IBM Stock Rebounds, Quantum Computing as Key Driver
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy IBM?
Source: Fool
- Stock Rebound: IBM's stock has more than doubled in value over the past three years, and despite a significant pullback in 2026 due to investor concerns about AI's impact on its business, long-term investors may still find it a good time to buy.
- Quantum Computing Potential: IBM's quantum computing division is seen as a key driver for future growth; while AI currently dominates attention, quantum computing is expected to provide vastly enhanced computing power, thereby advancing the company's business.
- Cultural Advantage: IBM's unique corporate culture has enabled it to survive and evolve through technological changes, and although it may face short-term challenges from AI, the company is likely to leverage AI to better serve its customers in the long run.
- Market Overreaction: There is a tangible risk that AI could negatively impact IBM's business in the short term; however, the company's investments in next-generation technologies like quantum computing and its long history of adapting to the tech sector suggest that IBM will remain relevant and prosperous for decades to come.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy IBM?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on IBM
Wall Street analysts forecast IBM stock price to rise
16 Analyst Rating
11 Buy
4 Hold
1 Sell
Moderate Buy
Current: 250.370
Low
210.00
Averages
315.80
High
375.00
Current: 250.370
Low
210.00
Averages
315.80
High
375.00
About IBM
International Business Machines Corporation is a provider of global hybrid cloud and artificial intelligence (AI) and consulting expertise. The Company’s segments include Software, Consulting, Infrastructure and Financing. The Software segment includes hybrid cloud and AI platforms, which allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment is focused on the hybrid cloud infrastructure market, providing on-premises and cloud-based server and storage solutions. In addition, it offers a portfolio of life-cycle services for hybrid cloud infrastructure deployment. The Financing segment provides client and commercial financing, facilitating its clients’ acquisition of hardware, software and services. It helps clients in more than 175 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
IBM Stock Rebounds, Quantum Computing as Key Driver
- Stock Recovery: IBM's stock has more than doubled in value over the past three years, showing strong market recovery potential despite a material pullback in 2026, indicating that long-term investors may benefit from future growth.
- Quantum Computing Potential: While AI is currently in the spotlight, IBM's quantum computing business is seen as a key future technology that could significantly enhance computing power, presenting new growth opportunities for the company.
- Ability to Evolve: Since its founding, IBM has continuously evolved from a scale manufacturer to a tech giant, demonstrating its capability to remain competitive in a rapidly changing tech landscape, which boosts investor confidence.
- AI and Human Resource Integration: Although AI may negatively impact IBM's business in the short term, the company's strategy to combine AI with human consultants allows for more efficient solutions to client needs, ensuring its long-term relevance in the market.
See More
FedEx Launches Comprehensive AI Literacy Initiative
- AI Literacy Initiative Launched: FedEx, in partnership with Accenture, launched an enterprise-wide AI literacy initiative in early December aimed at enhancing the knowledge and efficiency of its nearly 440,000 employees, thereby boosting the company's innovation capabilities in the competitive logistics sector.
- Flexible Training Model: The program offers personalized, role-based training through Accenture's LearnVantage platform, allowing employees to participate in interactive sessions during work hours or at their convenience, ensuring that training content remains relevant as technology evolves and enhancing career advancement opportunities.
- Executive Buy-In: FedEx's entire C-suite participated in a two-day learning event to ensure partnerships with the most compatible companies, fostering a culture of humility and collective learning that enhances the organization's overall technological adaptability.
- Initial Positive Outcomes: Although the initiative is still in its infancy, FedEx has already observed an increase in frontline employees seeking internal advancement opportunities, indicating a positive impact of enhanced AI literacy on employee career development.
See More
IBM Stock Rebounds, Quantum Computing as Key Driver
- Stock Rebound: IBM's stock has more than doubled in value over the past three years, and despite a significant pullback in 2026 due to investor concerns about AI's impact on its business, long-term investors may still find it a good time to buy.
- Quantum Computing Potential: IBM's quantum computing division is seen as a key driver for future growth; while AI currently dominates attention, quantum computing is expected to provide vastly enhanced computing power, thereby advancing the company's business.
- Cultural Advantage: IBM's unique corporate culture has enabled it to survive and evolve through technological changes, and although it may face short-term challenges from AI, the company is likely to leverage AI to better serve its customers in the long run.
- Market Overreaction: There is a tangible risk that AI could negatively impact IBM's business in the short term; however, the company's investments in next-generation technologies like quantum computing and its long history of adapting to the tech sector suggest that IBM will remain relevant and prosperous for decades to come.
See More
SEI Investments Partners with IBM to Drive Enterprise Transformation
- Transformational Partnership: On March 9, SEI Investments announced a collaboration with IBM to accelerate enterprise transformation through the integration of agentic AI and automation, aiming to identify opportunities for process redesign and modernization via a comprehensive data-driven review.
- Productivity Enhancement: The partnership focuses on deploying AI to automate routine tasks, allowing teams to shift their focus toward higher-value, relationship-driven activities, which is expected to significantly elevate service quality and strengthen client trust.
- Enhanced Decision-Making: IBM Consulting will work closely with SEI’s subject matter experts to embed agentic AI into daily operations using the IBM Enterprise Advantage platform, aiming to transform the operating model and enhance decision-making capabilities, further differentiating SEI Investments in the highly regulated financial services market.
- Innovation and Development: By making automation the engine of growth, SEI Investments aims to innovate faster and scale with greater confidence, creating new opportunities for professional development within the organization’s workforce.
See More
High Options Volume for New York Times and Thermo Fisher Scientific
- New York Times Options: New York Times (NYT) options volume reached 22,095 contracts today, representing approximately 2.2 million shares, which constitutes 98.3% of its average daily trading volume over the past month, indicating strong market interest in its future performance.
- High Volume Put Options: Within NYT, the $80 strike put option saw 10,001 contracts traded today, representing about 1.0 million shares, reflecting investor expectations of potential price declines, which could impact stock volatility.
- Thermo Fisher Options: Thermo Fisher Scientific Inc (TMO) options volume reached 19,487 contracts today, equating to approximately 1.9 million shares, accounting for 94% of its average daily trading volume over the past month, showcasing active market interest in its stock.
- Put Option Concerns: For TMO, the $570 strike put option traded 2,100 contracts today, representing around 210,000 shares, indicating investor concerns about potential future declines, which may affect its market performance.
See More
Nvidia's Strategic Shift: Launch of Open-Source AI Platform NemoClaw
- Strategic Shift: At its annual developer conference, Nvidia launched NemoClaw, an open-source, chip-agnostic platform for building and deploying AI agents, marking a transition from being solely a chipmaker to becoming the operating system for the future of AI, although this shift has yet to be fully recognized by investors.
- Market Competition: As companies like Google, Amazon, and Broadcom develop their own inference chips, Nvidia's traditional moat is weakening; the introduction of NemoClaw aims to maintain market competitiveness by offering free AI agent deployment solutions, thereby enhancing the company's long-term position in the AI sector.
- Open Source Strategy: Built on OpenClaw, NemoClaw allows users to download and run the software locally, with Nvidia promoting adoption by giving away this layer while monetizing the underlying chips and computing power, akin to the successful strategies employed by Microsoft and Google.
- Customer Relationship Challenges: Nvidia's strategy poses a potential threat to its key customers like OpenAI and Anthropic regarding pricing power; by providing free AI agents, Nvidia can maintain its dominance in the market and prevent customers from exerting pricing pressure, ensuring sustained GPU demand.
See More
IBM Stock Rebounds, Quantum Computing as Key Driver
- Stock Recovery: IBM's stock has more than doubled in value over the past three years, showing strong market recovery potential despite a material pullback in 2026, indicating that long-term investors may benefit from future growth.
- Quantum Computing Potential: While AI is currently in the spotlight, IBM's quantum computing business is seen as a key future technology that could significantly enhance computing power, presenting new growth opportunities for the company.
- Ability to Evolve: Since its founding, IBM has continuously evolved from a scale manufacturer to a tech giant, demonstrating its capability to remain competitive in a rapidly changing tech landscape, which boosts investor confidence.
- AI and Human Resource Integration: Although AI may negatively impact IBM's business in the short term, the company's strategy to combine AI with human consultants allows for more efficient solutions to client needs, ensuring its long-term relevance in the market.
See More
FedEx Launches Comprehensive AI Literacy Initiative
- AI Literacy Initiative Launched: FedEx, in partnership with Accenture, launched an enterprise-wide AI literacy initiative in early December aimed at enhancing the knowledge and efficiency of its nearly 440,000 employees, thereby boosting the company's innovation capabilities in the competitive logistics sector.
- Flexible Training Model: The program offers personalized, role-based training through Accenture's LearnVantage platform, allowing employees to participate in interactive sessions during work hours or at their convenience, ensuring that training content remains relevant as technology evolves and enhancing career advancement opportunities.
- Executive Buy-In: FedEx's entire C-suite participated in a two-day learning event to ensure partnerships with the most compatible companies, fostering a culture of humility and collective learning that enhances the organization's overall technological adaptability.
- Initial Positive Outcomes: Although the initiative is still in its infancy, FedEx has already observed an increase in frontline employees seeking internal advancement opportunities, indicating a positive impact of enhanced AI literacy on employee career development.
See More
IBM Stock Rebounds, Quantum Computing as Key Driver
- Stock Rebound: IBM's stock has more than doubled in value over the past three years, and despite a significant pullback in 2026 due to investor concerns about AI's impact on its business, long-term investors may still find it a good time to buy.
- Quantum Computing Potential: IBM's quantum computing division is seen as a key driver for future growth; while AI currently dominates attention, quantum computing is expected to provide vastly enhanced computing power, thereby advancing the company's business.
- Cultural Advantage: IBM's unique corporate culture has enabled it to survive and evolve through technological changes, and although it may face short-term challenges from AI, the company is likely to leverage AI to better serve its customers in the long run.
- Market Overreaction: There is a tangible risk that AI could negatively impact IBM's business in the short term; however, the company's investments in next-generation technologies like quantum computing and its long history of adapting to the tech sector suggest that IBM will remain relevant and prosperous for decades to come.
See More
SEI Investments Partners with IBM to Drive Enterprise Transformation
- Transformational Partnership: On March 9, SEI Investments announced a collaboration with IBM to accelerate enterprise transformation through the integration of agentic AI and automation, aiming to identify opportunities for process redesign and modernization via a comprehensive data-driven review.
- Productivity Enhancement: The partnership focuses on deploying AI to automate routine tasks, allowing teams to shift their focus toward higher-value, relationship-driven activities, which is expected to significantly elevate service quality and strengthen client trust.
- Enhanced Decision-Making: IBM Consulting will work closely with SEI’s subject matter experts to embed agentic AI into daily operations using the IBM Enterprise Advantage platform, aiming to transform the operating model and enhance decision-making capabilities, further differentiating SEI Investments in the highly regulated financial services market.
- Innovation and Development: By making automation the engine of growth, SEI Investments aims to innovate faster and scale with greater confidence, creating new opportunities for professional development within the organization’s workforce.
See More
High Options Volume for New York Times and Thermo Fisher Scientific
- New York Times Options: New York Times (NYT) options volume reached 22,095 contracts today, representing approximately 2.2 million shares, which constitutes 98.3% of its average daily trading volume over the past month, indicating strong market interest in its future performance.
- High Volume Put Options: Within NYT, the $80 strike put option saw 10,001 contracts traded today, representing about 1.0 million shares, reflecting investor expectations of potential price declines, which could impact stock volatility.
- Thermo Fisher Options: Thermo Fisher Scientific Inc (TMO) options volume reached 19,487 contracts today, equating to approximately 1.9 million shares, accounting for 94% of its average daily trading volume over the past month, showcasing active market interest in its stock.
- Put Option Concerns: For TMO, the $570 strike put option traded 2,100 contracts today, representing around 210,000 shares, indicating investor concerns about potential future declines, which may affect its market performance.
See More
Nvidia's Strategic Shift: Launch of Open-Source AI Platform NemoClaw
- Strategic Shift: At its annual developer conference, Nvidia launched NemoClaw, an open-source, chip-agnostic platform for building and deploying AI agents, marking a transition from being solely a chipmaker to becoming the operating system for the future of AI, although this shift has yet to be fully recognized by investors.
- Market Competition: As companies like Google, Amazon, and Broadcom develop their own inference chips, Nvidia's traditional moat is weakening; the introduction of NemoClaw aims to maintain market competitiveness by offering free AI agent deployment solutions, thereby enhancing the company's long-term position in the AI sector.
- Open Source Strategy: Built on OpenClaw, NemoClaw allows users to download and run the software locally, with Nvidia promoting adoption by giving away this layer while monetizing the underlying chips and computing power, akin to the successful strategies employed by Microsoft and Google.
- Customer Relationship Challenges: Nvidia's strategy poses a potential threat to its key customers like OpenAI and Anthropic regarding pricing power; by providing free AI agents, Nvidia can maintain its dominance in the market and prevent customers from exerting pricing pressure, ensuring sustained GPU demand.
See More
