Stocks / Technology Hardware
IBMTechnology Hardware
International Business Machines Corporation
$237.751d -0.3%5d +1.7%settled close · 2026-09-17
Mkt cap $226B (3/25)β 0.9952w $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 talkingIdea Scout · free
Who’s talking about IBM
6 long1 neutral1 shortlatest 2026-09-07
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-07 | Bill Mcnabb | 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… |
| 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… |
| 2021-08-31 | Michelle Schneider | Bullish | Fox Making Money | IBM is undervalued relative to other AI/tech peers and its supercomputer is attracting significant government… |
| 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: 21 Oct 2026 after the close
Confirmed date · consensus EPS 2.91. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
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 Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-14 | ||||||
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| 2026-05-21 | ||||||
| 2026-04-24 | ||||||
| 2026-04-23 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
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