IBM AI Success Faces Macro Headwinds: Analyst Cuts Price Target

IBM shares fall despite upbeat Q1 results. Wedbush analyst maintains an Outperform rating but cuts PT to $320 due to macro headwinds.

Nasdaq Tumbles Over 200 Points As Software Stocks Plunge: Investor Sentiment Declines, But Fear Index Remains In 'Greed' Zone

CNN Fear & Greed Index showed decline in market sentiment on Thursday, while oil prices pushed stocks lower.

Why Are Unity Software Shares Sliding On Thursday?

Unity Software Inc (NYSE: U) drops. more than 4% Thursday. Read how IBM and ServiceNow earnings are fueling AI anxiety and dragging down the SaaS sector.

Nasdaq 100 Eases From Records As Software Stocks Plunge: Stock Market Today

U.S. stocks dipped as Iran-Hormuz tensions lifted oil, IBM and ServiceNow cratered, and defensive sectors led a rotation

Wedbush Maintains Outperform on IBM, Lowers Price Target to $320

Wedbush analyst Dan Ives maintains IBM (NYSE:IBM) with a Outperform and lowers the price target from $340 to $320.

Evercore ISI Group Maintains Outperform on IBM, Lowers Price Target to $310

Evercore ISI Group analyst Amit Daryanani maintains IBM (NYSE:IBM) with a Outperform and lowers the price target from $345 to $310.

ASGN Posts Downbeat Q1 Results, Joins Medpace, ServiceNow And Other Big Stocks Moving Lower In Thursday's Pre-Market Session

Dow futures fall 200 pts, ASGN stock drops 25.2% after missing earnings estimates. Other stocks declining in pre-market trading. Photo: Shutterstock

These Analysts Revise Their Forecasts On IBM After Q1 Results

IBM (NYSE:IBM) reported strong Q1 results, beating analyst estimates for earnings and revenue. Analysts expect 5% growth and $1 billion increase in cash flow by 2026. Price targets have been lowered by BMO and raised by Morgan Stanley. Should you invest in IBM?

Morgan Stanley Maintains Equal-Weight on IBM, Raises Price Target to $225

Morgan Stanley analyst Erik Woodring maintains IBM (NYSE:IBM) with a Equal-Weight and raises the price target from $215 to $225.

AI Anxiety Returns: ServiceNow, IBM Earnings Drag Software Shares Down

SaaS stocks slide as ServiceNow and IBM outlooks disappoint. Investors worry AI is undermining traditional software subscription models.

BMO Capital Maintains Market Perform on IBM, Lowers Price Target to $270

BMO Capital analyst Keith Bachman maintains IBM (NYSE:IBM) with a Market Perform and lowers the price target from $290 to $270.

Stock Market Today: Dow Jones, S&P 500 Futures Slide As Iran Peace Efforts Stall— Tesla, ServiceNow, Boeing In Focus (UPDATED)

Editor's note: The futures, ETFs data, earnings and headline were updated.

ASGN Posts Downbeat Q1 Results, Joins Medpace, ServiceNow And Other Big Stocks Moving Lower In Thursday's Pre-Market Session

Dow futures fall 200 pts, ASGN stock drops 25.2% after missing earnings estimates. Other stocks declining in pre-market trading. Photo: Shutterstock

Why Is IBM Stock Sinking Thursday?

IBM Q1 earnings beat estimates, yet shares fall 7.6% on slowing revenue growth and software sector cooling. Get the latest analysis.

Why United Rentals Shares Are Trading Higher By Around 15%; Here Are 20 Stocks Moving Premarket

United Rentals (URI) stock rose in pre-market trading after reporting better-than-expected earnings and raising its FY26 sales guidance. Other gainers include PAPL, AKAN, YCBD, SST, MEHA, QS, BIVI, TRT, and TXN. Losers include ASGN, AGPU, AEHL, and ME.

Will S&P 500 Open Up Or Down On April 23? Here's How Traders Lean After Record Session

The S&P 500 surged on Wednesday, rising 1.05% to close at a record 7,137.90, as easing geopolitical fears and strong earnings lifted market sentiment.

Tesla, ServiceNow, Quantumscape, IBM And Intel: Why These 5 Stocks Are On Investors' Radars Today

TSLA, NOW, QS, IBM, INTC were among the trending stocks on Wednesday, April 22, 2026.

IBM Q1 2026 Earnings Call: Complete Transcript

12 Information Technology Stocks Moving In Wednesday's After-Market Session

Quantum Boom Meets ETF Surge: QTUM Tops $4 Billion AUM As AI-Driven Breakthroughs Ignite Rally

QTUM tops $4B AUM, earns 5-star Morningstar rating as AI breakthroughs and Big Tech fuel quantum gains.

IBM Shares Drop Despite Q1 Earnings Beat: Details

Here's a look at the details inside IBM's Q1 earnings report.

IBM Raises Quarterly Dividend From $1.68 To $1.69/Share

IBM (NYSE:IBM) today declared an increase in the regular quarterly cash dividend to $1.69 per common share, payable June 10, 2026 to stockholders of record as of May 8, 2026.

IBM Expects More Than 5% Constant Currency Revenue Growth; Increase Of ~$1B In YoY Free Cash Flow In 2026

IBM Q1 Adj. EPS $1.91 Beats $1.81 Estimate, Sales $15.917B Beat $15.623B Estimate

IBM (NYSE:IBM) reported quarterly earnings of $1.91 per share which beat the analyst consensus estimate of $1.81 by 5.52 percent. This is a 19.37 percent increase over earnings of $1.60 per share from the same period

IBM Likely To Report Higher Q1 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

IBM (NYSE: IBM) to release Q1 earnings on April 22 with expected $1.81/share profit & $15.64B revenue. Analysts have a positive outlook on stock.

Earnings Scheduled For April 22, 2026

Elizabeth Warren Asks Fed Chair Nominee Kevin Warsh To 'Name One Aspect' Of Trump Economic Agenda He Disagrees With

Elizabeth Warren pressed Fed chair nominee Kevin Warsh on his independence from Donald Trump, but he avoided naming any policy disagreements.

Adobe Greenlights $25 Billion Stock Buyback Program

Adobe unveils a major share repurchase plan aimed at returning capital to investors while supporting long-term value creation.

IBM Q1 Preview: Dow Giant Goes For Six Straight Double Beats As AI Momentum Builds

IBM has beaten analyst estimates for revenue and earnings per share in several consecutive quarters, but the stock is down in 2026.

IBM Unveils AI Consulting Solutions With Adobe To Supercharge Customer Engagement

IBM edges higher premarket on its Adobe-backed AI experience push, with technicals showing early bullish momentum ahead of earnings.

IBM Consulting And Adobe Announce Partnership Expansion To Deploy Agentic AI Tools, Including New Industry-Specific Strategies

Together, we're pairing Adobe's Customer Experience Orchestration capabilities, like Adobe Real-Time CDP, with IBM's agentic AI expertise, orchestration tools like Adobe Experience Platform Agent Orchestrator and IBM

Jefferies Maintains Buy on IBM, Lowers Price Target to $320

Jefferies analyst Brent Thill maintains IBM (NYSE:IBM) with a Buy and lowers the price target from $370 to $320.

IBM's 'Anthropic Fears' Are Growing—But Ives Sees 35% Upside

IBM faces "Anthropic fears," but Wedbush's Dan Ives sees 35% upside as enterprise AI moves from testing to real-world deployment.

RBC Capital Maintains Outperform on IBM, Lowers Price Target to $330

RBC Capital analyst Matthew Swanson maintains IBM (NYSE:IBM) with a Outperform and lowers the price target from $361 to $330.

Wedbush Reiterates Outperform on IBM, Maintains $340 Price Target

Wedbush analyst Daniel Ives reiterates IBM (NYSE:IBM) with a Outperform and maintains $340 price target.

Oppenheimer Maintains Outperform on IBM, Lowers Price Target to $320

Oppenheimer analyst Param Singh maintains IBM (NYSE:IBM) with a Outperform and lowers the price target from $380 to $320.

IBM Introduces New Cybersecurity Measures Designed To Help Organizations Counter New Generation Of Cyber Threats As Attackers Begin Weaponizing Frontier AI Models

Attackers are already using frontier AI models to accelerate every phase of the attack lifecycle. These models represent a step change in offensive capability, which can dramatically lower the time, cost, and expertise

10 Stocks For World Quantum Day From Pure-Play To Blue‑Chip

Here are 10 stocks in the quantum tech space to consider on World Quantum Day.

IBM Analyst Slashes Price Target Ahead Of Q1 Results, Lowers Q2 Estimates

IBM to report Q1 results on April 22. Analyst expects in-line earnings with investor focus on Confluent integration and RedHat growth.

IBM Pays $17 Million To Settle DEI Allegations In DOJ's First False Claims Act Win

IBM agrees to pay $17 million to settle federal allegations related to DEI hiring practices, marking the first resolution under the DOJ's Civil Rights Fraud Initiative.

Stifel Maintains Buy on IBM, Lowers Price Target to $290

Stifel analyst David Grossman maintains IBM (NYSE:IBM) with a Buy and lowers the price target from $340 to $290.

Consumer Tech News (Mar 30-Apr 2): Tesla, Nio, XPeng Drive EV Growth, Apple iPhone 17, Meta Ray-Ban Launches & More

Microsoft, IBM, AMD, and Intel make key AI and semiconductor moves, including in-house model development, dual-architecture hardware, and full ownership of Fab 34.

What's Going On With Arm Holdings Stock Thursday?

ARM stock slides as Middle East tensions spark a chip sector sell-off. See how geopolitical friction is impacting Nvidia, AMD, and more.

Big Tech H-1B Filings Plunge As Amazon, Google, Meta And Microsoft Slash Jobs Amid Rising Immigration Costs

Big Tech H-1B filings fall sharply as Amazon, Google, Meta, and Microsoft cut jobs amid stricter U.S. visa rules and rising hiring costs.

IBM Partners With Arm To Power Next Wave Of AI Infrastructure

IBM and Arm partner to revolutionize enterprise computing with dual-architecture hardware designed for high-scale AI and data workloads.

Stock Market Today: S&P 500, Dow Futures Plunge As Trump 'Re-Escalates' War With Iran—Micron Technology, IBM, General Motors In Focus

U.S. stocks dropped on Thursday, which is the last trading day of the week, as the market will be closed for Good Friday.

IBM And Arm Announce Strategic Collaboration To Develop Dual-Architecture Hardware For Future AI And Data Intensive Enterprise Workloads

IBM Announces 11 AI And Automation Software Solutions Have Received FedRAMP Authorization, Deployed Exclusively On AWS GovCloud

Palantir, Tesla, Apple Top Iran Retaliation List: 'A US Company Will Be Destroyed'

Iran could target U.S. tech companies that have military contracts. Here's a list of 18 companies on Iran's list.

IBM, ETH Zurich Sign 10-Year Partnership Over Algorithms At Intersection Of AI, Quantum Computing

IBM (NYSE:IBM) and ETH Zurich announced today a 10-year collaboration to advance the next generation of algorithms at the intersection of AI and quantum computing. This initiative represents the latest milestone in the

Meta, Netflix, CrowdStrike And More On CNBC's 'Final Trades'

Rob Sechan named Meta Platforms as his final trade on CNBC's Halftime Report, as the company faces legal issues and job cuts.