International Business Machines (NYSE:IBM) Releases Earnings Results, Beats Estimates By $0.10 EPS

International Business Machines (NYSE:IBM) posted its quarterly earnings data on Wednesday. The technology company reported $2.95 EPS for the quarter, beating analysts’ consensus estimates of $2.85 by $0.10, FiscalAI reports. The company had revenue of $17.10 billion during the quarter, compared to the consensus estimate of $16.82 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%.

International Business Machines Trading Up 3.6%

Shares of International Business Machines stock traded up $8.75 during trading hours on Wednesday, hitting $250.67. The company’s stock had a trading volume of 8,822,157 shares, compared to its average volume of 7,454,617. International Business Machines has a 1-year low of $199.19 and a 1-year high of $332.46. The business has a fifty day moving average of $232.07 and a 200 day moving average of $243.58. The company has a market capitalization of $236.16 billion, a PE ratio of 22.24, a P/E/G ratio of 2.27 and a beta of 0.73. The company has a quick ratio of 0.74, a current ratio of 0.79 and a debt-to-equity ratio of 1.63.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. The Goldman Sachs Group set a $270.00 target price on shares of International Business Machines and gave the stock a “buy” rating in a research report on Thursday, July 23rd. Daiwa Securities Group dropped their price target on shares of International Business Machines from $247.00 to $217.00 and set a “neutral” rating for the company in a research report on Wednesday, July 29th. HSBC decreased their price target on shares of International Business Machines from $175.00 to $174.00 in a report on Friday, July 24th. BMO Capital Markets lowered their price objective on shares of International Business Machines from $270.00 to $230.00 and set a “market perform” rating for the company in a research note on Thursday, July 23rd. Finally, Robert W. Baird started coverage on shares of International Business Machines in a research note on Tuesday, July 21st. They set a “neutral” rating and a $230.00 price objective for the company. Twenty analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and an average price target of $255.76.

Insider Activity at International Business Machines

In related news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the transaction, the senior vice president owned 47,800 shares in the company, valued at approximately $11,009,296. The trade was a 34.34% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.27% of the company’s stock.

More International Business Machines News

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: Wall Street expects IBM to report third-quarter earnings of approximately $2.86–$2.87 per share and revenue near $16.82–$16.84 billion. Analysts are looking for roughly 8% year-over-year EPS growth, creating the possibility of a positive reaction if IBM beats estimates or offers stronger guidance. IBM Q3 Earnings Preview
• Positive Sentiment: Investors are watching for evidence that previously delayed deals have closed and that software growth accelerated in the second half of the year. A stronger bookings outlook or improving cloud and AI demand could help IBM rebuild confidence after its summer selloff. IBM and SAP Earnings Preview
• Positive Sentiment: IBM continues to expand its enterprise AI positioning. IBM Ventures invested in Leena AI, while IBM and partners introduced the open-source llm-d 1.0 platform for scalable, cost-efficient AI inference. These initiatives support the company’s strategy of monetizing hybrid cloud, automation and production AI workloads. IBM Ventures Invests in Leena AI
• Neutral Sentiment: Options traders are pricing in a potentially large post-earnings move of about 7.16%, indicating elevated expectations and near-term volatility rather than a clear directional outlook. IBM Options Market Preview
• Negative Sentiment: IBM remains under pressure after falling about 17%–19% year to date, and recent revenue concerns have damaged its market narrative. A revenue miss, weak software growth or cautious guidance could quickly reverse the pre-earnings optimism. IBM Has a Chance to Rewrite Its Narrative

International Business Machines Company Profile

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.