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IBMTechnology Hardware
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$252.901d +8.9%5d +0.1%settled close · 2026-11-02
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Get what investors say about IBM next
9 investor calls on IBM in the last 90 days (8 bullish, 1 bearish). Follow IBM free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Mkt cap $237B (11/2)β 0.8552w $205–323Shares 938.0MInd. Computer & Office EquipmentNYSE since 1949Emp. 287,000HQ Armonk, NYibm.com
The tape, with the calls on it
Who said what, and what IBM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talking about IBM
13 long1 neutral4 shortlatest 2026-10-23
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bearish | Steve Eisman (newest) | IBM is too small at $240B to challenge large tech and its core software and consulting businesses face direct… |
| 2026-10-22 | Rob Sechan (NewEdge Wealth)Co-founder & CEO, NewEdge Wealth | Bullish | CNBC (uncut) | IBM beat and raised estimates and showed early evidence it can leverage rather than be disrupted by AI… |
| 2026-10-22 | Unknown | Bullish | Fox Business (uncut) | Q3 deal closures drove deferred revenue recognition and software revenue grew ~10%, disproving the SaaS-dying… |
| 2026-10-21 | Wamsi Mohan | Bullish | CNBC (uncut) | Q2 slipped deals are closing at an accelerating rate, setting up a Q3 beat on top and bottom line and a path… |
| 2026-10-21 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC (uncut) | Free cash flow remains positive and margins are intact after the market over-penalized IBM last quarter… |
| 2026-10-21 | Jeff Kilburg | Bullish | CNBC (uncut) | IBM offers growth at a discount with a quantum computing opportunity, trading 25% off all-time highs despite… |
| 2026-10-20 | Chris Brigati | Bullish | CNBC (uncut) | IBM offers diversified AI-adjacent revenue through software, services, and enterprise solutions without the… |
| 2026-09-29 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Varney & Co | Preferred quantum computing play over pure-plays like IonQ because IBM's existing business lines provide free… |
| 2026-09-07 | Bill McnabbFormer chairman & CEO, Vanguard | Bullish | The Big Picture (Ritholtz) | IBM's hybrid cloud and AI pivot under CEO Arvind Krishna reflects genuine strategic agility, and the recent… |
| 2026-07-09 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | IBM is inexpensive relative to peers and CEO Arvind Krishna is executing well; panic-driven dips are buying… |
Show all 18 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-03 | Hugh HendryFormer hedge fund manager — Eclectica | Bullish | Rebel Capitalist Interviews and Hugh Hendry Official | IBM sits at the centre of the world's COBOL-dependent financial infrastructure, is transitioning to a… |
| 2026-01-21 | Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor | Bullish | CNBC Halftime Final Trades | Annually recurring revenues growing double digits and upcoming earnings next week expected to be strong |
| 2025-06-05 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Forbes | IBM is a stagnant IT body shop trading at all-time-high valuations despite zero organic growth (revenue per… |
| 2022-06-21 | David HardenCEO & CIO, Summit Global Investments | Bearish | Fox Market Check (playlist) | IBM derives substantial revenue overseas that must be translated back into USD, making it a direct loser from… |
| 2021-08-31 | Michelle SchneiderManaging director, MarketGauge Group | Bullish | Fox Making Money | IBM is undervalued relative to other AI/tech peers and its supercomputer is attracting significant government… |
| 2020-12-18 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Real Vision | IBM's stated EPS of $11–13 massively overstates economic earnings of ~$4–6 due to aggressive accounting… |
| 2020-11-19 | Warren BuffettChairman, Berkshire Hathaway | Bullish | Investor Archive | IBM is navigating a cloud transition with acceptable financial performance and consistent buybacks that… |
| 2020-04-21 | Warren BuffettChairman, Berkshire Hathaway | Neutral | Investor Center | Buffett has never bought a technology company including IBM in 30 years because he cannot accurately value… |
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Earnings
Next report: 26 Jan 2027 after the close
Confirmed date · consensus EPS 4.67. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 21 Oct 2026 | after the close | 2.95 vs 2.89 | +4.5% |
The options tape
Notable options days
Sessions in the last 120 where IBM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 14 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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| 2026-05-21 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
IBM on the Wheel
IBM did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
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