International Business Machines Corporation ($IBM) Stock Forecast: Down 6.1% Today

What is International Business Machines Corporation?

IBM is a multinational technology company recognized for its hardware, software, and cloud computing services. The market sentiment today was bearish, with IBM witnessing a significant decrease in its stock price.

Why is International Business Machines Corporation going down?

IBM stock is down 6.1% on Feb 24, 2026 17:40

• IBM's stock saw a sharp decline following remarks from Binance co-founder Changpeng Zhao, who highlighted concerns about the company's AI advancements over cryptocurrency.
• Cipher Mining's poor Q4 performance and shift away from bitcoin mining towards data centers may have contributed to negative sentiment in the tech sector, affecting IBM's stock.
• Oracle's reputation as a leader in AI transformation and multicloud solutions could have impacted IBM's decline, possibly making Oracle a more appealing choice for investors in the technology industry.
• Market concerns about the economic implications of AI, as discussed in the Morning Squawk newsletter, likely intensified the downward pressure on IBM's stock price.

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Driving innovation in AI transformation and multicloud

Oracle has been recognized as a Leader in The Forrester Wave™: Data Fabric Platforms, Q4 2025 report for its robust offerings that support demanding, real-time enterprise data integration use cases. The company's data fabric aims to expand use cases, supporting data across any cloud and location with flexibility, automation, and efficiency. Oracle emphasizes its AI-driven intelligence, hybrid and multicloud deployment capabilities, and end-to-end data management solutions using technologies like Autonomous AI Database, GoldenGate, and Oracle Cloud Infrastructure (OCI).

https://www.oracle.com/kr/data-platform/data-fabric-platforms-leader/

Cipher Mining slumps after Q4 results disappoint

Cipher Mining's stock fell in premarket trading after the company missed revenue and earnings estimates for Q4 2025. This comes as the company pivots away from bitcoin mining towards data centers, supported by the sale of its stake in a mining joint venture to Canaan for $39.75 million. The Q4 report confirmed this strategic shift, stating the company's identity has evolved to focus on "enabling next-generation compute at industrial scale."

https://sherwood.news/markets/cipher-mining-q4-2025-earnings-results-ai-data-center/

3 Reasons Investors Love Arthur J. Gallagher (AJG)

Arthur J. Gallagher (AJG) stock has dropped 27.9% since August 2025, but the company shows strong fundamentals. Key reasons for investor interest include a 16.5% compounded annual revenue growth over five years, 17.7% annual EPS growth, and an excellent 18.6% average free cash flow margin. Despite the recent pullback, the company's strong performance suggests it may be a good investment opportunity.

https://finviz.com/news/319813/3-reasons-investors-love-arthur-j-gallagher-ajg

Meta-AMD chip deal, Wall Street's AI angst, Trump's State of the Union and more in Morning Squawk

This Morning Squawk newsletter details key market opening insights, including a new Meta-AMD chip deal, Wall Street's concerns over AI's economic impact, and the ripple effects of a recent tariff ruling. It also covers Eli Lilly's new Zepbound pen and the killing of a Mexican drug lord leading to widespread violence.

https://www.cnbc.com/2026/02/24/5-things-to-know-before-the-market-opens.html

Wall Street Should Worry More About AI Than Crypto, Says Changpeng Zhao As Anthropic's Latest Announcement Hammers IBM Stock

Binance ( CRYPTO: BNB ) co-founder Changpeng "CZ" Zhao said that Wall Street should worry more about artificial intelligence than cryptocurrency after shares of International Business Machines Corp ( NYSE:IBM ) plunged Monday on Anthropic's claims about its AI advancements.

https://www.benzinga.com/markets/tech/26/02/50804968/wall-street-should-worry-more-about-ai-than-crypto-says-changpeng-zhao-as-anthropics-latest-announce

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International Business Machines Corporation Price History

24.01.2026 - IBM Stock was down 6.1%

• IBM's stock saw a sharp decline following remarks from Binance co-founder Changpeng Zhao, who highlighted concerns about the company's AI advancements over cryptocurrency.
• Cipher Mining's poor Q4 performance and shift away from bitcoin mining towards data centers may have contributed to negative sentiment in the tech sector, affecting IBM's stock.
• Oracle's reputation as a leader in AI transformation and multicloud solutions could have impacted IBM's decline, possibly making Oracle a more appealing choice for investors in the technology industry.
• Market concerns about the economic implications of AI, as discussed in the Morning Squawk newsletter, likely intensified the downward pressure on IBM's stock price.

24.01.2026 - IBM Stock was down 7.6%

• IBM's stock saw a notable decline following Anthropic's announcement regarding AI progress impacting the company's mainframe business.
• Market response was swift, with concerns arising over the potential disruption to IBM's mainframe operations by Anthropic's Claude Code tool, which modernizes COBOL programming.
• Despite experiencing its most significant drop in stock value in over 25 years, some analysts argue that IBM's growth opportunities are rooted in the broader demand for cloud, AI, and automation, rather than solely the COBOL modernization issue.
• The shift in investor outlook, initially pessimistic but later turning highly optimistic, highlights differing assessments of the threat posed by Anthropic's advancements to IBM's overall revenue.

11.01.2026 - IBM Stock was down 5.5%

• IBM stock faced a bearish movement despite reporting strong quarterly earnings and beating analyst estimates. This could be due to several institutional investors adjusting their positions, with some reducing their stakes in the company.
• The negative sentiment towards IBM might have been influenced by concerns around its former spinoff, mixed market reactions to its new FlashSystem portfolio with AI capabilities.
• While IBM continues to make advancements in AI-driven storage and cybersecurity, the market movement today could be a result of profit-taking by investors who had previously seen gains in the stock.
• The overall market trend towards digital sustainability solutions and ESG investments may have also played a role in shaping investor sentiment towards IBM, as companies increasingly focus on long-term sustainability and efficiency.

12.01.2026 - IBM Stock was down 7.3%

• IBM experienced a bearish movement likely due to profit-taking and market sentiment.
• Mitchell Capital Management Co. selling shares of United Rentals and Cibc World Market Inc. reducing their stake in Arista Networks may have signaled a broader trend of institutional investors adjusting their portfolios, impacting market confidence.
• The positive news surrounding Centuri Holdings securing new utility awards may have diverted investor attention away from IBM, leading to a shift in capital flow towards other opportunities.
• Overall, the bearish movement in IBM could be a result of a combination of profit-taking, institutional investor actions in related sectors, and shifting market focus towards more promising developments in other companies.

12.01.2026 - IBM Stock was down 7.2%

• IBM's decline may be linked to its recent announcement of acquiring Confluent for $11 billion. The acquisition is intended to boost IBM's AI capabilities, but investors seem wary of the high cost and the integration process.
• Market sentiment towards the tech sector appears to be influencing IBM's performance, with Globant SA also experiencing a 52-week low. Concerns among investors in the tech industry could be impacting IBM's stock.
• Furthermore, reports of institutional investors like Krilogy Financial LLC favoring investments in Arista Networks over IBM could be adding to the negative pressure on IBM's stock, suggesting a shift in investor confidence toward other tech firms.

12.01.2026 - IBM Stock was down 5.0%

• Datavault AI's "Death Cross" technical signal and IBM's collaboration news may have contributed to the bearish movement, creating uncertainty among investors.
• IBM's strategic acquisition of Confluent for $11 billion in cash could have raised concerns about the company's financial health and future growth prospects, leading to the bearish trend.
• The overall negative sentiment in the tech sector, as seen with Globant SA hitting a 52-week low, might have added to the downward pressure on IBM's stock price.
• The partnership between Nixxy and PayToMe.co, while not directly related to IBM, could have diverted investor attention and capital away from IBM, impacting its stock performance negatively.

03.01.2026 - IBM Stock was down 7.8%

• Despite positive updates from Bernstein and Stifel regarding the company's Q4 results, IBM saw a significant bearish trend in its stock.
• The increased adoption of AI among Registered Investment Advisers (RIAs) may have led investors to focus on more technologically advanced firms, possibly impacting IBM negatively.
• Representative David Taylor's sizeable acquisition of Amazon.com shares could have drawn attention away from IBM, contributing to the bearish movement.
• Market sentiment towards tech stocks like IBM may have been influenced by Corning's steady performance and JPMorgan's optimistic forecast, prompting a shift in investor preferences.

03.01.2026 - IBM Stock was down 5.2%

• Despite positive Q4 results and multiple price target upgrades, IBM's stock experienced a bearish movement, indicating potential profit-taking or market uncertainty.
• Analysts' optimistic outlook on IBM's AI exposure, hybrid cloud momentum, and strong financial performance may have already been priced in, leading to a sell-off.
• The mention of other AI stocks offering greater upside potential could have diverted investor attention away from IBM, contributing to the bearish market movement.
• The insider sale disclosed may have also influenced market sentiment, indirectly impacting IBM's stock performance as part of broader market dynamics.

03.01.2026 - IBM Stock was down 7.8%

• IBM experienced a bearish movement likely due to concerns about a slowdown in the IT services and consulting sector, as seen in the significant drop in shares of related companies like Xerox, Accenture, and Equifax.
• The market may be reacting to broader fears about industry growth and the potential impact of AI, as highlighted in discussions about AMD's advancements in the AI market and the increased adoption of AI tools among Registered Investment Advisers.
• The negative sentiment towards IBM could also be influenced by the overall market trend and specific company updates, such as the disappointing fourth-quarter results in the Consulting segment as reported by a major research firm, impacting investor confidence in the tech sector.
• While individual stock purchases by representatives like David Taylor in companies like Amazon may draw attention, they are unlikely to have a direct impact on IBM's market movement unless tied to broader market sentiment or industry trends.

04.01.2026 - IBM Stock was down 6.6%

• IBM experienced a bearish movement today despite positive developments related to its global request for proposals using artificial intelligence for education and workforce development.
• Market response might be linked to concerns around IBM's upcoming earnings report on April 22, despite analysts endorsing a "Buy" rating for the stock.
• Investor caution seems to stem from IBM's higher valuation compared to industry peers, as indicated by its value rank.
• The downward movement in IBM's stock could also be influenced by broader market conditions or sector-specific factors affecting technology companies.

23.01.2026 - IBM Stock was down 5.8%

• IBM's decline in the market today may be linked to concerns over how AI could impact entry-level hiring practices and the transformation of early career roles. Despite IBM's initiative to triple its entry-level hires in the US, investors seem apprehensive about the future effects of AI on job opportunities.
• The announcement of IBM's expanded entry-level recruitment efforts, coupled with the broader market’s unease about AI's influence on job roles, likely contributed to the decrease in IBM's stock value.
• In the current climate of technological advancements and employment shifts, IBM's strategic choices regarding hiring strategies and AI incorporation could play a crucial role in shaping investor confidence and stock performance moving forward.

23.01.2026 - IBM Stock was down 12.4%

• IBM stock plummeted over 11% following the announcement of Anthropic's new AI COBOL capabilities, posing a threat to IBM's critical area of expertise in COBOL programming used in banking and administrative systems.
• Differing views of institutional investors on IBM stock, with some increasing holdings and others scaling back, contributed to mixed sentiment and potential sell-off pressure on the stock.
• Concerns about IBM's long-term cloud and AI transformation versus short-term momentum may have intensified the bearish movement in the stock.
• Overall, negative market sentiment towards IBM today could be attributed to the perceived threat from Anthropic's AI COBOL capabilities and uncertainty surrounding institutional investor sentiment and their differing views on the company's future prospects.