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Sell-side consensus EPS, revenue estimates, YoY growth, forward P/E, and per-year analyst coverage, for any covered stock.
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A year-by-year projected price path from the sell-side EPS consensus, with an editable target P/E and the implied annual return from today's price.
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See price against where its own fundamentals say it should trade. The shaded gap is the discount or premium, across five valuation lenses.
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See exactly how IBM's revenue becomes profit: a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
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International Business Machines Corporation (IBM) delivers comprehensive technology solutions and services across the globe. The company's operations are structured into four primary segments: Software, Consulting, Infrastructure, and Financing. The Software division provides hybrid cloud platforms and a range of software offerings, including Red Hat's enterprise open-source solutions. It also develops software for business automation, AIOps and management, integration, and application servers, in addition to data and artificial intelligence tools. This segment further supplies security…
IBM shares gained 11.1% in three months as stronger Software growth and margin expansion boosted momentum, but valuation and Consulting challenges raise questions.
IBM's Software growth and rising free cash flow strengthen its investment case, but premium valuation, debt and slow Consulting growth warrant caution.
IBM's Q3 earnings call highlights accelerating software growth, robust Red Hat demand and enterprise AI momentum as management raises its 2026 cash flow outlook.
Tesla (TSLA) shares fell after flat Q3 revenue and a YOY decline in EV deliveries, despite EPS slightly topping forecasts. IBM (IBM) is lower despite a Q3 beat as CEO Arvind Krishna said large enterprises are becoming more cautious about the returns on their AI investments.
NTAP and IBM are riding AI-driven enterprise storage demand, but differences in growth, valuation and earnings estimates could make one stock a better buy.