StreetInsider.com News Articles

Baird Starts IBM (IBM) at Neutral

Tue, 21 Jul 2026 16:13:52 -0400

Baird analyst Rob Oliver initiates coverage on IBM (NYSE: IBM) with a Neutral rating and a price target of $230.00.

For an analyst ratings summary and ratings history on IBM click here. For more ratings news on IBM click here.

Shares of IBM closed at $213.00 yesterday.

IBM (IBM) call put ratio 2.3 calls to 1 put into quarter results

Tue, 21 Jul 2026 11:36:03 -0400

IBM (NYSE: IBM) July 24 weekly call option implied volatility is at 88, August is at 66; compared to its 52-week range of 21 to 63. Call put ratio 2.3 calls to 1 put into the expected release of quarter results after the bell on July 22.

IBM (IBM) call put ratio 2.3 calls to 1 put into quarter results

Tue, 21 Jul 2026 11:36:03 -0400

IBM (IBM) PT Lowered to $270 at RBC Capital

Tue, 21 Jul 2026 07:58:48 -0400

RBC Capital analyst Matthew Swanson lowered the price target on IBM (NYSE: IBM) to $270.00 (from $300.00) while maintaining an Outperform rating.

The analyst commented: "Following last Tuesday's negative preliminary results, we've had the opportuntiy to speak with management and a large number of investors. Investors we spoke to generally understood managements explanation of how the challenges in the quarter arose, but the focus will shift and expand to both the remainder of IBM's results and outlook but also peer data points. Maintain our OP rating but lower our PT to $270 on lower estimates.

We've adjusted our numbers for the preliminary

IBM (IBM) PT Lowered to $270 at RBC Capital

Tue, 21 Jul 2026 07:58:48 -0400

RBC Capital analyst Matthew Swanson lowered the price target on IBM (NYSE: IBM) to $270.00 (from $300.00) while maintaining an Outperform rating.

We've adjusted our numbers for the preliminary

IBM (IBM) PT Lowered to $288 at Barclays

Tue, 21 Jul 2026 05:57:31 -0400

Barclays analyst Raimo Lenschow lowered the price target on IBM (NYSE: IBM) to $288.00 (from $350.00) while maintaining a Overweight rating.

IBM (IBM) call put ratio 2 calls to 1 put into quarter results

Tue, 21 Jul 2026 05:54:35 -0400

IBM (NYSE: IBM) July 24 weekly 212.50 straddle priced for a move of 7%. Call put ratio 2 calls to 1 put into the expected release of quarter results after the bell on July 22.

IBM (IBM) call put ratio 2 calls to 1 put into quarter results

Tue, 21 Jul 2026 05:54:35 -0400

IBM (NYSE: IBM) July 24 weekly 212.50 straddle priced for a move of 7%. Call put ratio 2 calls to 1 put into the expected release of quarter results after the bell on July 22.

Stocks expected to have increasing option volume: BA IBM NOW F SCHW GOOG GEV PM TXN IBM T BABA

Mon, 20 Jul 2026 06:22:48 -0400

Stocks expected to have increasing option volume: BA IBM NOW F SCHW GOOG GEV PM TXN IBM T BABA

IBM (IBM) call put ratio 1.7 calls to 1 put into quarter results

Mon, 20 Jul 2026 05:58:11 -0400

IBM (NYSE: IBM) July 24 weekly 212.50 straddle priced for a move of 7%. Call put ratio 1.7 calls to 1 put into the expected release of quarter results after the bell on July 22.

IBM (IBM) call put ratio 1.7 calls to 1 put into quarter results

Mon, 20 Jul 2026 05:58:11 -0400

IBM (NYSE: IBM) July 24 weekly 212.50 straddle priced for a move of 7%. Call put ratio 1.7 calls to 1 put into the expected release of quarter results after the bell on July 22.

IBM (IBM) PT Lowered to $235 at Stifel

Mon, 20 Jul 2026 05:14:22 -0400

Stifel analyst David Grossman lowered the price target on IBM (NYSE: IBM) to $235.00 (from $290.00) while maintaining a Buy rating.

The analyst comments "Last week, IBM pre-released preliminary 2Q26 results well-below consensus, attributing miss to abrupt EOQ reprioritization of capex toward AI-related compute. It remains unclear whether IBM-specific given 2Q reporting just underway. • IBM's 3Q is seasonally weak/4Q seasonally strong, which may limit visibility and stock performance prior to 4Q report (Jan 2027) unless management provides more meaningful disclosures between now/then. • There is renewed speculation about breaking-up the company, and we provide a back-ofthe-envelope SOTP. We acknowledge the

IBM (IBM) PT Lowered to $235 at Stifel

Mon, 20 Jul 2026 05:14:22 -0400

Stifel analyst David Grossman lowered the price target on IBM (NYSE: IBM) to $235.00 (from $290.00) while maintaining a Buy rating.

Investing.com’s stocks of the week

Fri, 17 Jul 2026 14:09:15 -0400

Fri, 17 Jul 2026 08:57:58 -0400

(Updated - July 17, 2026 8:57 AM EDT)

JPMorgan analyst Brian Essex lowered the price target on IBM (NYSE: IBM) to $250.00 (from $291.00) while maintaining an Overweight rating.

The analyst commented, "IBM’s mainframe-driven preannouncement was disappointing, but the stock now trades at a discount to our SoTP multiple. IBM negatively pre-announced 2Q results this week, citing weaker-than-expected mainframe and related software shortfall as a primary contributing factor. The company noted that the weakness was driven in part by a late-quarter shift in client capex toward servers, storage, and memory ahead of anticipated price increases."

IBM (IBM) PT Lowered to $250 at JPMorgan Following Pre-Announced Q2 Results

Fri, 17 Jul 2026 08:57:58 -0400

(Updated - July 17, 2026 8:57 AM EDT)

JPMorgan analyst Brian Essex lowered the price target on IBM (NYSE: IBM) to $250.00 (from $291.00) while maintaining an Overweight rating.

Netflix, Intuitive Surgical tumble premarket

Fri, 17 Jul 2026 08:11:37 -0400

Investing.com - U.S. stock index futures fell sharply on Friday, pointing to a second straight day of losses on Wall Street as investors continued to reassess lofty technology valuations following a string of disappointing corporate updates tied to artificial intelligence spending.

By 07:21 ET (11:21 GMT), S&P 500 futures had dropped 67 points, or 0.9%, while Nasdaq 100 futures tumbled 490 points, or 1.7%. Dow Jones futures fell 331 points, or 0.6%.

Technology stocks remained under pressure after IBM’s historic 25% collapse earlier this week intensified concerns that soaring AI infrastructure spending is beginning to crowd out traditional enterprise software budgets.

The sharp selloff

Netflix, Intuitive Surgical tumble premarket

Fri, 17 Jul 2026 08:11:37 -0400

By 07:21 ET (11:21 GMT), S&P 500 futures had dropped 67 points, or 0.9%, while Nasdaq 100 futures tumbled 490 points, or 1.7%. Dow Jones futures fell 331 points, or 0.6%.

The sharp selloff

Netflix, Intuitive Surgical tumble premarket

Fri, 17 Jul 2026 08:11:37 -0400

By 07:21 ET (11:21 GMT), S&P 500 futures had dropped 67 points, or 0.9%, while Nasdaq 100 futures tumbled 490 points, or 1.7%. Dow Jones futures fell 331 points, or 0.6%.

The sharp selloff

Netflix, Intuitive Surgical tumble premarket

Fri, 17 Jul 2026 08:11:37 -0400

By 07:21 ET (11:21 GMT), S&P 500 futures had dropped 67 points, or 0.9%, while Nasdaq 100 futures tumbled 490 points, or 1.7%. Dow Jones futures fell 331 points, or 0.6%.

The sharp selloff