IBM International Business Machines Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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00:55
28 авг
28 авг
IBM is a safe quantum computing play.
IBM is the most sensible large-cap investment in the emerging quantum computing theme. Its core strength lies in its deeply entrenched position within the financial industry, which relies on its data stacks. As financial institutions inevitably adopt quantum computing and require enhanced security, they are highly likely to partner with a trusted, established vendor like IBM. The stock's recent post-earnings dip presents an attractive entry point.
Выс.
17:13
27 авг
27 авг
Research note analyzing read-throughs from a peer's earnings on consumption models and cash.
Research note analyzing read-throughs from a peer's earnings on consumption models and cash flow dynamics, but no explicit position or forward call is stated.
20:23
25 авг
25 авг
This is a detailed supply-chain research read-through of Hot Chips announcements.
This is a detailed supply-chain research read-through of Hot Chips announcements, describing architectural shifts and beneficiary companies without any explicit author position or forward-looking trade call.
18:35
25 авг
25 авг
IBM's entry into the CPU market is noted as a factual development without any directional.
IBM's entry into the CPU market is noted as a factual development without any directional position or trade call from the author.
Низ.
16:36
25 авг
25 авг
IBM mainframe tech research; watch only
Watch IBM as this is a research read-through on Hot Chips technical disclosures, not a position. The new mainframe processor and AI accelerator are notable technical advancements but no ownership is stated.
Сред.
16:32
25 авг
25 авг
Research note summarizing Hot Chips 2026 presentations, framing NVIDIA, AMD, Intel, Arm, Waymo.
Research note summarizing Hot Chips 2026 presentations, framing NVIDIA, AMD, Intel, Arm, Waymo, and IBM as competitive system plays without any explicit author position or trade call.
00:01
25 авг
25 авг
Investor hate will cap the stock.
While IBM's business may be doing better than people think, the stock should be avoided. The key reason is the intense negative sentiment from investors who 'hate the stock', which will likely serve as a cap on its performance.
Сред.
16:46
24 авг
24 авг
The author expresses confusion about IBM's dual ISA processor announcement.
The author expresses confusion about IBM's dual ISA processor announcement, indicating uncertainty rather than a directional trade view.
16:31
24 авг
24 авг
IBM unveils dual ISA mainframe-ARM processor
Reports IBM unveiling a dual-instruction-set processor combining mainframe and ARM architectures at Hot Chips, a substantive product development milestone with unclear market implications.
Сред.
14:28
24 авг
24 авг
IBM is adopting open-source AI.
Juan says open-source AI will matter beyond model weights across the whole enterprise AI stack, and large system integrators such as IBM are already gravitating toward open-source models as enterprises seek to avoid being locked into closed, bundled AI offerings.
Низ.
14:56
23 авг
23 авг
IBM's US Open AI deepens fan engagement.
IBM is expanding its 35-year US Open partnership with fan-facing AI features—live updates, serve quality, match chat, key moments, and dynamic point-by-point win probability—that deepen engagement and reach 14 million digital users, demonstrating IBM's ability to deploy AI at scale.
Сред.
08:28
22 авг
22 авг
IBM leads quantum computing platforms and scale
Highlights IBM as a leader in platforms and scale for quantum computing.
Сред.
13:03
18 авг
18 авг
The tweet reports Dell's leading server market share for enterprise customers as a factual data.
The tweet reports Dell's leading server market share for enterprise customers as a factual data point without expressing any directional trade view.
Низ.
10:02
13 авг
13 авг
IBM announces partnership with OpenAI to join its elite partner tier and accelerate secure AI.
IBM announces partnership with OpenAI to join its elite partner tier and accelerate secure AI deployment for enterprise operations.
22:00
11 авг
11 авг
IBM AI cluster build drives stock recovery
IBM is building a massive AI supercomputing cluster, and its stock has been quietly recovering from a sharp pullback, suggesting the market is starting to price in its AI infrastructure bets.
Низ.
12:01
11 авг
11 авг
IBM announces it will deploy Nvidia HGX B300 clusters on its IBM Cloud platform.
IBM announces it will deploy Nvidia HGX B300 clusters on its IBM Cloud platform, expanding AI infrastructure offerings.
18:30
10 авг
10 авг
IBM enters Canada's bond market for the first time in 14 years.
IBM enters Canada's bond market for the first time in 14 years, joining a record year of foreign issuance in the country.
16:30
10 авг
10 авг
Commerce Secretary Lutnick announces he is in Yorktown Heights with IBM's CEO to post.
Commerce Secretary Lutnick announces he is in Yorktown Heights with IBM's CEO to post on quantum computing leadership.
16:29
10 авг
10 авг
Lutnick says in Yorktown Heights, New York with IBM's CEO.
Lutnick says in Yorktown Heights, New York with IBM's CEO, reporting a meeting or event without any market direction.
14:09
04 авг
04 авг
An expert interview highlights agent verification as a key bottleneck in agentic commerce.
An expert interview highlights agent verification as a key bottleneck in agentic commerce, with Google furthest along in consolidating standards and expected to monetize through advertising.
12:00
04 авг
04 авг
Coordination with CoreWeave marks entry into sovereign AI infrastructure, indicating higher capex intensity and new competitive positioning. — Signals shift in how defense and intelligence agencies will access AI compute, potential disruption to traditional on-premise deployments.
Сред.
00:47
04 авг
04 авг
IBM leads quantum computing trend
Quantum computing technology is advancing and IBM is the leading player that can pull the sector along. IBM is the big-cap anchor stock that will drive quantum computing adoption and related mid-/small-cap momentum.
Сред.
14:24
31 июл
31 июл
UniCredit, Accenture, and IBM announce a partnership to create a new European banking platform.
UniCredit, Accenture, and IBM announce a partnership to create a new European banking platform, with Accenture acquiring a majority stake in UniCredit's tech joint venture from IBM.
00:09
31 июл
31 июл
IBM quantum leadership will drive long-term value.
Despite a pre-announced earnings shortfall, IBM has the most legitimate quantum computing business. The CEO announced breakthroughs demonstrating quantum advantage and expects measurable top and bottom line impact by 2028/29, with a trillion dollars of value by the end of the 2030s. 40% of deferred capex deals have already closed, signaling deferral not destruction.
Сред.
01:29
24 июл
24 июл
The tweet shares an article about IBM's CEO dismissing concerns over a major stock selloff.
The tweet shares an article about IBM's CEO dismissing concerns over a major stock selloff, but does not express a personal position or directional view.
Низ.
22:00
23 июл
23 июл
Investors have begun to question whether IBM's competitive moat is sufficient to protect it.
Investors have begun to question whether IBM's competitive moat is sufficient to protect it from the impact of artificial intelligence.
21:59
23 июл
23 июл
Buy IBM, mainframe upgrade cycle strong
IBM's Z17 mainframe has delivered 130% capacity growth versus the prior generation, with 85% of clients increasing their capacity. Strong client commitment and unit cost advantages support durable revenue and cash flow growth, reinforcing the long-term thesis for IBM.
Сред.
17:35
23 июл
23 июл
AI is a tailwind for IBM software
Only about 2% of IBM's software revenue is at risk of being replaced by new AI applications; the vast majority of its software helps clients unlock data, manage hybrid infrastructure, and prepare for AI adoption across cloud, on-premise, and edge environments. This makes AI a tailwind for IBM, not a headwind.
Выс.
15:45
23 июл
23 июл
IBM CEO predicts technology spending will grow to 10 percent of corporate budgets by 2035.
12:40
23 июл
23 июл
Delayed mainframe software purchases will return.
IBM's recent software weakness stems from delayed mainframe-related purchases, not AI displacement. Customers who delayed those software buys alongside prior mainframe purchases are expected to return in Q3 or Q4, which is a reason the stock is bouncing. The full-year outlook cut was broadly expected, and the company still guides 4-5% revenue growth with expected improvement. Near-term AI displacement fears are overblown, and ongoing cost-cutting initiatives support free cash flow.
Сред.
Об аналитическом покрытии IBM
Buzzberg отслеживает IBM (International Business Machines Corporation) в 69 источниках. Бычьих сигналов: 52, медвежьих: 5, от 105 аналитиков. Сентимент преимущественно бычий (17%). Всего отслеживается 271 торговая идея. За последние 7 дней: бычьих: 1, наблюдение: 1. Последние спикеры: Kim Hyeong-cheol, TheValueist, temple_eight.