International Business Machines Corporation (IBM) is seeing increased investor attention with various financial institutions either increasing or decreasing their stock holdings. Allocated funds include
Sumitomo Mitsui DS Asset Management Company Ltd, Oregon Public Employees Retirement Fund, Strategic Planning Group LLC, and Invested Advisors, among others. Influential figures like Rep. Lloyd Doggett are personal investors. A bullish case for IBM is supported by Jefferies' upgrade due to a future-leading AI-focus. IBM's stock momentum is also a topic of discussion with
Jefferies, RBC, and Wall Street Zen all providing optimistic outlooks such as expectation of software acceleration ahead in 2026. IBM's AI commitment, including a partnership with the All England Lawn Tennis Club and an informative study with NRF on AI consumer decision, demonstrate they are pushing trends. Their acquisition of
Confluent is expected to boost EBITDA and free cash flow, enhancing their standing in the 'data-in-motion' era. Negative outlooks are minimal, with Jim Cramer calling IBM 'absolutely terrific' and asserting their Quantum computing could 'reinvent finance'. However, some funds like
Securian Asset Management and
Ethic Inc. have reduced their IBM positions.
International Business Machines Corporation IBM News Analytics from Sun, 07 Sep 2025 07:00:00 GMT to Sat, 10 Jan 2026 19:55:58 GMT -
Rating 8
- Innovation 7
- Information 6
- Rumor -4
