IBM well-positioned to benefit from enterprise AI demand

International Business Machines Corp (NYSE:IBM) is well-positioned to accelerate software growth and capitalize on enterprise AI adoption, according to Jefferies analysts following the company's Think 2026 conference in Boston. The brokerage said it came away constructive on IBM's longer-term outlook, citing strong software pipeline trends, cross-selling opportunities across the company's portfolio, and what it views as an underappreciated positioning in artificial intelligence.

Proactive Investors • 10 hours ago

IBM Announces Red Hat AI Inference and Red Hat OpenShift Virtualization Service on IBM Cloud

IBM delivers Red Hat AI Inference, Red Hat OpenShift Virtualization Service as managed services New offerings designed to enable enterprises to operationalize AI and securely run virtualized workloads at scale ARMONK, N.Y., May 12, 2026 /PRNewswire/ -- IBM (NYSE: IBM) today announced two new managed services – Red Hat AI Inference on IBM Cloud and Red Hat OpenShift Virtualization Service on IBM Cloud – to help enterprises accelerate AI adoption and run security-forward, scalable and predictable virtualization environments.

PRNewsWire • 18 hours ago

IBM vs. Qualcomm: Which AI Tech Stock is the Better Buy Now?

IBM edges Qualcomm as the better AI tech buy now, backed by hybrid-cloud demand, watsonx upgrades, cheaper valuation and steady cash flow.

Zacks Investment Research • 15 hours ago

IBM Beats Earnings Expectations—So Why Is The Stock Still Sliding And Momentum Collapsing?

Despite reporting a robust first-quarter earnings beat, International Business Machines Corp. (NYSE:IBM) is grappling with significant technical weakness.

Benzinga • May 11, 2026

International Business Machines Corporation (IBM) is Attracting Investor Attention: Here is What You Should Know

Zacks.com users have recently been watching IBM (IBM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Zacks Investment Research • May 8, 2026

Dickens: Why You Should Care about Secondary AI Names

Steven Dickens sits with Nicole Petallides to dive into some underappreciated players in the AI investment theme including IBM (IBM), Teradata (TER) and even Amazon (AMZN). He talks about the inertia AI capex spending from the Mag 7 names has on secondary derivatives, calling them "hidden gems.

IBM touts AI productivity gains and quantum milestones at Think conference

International Business Machines Corp (NYSE:IBM) showcased sweeping advances in artificial intelligence and quantum computing at its annual Think 2026 conference in Boston this week, highlighting mounting productivity gains for enterprise customers and signaling that quantum advantage is within reach this year. IBM management pointed to a 45% average productivity gain among its own developers and projecting that enterprises broadly will see 42% more productivity from AI by 2030.

Proactive Investors • May 7, 2026

IBM Plummets 27% in 6 Months: Should You Reassess the Stock?

International Business Machines Corporation IBM has declined 27% over the past six months against the industry's growth of 60.7% due to macroeconomic challenges and a sudden development in the artificial intelligence (AI) domain that threatens its core legacy businesses. The stock has lagged peers like Microsoft Corporation MSFT and Amazon.com, Inc. AMZN.

Zacks Investment Research • May 7, 2026

The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays

The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools.

24/7 Wall Street • May 7, 2026

Why to Bet on Quantum Computing ETFs Now

Quantum ETFs are surging as breakthroughs, funding and AI demand fuel growth, offering diversified exposure to a high-risk, high-reward theme.

Zacks Investment Research • May 7, 2026