571,609-$54.014.21%$1,227.63[CVS Health][CVS]• Vol: 12,199,429-$2.823.66%$74.18 IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity? - 24/7 Wall St.[S&P 5006,915.40 +0.35%] [Dow Jones49,354.90 +0.39%][Nasdaq 10025,103.80 +0.49%][Russell 20002,669.31 +0.67%][FTSE 10010,783.80 +0.65%][Nikkei 22559,510.30 +2.73%][Investing]# IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity?### Quick ReadIBM (IBM) shares fell 22% year-to-date. A 13% single-day crash followed Anthropic's Claude Code anno ...

Core Insights - Digital Realty is expanding its Digital Realty Innovation Lab (DRIL) into Singapore, Japan, and London, marking its first foray into Asia Pacific and Europe after a successful launch in Northern Virginia [1][2] - The new DRIL locations will provide real-world testing environments for customers and partners to validate AI and hybrid cloud deployments, addressing the critical barrier of infrastructure readiness as AI adoption increases [2][7] Expansion Details - The Singapore DRIL will serve as a digital innovation hub, connecting local customers, partners, and research institutions with global technology providers [4] - The Japan DRIL will be located at the NRT12 data center in Greater Tokyo, featuring 20 racks with direct liquid cooling capabilities to support high-power-density workloads [5] - The UK DRIL in London will offer a dedicated environment for testing and validating AI and hybrid cloud deployments before full-scale implementation [5] Market Context - Singapore's digital economy, driven by AI adoption, accounts for 18.6% of total GDP, while Japan plans to invest over 10 trillion yen in semiconductor and AI sectors by 2030 [3] - The UK's AI sector is growing rapidly, with over 5,800 AI companies and sector revenue reaching £23.9 billion, generating £11.8 billion in GVA [3] Infrastructure Capabilities - The new DRIL locations will enable businesses to test performance, optimize configurations, and connect seamlessly to cloud and network providers via ServiceFabric®, Digital Realty's global interconnection platform [8] - The DRIL will leverage Digital Realty's Pervasive Datacenter Architecture (PDx®) methodology to facilitate the testing and validation of AI deployments in real-world conditions [9][10] Customer Engagement - Strong demand has been observed from customers and partners across Asia Pacific for dedicated environments to validate AI and hybrid cloud architectures [7] - The DRIL network supports a growing ecosystem of customers and partners, including major technology firms like AMD, Cisco, and Lenovo [10]

Asia Pacific will provide real-world environments for customers and partners to test and optimize next generation infrastructure SINGAPORE, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced the expansion of its Digital Realty Innovation Lab (DRIL) into Singapore and Japan. This marks the first expansion of the company’s global DRIL network into Asia Pacific, following the successful launch of the inaugural DRIL ...

Teradata Corporation (NYSE:TDC) is one of the best stocks for beginners with little money in 2026. On February 10, Teradata reported a strong conclusion to 2025, headlined by a 15% growth in Cloud ARR and a non-GAAP diluted EPS of $0.74. Q4 saw total revenue reach $421 million, supported by a 5% increase in recurring revenue. While full-year total revenue declined 5% to $1.663 billion, the company expanded its Q4 operating margin to 22.8% and generated $285 million in free cash flow for the year. Teradat ...

Core Viewpoint - Rackspace Technology will release its fourth quarter 2025 financial results on February 26, 2026, at 8 am ET, followed by a conference call at 8:30 am ET to discuss the results [1]. Group 1: Financial Results Announcement - The financial results for the fourth quarter of 2025 will be announced on February 26, 2026, at 8 am ET [1]. - The conference call to discuss the financial results will be hosted by CEO Gajen Kandiah and CFO Mark Marino at 8:30 am ET on the same day [1]. Group 2: Accessing the Conference Call - Interested parties can access the live webcast or replay through the company's Investor Relations website [2]. - Pre-registration is required to obtain a dial-in number for the conference call, and registrants will receive a PIN for access [2]. Group 3: Company Overview - Rackspace Technology is recognized as a leading provider of end-to-end hybrid cloud and AI solutions [3]. - The company specializes in designing, building, and operating cloud environments across various technology platforms, regardless of the technology stack or deployment model [3]. - Rackspace Technology partners with customers throughout their cloud journey, assisting in application modernization, product development, and technology adoption [3].

Core Viewpoint - IBM has shown strong performance in the past year, with its stock price increasing by 18%, outperforming the S&P 500 Index's 14% rise, although it has underperformed in 2026 with a marginal increase compared to the index's 1.3% rise [2]. Financial Performance - IBM's Q4 2025 earnings report revealed a revenue increase of 12.1% year-over-year, reaching $19.7 billion, which surpassed Wall Street estimates. The adjusted EPS was $4.52, exceeding estimates by 4.4% [6]. - For the current year ending December 2026, analysts project IBM's EPS to rise by 6.6% year-over-year to $12.35 on a diluted basis. The company has consistently surpassed consensus estimates in the last four quarters [7]. Analyst Ratings and Price Targets - Among 22 analysts covering IBM, the consensus rating is a "Moderate Buy," with 10 "Strong Buy" ratings, 2 "Moderate Buy," 8 "Holds," and 2 "Strong Sells" [7]. - The stock has recently gained more bullish ratings, increasing from 9 to 10 "Strong Buy" ratings. Jefferies analyst Brent Thill maintains a "Buy" rating with a price target of $370, while the mean price target of $319.67 suggests a potential upside of 6.9%, and the Street-high target of $380 indicates a possible rally of 27.1% [8].

Core Insights - IBM has launched a global request for proposals (RFP) for the next cohort of the IBM Impact Accelerator, focusing on AI for transformative education and workforce development [1][4] - The widening gap between education and employer needs is highlighted, with 67% of executives noting that job roles are becoming shorter-lived, and by 2030, 57% expect most current employee skills to be obsolete [2][3] - The initiative aims to support organizations that leverage AI to enhance learning, upskilling, and job placement in response to rapid economic changes driven by AI [3][4] Group 1: Program Details - The IBM Impact Accelerator invites nonprofits and government organizations to collaborate on solutions that improve learning effectiveness and career transitions [1][3] - Selected organizations will receive a two-year, pro bono technology and implementation grant, including access to IBM's AI technologies and support from its ecosystem [5] - The RFP is open for submissions until March 25, 2026, with eligibility criteria available on the IBM Impact Accelerator webpage [6] Group 2: Economic Context - The U.S. economy incurs an estimated cost of $1.1 trillion annually due to slow transitions between education and work [2] - Many education and workforce institutions lack the necessary data infrastructure and tools to adapt to the fast-paced changes in the labor market [3] - The program aims to address these systemic challenges by supporting innovative projects that apply AI to education and workforce preparation [4][5] Group 3: IBM's Commitment - Launched in 2022, the IBM Impact Accelerator is part of a broader commitment to invest up to $45 million over five years to support communities facing environmental and economic challenges [7] - The program has already supported 25 organizations, benefiting approximately 2.5 million people across various sectors [7]

Group 1 - International Business Machines Corporation (IBM) is recognized as a long-term low volatility stock, with Argus raising its price target to $360 from $340, citing strong Q4 performance driven by GenAI and hybrid cloud momentum [1] - RBC Capital also updated its rating, increasing the price target to $361 from $350 while maintaining an Outperform rating, highlighting solid free cash flow performance and revenue growth from the z17 refresh cycle and strong data segment [3] - IBM's operations are segmented into Software, Consulting, Infrastructure, Financing, and Other, providing integrated solutions that leverage information technology and business process knowledge [4]

Core Viewpoint - Celestica Inc. has announced its Annual Meeting of Shareholders will take place on May 19, 2026, in a hybrid format, with further details to be provided in the definitive proxy statement [1] Group 1: Meeting Details - The Annual Meeting of Shareholders is scheduled for May 19, 2026, at 9:30 a.m. EDT [1] - The record date for determining eligible shareholders is set for March 27, 2026 [2] - Celestica will utilize the notice-and-access method for delivering proxy materials to shareholders, which will be available on its website and other platforms [3] Group 2: Company Overview - Celestica is a technology leader focused on customer success and market advancements, specializing in data center infrastructure for AI, cloud, and hybrid cloud solutions [4] - The company leverages its expertise in design, engineering, manufacturing, and supply chain to provide competitive advantages to its customers [4]

Financial Performance - IBM reported a net income of $5.6 billion for Q4 2025, a 93.1% increase from $2.9 billion in Q4 2024 [1] - The company's revenue for Q4 2025 was $19.7 billion, marking a 12% increase compared to $17.6 billion in Q4 2024 [1] - For the full year 2025, IBM's net income reached $10.6 billion, a 76.7% increase from $6 billion in 2024 [1] - IBM's total revenue for 2025 was $67.5 billion, an 8% rise from $62.7 billion in 2024 [1] Cash Flow and Projections - IBM's net cash from operating activities in 2025 was $13.2 billion, with free cash flow of $14.7 billion [2] - The company anticipates more than 5% revenue growth at constant currency for 2026, with free cash flow projected to rise by approximately $1 billion year-over-year [2] Segment Performance - The Software segment reported revenues of $9 billion in Q4 2025, a 14% increase, driven by Hybrid Cloud (10% growth), Automation (18% increase), Data (22% surge), and Transaction Processing (8% rise) [3] - The Consulting segment achieved revenues of $5.3 billion, reflecting a 3% growth, with Strategy & Technology increasing by 2% and Intelligent Operations growing by 5% [4] - IBM's Infrastructure segment reported revenues of $5.1 billion, a 21% increase, largely fueled by a 29% rise in Hybrid Infrastructure and a 67% growth in IBM Z [4] Cash Position - IBM generated $4 billion in net cash from operating activities during Q4 2025, with free cash flow at $7.6 billion [5] - At the end of Q4 2025, IBM held $14.5 billion in cash and marketable securities, with total debt at $61.3 billion [5] Strategic Focus - IBM's CEO highlighted the company's robust performance in 2025, emphasizing a 6% revenue growth and significant achievements in free cash flow [6] - The company is strategically advancing as a software-led hybrid cloud and AI platform, with software now constituting 45% of its business, up from 25% in 2018 [7] - IBM's strategy aligns with structural trends in technology investments, focusing on hybrid cloud, AI, and mission-critical infrastructure as essential platforms for business operations [8]