He declared that “AI disruption risk has finally entered the IBM debate,” noting that shares had previously been spared the compression that hit software and services valuations earlier in the year. The firm cut its price target for the stock to $247 from $304, citing extreme volatility across the peer group.

In this case, IBM stock meets basic quality criteria. There has only been one previous instance where it dipped significantly and recovered by 37% over the following 12 months, with a maximum recovery of 42%.

COBOL is a computer language used for business data processing and IBM is a leader in that area.

International Business Machines (NYSE: IBM) is traded at $229.32 as of February 24, 2026, while the average analyst price target sits at $324.95. That is a gap of roughly 41.7% between where the stock trades and where Wall Street thinks it belongs.

IBM plans to triple its entry-level hiring in the U.S. in 2026 but these jobs will have different tasks than in previous years.

IBM CEO Arvind Krishna said the company's generative artificial intelligence book of business hit more than $12.5 billion.

IBM (NYSE: IBM) today released the 2026 X-Force Threat Intelligence Index, revealing that cybercriminals are exploiting basic security gaps at dramatically higher rates, now accelerated by AI tools that help attackers identify weaknesses faster than ever.

Futures are trading higher this morning, but what a difference a day makes after a “Meltdown Monday.”  Stocks rallied on Tuesday, and all major indices closed higher. While not recouping all of the losses from Monday,