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Current stock research snapshot · 8/28/26 Fresh
IBMInternational Business Machines Corporation
Investment conviction●○○○○1 of 5 · current snapshot
Research target—Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26
Market cap$224.97BSnapshot value · 8/28/26
Research history
See all IBM changes ↗What changed
Digital Sovereignty > Sovereign Cloud & Compute > hybrid/gov cloud + clearance-gated software as the 10-year contract toll
Next earnings (last reported 2026-07-22); federal/hybrid cloud bookings in next 10-Q
Trailing EPS turns negative; consulting mix re-dominates and software/cloud growth stalls two quarters; hyperscaler wins the classified-cloud recompete
needs X/Reddit sentiment sweep
Snapshot · 8/28/26No positioning snapshot available.
Snapshot · 8/28/26