International Business Machines (IBM) – Among the 10 Best Dividend Aristocrat Stocks to Buy in 2026

On April 23, Morgan Stanley raised its terms proposal connected International Business Machines Corporation (NYSE:IBM) to $225 from $215. It reiterated an Equal Weight standing connected the shares. The expert noted that portion IBM delivered a humble bushed successful the archetypal 4th and kept its full-year outlook mostly unchanged, the marketplace “may person been expecting much upward pressure” connected estimates. In that context, the expert said Q1 “does not bash overmuch to alteration the communicative connected IBM.”

During the company’s Q1 2026 net call, CEO Arvind Krishna pointed to 6% gross maturation successful the archetypal 4th and said stronger margins helped thrust a 13% summation successful escaped currency flow. He added that bundle gross roseate 8%, supported by double-digit maturation successful some data-related offerings and Red Hat. Infrastructure besides stood out, expanding 12%, helped by what helium described arsenic different grounds 4th for Z systems, which jumped 48%.

Consulting maturation was much constricted astatine 1%. Even so, helium highlighted dependable advancement successful endeavor information projects and concern exertion translation work. Krishna besides pointed to caller moves astir the company’s portfolio and partnerships. He mentioned the closing of the Confluent woody during the 4th and said IBM had entered into strategical collaborations with NVIDIA and Arm. These efforts are aimed astatine expanding however AI workloads tally crossed IBM’s infrastructure.

International Business Machines Corporation (NYSE:IBM) provides hybrid cloud, artificial intelligence, and consulting services globally. The institution operates done 4 segments: Software, Consulting, Infrastructure, and Financing.

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