By Simply Wall St
Publication Date: 2026-05-03 16:07:00
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IBM’s recent performance and business mix
International Business Machines (IBM) has drawn investor attention after a mixed stretch for the share price, with a small 1 day gain alongside declines over the past month and past 3 months.
At a last close of US$232.20, IBM carries a market value of about US$218.2b and generates revenue of US$68.9b, with net income of US$10.7b. That scale reflects a mature, diversified technology and services business rather than a high growth story.
IBM reports through four main segments. Together, these shape how sensitive the stock may be to different parts of the tech cycle.
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Software contributed about US$30.7b, focused on hybrid cloud and AI platforms that support clients’ digital and AI transformations across data, applications and environments.
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Consulting produced around US$21.3b,…