Feb. 3 at 6:09 PM
$IBM
Latest on IBM
No IBM-specific negative catalyst has emerged: no downgrades, no missed guidance revisions, no fresh layoffs announcements, or company-specific bad news hitting headlines today. The strong Q4 report from last week remains the most recent fundamental update: beats on revenue/EPS, robust software growth,
$12.5B+ AI bookings, and positive 2026 outlook
Probable algorithmic/technical selling as it broke key supports.
Fundamentals haven’t deteriorated overnight: enterprise AI momentum, hybrid cloud strength, quantum positioning all intact. At
$285, the valuation compression makes the long-term case even more compelling for bulls (forward multiples now well below post-earnings peaks)