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Supriyo Bose

IBM Q3 Beat Highlights Software Growth and a Stronger Cash Outlook

IBM beat Q3 earnings and revenue estimates as Software growth accelerated, margins expanded and stronger free cash flow lifted its 2026 outlook.

IBMPositive Net Change

Supriyo Bose

Is IBM Worth Buying as Software Growth Meets a Premium Valuation?

IBM's Software growth and rising free cash flow strengthen its investment case, but premium valuation, debt and slow Consulting growth warrant caution.

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Supriyo Bose

IBM Is Up 11.1% in Three Months. Can Its Momentum Keep Building Now?

IBM shares gained 11.1% in three months as stronger Software growth and margin expansion boosted momentum, but valuation and Consulting challenges raise questions.

IBMPositive Net Change MSFTPositive Net Change ORCLPositive Net Change

Zacks Equity Research

IBM Beats Q3 Earnings Estimates on Software, Infrastructure Growth

IBM's Q3 2026 earnings beat estimates as Software and Infrastructure growth accelerated, margins improved and management raised its free cash flow outlook.

IBMPositive Net Change AKAMPositive Net Change ANETPositive Net Change GFSPositive Net Change

Zacks Equity Research

Can Qualcomm's PickNik Acquisition Strengthen Its Robotics Edge?

QCOM's planned PickNik Robotics acquisition could accelerate its physical AI ambitions, strengthen its Dragonwing ecosystem and unlock new growth opportunities.

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Zacks Equity Research

IBM's Logiq Consulting Acquisition to Boost UK Cybersecurity Reach

IBM's acquisition of Logiq Consulting strengthens its cybersecurity portfolio and expands its presence in the U.K.'s defense and regulated sectors.

IBMPositive Net Change MSFTPositive Net Change ACNNegative Net Change CSCOPositive Net Change

Zacks Equity Research

Can Slightly Higher Consulting Revenues Aid IBM's Q3 Earnings?

IBM's Q3 Consulting revenues are poised for modest growth, fueled by rising demand for technology consulting, strategic AI partnerships and a cybersecurity buyout.

IBMPositive Net Change IDCCNegative Net Change MPWRNegative Net Change CDNSPositive Net Change

Zacks Equity Research

Can Healthy Increase in Software Revenues Benefit IBM's Q3 Earnings?

IBM's Q3 earnings could benefit from software revenue growth, fueled by AI innovation, strategic partnerships and expanding enterprise cloud capabilities.

IBMPositive Net Change IDCCNegative Net Change MPWRNegative Net Change CDNSPositive Net Change