GOVT-CONTRACT ·Filed Aug 6, 2026
Large government contract award ($500M+)
Actionable Insight • Neutral
This routine modification has no material impact on IBM's financials. Focus remains on IBM's ability to stabilize Infrastructure revenue and execute on large deals, as highlighted in the recent Q2 miss.
Latest settled — T+20d ⚠ clustered
IBM ▲ +0.55% at T+20d
NEUTRAL call ✓ call won +0.55% · α vs SPY -0.05% · entry $233.43 → $234.71
Latest observation: T+50 -0.66% FF3 residual α
T+1d
+1.65%
call +1.65% · α +1.04%
$237.28
settled 2mo ago
T+5d
+1.59%
call +1.59% · α +0.38%
$237.14
settled 2mo ago
T+20d
+0.55%
call +0.55% · α -0.05%
$234.71
settled 7w ago
T+60d
—
call — · α —
—
in 10d
Price Chart
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Executive Summary
IBM received a $63.7M contract modification from the Department of Homeland Security to exercise options and re-align funding. This is a routine modification representing less than 0.1% of annual revenue and does not change IBM's fundamental outlook.
Key Financial Metrics
Award Amount
$63.7M
Agency
Department of Homeland Security
Contract Type
modification
Rev Impact
+0.1%
Key Facts
- $63.7M modification from DHS
- Exercising options on existing contract
- Less than 0.1% of annual revenue
Financial Impact
Minimal — $63.7M modification is ~0.09% of annualized revenue of $67.36B
revenue
Risk Factors
- Funding risk under continuing resolutions
- Execution risk on large IT contracts
Market Snapshot
Exchange
NYSE
Sector
Computer & office Equipment
Analyst Consensus
55% bullish (31 analysts)
Investment Themes
Industrials & Manufacturing
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-70SBUR24F00000103 |
20 reports for IBM
100% Hit rate best @ T+5▲ +5.15%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 7w ago | 144 | $229.87 $227.06 | ▼ −1.22% | ▼ −1.45% | $232.14 (+0.99%) |
Aug 12, 2026 9w ago | Press Release | $235.98 $234.02 | ▲ +0.83% | ▼ −1.07% | $232.14 (+1.63%) |
Aug 11, 2026 9w ago | 424B5 | $238.42 $239.94 | ▲ +0.64% | ▲ +1.70% | $232.14 (−2.63%) |
Aug 6, 2026 10w ago | Press Release | $237.28 $234.89 | ▲ +1.01% | ▲ +0.61% | $232.14 (+2.17%) |
Aug 6, 2026 10w ago | GOVT-CONTRACT | $233.43 $234.71 | ▲ +0.55% | ▼ −0.05% | $232.14 (−0.55%) |
Jul 22, 2026 12w ago | 8-K | $205.77 $237.04 | ▲ +15.20% | ▲ +12.30% | $232.14 (+12.82%) |
Jul 21, 2026 12w ago | Press Release | $210.50 $232.67 | ▼ −10.53% | ▼ −7.97% | $232.14 (−10.28%) |
Jul 20, 2026 12w ago | Press Release | $213.00 $228.85 | ▼ −7.44% | ▼ −3.32% | $232.14 (−8.99%) |
Jul 14, 2026 13w ago | 8-K | $217.07 $238.42 | ▼ −9.84% | ▼ −7.34% | $232.14 (−6.94%) |
Jul 8, 2026 14w ago | Press Release | $302.05 $235.92 | ▼ −21.89% | ▼ −25.17% | $232.14 (−23.15%) |
Showing 10 of 20
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