International Business Machines Corporation (IBM) Earnings

International Business Machines Corporation

IBM · NYSE

Sep 2026upcoming

Next quarter

Consensus is $2.90 EPS for Sep 2026 across 6 estimates, ranging $2.78 to $3.12.

IBM Jun 2026

Reported Jul 22, 2026

Beat 0.00%

EPS estimate: $2.93
EPS actual: $2.93
Revenue estimate: —
Revenue actual: —
1-day move: +0.43%

Call highlights have not been generated for this quarter.

Symbol: IBM
Type: Stock
Sector: Technology
Industry: Computer Manufacturing
Country: North America
Exchange: NYSE

IBM is a leading provider of global hybrid cloud and AI, and consulting expertise. We help clients in more than 175 countries capitalize on insights from their data, streamline business processes, reduce costs and gain the competitive edge in their industries. Thousands of governments and corporate entities in critical infrastructure areas such as financial services, telecommunications and healthcare rely on IBM's hybrid cloud platform and Red Hat OpenShift to affect their digital transformations quickly, efficiently and securely. IBM's breakthrough innovations in AI, quantum computing, industry-specific cloud solutions and consulting deliver open and flexible options to our clients. All of this is backed by IBM's long-standing commitment to trust, transparency, responsibility, inclusivity and service. Visit www.ibm.com for more information.

Key Issues

Bullish view

AI momentum, an expanding consulting backlog and demand for enterprise solutions centered on security, governance and control could convert IBM’s positioning into recurring software and services growth.

Bearish view

The enterprise-AI strategy may take time to monetize, and the evidence says converting demand into durable revenue remains gradual, leaving growth dependent on execution.

Analyst Consensus

See all

Hold

14 analysts

$238

Current

—

Low

$245

Average

—

High

Average target implies +3.05% versus the current price.

Earnings History

BeatMissNo estimate

Peers

CrowdStrike Holdings, Inc.CRWD · NASDAQ-GS$213.56