Institutional Investors Show Divided Stance on IBM Despite Strong Earnings

IBM’s latest quarterly performance demonstrated unexpected strength, yet major financial institutions appear deeply divided on the technology giant’s future trajectory. Recent trading activity reveals a contradictory landscape among professional money managers, creating uncertainty around the stock’s direction.

For Q1 2025, IBM reported revenue of $14.54 billion, surpassing analyst expectations of $14.4 billion. The company posted adjusted earnings of $1.60 per share, with sales showing modest growth from the $14.46 billion recorded in the same period last year.

Mixed Analyst Sentiment Amid Positive Developments

Market experts have issued conflicting guidance following the earnings release. Wedbush maintained its Outperform rating while increasing its price target from $300 to $325, citing confidence in IBM’s artificial intelligence strategy. Similarly, Stifel Nicolaus raised its target from Read more...