International Business Machines (IBM) Builds Its AI And Quantum Case As Valuation Questions Grow

International Business Machines (IBM) Builds Its AI And Quantum Case As Valuation Questions Grow

By Simply Wall St
Publication Date: 2026-09-24 01:16:00

International Business Machines (IBM) is back in focus after a run of ecosystem deals, including The Hashgraph Group’s IDTrust identity platform landing on the IBM Cloud Catalog and fresh moves in quantum collaboration.

IBM’s recent AI and quantum announcements are arriving against a tougher tape for the shares, with the 90-day share price return down 9.88% and the year-to-date move down 20.15%. At the same time, the 3-year total shareholder return of 78.33% and 5-year total shareholder return of 112.00% point to a much stronger longer-run payoff profile.

Scan across IBM’s peers riding the same AI and quantum wave and see which ones are already priced for a breakout with our curated 85 AI infrastructure stocks

International Business Machines now trades below its recent highs after a sharp pullback, while AI and quantum headlines keep piling up. Does it make more sense to step in at today’s price, or to hold out for deeper weakness?