IBM, US4592001014

IBM stock trades at USD 225.51 as growth slows

Published on 09/28/2026 at 14:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

IBM stock posted USD 17.16 billion in Q2 revenue on July 22, 2026, up 1.10 percent year over year. The next report is set for October 21.

Photorealistic view down a long enterprise mainframe data center corridor, tall black server cabinets lined with glowing blue LED strips on both sides, cool blue ambient light reflecting off the polished floor, deep perspective showing the aisle vanishing — IBM zeigt ein großes Mainframe Rechenzentrum mit intensiver blauer Beleuchtung und Serverreihen US4592001014, Illustration mit AI erstellt.

IBM stock (ISIN US4592001014) was last at USD 225.51 on the NYSE on September 25, 2026, at 4:00 p.m. ET, down 0.68 percent from the prior close. The valuation debate now centers on second-quarter growth and IBM's next earnings date.

Revenue growth stays limited

IBM reported second-quarter revenue of USD 17.16 billion on July 22, 2026, up 1.10 percent year over year but below the USD 17.46 billion consensus estimate, according to MarketBeat. Adjusted earnings per share reached USD 2.93, matching the consensus and rising from USD 2.80 in the year-earlier quarter.

IBM's investor-relations page lists the second-quarter 2026 earnings announcement among the company's latest quarterly materials, while its operating model remains built around software, consulting, infrastructure and financing businesses.

Analyst target exceeds the last price

MarketBeat reports a Moderate Buy consensus and an average analyst price target of USD 265.16. That target is 17.58 percent above IBM's September 25 price, a gap that leaves execution and revenue acceleration as the central questions for the next report.

The same MarketBeat report says Citi reduced its price objective from USD 255.00 to USD 245.00 on July 24, 2026, while keeping a Buy rating. The change shows that analyst confidence is not uniform despite the broader consensus.

Next report arrives October 21

IBM's Q3 2026 earnings report is scheduled for October 21, 2026, after the market closes, according to MarketBeat. For investors, the key comparison will be whether revenue growth improves from the 1.10 percent recorded in Q2 while adjusted EPS remains above the USD 2.93 level.

IBM stock stays below its yearly high

IBM was last at USD 225.51 on the NYSE on September 25, 2026, with a market capitalization of USD 212.5 billion and volume of 4,104,192 shares. The price stood 32.17 percent below the 52-week high of USD 332.46 and above the 52-week low of USD 199.19.