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

Technology company positioning itself as a provider of AI for business

123 AI-extracted insights from 38 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 21 scored insights about International Business Machines Corporation.

Strongly bearish
avg -0.46
1 bullish3 neutral17 bearish
Investment Summary
Updated 2 days ago
Summary of insights about International Business Machines Corporation in the last 30 days

The Take

Coverage on International Business Machines Corporation (IBM) is overwhelmingly bearish following a disastrous Q2 earnings pre-announcement and subsequent report (15 of 21 sources bearish). The central thesis focuses on structural headwinds as enterprise tech budgets shift away from traditional mainframes and software toward AI hardware and memory components, triggering a massive sell-off and lowered guidance.

Bull Case

  • Red Hat strength: Red Hat remains a strong asset and critical growth engine amidst the broader structural challenges (per TBPN).
  • Technical bounce potential: Some traders note the possibility of a dead-cat bounce toward $280 or a technical recovery from recent lows (per Crypto Banter, Kevin Xu).

Bear Case

  • Shifting enterprise budgets: Enterprise technology spending is pivoting away from mainframes and workflow software toward AI hardware and cybersecurity (per The Real Eisman Playbook, Amit Kukreja, TBPN).
  • Disastrous Q2 financial results: The company suffered a massive revenue miss and dropped its guidance after reporting $17.2B in preliminary revenue (per amit, The Real Eisman Playbook).
  • Significant market sell-off: Shares experienced historic drops of 20% to 26%, resulting in tens of billions in market cap loss and severe economic warning signs (per amit, Austin Lieberman, Martin Shkreli).

Catalysts & Targets

  • Q2 revenue reported at $17.2 billion, missing expectations
  • Stock price drops of 20% to 26% following preliminary Q2 results
  • Potential dead-cat bounce target around $280

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.

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 ShkreliYouTube23 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.

Very Bullish

Positioned as a company that may benefit from government-led AI gatekeeping and elite access.

Thursday, June 25, 2026

Very Bullish

Primary beneficiary of government interest, receiving $1 billion in funding; currently serving over 210 organizations with real-world use cases in healthcare and finance.

Tuesday, June 23, 2026

Very Bullish

Beneficiary of a 'Quantum Dominance' narrative supported by high-level government interest and potential grants.

Monday, June 22, 2026

Very Bullish

Mentioned as a primary play in the multi-billion dollar race for quantum dominance.

Bullish

Beneficiary of a $2 billion government investment in quantum computing and cryptography.

Very Bullish
Target: $256

Bullish due to OpenAI partnership for cyber defense and leadership in government-backed quantum computing initiatives.

Friday, June 19, 2026

Bullish
Target: N/A

Serving as a proof of concept for AI integration, successfully automating 94% of HR queries for its 300,000-person workforce.

Wednesday, June 3, 2026

Bullish

Mentioned as a beneficiary of the massive quantum computing narrative.

Tuesday, June 2, 2026

Bearish

Identified as part of an unsustainable AI-driven rally in traditional stocks.

Bullish
Target: None

Beneficiary of the 'Trump KOL' effect strategy.

Bullish

Identified as a beneficiary of political momentum and the trend toward US-based AI manufacturing.

Monday, June 1, 2026

Very Bullish

Aiming to become the 'TSMC of Quantum' by manufacturing devices 30x faster for the entire industry.

Very Bullish

Stock saw an 8% jump following positive mentions by Donald Trump as part of the 'Trump Index' meta.

Saturday, May 30, 2026

Very Bullish

Successfully embedding AI into core business processes to reduce costs by millions and improve back-office efficiency.

Friday, May 29, 2026

Bullish
Target: $10 billion investment

Investing heavily in Quantum Computing, a sector gaining traction and government support.

Thursday, May 28, 2026

Bullish
Target: N/A

Stable but expensive play within the quantum computing sector grant recipient list.

Bullish

Viewed as a stable quantum computing play receiving significant government grants.

Thursday, May 21, 2026

Very Bullish

Received $1 billion in government funding for quantum computing development.

Very Bullish
Target: None

Slated to receive U.S. government funding via the CHIPS Act

Bullish
Target: None

Recipient of White House quantum computing grants; government taking equity stakes in the sector.

Very Bullish
Target: N/A

Receiving government grants and equity stakes as part of a $2 billion quantum computing initiative.

Very Bullish
Target: None

Rising 12% after receiving a billion-dollar government investment for 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, 17 bearish, and 3 neutral about International Business Machines Corporation (IBM) across 38 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, Nathaniel Whittemore. 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 123 AI-extracted insights about International Business Machines Corporation (IBM) from 38 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.