By The Tech Buzz
Publication Date: 2026-01-28 22:43:00
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IBM stock surged 8% after beating Q4 estimates with $19.69 billion revenue (vs. $19.23B expected) and $4.52 EPS (vs. $4.32 expected), according to LSEG consensus
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The company’s generative AI book of business hit $12.5 billion, marking a major enterprise adoption milestone as CEO Arvind Krishna caps a year that exceeded expectations
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Infrastructure sales jumped 21% to $5.1 billion with mainframe revenue exploding 67% year-over-year, while software revenue grew 14% to $9 billion driven by Red Hat and automation
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IBM forecasts 2026 revenue growth exceeding 5% with $1 billion additional free cash flow, slightly topping analyst expectations of 4.6% growth
IBM just proved that enterprise AI isn’t just hype – it’s big business. The tech veteran’s stock jumped 8% after revealing its generative AI book of business topped $12.5 billion, alongside fourth-quarter earnings that blew past Wall Street’s expectations. With revenue climbing 12% to $19.69 billion and mainframe sales…
