Core Insights - IBM presents a stable investment opportunity in contrast to newer tech companies, with a 33% increase in stock value over the past year [2][3] - The company is well-positioned in high-growth sectors such as hybrid cloud and artificial intelligence, indicating potential undervaluation by the market [3][14] Financial Performance - IBM's market capitalization is approximately $222.4 billion, and it has a consistent history of dividend increases for 29 years, making it a Dividend Aristocrat [4] - The current annual dividend is $6.68 per share, yielding about 2.78%, with $6.1 billion returned to shareholders in FY2024 [5] - Free cash flow grew to $12.7 billion in FY2024, a $1.5 billion increase from the previous year, and the company has a beta of 0.67, indicating lower volatility [5] Strategic Developments - Software and Consulting now account for about 75% of IBM's revenue, with hybrid cloud being a central focus [6] - The acquisition of HashiCorp for $6.4 billion enhances IBM's cloud automation capabilities, and further acquisitions are planned to expand its hybrid cloud and data solutions [8] - The Software division achieved a 9.0% growth at constant currency, with significant contributions from Transaction Processing and the new Automation category [9] Market Sentiment and Analyst Ratings - Despite strong performance, IBM has a Hold consensus rating among analysts, with an average price target of $232.75, suggesting limited upward movement from its current price [11] - Analysts have mixed views, with some recommending a Hold or Sell, while others see significant future potential with high-end price targets ranging from $275 to $320 [11] Upcoming Events - The Q1 2025 earnings report on April 23rd is anticipated to provide insights into IBM's strategic progress, particularly in new Software segments [13] - Historical data indicates a 60% likelihood of a positive one-day return following earnings announcements, which could influence market perception [13]

International Business Machines Corporation (IBM) is scheduled to report first-quarter 2025 results on April 23, after the closing bell. In the to-be-reported quarter, the company is likely to have recorded higher revenues from the Software segment with a strong focus on product innovation and healthy AI traction across various sectors. Factors at PlayIBM’s Software segment includes Hybrid Platform & Solutions and Transaction Processing, focusing on technologies that enhance enterprise productivity and inno ...

International Business Machines Corporation (IBM) is scheduled to report first-quarter 2025 results on April 23, after the closing bell. In the to-be-reported quarter, the company is likely to have recorded lower revenues from the Consulting segment owing to the persistence of uncertainty in some end markets stemming from macroeconomic headwinds. However, a strong focus on product innovation and multiple deal wins is a tailwind.  Factors at PlayIBM’s Consulting segment provides strategy and technology and i ...

International Business Machines Corporation (IBM) is scheduled to report first-quarter 2025 earnings on April 23. The Zacks Consensus Estimate for sales and earnings is pegged at $14.45 billion and $1.42 per share, respectively. Earnings estimates for IBM for 2025 have declined to $10.73 per share from $10.77 over the past 60 days, while the same for 2026 have decreased to $11.51 from $11.59.IBM Estimate TrendImage Source: Zacks Investment ResearchEarnings Surprise HistoryThe cloud and data platform deliver ...

Core Insights - The article emphasizes the effectiveness of investing in dividend growth stocks and reinvesting dividends as a strategy for long-term wealth growth [1]. Group 1: Investment Strategy - The individual investor has explored various investment styles over 25 years, concluding that dividend growth stocks are a reliable method for wealth accumulation [1]. - The investor operates a blog focused on S&P Dividend Aristocrats and other dividend growth stocks, indicating a commitment to sharing knowledge in this investment area [1].

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL ...

One loosely defined number underscores the long-term business heft of Big Blue's AI business.A single number underscores how quickly IBM (IBM -0.04%) is tapping into the artificial intelligence (AI) opportunity right now.Have you heard of Big Blue's so-called book of business for generative AI contracts? Here's a primer.What is Watsonx?The Watsonx generative AI platform was unveiled in May 2023, about six months after OpenAI's big ChatGPT launch and three months after Alphabet presented its Gemini tool (née ...

Wall Street analysts forecast that IBM (IBM) will report quarterly earnings of $1.42 per share in its upcoming release, pointing to a year-over-year decline of 15.5%. It is anticipated that revenues will amount to $14.43 billion, exhibiting a decline of 0.2% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.5% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections dur ...

Nearly half of all cyberattacks resulted in stolen data or credentials Identity abuse was the preferred entry point Asia Pacific represented more than one-third of attacks in 2024 ARMONK, N.Y., April 17, 2025 /PRNewswire/ -- IBM (NYSE: IBM) today released the 2025 X-Force Threat Intelligence Index highlighting that cybercriminals continued to pivot to stealthier tactics, with lower-profile credential theft spiking, while ransomware attacks on enterprises declined. IBM X-Force observed an 84% increase in em ...

IBM (IBM) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 23. On the other ...