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IBM
$245,07
-$1,67(-0,67%)

*Data last updated: 2026-04-08 00:42 (UTC+8)

As of 2026-04-08 00:42, IBM (IBM) is priced at $245,07, with a total market cap of $229,88B, a P/E ratio of 26,06, and a dividend yield of 2,74%. Today, the stock price fluctuated between $241,02 and $245,75. The current price is 1,68% above the day's low and 0,27% below the day's high, with a trading volume of 2,31M. Over the past 52 weeks, IBM has traded between $220,75 to $324,90, and the current price is -24,57% away from the 52-week high.

IBM Key Stats

Yesterday's Close$246,74
Market Cap$229,88B
Volume2,31M
P/E Ratio26,06
Dividend Yield (TTM)2,74%
Dividend Amount$1,68
Diluted EPS (TTM)11,31
Net Income (FY)$10,59B
Revenue (FY)$67,53B
Earnings Date2026-04-22
EPS Estimate1,79
Revenue Estimate$15,60B
Shares Outstanding931,68M
Beta (1Y)0.685
Ex-Dividend Date2026-02-10
Dividend Payment Date2026-03-10

About IBM

International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for business automation, AIOps and management, integration, and application servers; data and artificial intelligence solutions; and security software and services for threat, data, and identity. This segment also provides transaction processing software that supports clients' mission-critical and on-premise workloads in banking, airlines, and retail industries. The Consulting segment offers business transformation services, including strategy, business process design and operations, data and analytics, and system integration services; technology consulting services; and application and cloud platform services. The Infrastructure segment provides on-premises and cloud-based server and storage solutions for its clients' mission-critical and regulated workloads; and support services and solutions for hybrid cloud infrastructure, as well as remanufacturing and remarketing services for used equipment. The Financing segment offers lease, installment payment, loan financing, and short-term working capital financing services. The company was formerly known as Computing-Tabulating-Recording Co. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.
SectorTechnology
IndustryInformation Technology Services
CEOArvind Krishna
HeadquartersArmonk,NY,US
Official Websitehttps://www.ibm.com
Employees (FY)2,01K
Average Revenue (1Y)$33,53M
Net Income per Employee$5,25M

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IBM (IBM) Latest News

2026-03-19 02:01

2025 年图灵奖揭晓:量子密钥分发协议 BB84 开发者获奖

Gate News 消息,3 月 19 日,2025 年图灵奖授予美国 IBM 院士 Charles H. Bennett 和加拿大蒙特利尔大学计算机科学与运筹学系教授 Gilles Brassard。二人被公认为量子信息科学的奠基人,其最著名成果 BB84 协议是世界上第一个量子密钥分发(QKD)协议,标志着量子密码学的诞生。 两人的合作始于 1979 年,当时 Brassard 向 Bennett 提出利用量子力学制造"不可伪造的纸币"的想法。随着量子计算的飞速发展,传统公钥加密体系正面临严峻挑战,量子通信(QKD)与后量子密码(PQC)已成为保障未来数字通信安全的双重核心路径。

2026-03-16 09:09

a16z 联创:马斯克或已破解最优管理法,每天进行 120 次工程师设计审查

Gate News 消息,3 月 16 日,a16z 联合创始人 Andreessen 在访谈中评价马斯克的公司管理方式,称其或许已破解未来 100 年最优的管理模式。该方法的核心是完全绕过中间管理层,CEO 直接与一线工程师对接。马斯克每天进行约 120 次工程师设计审查,每次 5 分钟,每小时 12 次,持续约 10 小时,目标是识别当前最关键的生产瓶颈,并当天亲自配合工程师解决。Andreessen 将这套方法与他在 IBM 实习时见到的"大灰云"管理模式对比:IBM 层层经理将 CEO 与实际技术工作彻底隔绝,CEO 只能收到被粉饰的信息。特斯拉持续领先传统车厂的本质在于,马斯克每年亲手修复 52 次关键生产瓶颈,而传统公司解决同等问题往往需要数月。这套方法还形成了正向人才循环:全球顶尖工程师争相加入马斯克的公司,因为他是唯一能以工程同行身份与一线人员并肩工作的 CEO。Andreessen 坦言这套方法几乎无法复制,他以假想单位"毫马斯克"(milli-Elon)衡量创始人成色:多数创始人处于 0.1 至 1 个 milli-Elon 区间,达到 500 个 milli-Elon 的创始人他会倾囊支持。

2026-03-11 03:32

IBM 与 Signal、Threema 合作设计抗量子攻击加密消息系统

Gate News 消息,3 月 11 日,IBM 研究人员正与加密消息应用 Signal 和 Threema 合作,设计能够抵御量子攻击的消息系统。密码学研究员 Ethan Heilman 指出,由于"先存储,后解密"攻击的可能性,加密消息平台面临的近期量子风险可能比比特币更大——攻击者现在拦截并保存加密数据,待未来量子计算机成熟后破解。Signal 已在 2023 年推出 PQXDH 升级以保护新会话,2025 年通过 SPQR 协议升级将后量子保护扩展到持续消息、通话和媒体。Threema 正与 IBM 合作探索将 NIST 标准化的 ML-KEM 算法集成至其系统。研究同时关注保护元数据,但简单替换现有组件可能导致带宽大幅增加,需从底层重新设计协议。

2026-02-26 07:58

CZ警告人工智能才是华尔街真正威胁,Claude发布后IBM股价单日暴跌13%

2月26日消息,加密行业人物CZ近日表示,华尔街长期将注意力集中在加密资产风险上,但真正具有颠覆性的力量可能来自人工智能。其评论发布之际,Anthropic宣布其Claude工具可加速企业对COBOL遗留系统的现代化改造,引发市场对传统IT服务模式的担忧,受此影响,IBM股价在周一单日下跌超过13%。 COBOL作为一种历史悠久的编程语言,至今仍被大型银行及企业核心系统广泛采用,而系统现代化业务长期为IBM贡献数十亿美元收入。Anthropic声称人工智能可以以更高效率、更低成本完成相关迁移工作,这一表态被投资者解读为对传统技术外包与咨询业务的潜在冲击,从而加剧抛售情绪。 CZ在社交平台发文指出,传统金融机构多年来频繁警示加密货币风险,却可能低估了人工智能对商业结构的深层影响。这一观点也再次映射出加密行业与传统金融之间持续存在的认知分歧。长期以来,Jamie Dimon等华尔街高管对比特币持审慎态度,而部分加密从业者则认为传统机构正面临技术范式转移压力。 与此同时,人工智能自动化正在成为资本市场新的风险讨论焦点。研究机构Citrini Research在报告中模拟情景指出,AI驱动的自动化可能影响白领岗位结构,并进一步波及消费与宏观经济预期。尽管该报告属于假设模型,但已反映出金融界对AI生产力革命的高度关注。 截至目前,IBM尚未就Claude涉及COBOL现代化能力作出直接回应。市场人士认为,若AI工具持续渗透企业软件升级、遗留系统改造及金融基础设施维护领域,传统科技服务公司的估值逻辑或面临重新定价,而人工智能与加密技术谁将成为华尔街核心关注风险,也正在成为2026年科技与金融交叉领域的重要议题。

2026-02-25 07:20

IBM股价暴跌13%市值蒸发310亿美元,Claude冲击COBOL业务引发AI替代担忧

2月25日消息,IBM股价单日重挫约13%,市值蒸发近310亿美元,引发华尔街对其核心业务模式的重新评估。此次抛售的直接导火索来自Anthropic发布的技术进展,其Claude模型被称可读取并现代化改造传统COBOL代码,这一能力直指IBM长期依赖的大型机维护与企业级咨询市场。 多年来,IBM在企业基础设施领域的护城河主要建立在对大型机系统与COBOL语言的深度服务上。银行、保险机构及政府数据库仍大量运行历史代码,使得系统维护、升级与迁移成为长期稳定收入来源。然而,随着人工智能代码迁移工具逐渐成熟,市场开始担忧“AI自动化传统系统改造”将压缩高成本咨询项目周期,削弱对传统服务商的依赖。 从市场结构看,企业正在加速推进降本增效战略,自动化软件重构需求明显上升。如果Claude能够稳定处理复杂遗留代码并生成现代架构方案,将显著降低COBOL系统迁移门槛。投资者因此迅速将“AI冲击企业IT服务”的风险计入估值模型,导致抛售情绪集中释放。 值得注意的是,全球金融系统仍运行着数十亿行COBOL代码,涉及薪资系统、保险平台及关键政务基础设施。过去由于技术复杂、合规要求高及迁移风险大,企业更倾向于长期外包维护服务,这一趋势曾持续支撑IBM咨询与基础设施业务利润率。如今AI辅助代码重构若实现规模化应用,企业可能转向更快、更低成本的现代化路径。 不过,行业人士指出,关键系统迁移仍需高可靠性验证与安全审计,人工智能工具在处理超大规模代码库时的准确性与合规性仍是核心考验。因此,短期内更可能出现“AI+传统服务”的混合模式,而非完全替代。对IBM而言,未来能否在企业级AI现代化解决方案中建立技术领导地位,将成为决定其股价走势与企业技术竞争格局的关键变量。

Hot Posts su IBM (IBM)

digital_archaeologist

digital_archaeologist

2 ore fa
Been digging into the internet of things stocks space lately and there's actually some solid opportunities emerging here that most people aren't paying attention to. So here's the thing - IoT is basically everywhere now. Your smart home setup, connected vehicles, industrial sensors, all that infrastructure is generating massive amounts of data. IBM's been saying the number of IoT devices will hit tens of billions in the coming years, and analysts at SNS Insider are projecting the market could hit around $3.37 trillion by 2031. That's a pretty massive runway for growth. Let me break down three plays I'm watching in the internet of things stocks category. First up is Samsara. The stock bounced hard off that $30 support level and is sitting around $36.82 now. What caught my eye was Loop Capital just putting a buy rating on it with a $42 target. The reason? Samsara's AI and machine learning capabilities are pretty much enabling endless use cases. Their total addressable market barely has constraints at this point. Plus they just partnered with TMS to integrate their AI dash cams into fleet safety programs. Real-time alerts, video on demand - that's the kind of practical AI application that actually moves the needle. If you want broader exposure without picking individual stocks, there's the Global X Internet of Things ETF. It's trading around $34.77 after bouncing from $28 in late 2023. The expense ratio is reasonable at 0.68%, and you're getting exposure to 53 companies in the IoT ecosystem. We're talking semiconductors, sensors, smart grids, connected vehicles. Top holdings include names like Qualcomm, Garmin, and DexCom. For around $3,500 you can grab 100 shares and get diversified internet of things stocks exposure across the whole sector. Then there's Aptiv. Stock got beaten down but just popped on earnings. They swung $1.16 in adjusted EPS versus the $1.01 estimate, though revenues came in a bit light. The interesting part is management raised their full year EPS guidance to $5.80-$6.30 range, which is above expectations. They're seeing margin expansion despite headwinds in electrification. As EV adoption picks back up globally, Aptiv should benefit pretty significantly. The broader narrative here is that internet of things stocks are positioned to capture some serious growth as AI and machine learning become the backbone of IoT data analysis. We're moving past the hype phase into actual deployment and revenue generation. Worth keeping these on your radar if you're looking at where the next wave of tech growth is coming from.
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