By Simply Wall St
Publication Date: 2026-02-16 20:09:00
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IBM (NYSE:IBM) is under public fire over its AI strategy as influential market voices question the company’s direction.
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At the same time, IBM is rolling out one of its most significant AI powered storage systems in years.
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The company has also secured a multi billion dollar defense contract that leans heavily on its AI capabilities.
For investors watching IBM at a share price of $262.38, the debate is not just about headlines; it is about how sentiment matches up with execution. The stock is down 11.5% over the past week, 14.2% over the past month, and 10.0% year to date, even as the 1 year return stands at 2.9% and the 3 year return is very large. That gap between shorter term weakness and longer term strength frames how you might view the current AI discussion.
The key question is whether IBM’s push into AI centric products and government work…
