30% EBT margin. Infrastructure EBT +111.3%, margin +7.16pts. FCF margin 31% (+2.6pts). Stock -7.1% post-ER on consulting miss ($5.27B vs $5.29B est), flat consulting EBT, software GM -0.8pts.

Read full article (1 min)