IBM

Company www.ibm.com ● Covered in 48 stories + Follow ✴ AI Graph LinkedIn

IBM is developing and releasing multiple AI model and application offerings, including the Granite 4.2 open-weight language models (3B, 8B, 30B) and the Granite Time Series PatchTST-FM-r2 foundation model for zero-shot forecasting. The company has also supported deployments of its time-series models in streaming systems via Confluent Cloud, and launched camera-based “serve quality” tracking for the U.S. Open app using Watsonx to score tennis serves for fans. In addition, IBM and NASA released the open-source NASA-IBM Lunar Foundation Model for lunar mapping and ice-prospecting, while IBM-related quantum computing work has been recognized in academic finalists for quantum-HPC protein simulation research.

Updated 13 September 2026

Signals

16 stories (+23%)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

15 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

5 events

Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

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Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Jul 2017 → Sep 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

IBM · NYSE · last close $237.49 (16 Sep 2026)

+6.2% over this window · S&P 500 +0.9% (dashed line)

Price moves around recent events

10 Sep IBM and ETH Zurich announce a partnership Partnership

+4.0% next day, +3.1% vs S&P 500
25 Aug IBM released Granite 4.2, an open-weight family of dense, decoder-only reasoning language and speech models for self-hosted enterprise agent workflows Model release

-1.8% next day, -1.9% vs S&P 500 · -1.2% over 5 trading days, -0.7% vs S&P 500
19 Aug IBM announced a modular cryogenic architecture and refrigerator system for coupling quantum processor modules Feature update

-1.5% next day, -0.6% vs S&P 500 · -3.1% over 5 trading days, -2.7% vs S&P 500
11 Aug OpenAI expands its Daybreak cybersecurity program by introducing a new GPT-5.6-Cyber model and tiered access for approved partners and researchers Deployment

-1.0% next day, -1.3% vs S&P 500 · -2.4% over 5 trading days, -2.0% vs S&P 500
28 Jul Tines launches Tines 3B, an AI-native workflow automation platform replacing its visual no-code builder Product launch

— insufficient price data

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

$237.49 -7.8% · 12 months 52-week high $332.46 · low $199.19

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

Oct

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Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close -0.82%

Candlestick · last 30 trading days

Read IBM is down 7.8% over twelve months, trading -28.6% 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 Wed 21 Oct · after market close Q3 FY2026 est EPS 2.91 est revenue $17B 1 month from now

Q2 2026 latest

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%

Q3 2025

2.65 EPS

est 2.47 +7.3%

The TLDRocket take Q2 2026 · written 5 Aug 2026

IBM broke its beat streak this quarter: Q2 2026 EPS came in at 2.93 against a 3.00 estimate, a 2.3% miss, after three straight quarters of topping expectations — 4.7% in Q1 2026, 3.6% in Q4 2025, 7.3% in Q3 2025. That's a real deceleration, not just noise, and it lands right as the company has been telling investors that its software revenue softness is a timing issue rather than a demand problem, with about a third of delayed large deals reportedly already closing. This quarter's number doesn't confirm or refute that story either way — one miss after three beats could be the 'delay' catching up, or it could be the first sign the delay is turning into something else. The data here doesn't tell us which.

What IBM has been shipping doesn't look like a company pulling back. It's stacking bets across quantum (the HRL Laboratories acquisition, the $50 million Genesis Mission commitment for quantum access), AI security (co-founding the Open Secure AI Alliance with Nvidia and Microsoft, alongside SpaceX), and developer tooling (Project Lightwell for legacy code, the CodeAlchemy synthetic dataset spanning 15 languages, and EveryEvalEver with Hugging Face for standardizing AI benchmarks). That's a lot of surface area — governance, infrastructure, accelerators, agents, security all show up twice in recent coverage — which suggests IBM is trying to be everywhere AI touches enterprise IT rather than picking one lane. The security alliance is notably missing OpenAI, Google, and Anthropic, and reportedly formed after a contained-but-scary AI incident at OpenAI, which says something about where IBM sees its wedge: not building frontier models, but selling the plumbing and guardrails around them.

The honest read is that IBM's earnings pattern and its product pipeline are telling two different stories right now, and we don't have enough detail — no revenue breakdown, no segment guidance here — to reconcile them. A single miss after three beats, with a company simultaneously placing chips on quantum, code security, and AI benchmarking infrastructure, reads less like a turn and more like a company betting long on plumbing while its near-term numbers wobble. Whether that bet pays off is a longer conversation than one quarter's EPS can settle.

Read alongside: Granite 4.2 Apache 2.0 EveryEvalEver Nighthawk Genesis Mission

Management

updated 2 Sep 2026

Anonymous CEO & Chairman
Rob Thomas Senior Vice President, Software And Chief Commercial Officer
Ed Lovely Vice President & Chief Data Officer
Jorge Vergara Chief Technology Officer (cto)
Marcelo Braga President and Technology Leader
Alexander F. Stern SVP, Strategy & M&A
Theodore Davis Vice CEO
Dmitry Skuratovsky IBM Executive and COO - Global Business Services
Ajay Mittal Chief Operating Officer, Strategy Leader
Elaine Yang Chief of Staff to CEO, Great China Group
Avi H. Chief Speechwriter to the CEO and Chairman
Sean Fanning Chief Risk Officer

+ 23 more tracked

Recent changes

2 Sep Arvind Krishna left (was CEO & Chairman)
2 Sep Anne E. Robinson SVP & Chief Legal Officer → Senior Vice President and Chief Legal Officer
2 Sep Theodore Davis joined as Vice CEO
2 Sep Anonymous joined as CEO & Chairman