International Business Machines (IBM) Expected to Announce Earnings on Wednesday

International Business Machines (NYSE:IBM) is expected to post its Q4 2025 results after the market closes on Wednesday, January 28th. Analysts expect International Business Machines to post earnings of $4.33 per share and revenue of $19.2319 billion for the quarter. Parties can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Wednesday, January 28, 2026 at 5:00 PM ET.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping the consensus estimate of $2.45 by $0.20. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The firm had revenue of $16.33 billion for the quarter, compared to analysts’ expectations of $16.10 billion. During the same quarter in the prior year, the business earned $2.30 EPS. The business’s quarterly revenue was up 9.1% on a year-over-year basis. On average, analysts expect International Business Machines to post $11 EPS for the current fiscal year and $12 EPS for the next fiscal year.

International Business Machines Stock Down 4.8%

Shares of IBM stock opened at $291.11 on Wednesday. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. International Business Machines has a 12 month low of $214.50 and a 12 month high of $324.90. The stock has a market cap of $272.11 billion, a P/E ratio of 34.82, a P/E/G ratio of 2.96 and a beta of 0.70. The company has a 50 day simple moving average of $302.94 and a two-hundred day simple moving average of $282.50.

Institutional Investors Weigh In On International Business Machines

Several large investors have recently added to or reduced their stakes in the stock. Amundi boosted its holdings in shares of International Business Machines by 17.9% in the 3rd quarter. Amundi now owns 4,777,516 shares of the technology company’s stock worth $1,382,695,000 after purchasing an additional 725,191 shares during the period. Raymond James Financial Inc. boosted its stake in International Business Machines by 3.6% during the second quarter. Raymond James Financial Inc. now owns 3,094,667 shares of the technology company’s stock worth $912,245,000 after buying an additional 106,879 shares during the period. California State Teachers Retirement System increased its position in International Business Machines by 0.6% during the third quarter. California State Teachers Retirement System now owns 1,479,491 shares of the technology company’s stock valued at $417,453,000 after acquiring an additional 8,238 shares during the last quarter. CANADA LIFE ASSURANCE Co increased its position in International Business Machines by 2.9% during the third quarter. CANADA LIFE ASSURANCE Co now owns 1,211,264 shares of the technology company’s stock valued at $338,964,000 after acquiring an additional 34,696 shares during the last quarter. Finally, AQR Capital Management LLC grew its holdings in International Business Machines by 15.9% during the 3rd quarter. AQR Capital Management LLC now owns 1,099,347 shares of the technology company’s stock valued at $310,192,000 after purchasing an additional 150,758 shares during the last quarter. 58.96% of the stock is owned by institutional investors.

Analysts Set New Price Targets

IBM has been the subject of several recent research reports. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Royal Bank Of Canada lifted their price target on shares of International Business Machines from $300.00 to $350.00 and gave the company an “outperform” rating in a report on Monday, January 5th. UBS Group restated a “sell” rating on shares of International Business Machines in a research report on Tuesday, December 9th. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. Finally, Weiss Ratings upgraded International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a research note on Saturday, October 25th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and a consensus price target of $305.29.

Trending Headlines about International Business Machines

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: IBM launched “Enterprise Advantage,” a new asset‑based consulting service to help clients build, govern and scale agentic AI platforms — a revenue‑accretive services push tied to watsonx demand. IBM Launches Enterprise Advantage
• Positive Sentiment: IBM and telecom operator e& announced enterprise-grade agentic AI for governance and compliance (watsonx Orchestrate), showing traction for large-scale, regulated deployments. e& and IBM Unveil Agentic AI
• Positive Sentiment: Coverage highlights IBM’s broader watsonx/enterprise AI push and what it means for shareholders — positioning IBM as an enterprise AI platform player rather than just services. What IBM’s New Enterprise AI Platform Push Means
• Positive Sentiment: DBS Bank upgraded IBM from Hold to Moderate Buy, reflecting improving fundamentals and AI-driven growth expectations. IBM Stock Rating Upgraded by Dbs Bank
• Positive Sentiment: IBM continues marketing watsonx experiences (e.g., with the Recording Academy around the Grammys), indicating cross‑industry use cases and brand visibility. IBM and the Recording Academy
• Neutral Sentiment: Analyst roundups and valuation pieces debate upside after recent strength — some see upside potential, others flag stretched multiples; watch earnings and guidance for confirmation. Assessing IBM Valuation
• Neutral Sentiment: Several analyst notes/forecasts (including Benzinga’s roundup) show mixed near‑term price targets and expectations of volatility — useful for trading windows but not a consensus buy signal. IBM To Rally Around 8%?
• Neutral Sentiment: Dividend‑focused commentary lists IBM among steady dividend names — current pullbacks could lift yield and attract income investors. Are These 2 Dividend Stocks Bargains?
• Negative Sentiment: Market reaction: IBM’s share price fell more than the broader market in the latest session and traded on elevated volume, reflecting near‑term profit‑taking and concern about valuation despite positive company news. IBM Suffers a Larger Drop Than the General Market

International Business Machines Company Profile

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.