By Simply Wall St
Publication Date: 2026-01-06 22:18:00
In recent days, Jefferies upgraded International Business Machines to Buy, highlighting its strengthening software business, recent and pending acquisitions such as HashiCorp and Confluent, and efforts to monetise generative AI through watsonx.
At the same time, IBM’s push into quantum computing and AI, including its partnership to integrate Anthropic’s Claude model, is reshaping how investors view the company’s longer-term technology positioning.
We’ll now examine how Jefferies’ confidence in IBM’s software momentum and AI monetisation potential may influence the company’s investment narrative.
The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.
To own IBM today, you need to believe in its pivot toward higher-margin…
