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International Business Machines Corporation (IBM)

Outperform Current rating · 2 reports

2026-04-23

Outperform Recap: Q1 2026

Another Beat and Record Q1 Cash Flow, Yet the Stock Falls Again: the AI-Disruption De-Rating Has Overshot
2026-01-29

Hold Recap: Q4 2025

Software Accelerates and Free Cash Flow Hits a Record, But a Full Multiple and a Fading Z Cycle Temper the Setup