International Business Machines Corporation ($IBM) Stock Forecast: Down 6.6% Today

What is International Business Machines Corporation?

IBM, International Business Machines Corporation, is a multinational technology company known for its hardware, software, and cloud computing services. The overall market sentiment towards IBM has been bearish today.

Why is International Business Machines Corporation going down?

IBM stock is down 6.6% on Feb 4, 2026 14:37

• 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.

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Amgen Inc. stock saw a 4% decline last week following its Q4 earnings release, despite beating revenue and adjusted EPS estimates. This dip was largely attributed to investors cashing in gains after a strong run, as the positive earnings report did not significantly raise future expectations. Industry analysts offered mixed reactions, leading to various price target adjustments, while institutional investors showed mixed conviction with some increasing stakes and others trimming holdings.

https://www.tikr.com/blog/amgen-fell-4-last-week-heres-where-the-stock-could-head-in-2026?

Clarivate Plc's (NYSE:CLVT) 35% Dip In Price Shows Sentiment Is Matching Revenues

Clarivate Plc (NYSE:CLVT) has experienced a 35% share price drop in the last month, contributing to a 59% decline over the past year. The company's low price-to-sales (P/S) ratio of 0.6x is attributed to its declining revenue and a projected future growth of only 0.2% annually, significantly lagging the professional services industry's forecast of 6.5%. This indicates that the market's negative sentiment reflects the company's underperformance relative to its peers.

https://simplywall.st/stocks/us/commercial-services/nyse-clvt/clarivate/news/clarivate-plcs-nyseclvt-35-dip-in-price-shows-sentiment-is-m

What's Going On With IBM Stock Wednesday?

IBM stock is up in premarket trading on Wednesday following the company's announcement of a global request for proposals (RFP) to leverage artificial intelligence for transformative education and workforce development, as part of its IBM Impact Accelerator program. Investors are also anticipating IBM's next earnings report on April 22, with analysts holding a "Buy" rating and an average price target of $282.21 for the stock. The company's competitive edge is highlighted by strong quality and momentum ranks, although its value rank indicates a premium valuation compared to peers.

https://www.benzinga.com/markets/large-cap/26/02/50365298/whats-going-on-with-ibm-stock-wednesday-2

DXC Technology Company Just Beat EPS By 102%: Here's What Analysts Think Will Happen Next

DXC Technology (NYSE:DXC) shares fell 8.0% despite beating Q3 EPS forecasts by an impressive 102%, reporting US$0.61 per share against expected revenues of US$3.2 billion. Analysts now anticipate a 2.5% revenue decline for 2027 to US$12.4 billion and a 51% plunge in EPS to US$1.21, with some slight downward revision in EPS forecasts but no change to revenue estimates. Despite the earnings downgrade, the consensus price target remains steady at US$14.75, suggesting analysts don't expect a significant impact on the stock price.

https://simplywall.st/stocks/us/software/nyse-dxc/dxc-technology/news/dxc-technology-company-just-beat-eps-by-102-heres-what-analy

Jones Financial Companies Lllp Has $21.49 Million Holdings in Blackstone Inc. $BX

Jones Financial Companies Lllp increased its stake in Blackstone Inc. (BX) by 9.3% in the third quarter, holding 122,558 shares valued at approximately $21.49 million. This increase follows Blackstone's strong Q4 performance, which saw revenue rise 41% year-over-year and an increase in its quarterly dividend. The article also notes other institutional investments, insider trading activity, and recent analyst ratings for Blackstone.

https://www.marketbeat.com/instant-alerts/filing-jones-financial-companies-lllp-has-2149-million-holdings-in-blackstone-inc-bx-2026-02-04/

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International Business Machines Corporation Price History

24.09.2025 - IBM Stock was up 7.7%

• IBM stock experienced a bullish movement despite initially falling after the company's Q3 earnings report.
• The positive market sentiment towards IBM could be attributed to the noticeable bullish stance taken by investors in IBM options trading.
• The announcement of IBM's new Extreme Performance Yield Computing processors powering Super Micro Computer's AI servers might have contributed to the bullish movement.
• Despite facing selling pressure and lowered price targets from some firms post-earnings report, IBM's resilience and potential growth outlook, especially with its Red Hat software business, seem to have boosted investor confidence.

24.09.2025 - IBM Stock was up 6.2%

• IBM stock saw a notable bullish movement today.
• Positive Q3 earnings results, exceeding expectations with strong revenue growth fueled by hybrid cloud and AI demand, were key drivers of the optimistic sentiment.
• While some firms have adjusted downward their price targets for the stock following the earnings report, the company's performance has overall bolstered market sentiment.
• The bullish outlook in IBM options trading also signifies investor confidence in the stock's future potential.

25.08.2025 - IBM Stock was up 3.5%

• Deep-pocketed investors are showing a bullish approach towards IBM, as indicated by unusual options activity.
• This significant move in options activity could suggest a positive outlook for IBM's stock in the near future.
• The bullish sentiment from these investors might be driven by positive developments within IBM or the broader technology sector, leading to increased confidence in the company's growth prospects.

25.08.2025 - IBM Stock was up 5.3%

• IBM stock surged by 5% following a breakthrough in quantum computing, where the company partnered with HSBC for testing quantum computers in bond trading. This positive news likely contributed to the bullish momentum.
• The unusual options activity on IBM also indicated a bullish sentiment among deep-pocketed investors, further boosting confidence in the stock.
• The market reaction to IBM's advancements in quantum computing showcases investor optimism in the company's innovative technologies, driving the stock price higher amidst a mixed day for U.S. stocks.

24.06.2025 - IBM Stock was down 9.1%

• Today's bearish movement in IBM's stock price might be due to the following reasons:
• Despite exceeding Q2 earnings projections and indicating robust demand patterns in hybrid cloud and AI, investors might have anticipated even stronger growth figures.
• The modest growth in consulting revenue and uncertainties around the consequences of digital agreements with Deutsche Bank and Finanz Informatik may have sparked investor worries.
• While increased software revenues were predicted to uplift IBM's earnings in Q2, the market could have responded negatively to potential missed opportunities or hindrances in this sector.
• The varied opinions expressed in the discussions preceding the earnings release on whether to invest in IBM stock, coupled with the high valuation and fierce competition in the cloud-AI sector, might have also impacted the bearish trend.

24.06.2025 - IBM Stock was down 8.1%

• Despite surpassing Q2 earnings estimates and showing solid demand trends in hybrid cloud and AI, IBM's stock faced a bearish movement.
• The analyst's recommendation to buy IBM stock on 'short-term weakness' after Q2 performance indicates a belief in long-term growth potential despite the current dip.
• The uncertainty surrounding IBM's consulting revenue growth and the premium valuation before Q2 earnings might have contributed to the bearish market movement.
• The competition in the cloud-AI sector and the need for IBM to demonstrate sustained growth in key areas like software revenues could be factors influencing investor sentiment and the stock's decline.

29.00.2026 - IBM Stock was up 8.1%

• IBM's strong bullish movement can be attributed to its impressive Q4 2025 earnings report, where it surpassed analyst expectations with an EPS of $4.52 and reported a revenue of $19.69 billion, primarily driven by its generative AI business exceeding $12.5 billion.
• The reduction in stake by the New York State Common Retirement Fund may have initially raised concerns, but the overall positive sentiment was reinforced by the company's declaration of a quarterly dividend of $1.68 per share and the maintenance of a "Moderate Buy" rating by analysts with a consensus target price of $306.86.
• Institutional investors' confidence in IBM was further bolstered by its strategic positioning as a software-led hybrid cloud and AI platform company, leading to a 9.5% increase in the stock price today.
• While other companies like ON Semiconductor and Quanta Services saw mixed investor activity, IBM's robust financial performance and growth outlook showcased in the earnings call transcript contributed significantly to its bullish market movement.

29.00.2026 - IBM Stock was up 6.5%

• Moody's maintained IBM's A3 rating and changed its outlook to stable. This decision was influenced by strong operating performance and growth projections, fostering investor confidence.
• IBM, along with other major stocks such as Royal Caribbean Cruises, Lockheed Martin, and AT&T, performed well during a market decline due to surpassing quarterly expectations and offering optimistic future guidance.
• Bank of America reiterated a buy rating for IBM after an earnings beat, dividend declaration, and robust growth across segments, potentially enhancing the stock's upward trend.
• The general positive market sentiment, characterized by the S&P 500 trading higher amidst mixed corporate earnings, likely contributed to IBM's bullish movement today.

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.