Conviction
1 → 2
Current stock research snapshot · 8/28/26 Fresh
IBMInternational Business Machines Corporation
Investment conviction●●○○○2 of 5 · current snapshot
Research target$267.44Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26
Market cap$224.97BSnapshot value · 8/28/26
Research history
See all IBM changes ↗What changed
Target
— → $267.44
Coverage
— → Added to coverage
Digital Sovereignty > Sovereign Cloud & Compute > hybrid/gov cloud + clearance-gated software as the 10-year contract toll
Next earnings (last reported 2026-07-22); federal/hybrid cloud bookings in next 10-Q
Trailing EPS turns negative; consulting mix re-dominates and software/cloud growth stalls two quarters; hyperscaler wins the classified-cloud recompete
first-pass dt_ds_first_pass_2026-08-28; Fintel 🟢 Lean-Bull
Snapshot · 8/28/26🟢 Lean-Bull · ins+$0.1M(2buy👥) · 13F 14+/11-×0.5 · short↑0.24
Snapshot · 8/28/26