International Business Machines Corp (IBM)
- Analysts23
- Implied upside+22.7%
- Target range$175.00 to $350.00
SEC filings
| Form | Filed | Description |
|---|---|---|
| 10-Q | July 23, 2026 | 10-Q |
| 8-K | July 22, 2026 | 8-K |
| 8-K | July 14, 2026 | 8-K |
| 4 | July 2, 2026 | PRIMARY DOCUMENT |
| 4 | July 2, 2026 | PRIMARY DOCUMENT |
| 4 | July 2, 2026 | PRIMARY DOCUMENT |
| 4 | July 2, 2026 | PRIMARY DOCUMENT |
| 4 | July 2, 2026 | PRIMARY DOCUMENT |
Our IBM coverage
23 articles
Everyone's asking if AI is the next dot-com bubble. Nvidia and 25 companies just gave a clue.
Nvidia rallied 25 companies behind open AI models, and OpenAI and Anthropic sat it out. Here's why I think their coming IPOs, not this fight, mark the real top of the AI bubble.
Jensen Huang's first-ever post on X was an open-weights AI letter. Nvidia (NVDA) and Microsoft (MSFT) both signed it, along with 23 other companies.
Jensen Huang joined X in June and stayed silent for weeks. His first post was a joint industry letter on open AI models, signed by 25 companies including Microsoft. OpenAI, Anthropic, Google and Amazon did not sign.
Intel (INTC) just reported the earnings I called the real catalyst. Revenue grew 25%, and the company posted an $11 billion loss.
Intel beat revenue and EPS estimates by a wide margin, but a CHIPS Act accounting charge turned the quarter into an $11 billion GAAP loss. Here is what the numbers actually mean, and why I am still holding the stock.
Tesla (TSLA) and Alphabet (GOOGL) are falling hard. The rest of the AI trade isn't (July 23, 2026)
Tesla and Alphabet kept falling through Thursday morning even as chipmakers, neoclouds and photonics stocks held up fine. Oil topped $100 a barrel after Trump threatened to bomb Iranian infrastructure over any new attack on shipping.
Alphabet (GOOGL) raised AI capex to $205 billion, its third hike this year. Nvidia (NVDA) and Broadcom (AVGO) barely moved after hours
Alphabet raised its 2026 capex guidance to $195-205 billion during Wednesday's call, its third increase this year, and GOOGL fell as much as 5% in extended trading. But the chip and power stocks that are supposed to benefit from that spending, Nvidia, Broadcom, TSMC, Micron, Vistra and Constellation, barely moved.
Alphabet (GOOGL): cloud growth hits 82%, and its AI spending just doubled
Alphabet's Q2 2026 results answered the question this earnings week was supposed to settle. Google Cloud grew 82%, capital spending on AI infrastructure more than doubled to $44.9 billion for the quarter, and the reported 298% profit jump comes with an asterisk worth reading before you believe it.
Frequently asked questions
What do analysts expect for IBM?
23 analysts cover International Business Machines Corp (IBM). The consensus rating is Buy and the average price target is $262.85, in a range of $175.00 to $350.00.
Are insiders buying or selling IBM?
We have no qualifying Form 4 insider purchases or sales on record for International Business Machines Corp (IBM). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see IBM SEC filings?
Recent filings are listed on this page, newest first. The latest is a 10-Q filed July 23, 2026.