UBS Upgrades IBM to Neutral – AI Fears Largely Priced In, Mainframes Stay Sticky
UBS upgrades IBM from Sell to Neutral, keeps $236 price target. After a 22% drop, analysts see better risk/reward and limited AI threat to IBM's mainframe business.
/ 10 items
#IBM↓
IBM Stock Tanks as Anthropic's Claude AI Targets COBOL Empire
IBM shares dropped 10% after Anthropic's Claude AI unveiled powerful COBOL modernization tools, shaking up the old programming language market that IBM relies on heavily.
IBM Crushes Q4 Expectations with Strong Software Growth and AI Momentum
IBM (IBM) reports impressive Q4 2025 results with 12% revenue growth to $19.7B, driven by 14% software gains and $12.5B AI bookings. Stock jumps 8% on strong 2026 outlook.
Jefferies Shifts Software Strategy for 2026: IBM Upgraded, Adobe Downgraded
Jefferies updated its 2026 software outlook, upgrading IBM to Buy and downgrading Adobe to Hold as it favors infrastructure over applications amid slower growth and gradual AI monetization.
IBM Acquires Confluent for $11B to Power AI Applications
IBM announces $11 billion acquisition of Confluent to create a comprehensive data streaming platform for enterprise AI and real-time applications.
Oppenheimer Rates IBM “Outperform” with $360 Target
Oppenheimer initiates coverage of IBM with an Outperform rating, citing strong software growth, consulting recovery, and AI opportunities as key drivers.