IBM Earns Buy Rating as Analysts See Software Acceleration Ahead in 2026

International Business Machines Corporation (NYSE:IBM) is one of the AI Stocks Making Waves on Wall Street. On January 6, Jefferies upgrades the stock to “Buy” from Hold, stating that IBM is a beneficiary of software growth in 2026 driven by Red Hat momentum and hybrid cloud acquisitions. “We are upgrading IBM from Hold to buy as we see a clearer path to software acceleration heading into 2026, driven by Red Hat momentum and synergy capture from recent strategic acquisitions like HCP and the pending CFLT ...