PRESS-RELEASE ·Filed Oct 21, 2026
Press release · Earnings
Actionable Insight • Neutral
Monitor the upcoming Q4 2026 earnings release for any guidance revision or segment-level growth inflection, particularly in software/consulting. The small beat and flat revenue suggest no near-term catalyst.
Latest settled — T+1d ⚠ clustered
IBM ▲ +0.58% at T+1d
NEUTRAL call +0.58% · α vs SPY +1.10% · entry $252.11 → $253.56
T+1d
+0.58%
call +0.58% · α +1.10%
$253.56
settled 5d ago
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Executive Summary
IBM reported Q3 2026 EPS of $2.95, a 2.7% beat versus consensus of $2.87, on revenue of $16.84B (in line with $16.84B consensus). The modest beat and flat revenue provide no strong directional catalyst, consistent with the company's slow-growth profile.
Key Financial Metrics
EPS
$2.95
est $2.87 · +2.8%
Revenue
$16.8B
est $16.8B · 0.0%
Rating
in line
Key Facts
- Q3 2026 GAAP EPS of $2.95 vs consensus $2.87 (2.7% beat)
- Revenue of $16.84B in line with consensus of $16.84B
- Beat is small (<5%) and revenue was flat to consensus, limiting upside
- No guidance change mentioned in the filing
Financial Impact
EPS beat by $0.08 (2.7%); revenue in line with consensus at $16.84B
epsrevenue
Risk Factors
- Slow revenue growth limits upside potential
- No guidance change reduces near-term volatility
Investment Themes
Industrials & Manufacturing
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302915985 |
24 reports for IBM
80% Hit rate @ T+1 Went positive at some point 5 of 5 best @ T+5▲ +6.01%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 8-K | $252.11 $253.56 | ▲ +0.58% | ▲ +1.10% | $253.44 (+0.53%) |
Oct 21, 2026 5d ago | Press Release | $252.11 $253.56 | ▲ +0.58% | ▲ +1.10% | $253.44 (+0.53%) |
Oct 20, 2026 7d ago | Court Ruling | $251.46 $252.11 | ▲ +0.26% | ▲ +1.44% | $253.44 (+0.79%) |
Oct 8, 2026 19d ago | 3 | $227.13 $227.02 | ▼ −0.05% | ▲ +0.01% | $253.44 (+11.58%) |
Oct 1, 2026 26d ago | 8-K | $222.64 $221.58 | ▼ −0.48% | ▼ −1.15% | $253.44 (+13.83%) |
Sep 30, 2026 27d ago | Court Ruling | $225.62 $222.64 | ▼ −1.32% | ▼ −2.06% | $253.44 (+12.33%) |
Sep 28, 2026 29d ago | GOVT-CONTRACT | $219.99 $219.93 | ▼ −0.03% | ▲ +0.18% | $253.44 (+15.21%) |
Sep 11, 2026 6w ago | GOVT-CONTRACT | $249.09 $248.37 | ▼ −0.29% | ▲ +0.17% | $253.44 (+1.75%) |
Aug 26, 2026 8w ago | 144 | $238.79 $235.59 | ▼ −1.34% | ▼ −1.11% | $253.44 (+6.14%) |
Aug 11, 2026 10w ago | 424B5 | $235.98 $237.14 | ▲ +0.49% | ▼ −0.21% | $253.44 (+7.40%) |
Showing 10 of 24
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