IBM — Company · TLDRocket

Signals

22 stories (+120%)

Media momentum

As of 1 Nov 2026 · Visible stories in the last 30 days, compared with the 30 days before.

16 sources

Source diversity

As of 1 Nov 2026 · Distinct publications behind this entity's visible coverage.

3 events

Release activity

As of 1 Nov 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

—

Funding signals

As of 1 Nov 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Jul 2017 → Oct 2026

Coverage span

As of 1 Nov 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

IBM · NYSE · last close $257.81 (30 Oct 2026)

+8.7% over this window · S&P 500 -2.3% (dashed line)

Price moves around recent events

23 Oct Partnership: EntangleTune & IBM Partnership

-0.1% next day, -0.8% vs S&P 500 · +1.7% over 5 trading days, +2.2% vs S&P 500
23 Oct Partnership: IBM & NEDO Partnership

-0.1% next day, -0.8% vs S&P 500 · +1.7% over 5 trading days, +2.2% vs S&P 500
22 Oct Conference announcement: Celonis & IBM Conference announcement

+0.6% next day, +1.1% vs S&P 500 · +2.5% over 5 trading days, +1.7% vs S&P 500
21 Oct Model release: Granite Speech 5.0 & Granite Speech 5.0 2B Model release

+0.3% next day, +1.4% vs S&P 500 · +0.7% over 5 trading days, +0.8% vs S&P 500
21 Oct Partnership: Google & IBM Partnership

+0.3% next day, +1.4% vs S&P 500 · +0.7% over 5 trading days, +0.8% vs S&P 500

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

IBM · daily closes

$257.81 -16.9% · 12 months 52-week high $332.46 · low $199.19

12-month span · monthly close · 30 Oct 2025–30 Oct 2026

Oct ’25

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct ’26

Daily · last 90 trading days

Candlestick · last 30 trading days

Read IBM is down 16.9% over twelve months, trading -22.5% from its 52-week high ($332.46, 2 Jun) — the strongest month was May at +28.9%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

IBM · quarterly EPS

Next report Tue 26 Jan · after market close Q4 FY2026 est EPS 4.67 est revenue $20.6B 2 months from now

Q3 2026 latest

2.95 EPS

est 2.89 +2.2%

Q2 2026

2.93 EPS

est 3.00 -2.3%

Q1 2026

1.91 EPS

est 1.82 +4.7%

Q4 2025

4.52 EPS

est 4.36 +3.6%

The TLDRocket take Q3 2026 · written 21 Oct 2026

IBM’s latest quarter was a small beat: Q3 2026 EPS came in at 2.95 versus 2.89 expected, a 2.2% surprise. That puts it back on the beat side after the Q2 miss, and gives IBM three beats in the last four quarters, with Q4 2025 and Q1 2026 both ahead of estimates by wider margins. The pattern is steady rather than explosive, which fits a company selling enterprise plumbing more than AI fireworks.

What IBM has been shipping lines up with that story. Its push around an “AI operating model,” governance, production readiness, and hybrid sovereignty is aimed squarely at enterprises that want agent workloads without handing the keys to someone else’s cloud. The same goes for IBM Bob adding self-hosted and air-gapped deployment options, and for the IBM-backed llm-d work on running large-model inference in-house with more controls. Granite Speech 5.0 also shows IBM is still filling out its model stack, but the bigger commercial theme looks like operational AI infrastructure, not just model releases for their own sake.

That also puts IBM in a useful contrast with Google Cloud’s llm-d 1.0 push: both are talking about routed, distributed inference, but IBM’s angle is more explicitly about enterprise control, isolation, and governance. Apache 2.0 integrations help that pitch by lowering the “locked in forever” fear, though the data here is thin on whether these launches are moving revenue yet. The quantum updates in IBM Quantum add technical credibility, but for this earnings print, the clearer read is that IBM is grinding out modest estimate beats while leaning hard into enterprise AI infrastructure, agents, and security-conscious deployment.

Read alongside: Granite 4.2 IBM Bob Apache 2.0 EveryEvalEver Genesis Mission

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management records

updated 2 Oct 2026

Observed in public listings; this is not a verified current management roster.

Anonymous CEO & Chairman
Rob Thomas Senior Vice President, Software And Chief Commercial Officer
Jorge Vergara Chief Technology Officer (cto)
Ed Lovely Vice President & Chief Data Officer
Nickle LaMoreaux Chief Human Resources Officer
Alexander F. Stern SVP, Strategy & M&A
Dmitry Skuratovsky IBM Executive and COO - Global Business Services
Sean Fanning Chief Risk Officer
Hannah Fisher-Sigel General Counsel
Erick Bastos Chief Information Officer
Tonny Martins Presidente - IBM America Latina
Rishi Aurora Managing Partner - India South Asia

+ 18 more tracked

View 12-month management history

Recent source observations

2 Oct Unverified observation Theodore Davis Not found in a partial source snapshot (previously listed as Vice CEO); departure unconfirmed.
2 Oct Unverified observation Marcelo Braga Not found in a partial source snapshot (previously listed as President and Technology Leader); departure unconfirmed.
2 Oct Unverified observation Elaine Yang Not found in a partial source snapshot (previously listed as Chief of Staff to CEO, Great China Group); departure unconfirmed.
2 Oct Unverified observation Avi H. Not found in a partial source snapshot (previously listed as Chief Speechwriter to the CEO and Chairman); departure unconfirmed.
2 Oct Unverified observation Ajay Mittal Not found in a partial source snapshot (previously listed as Chief Operating Officer, Strategy Leader); departure unconfirmed.
2 Oct Unverified observation Peter R. Voser Source title changed: Director → Member of the Board of Directors; role change unconfirmed.

Latest developments

Market development: Monday.com & IBM SiliconANGLE · 2 days ago · 0 Market development: IBM Research & IBM Research Zurich lab IBM Research · 3 days ago · 0 Market development: IBM & Kaggle IBM Research · 5 days ago · 0 Market development: IBM IBM Quantum · 5 days ago · 0 Market development: IBM & IBM Research IBM Research · 6 days ago · 0 Market development: IBM Startups Magazine · 0 Market development: IBM & NEDO IBM Quantum · 1 week ago · 0 Conference announcement: IBM & SiliconANGLE SiliconANGLE · 1 week ago · 1

Timeline

Month Quarter Year

Relationships

Products & technology

Develops Granite 4.2 · 4 sources
Integrated with Apache 2.0 · 2 sources
Develops IBM Bob · 2 sources
Develops Project Lightwell · 1 source
Develops Granite Speech 4.1 · 1 source
Develops EveryEvalEver · 1 source
Develops Heron · 1 source
Develops Nighthawk · 1 source
Develops Db2 Genius Hub · 1 source
Develops Bob · 1 source

Partnerships

Partnered with Genesis Mission · 1 source

Investment & ownership

Acquired HRL Laboratories · 1 source