IBM Shares Pop on Strong AI Growth. Is It Too Late to Buy the Stock?

IBM is seeing solid revenue growth come from AI. Recent acquisitions set it up to be a leader in agentic AI.

The Motley Fool • 3 hours ago

Arons: "Extreme Growth" to Follow Rut, Top Picks in META, IBM & BA

“Things look pretty good” for 2026, says Andrew Arons, anticipating falling rates and continued strength in earnings. He sees “extreme growth” down the road but says we're “stuck in the second or third inning” right now.

IBM Elects Ramon L. Laguarta to its Board of Directors

ARMONK, N.Y., Jan. 30, 2026 /PRNewswire/ -- The IBM (NYSE: IBM) board of directors has elected Ramon L.

PRNewsWire • Jan 30, 2026

Forget Rigetti Computing: This Quantum Veteran With Real Cash Flow Is the Smarter Long‑Term Bet

Rigett Computing has real promise but also has real risks. IBM has ambitious quantum computing plans and the money to achieve its goals.

The Motley Fool • Jan 29, 2026

Forget Rigetti Computing, This Established AI Giant Is a Safer Play

Rigetti Computing is one of the foremost pure-play quantum computing stocks. Because Rigetti is so small and quantum computing is so new, the company is likely to struggle in the coming years.

The Motley Fool • Jan 29, 2026

How IBM Stock Beat The Hyperscalers At Their Own Game

IBM (NYSE: IBM) exceeded earnings expectations and demonstrated that its AI strategy is effective. Q4 revenue reached $19.69 billion compared to the anticipated $19.21 billion—a 12.1% increase from the previous year.

Forbes • Jan 29, 2026

IBM Q4 Earnings Surpass Estimates on Strong Cloud and AI Momentum

International Business Machines tops Q4 estimates as software growth from hybrid cloud, watsonx AI and Red Hat lifts revenues, margins and profit despite macro uncertainty.

Zacks Investment Research • Jan 29, 2026

Surprisingly strong software growth sends IBM stock surging

IBM's stock IBM+0.10% rose 9% to $321 — moving above its 50-day average of $302 — as the company's adjusted earnings per share of $4.52 on sales of $19.69 billion topped Wall Street estimates of $4.30 in adjusted EPS on sales of $19.22 billion.

Market Watch • Jan 29, 2026

IBM: Limping Into 2026

IBM reported solid Q4 results, but 2026 guidance remains uninspiring with only 5% sales growth projected. The tech company has a strong GenAI order book, but most of the $12.5 billion order book is consulting, yet consulting grew just 1%. IBM's $11B Confluent acquisition raises questions, especially as Red Hat growth slows and AI cloud demand remains high.

Seeking Alpha • Jan 29, 2026

Earnings Beyond Mag 7: IBM, LRCX & RCL Soar

It's not just Mag 7 earnings moving markets Thursday morning. Diane King Hall points to IBM Corp. (IBM) rallying toward all-time highs after its strong report.