Back to top

iot: Archive

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.

IBMNegative 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.

IBMNegative Net Change MSFTNegative Net Change ORCLNegative Net Change

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.

IBMNegative Net Change MSFTNegative Net Change ORCLNegative 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.

IBMNegative Net Change AKAMPositive Net Change ANETNegative Net Change GFSNegative 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.

QCOMNegative Net Change AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change

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.

IBMNegative Net Change MSFTNegative Net Change ACNPositive Net Change CSCONegative 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.

IBMNegative Net Change IDCCNegative Net Change MPWRNegative Net Change CDNSNegative 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.

IBMNegative Net Change IDCCNegative Net Change MPWRNegative Net Change CDNSNegative Net Change

Supriyo Bose

Should You Trade ASML Stock With Caution Despite Q3 Earnings Beat?

ASML's Q3 earnings beat and AI-driven demand signal growth, but revenue misses, capacity constraints and rising costs raise concerns about the stock's outlook.

ASMLNegative Net Change SIMONegative Net Change AEISNegative Net Change