International Business Machines (IBM) Expected to Announce Earnings on Wednesday

International Business Machines (NYSE:IBM) is expected to announce its Q4 2025 results after the market closes on Wednesday, January 28th. Analysts expect the company to announce earnings of $4.33 per share and revenue of $19.2319 billion for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Wednesday, January 28, 2026 at 5:00 PM ET.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping analysts’ consensus estimates of $2.45 by $0.20. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The business had revenue of $16.33 billion for the quarter, compared to analyst estimates of $16.10 billion. During the same quarter last year, the firm posted $2.30 earnings per share. The business’s revenue was up 9.1% compared to the same quarter last year. On average, analysts expect International Business Machines to post $11 EPS for the current fiscal year and $12 EPS for the next fiscal year.

International Business Machines Stock Down 4.8%

NYSE:IBM opened at $291.11 on Wednesday. The company has a market cap of $272.11 billion, a price-to-earnings ratio of 34.82, a price-to-earnings-growth ratio of 2.96 and a beta of 0.70. International Business Machines has a twelve month low of $214.50 and a twelve month high of $324.90. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. The stock has a fifty day simple moving average of $302.94 and a 200-day simple moving average of $282.50.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. UBS Group reissued a “sell” rating on shares of International Business Machines in a research report on Tuesday, December 9th. Jefferies Financial Group raised shares of International Business Machines from a “hold” rating to a “buy” rating and lifted their price target for the company from $300.00 to $360.00 in a research note on Monday, January 5th. Evercore ISI increased their price objective on International Business Machines from $315.00 to $330.00 and gave the stock an “outperform” rating in a research note on Tuesday. Weiss Ratings upgraded International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a report on Saturday, October 25th. Finally, Wall Street Zen cut International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $305.29.

More International Business Machines News

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

• Positive Sentiment: IBM launched “Enterprise Advantage,” a new asset‑based consulting service to help clients build, govern and scale agentic AI platforms — a revenue‑accretive services push tied to watsonx demand. IBM Launches Enterprise Advantage
• Positive Sentiment: IBM and telecom operator e& announced enterprise-grade agentic AI for governance and compliance (watsonx Orchestrate), showing traction for large-scale, regulated deployments. e& and IBM Unveil Agentic AI
• Positive Sentiment: Coverage highlights IBM’s broader watsonx/enterprise AI push and what it means for shareholders — positioning IBM as an enterprise AI platform player rather than just services. What IBM’s New Enterprise AI Platform Push Means
• Positive Sentiment: DBS Bank upgraded IBM from Hold to Moderate Buy, reflecting improving fundamentals and AI-driven growth expectations. IBM Stock Rating Upgraded by Dbs Bank
• Positive Sentiment: IBM continues marketing watsonx experiences (e.g., with the Recording Academy around the Grammys), indicating cross‑industry use cases and brand visibility. IBM and the Recording Academy
• Neutral Sentiment: Analyst roundups and valuation pieces debate upside after recent strength — some see upside potential, others flag stretched multiples; watch earnings and guidance for confirmation. Assessing IBM Valuation
• Neutral Sentiment: Several analyst notes/forecasts (including Benzinga’s roundup) show mixed near‑term price targets and expectations of volatility — useful for trading windows but not a consensus buy signal. IBM To Rally Around 8%?
• Neutral Sentiment: Dividend‑focused commentary lists IBM among steady dividend names — current pullbacks could lift yield and attract income investors. Are These 2 Dividend Stocks Bargains?
• Negative Sentiment: Market reaction: IBM’s share price fell more than the broader market in the latest session and traded on elevated volume, reflecting near‑term profit‑taking and concern about valuation despite positive company news. IBM Suffers a Larger Drop Than the General Market

Hedge Funds Weigh In On International Business Machines

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its position in International Business Machines by 12.4% during the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after acquiring an additional 2,323 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after purchasing an additional 186 shares during the period. Jump Financial LLC purchased a new stake in International Business Machines in the second quarter valued at approximately $211,000. Ieq Capital LLC boosted its position in International Business Machines by 2.2% in the second quarter. Ieq Capital LLC now owns 38,617 shares of the technology company’s stock valued at $11,383,000 after buying an additional 843 shares during the last quarter. Finally, Vivaldi Capital Management LP increased its holdings in International Business Machines by 11.6% in the 2nd quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company’s stock worth $300,000 after buying an additional 106 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Company Profile

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.