By Rick Orford
Publication Date: 2026-10-14 16:30:00
IBM (IBM -0.29%) says delayed deals, rather than lost demand, played a major role in its Q2 weakness. Q3 could test that explanation. Software growth, Consulting revenue, Red Hat, and free cash flow may determine whether the historic sell-off looks temporary or signals a more difficult shift in IBM’s business.
Stock prices used were the market prices of Sept. 28, 2026. The video was published on Oct. 13, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends International Business Machines. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
