Quote & Headlines
Market Currents
StockTalk
Today
5d
1m
3m
1y
5y
10y
52wk high:
52wk low:
EPS:
PE:
Div Rate:
Yield:
Market Cap:
Volume:
32,376 people get IBM articles and Market Currents by email alert.
Get email alerts on IBM »
FOCUS
|
PRO
|
RELATED
|
TRANSCRIPTS
|
NEWS & PR
To learn more about Seeking Alpha Pro, click here.
-
International Business Machines Corp. Q2 2010 Earnings Call TranscriptMon, Jul 19, 2010
-
International Business Machines Corp. Q1 2010 Earnings Call TranscriptMon, Apr 19, 2010
-
Kenexa Corporation Q4 2009 Earnings Call TranscriptTue, Feb 2, 2010
-
International Business Machines Corp. Q4 2009 Earnings Call TranscriptTue, Jan 19, 2010
-
Kenexa Corp. Q3 2009 Earnings Call TranscriptTue, Nov 3, 2009
-
IBM Q3 2009 Earnings Call TranscriptThu, Oct 15, 2009
-
IBM Q2 2009 Earnings Call TranscriptThu, Jul 16, 2009
-
PR Newswire (Wed, 9:00AM)
-
PR Newswire (Tue, 3:29PM)
-
PR Newswire (Tue, 10:00AM)
-
at MarketWatch.com (Tue, 6:30AM)
-
at CNBC.com (Fri, 5:15PM)
-
PR Newswire (Fri, 2:30PM)
-
PR Newswire (Fri, 2:30PM)
-
at Fox Business (Fri, 11:45AM)
-
PR Newswire (Thu, 5:19PM)
-
at Fox Business (Thu, 10:05AM)
-
PR Newswire (Jun 11, 2013)
-
at CNBC.com (Jun 11, 2013)
-
PR Newswire (Jun 10, 2013)
-
PR Newswire (Jun 10, 2013)
-
PR Newswire (Jun 10, 2013)
-
at MarketWatch.com (Jun 7, 2013)
-
PR Newswire (Jun 6, 2013)
-
at CNBC.com (Jun 6, 2013)
-
at CNBC.com (Jun 6, 2013)
IBM vs. ETF Alternatives
Company Description
International Business Machines Corporation (IBM or the company) was incorporated in the State of New York on June 16, 1911, as the Computing-Tabulating-Recording Co. (C-T-R), a consolidation of the Computing Scale Co. of America, the Tabulating Machine Co. and The International Time Recording... More
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Thursday, May 16, 12:16 PM Cisco JV partner EMC (EMC +4.5%) joins the list of companies rallying in response to Cisco's FQ3 beat and guidance. Cisco mentioned on its earnings call integrated hardware solutions such as Vblock (offered by the Cisco/EMC VCE JV) are driving demand for its UCS servers - Cisco's UCS unit saw 77% Y/Y rev. growth. All in all, it's a good day for enterprise IT names, who are happy to receive some good earnings news after getting plenty of bad news (I, II, III, IV). HPQ +1.7%. IBM +1.3%. ORCL +1.3%. VMW +2.6%. TIBX +4.1%. CTXS +3.9%. CRM +3.8%. JIVE +4.1%. NTGR +2.7%. CVLT +2.6%. INFA +3%. (others rallying: I, II) 1 Comment [Tech, On the Move]
- Friday, April 19, 9:55 AM IBM (IBM -6.5%) would've missed Q1 EPS estimates by $0.34, rather than $0.05, if not for a lower tax rate, says BMO's Keith Bachman. Like others, Bachman is skeptical Big Blue's woes are solely due to execution, given weak results from peers (one can now add SAP to the list). "We think demand was perhaps weaker than we and the companies thought." Sterne Agee, however, is staying bullish precisely because it doesn't consider IBM's issues company-specific. Meanwhile, the WSJ is backing up CRN's report about the relatively low-margin x86 server unit being on sale. Morgan Stanley estimates the unit had 2012 sales of $4.9B. (previous) (transcript) 9 Comments [Tech, On the Move, Earnings]
- Thursday, April 18, 4:09 PM IBM (IBM): Q1 EPS of $3.00 misses by $0.05. Revenue of $23.41B (-5.1% Y/Y) misses by $1.28B. Continues to guide for 2013 EPS of at least $16.70 vs. consensus of $16.77. Shares -3.7% AH. CC at 4:30PM ET (webcast). (PR) 5 Comments [Tech, Earnings, On the Move, Breaking News, Top Stories]
- Friday, April 12, 9:32 AM IBM (IBM -1.1%) and Wipro (WIT -5.7%) join the list of stocks affected by Infosys' (INFY -17.7%) revenue miss and light FY14 (ends March '14) guidance. In addition to forecasting soft revenue, the Indian outsourcing giant says it expects its pricing and margins to be pressured over the near-term, though the company's deal pipeline is said to be slightly better than what it was a year ago. Is the weakness simply a result of macro and government budget issues, or are cloud services also taking a toll? 1 Comment [Tech, Earnings, On the Move]
- Thursday, March 21, 11:39 AM Evercore and CLSA have downgraded Oracle (ORCL -8.8%) following its FQ3 miss and light top-line guidance. The numbers have many worried about the impact of cloud apps ... and not just on application software sales. "As customers move to the cloud, you get a lot of the functionality consolidated ... so you need less hardware and less databases and middleware," says Pac Crest. UBS is still bullish: "Historically when they have a miss it’s a great time to buy." Interestingly, cloud rivals are higher - WDAY +1.4%, CRM +0.4%, N +1.2% - even as other peers follow the tech sector lower. IBM -1.6%. INFA -1.6%. RHT -1.1%. (transcript) 4 Comments [Tech, On the Move]
- Wednesday, March 20, 4:44 PM Some enterprise IT names slump in response to Oracle's FQ3 miss, which included a surprising 2% Y/Y drop in new software license/cloud subscription revenue, and a 23% Y/Y drop in hardware product sales. InfiniBand hardware supplier Mellanox (MLNX) is the worst-hit, -7% AH. IBM -1%. HPQ -1%. EMC -1.2%. RHT -1.9%. VMW -1%. TIBX -1.2%. TDC -1%. Archrival SAP is unchanged for now. Comment! [Tech, On the Move]
- Wednesday, January 23, 11:55 AM "For all its complexity, IBM (IBM +5%) continues to emphasize a simple goal – growing EPS through a variety of tools," writes CLSA. Big Blue's Q4 report and 2013 guidance indicate it remains quite successful in this respect in spite of minimal top-line growth, and the market is responding accordingly. As far as the top-line goes, UBS is encouraged by an upbeat earnings call and opportunities in focus areas such as emerging markets, analytics, and cloud solutions. ISI is more cautious, arguing IBM's valuation (12.3x 2013E EPS) is a little too high. 3 Comments [Tech, On the Move]
-
Tuesday, January 22, 5:41 PM
After-hours top gainers, as of 5:15 p.m.: CREE +15%. ISRG +9%. GOOG +5%. IBM +4%. SNE +2%.
After-hours top losers: STRI -21%. BNNY -11%. WCC -4%. SNH -3%. IVR -3%. Comment! [On the Move] - Tuesday, January 22, 4:11 PM IBM (IBM): Q4 EPS of $5.39 beats by $0.14. Revenue of $29.30B (-0.6% Y/Y) beats by $210M. Expects 2013 EPS of at least $16.70, above consensus of $16.63. Shares +4.1% AH. (PR) 10 Comments [Tech, Earnings, Breaking News, On the Move, Top Stories]
- Friday, January 11, 12:47 PM Splunk (SPLK +6.3%) is rallying, apparently on a rumor IBM could bid for the company. As the top vendor in a fast-growing analytics software segment, Splunk is definitely in IBM's wheelhouse. But it also trades at lofty multiples and would probably require a buyout price north of $4B. 18.8% of the float was shorted as of Dec. 14. 1 Comment [Tech, On the Move, M&A]
- Friday, October 26, 2012, 9:23 AM CA -6.4% following its FQ2 report. Not only did revenue miss estimates, the company guided for FY13 (ends March '13) revenue of $4.58B-$4.67B and EPS of $2.36-$2.44, below a consensus of $4.76B and $2.48. FQ2 EPS was propped up by $250M in stock buybacks. Bookings fell 13% Y/Y, and backlog by 7% (North American bookings -25%). CA has faced tough competition from SolarWinds (SWI), ServiceNow (NOW), and IBM's Tivoli unit. (transcript) Comment! [Tech, Earnings, On the Move]
- Wednesday, October 24, 2012, 1:17 PM Unisys (UIS -13.9%) plummets as its Q3 EPS beat (assisted by rising hardware margins) is overshadowed by a revenue miss caused by a 15% Y/Y drop in services revenue. U.S. sales (-24% Y/Y) were particularly weak, thanks to a big drop in federal demand, and hardware revenue fell 10%, as rising server/mainframe sales were offset by lower reseller revenue. The results could have negative implications for bigger mainframe/services rival IBM. (transcript) 1 Comment [Tech, Earnings, On the Move]
- Tuesday, October 16, 2012, 4:18 PM IBM (IBM): Q3 EPS of $3.62 in-line. Revenue of $24.75B (-5% Y/Y) misses by $630M. Expects 2012 EPS of at least $15.10 vs. $15.14 consensus. Shares -3.2% AH. (PR) 7 Comments [Tech, Earnings, On the Move, Breaking News, Top Stories]
- Friday, October 5, 2012, 10:35 AM An upgrade to Buy from Nomura helps Informatica (INFA +5.2%) rebound a bit from the bloodletting it saw thanks to its Q3 warning. Nomura argues the risk/reward is favorable, but cautions Informatica's license revenue will likely take several quarters to recover due to sales execution issues. Yesterday, Evercore argued Informatica, which faces strong competition from an IBM that has aggressively expanded its analytics software lineup, appears to be dealing with company-specific problems. Comment! [Tech, On the Move, Quick Ideas]
- Monday, August 27, 2012, 9:18 AM IBM is buying cloud HR software vendor Kenexa (KNXA) for $1.3B, or $46/share. The price represents a 42% premium to Kenexa's Friday close. The acquisition follows SAP and Oracle's purchases of peers SuccessFactors and Taleo, and comes as Workday, another big name in the space, prepares an IPO. Cornerstone OnDemand (CSOD), a cloud HR name that hasn't found a buyer yet, could trade higher on the news. IBM expects the acquisition to close in Q4. (PR) 1 Comment [Tech, On the Move, M&A, Breaking News]
-
Monday, August 27, 2012, 9:10 AM
Premarket gainers: KNXA +41%. ZLCS +23%. HTZ +16%. HCBK +14%. IMGN +13%. NOK +9%. SRPT +8%. DTG +7%. NAV +7%. MTSL +7%. TIF +6%. RIMM +5%. CAR +5%.
Losers: IDIX -17%. VRNG -6%. PPHM -6%. 1 Comment [On the Move]
-
David Collins
BIO-key finger biometrics validated for $IBM network/application security e-business solution http://yhoo.it/100REJm $BKYI.PK - View all 0 replies
-
Dividend Growth Investor
Why do I analyze dividend stocks that are not buys? http://bit.ly/1b06Wjq $NUS $ADP $PG $PAYX $MCD $IBM - View all 0 replies
-
Joseph P. Porter
$IBM and $MMM both putting everyone to shame. "Must watches" for the last 2 Quarters. - View all 1 replies
-
-
Dividend Sheet
$WFC $WMT $USB and $IBM are Warren Buffetts best yielding dividend stock buys for his company Berkshire Hathaway - http://stks.co/bV2C - View all 0 replies
-
- View all 1 replies
-
-
- View all 0 replies
-
Ian Farbrother
Traded out half of my $IBM for $ACN. Tired of waiting for IBM to get back on a growth path, plus ACN has a better yield! - View all 2 replies
-
-
-
- View all 0 replies
-
BURAKKUHO_RU
$BBRY If i'm not having hearing problems, $IBM chief Mobility is on stage right now sharing his positive experience with BB10 - View all 6 replies
-
-
marketbuzz285: There was a huge sell off at 9:37 AM mentioned earlier..
-
- View all 0 replies
LATEST REPLIES
-
Joseph P. Porter
$IBM and $MMM both putting everyone to shame. "Must watches" for the last 2 Quarters. - View all 1 replies
-
-
- View all 1 replies
-
-
Ian Farbrother
Traded out half of my $IBM for $ACN. Tired of waiting for IBM to get back on a growth path, plus ACN has a better yield! - View all 2 replies
-
-
-
BURAKKUHO_RU
$BBRY If i'm not having hearing problems, $IBM chief Mobility is on stage right now sharing his positive experience with BB10 - View all 6 replies
-
-
marketbuzz285: There was a huge sell off at 9:37 AM mentioned earlier..
-
Nicholas Ward
$IBM increases its dividend and buyback. Stock is currently trading above the $200 threshold. My $190 purchase is looking better and better. - View all 2 replies
-
-
-
- View all 15 replies
-
wheelz23: jcp is going to change their ticker...that'll cause another 10% rise in share price -
Chines33: Haha I know you are just messing with me. But yes given the new developments a move up to 20.00 wouldn't shock me. Still LT bearish CO.
-
- View all 3 replies
-
-
-
- View all 3 replies
-
-
-
- View all 9 replies
-
scchan.2009: If Mr Market is being stupid (which he has a knack of doing so), we should take advantage of it. ;-) This is indeed good time to add IBM.
-
jamesmhood: Great minds think alike! I added to IBM. It is a great long term value.
-
- View all 1 replies
-
-
- View all 2 replies
-
-
-
- View all 13 replies
-
-
-
neobliviscar
$IBM Calls anyone or IntheMoney Put selling? Got to say I am tempted to buy the near and sell out a strike or two on the May or June ones. - View all 2 replies
-
pollyserial: do metals fill the gap? fade? not sure why I think there's another thrust down coming. -
neobliviscar: Pssh. I got so crushed in that. Worst single position beating I've taken in years. Out of Gld and cost averaging in Silver.
-
- View all 8 replies
-
-
realornot: I am Tech heavy now becoz Tech got trashed earlier so I am doing the ECO friendly BUY and recycle them.
-
- View all 1 replies
-
