IBM Earning Date, Earning Analysis and Earning Prediction

Quarterly Results

IBM Earnings Forecast

Looking ahead, IBM remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 19.00B and an EPS of 4.00.

However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.05%, while EPS estimates have been Revise Upward by 0.08%. For the upcoming Q4 2025, revenue estimates have been adjusted No Change by 0% . These revisions correlate with a -4.56% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in IBM long-term fundamentals.

The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

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Revenue Estimates for FY2025

Revise Upward

+0.05%

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EPS Estimates for FY2025

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+0.08%

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Unlock the reason behind revisions!

Revenue Estimates for Q4 2025

No Change

0.00%

In Past 3 Month

Stock Price

Go Down

-4.56%

In Past 3 Month

Earnings Forecast

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AI Analysis

Earnings Surprise Analysis

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AI Analysis

Earnings Reaction

The chart below shows how IBM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, IBM sees a -1.32% change in stock price 10 days leading up to the earnings, and a +1.05% change 10 days following the report. On the earnings day itself, the stock moves by +0.60%. This data can give you a slight idea of what to expect for the next quarter's release.

For example, in DEC/2025, the stock changed % on the day following the earnings release and then changed by 0% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

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Frequently Asked Questions

What were the key highlights of IBM's latest earnings report for ?

IBM reported its earnings on 2026-01-28, showcasing a revenue of 20.00B against an estimate of 19.00B, resulting in a 2.53% surprise. The EPS was 4.52, surpassing the expected 4.33 by 4.39% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

How did IBM's stock price react after the earnings release?

Following IBM's earnings announcement on 2026-01-28, the stock price moved by 0.00% on the day of the release. Over the subsequent five days, it saw a % change. Historically, IBM's stock price tends to shift by an average of -1.32% in the 10 days leading up to earnings and +1.05% in the 10 days following, providing insight into potential market.

What are the revenue and EPS estimates for IBM for 2025/Q4?

For 2025/Q4, analysts estimate IBM’s annual revenue to reach 19.00B, while the EPS is projected at 4.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.05% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

How does IBM's stock price correlate with earnings forecast revisions?

The correlation between IBM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.05%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

What should investors expect from IBM's next earnings report?

Based on historical trends, IBM's stock price typically moves by -1.32% in the 10 days before its earnings and +1.05% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 4.00 and revenue of 19.00B.

What is the sentiment in International Business Machines Corp (IBM) Q4 2025 Earnings Call Summary?

IBM's earnings call reflects strong financial performance with double-digit growth in key segments, expanded profit margins, and robust free cash flow. The optimistic guidance for 2026, particularly in software and Red Hat, supports a positive sentiment. Despite some cautious guidance, the company's focus on AI and strategic partnerships suggests sustained momentum. The Q&A session provided additional confidence in IBM's growth trajectory, with analysts showing a positive reaction to IBM's strategic initiatives and growth prospects. Overall, the positive sentiment outweighs any uncertainties, indicating a likely stock price increase in the near term.