Several firms, including LMR Partners, Bridgeway Capital Management, Adage Capital Partners, Canada Pension Plan Investment Board, BCS Private Wealth Management, and others have significantly increased their equity in IBM. Additionally, IBM's decision to acquire Confluent for $11B to augment AI and cloud services emphasizes their onward thrust towards AI and hybrid cloud services. Bernstein maintains its neutral position post the acquisition, and Erste Group has updated IBM to a 'Buy' based on their strong Q3 and Red Hat contribution to growth. Notably, IBM is partnering with Pearson for devising new globally accessible AI learning tools. IBM CEO Arvind Krishna advocates for a large-scale AGI commitment, while TV personality Jim Cramer predicts that IBM's quantum computing could revamp finance.
On the other hand, a few organizations like LM Advisors, Banque Transatlantique, and the British Columbia Investment Management Corporation have reduced their IBM shares. California Public Employees Retirement System has also traded off a considerable portion of its IBM stock.
International Business Machines Corporation IBM News Analytics from Sun, 07 Sep 2025 07:00:00 GMT to Sat, 13 Dec 2025 16:42:42 GMT - Rating 8 - Innovation 8 - Information 7 - Rumor -2
