International Business Machines (IBM) News Today

International Business Machines Corporation (NYSE:IBM) has seen renewed investor interest driven by analyst upgrades and its push into AI and hybrid-cloud infrastructure, though shares recently faced some downward pressure. Below is a summary of the recent developments impacting IBM’s stock sentiment:

• Positive Sentiment: Melius Research upgraded IBM to a “strong-buy” rating, boosting analyst confidence in the stock. Melius Research Upgrade
• Positive Sentiment: Zacks named IBM among five blue-chip names with strong earnings momentum for 2H25, highlighting its resilience in enterprise computing and hybrid cloud. Buy These 5 Blue-Chip Stocks
• Positive Sentiment: IBM unveiled its next-generation Power11 servers and chips, emphasizing AI and hybrid-cloud performance gains to compete with x86 and GPU providers. IBM Launches Power11 Servers
• Positive Sentiment: Jim Cramer praised IBM’s CEO for strong wealth-creation track record and commended the company’s enterprise computing strategy. Jim Cramer Salutes IBM
• Positive Sentiment: IBM Power11’s security-first approach is challenging incumbent server vendors, potentially driving share gains in data-center markets. IBM Power11 Challenges x86 and GPU Giants
• Positive Sentiment: IBM launched Power11 chips and servers tailored for enterprise AI workloads, reinforcing its growth story in AI infrastructure. IBM Launches Power11 Chips
• Neutral Sentiment: A 247Wall Street article highlighted the surge in AI names post-Palantir rally, underscoring sector momentum that may indirectly benefit IBM’s AI initiatives. Missed Palantir Stock? These 2 AI Stocks
• Neutral Sentiment: A Motley Fool piece on top bargain stocks suggested quality names on sale, with IBM cited as a potential candidate given its current valuation. 2 Top Bargain Stocks
• Negative Sentiment: MarketBeat reported that IBM shares dipped 1.2%, prompting questions about near-term catalysts and potential profit-taking by investors. IBM Shares Down 1.2%