Ben Hider International Business Machines (NYSE:IBM) has gained around 15% since December 15, 2022, the date when my bullish thesis compared its incremental growth strategy with Microsoft (NASDAQ:MSFT) while also highlighting the strength of the consulting business. In the meantime, as charted below, the software giant's stock has delivered three times more gains thanks to the billions of dollars it invested in ChatGPT and its Azure OpenAI services used to generate content and build chatbots. Data by YC ...

David Ramos IBM (NYSE:IBM) separated its managed infrastructure services business to become an independent company named Kyndryl (KD). After the separation, IBM's core growth is driven by its Hybrid Platform & Solutions and Consulting businesses. I expect it can generate 4-5% revenue growth going forward. I initiate with a 'Buy' rating and a fair value of $180 per share. Portfolio Shift After Kyndryl Spun-off After spinning off the legacy managed infrastructure services business, IBM's software and cons ...

IBM (IBM 0.85%) has been around for more than 100 years. While the tech giant still sells plenty of hardware, including its iconic mainframes, today, it's focused on software and consulting. As enterprises navigate an increasingly complex technological landscape, IBM provides solutions that can cut costs, boost productivity, and raise efficiency.While IBM stock has been a dud for the past decade, there are a few reasons to believe that its long malaise is finally coming to an end.1. Revenue can grow even in ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends International Business Machines. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

International Business Machines Corporation (NYSE:IBM) UBS Global Technology Conference November 28, 2023 9:35 AM ET Company Participants Jim Kavanaugh - CFO Conference Call Participants David Vogt - UBS David Vogt Good morning, everyone, and welcome to the UBS Global TMT Conference here in Scottsdale, Arizona. I'm David Vogt. I am the enterprise hardware and networking analyst here. And we're excited to have with us this morning at a keynote, IBM and Jim Kavanaugh, Chief Financial Officer. Before we get st ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTER ENDED SEPTEMBER 30, 2023 1-2360 (Commission file number) INTERNATIONAL BUSINESS MACHINES CORPORATION (Exact name of registrant as specified in its charter) New York 13-0871985 (State of incorporation) (IRS employer identification number) One New Orchard Road Armonk, New York 10504 (Address of principal executive offices) (Zip ...

International Business Machines Corporation (NYSE:IBM) Q3 2023 Earnings Conference Call October 25, 2023 5:00 PM ET Company Participants Patricia Murphy - Vice President, Investor Relations Arvind Krishna - Chairman and Chief Executive Officer Jim Kavanaugh - Senior Vice President and Chief Financial Officer Conference Call Participants Amit Daryanani - Evercore Wamsi Mohan - Bank of America Toni Sacconaghi - Bernstein Matt Swanson - RBC Capital Markets Ben Reitzes - Melius Research Erik Woodring - Morgan S ...

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTER ENDED JUNE 30, 2023 1-2360 (Commission file number) INTERNATIONAL BUSINESS MACHINES CORPORATION (Exact name of registrant as specified in its charter) New York 13-0871985 (State of incorporation) (IRS employer identification number) One New Orchard Road Armonk, New York 10504 (Address of principal executive offices) (Zip Code) ...