Two Directors at International Business Machines Corp bought/maiden bought 484 shares at between 233.326USD and 237.829USD. The significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by a...
Data Environments Not Getting Replaced; IBM Focused on Building Moat. IBM has been focused intently on building out its data moat through organic and inorganic verticals as the company continues to develop a moat around its data with more enterprises looking to gain more from their data. The compan
Valuation Compression is Disconnected from Forward Earnings Risk. The magnitude of multiple contractions implies structural revenue impairment. Yet there is no evidence of customer churn acceleration, budget freezes, or competitive displacement in reported results The market is reacting to demo ris
A Closer Look at FY4Q25 (December) ResultsRevenueTotal revenue of $19.69 billion (up 12% y/y, 9% y/y in CC) was above the Street’s $19.21 billion estimate driven by the strength of the company’s recurring revenue base, its shift to higher growth end markets, M&A growth synergies, and monetizati
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