What top creators are saying about International Business Machines Corporation(IBM)

Technology company positioning itself as a provider of AI for business

145 AI-extracted insights from 44 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 16 scored insights about International Business Machines Corporation.

Mixed
avg -0.07
1 bullish12 neutral3 bearish
Investment Summary
Updated 1 day ago
Summary of insights about International Business Machines Corporation in the last 30 days

The Take

Coverage of International Business Machines (IBM) was mixed: positive earnings and durable platform arguments were offset by concerns about modest growth, AI-related disruption, and quantum spending without near-term returns. Several mentions were incidental or neutral, so the investment views were concentrated in a handful of sources.

Bull Case

  • Earnings and software recovery: IBM beat Q3 revenue and EPS estimates, software showed signs of recovery, and free-cash-flow guidance rose by more than $1 billion. (per Amit Kukreja)
  • Mainframe durability: IBM’s long-lived mainframe was cited as evidence that integrated platforms can support resilience, protect intellectual property, and retain value. (per All-In Podcast)

Bear Case

  • Modest growth and competitive scale: Revenue grew only 5% despite beating expectations, while critics questioned IBM’s scale versus leading technology companies and flagged AI disruption risks to software and consulting. (per The Real Eisman Playbook)
  • Quantum payoff uncertainty: Critics argued IBM’s quantum investment lacks a clear near-term business payoff and depends on hoped-for future applications. (per Shkreli Planet, All-In Podcast)
  • Growth and spending concerns: Revenue growth guidance remained 4%–5%, while customer spending and software budgets were cited as concerns. (per Amit Kukreja)

Catalysts & Targets

  • Q3 2026 earnings beat revenue and EPS estimates; free-cash-flow guidance increased by more than $1 billion.
  • Revenue growth guidance: 4%–5%.

AI-generated summary. Not investment advice. Learn more.

Top creators covering International Business Machines Corporation (IBM)

The 6 sources with the most insights about International Business Machines Corporation on Kazuha.

Latest insights about International Business Machines Corporation (IBM)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Tuesday, November 3, 2026

Slightly Bearish

Reported down about 2.6% in a market snapshot, without company-specific analysis.

Wednesday, October 28, 2026

Neutral

Used as an example of open-source technology requiring substantial customization and labor, without a specific investment view.

Sunday, October 25, 2026

Neutral

Listed among stocks with heavy trading volume; the chart shows mixed daily buy/sell ratios.

Friday, October 23, 2026

Very Bearish
Target: No specific price target mentioned

Despite beating expectations, revenue grew only 5%; concerns include limited scale relative to leading technology companies and potential AI disruption to software and consulting.

Thursday, October 22, 2026

Neutral

Mentioned mainly for intraday price action, without developed company-specific analysis.

Wednesday, October 21, 2026

Neutral

Its long-lived mainframe was cited as an example of how vertical integration and control over chip design, engineering, resilience, and software can support durability. No specific recommendation or price target was given.

Neutral

Its long-lived mainframe was cited as an example of how integrated platforms can protect intellectual property and retain value; no current valuation or investment outlook was assessed.

Very Bullish

IBM beat cited Q3 revenue and EPS estimates, software showed signs of recovery, and free-cash-flow guidance increased by more than $1 billion. Revenue growth guidance remained at 4%–5%.

Neutral

Mentioned as reporting earnings, without a specific forecast or trade recommendation.

Slightly Bearish

Upcoming earnings were noted, and prior commentary about customer spending and software budgets remained a concern.

Tuesday, October 20, 2026

Neutral

Mentioned in an intraday market rundown without company-specific investment analysis.

Friday, October 16, 2026

Neutral

Briefly quoted in a market snapshot, with no specific investment analysis.

Neutral

Cited as an example of an established technology business whose importance would not prevent losses in a technology bust.

Wednesday, October 14, 2026

Neutral

IBM is cited as a historical comparison illustrating how modern technology's economic rewards may accrue disproportionately to company owners and investors rather than workers; no current investment view is provided.

Monday, October 12, 2026

Bearish

Its quantum-computing investment case is criticized as relying on hoped-for future applications, and its current offering is described as a small cloud-based system.

Bearish

Shkreli criticized IBM's substantial quantum-computing spending for lacking a clear near-term business payoff; he gave no overall stock recommendation.

Thursday, October 1, 2026

Neutral

Mentioned in an intraday market roundup without company-specific analysis or a recommendation.

Saturday, September 26, 2026

Neutral

Cited as an established technology company that faced antitrust action; no investment view was offered.

Tuesday, September 22, 2026

Neutral

Mentioned as a prominent stock gainer in 1967; no current investment view or recommendation is provided.

Monday, September 14, 2026

Bullish

Positioned as a steady value play by focusing on practical, cost-cutting enterprise AI deployments that deliver measurable productivity improvements.

Tuesday, August 18, 2026

Very Bullish
Target: None

Participating in OpenAI's Daybreak cybersecurity program to deploy advanced AI models for vulnerability detection and exploit validation.

Monday, August 17, 2026

Bullish

Confirmed a bottom and expected to undergo 5 to 6 weeks of lateral accumulation before moving to fill higher price gaps.

Friday, July 24, 2026

Very Bearish

Cut revenue growth guidance as mainframe sales dropped due to changing enterprise technology budgets.

Thursday, July 23, 2026

Bearish

Beat Q2 revenue forecasts slightly but suffered a 7% decline in mainframe sales with zero positive price bounce on the chart.

Wednesday, July 22, 2026

Bearish

Provided cautious commentary regarding enterprise IT budgets shifting away from workflow software toward cybersecurity due to advanced AI models.

Neutral

IBM at lows with a gap above that could be filled, no direction given.

Tuesday, July 21, 2026

Neutral

Earnings tomorrow; technical bounce possible on positives, but bad earnings could send it lower. Only small speculative position with strict stop-loss.

Friday, July 17, 2026

Very Bullish

Financial release is expected to contribute to market volatility and recovery.

Very Bearish

Experienced its worst trading day ever after a disastrous pre-announcement as customers shift spending to hardware.

Very Bearish

Suffered significant market cap loss as enterprise budgets shift from traditional software to AI hardware.

Neutral

Mentioned in a sponsorship context regarding the integration of AI into business processes.

Thursday, July 16, 2026

Bearish
Target: $280

Expected to see a 'dead cat bounce' toward $280 before potentially continuing its downward trend.

Wednesday, July 15, 2026

Very Bearish

Recent earnings miss and 25% price drop serve as a 'warning sign' for tech spending shifts and potential inventory gluts.

Tuesday, July 14, 2026

Very Bearish
Target: N/A

Stock fell 24% with a $65B market cap loss following a Q2 revenue miss of $17.2B.

Bearish

Facing a narrative reset as infrastructure spend shifts from mainframes to AI GPUs; consulting margins are a drag, though Red Hat remains a strong asset.

Very Bearish

Facing structural risks as capital expenditure shifts from traditional mainframes to AI hardware; Red Hat growth is critical but faces intense competition.

Very Bearish

Suffered a massive market cap drop following a bearish pre-announcement and structural shift in client spending.

Bearish

Outlook is cautious due to difficulties in justifying client spend and a structural shift from software to capital expenditure.

Very Bearish

Negative earnings pre-announcement seen as a 'dangerous sign' for the economy and corporate IT spending; advised against buying the dip.

Martin Shkreli
7/14/26 -6%
Martin ShkreliYouTube113 days ago
Very Bearish

Missed Q2 revenue expectations significantly due to flat consulting and declining infrastructure revenue; stock dropped 22-26%.

Very Bearish
Target: $224.69

Significant 22.58% price drop in after-hours trading with concerns regarding performance stability.

Very Bearish
Target: $219.83

Shares dropped significantly after missing Q2 revenue expectations due to a shift in client capital expenditure toward hardware and cybersecurity.

Monday, July 6, 2026

Bullish

Increasing headcount in design departments as human-centered, differentiated design becomes more valuable relative to commoditized AI content.

Sunday, July 5, 2026

Neutral

Used as a comparison point for an efficient market, contrasting with the inefficiency of real estate.

Thursday, July 2, 2026

Very Bullish

Successfully integrating AI into HR systems to resolve 94% of employee queries across a global workforce.

Wednesday, July 1, 2026

Very Bullish

Described as a 'really good trade' that has performed well from a specific entry point.

Monday, June 29, 2026

Very Bullish

Received $1 billion in government funding for a quantum chip foundry in New York.

Very Bullish
Target: $1B funding beneficiary

Primary beneficiary of government equity stakes and grants for quantum computing development.

Friday, June 26, 2026

Very Bullish

Strong performance (up over 20%) driven by a leveraged play on quantum computing.

Discussed alongside International Business Machines Corporation (IBM)

Other assets that creators frequently mention in the same content as International Business Machines Corporation.

Frequently asked

Are top creators bullish or bearish on International Business Machines Corporation (IBM) right now?

Mostly bearish. In the last 30 days, 1 insight was bullish, 3 bearish, and 12 neutral about International Business Machines Corporation (IBM) across 44 financial sources indexed on Kazuha.

Which podcasters and creators cover International Business Machines Corporation (IBM) the most?

The most active sources covering International Business Machines Corporation (IBM) on Kazuha are @notthreadguy, Bloomberg, @amitinvesting, John Coogan & Jordi Hays, RiskReversal Media. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about International Business Machines Corporation (IBM) are on Kazuha?

Kazuha has indexed 145 AI-extracted insights about International Business Machines Corporation (IBM) from 44 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside International Business Machines Corporation (IBM)?

Creators covering International Business Machines Corporation (IBM) most frequently also discuss NVDA, BTC, GOOGL, MSFT, TSLA. See the "Discussed alongside" section above for full asset pages.