By Simply Wall St
Publication Date: 2026-08-20 13:33:00
International Business Machines (IBM) has drawn fresh investor attention after reporting a fiscal Q2 2026 revenue shortfall and cutting its 2026 revenue growth guidance, while keeping operating pretax margin and free cash flow commitments unchanged.
See our latest analysis for International Business Machines.
IBM’s recent revenue guidance cut sits against a mixed price backdrop, with the share price up 11.34% over 30 days yet down 18.64% year to date. The 5 year total shareholder return of 114.96% reflects a much stronger longer term picture.
If IBM’s quantum and AI announcements have you thinking more broadly about where growth could come from next, it may be worth reviewing 56 AI infrastructure stocks as a starting point for further ideas.
International Business Machines is trading near its recent rebound high even after cutting revenue growth guidance. Are investors still being paid enough for the revenue risk, or has the balance shifted toward caution as the valuation…