ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat

ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat

By Aparajita Dutta
Publication Date: 2026-02-03 14:19:00

Shares of International Business Machines IBM jumped 5.1% on the bourses on Jan. 29, following the release of its better-than-expected fourth-quarter 2025 results. The company comfortably surpassed analysts’ estimates on both top and bottom-line counts.

Looking ahead, the technology firm expects annual revenue growth to exceed 5% by the end of 2026 on a constant-currency basis, driven by a strong portfolio mix, operating leverage and productivity-related yield. IBM also projects free cash flow to increase by $1 billion.

Such an upbeat outlook, coupled with its strong quarterly outperformance, has boosted investor confidence in the stock, resulting in a price increase. In fact, IBM’s share price continued its rally with an additional 1.8% gain yesterday compared with its Jan. 29 level.

Amid this backdrop, exchange-traded fund (ETF) investors, particularly those interested in the technology sector, might want to gain exposure to IBM via the basket approach by…