skcots_13
Oct 20, 6:44 PM
$IBM $IBX Q3 2026 earnings due after the close on October 21, 2026.
It's below June 2026 highs following the Q2 miss (weak mainframes/infrastructure and lowered full-year ""guidance"").
It carries a dividend of
$6.76 annually (~2.8–2.9% yield). Analyst consensus is generally Buy/Moderate Buy. Expectations for Q3 center on roughly
$16.8–17 billion in revenue (+~3% YoY) and EPS around
$2.85–
$2.88.
Key Recent Developments: llm-d 1.0 (October 20) and those Key AI governance and studies. Plus Hardware/research with Collaboration with Siemens. Key Corporate IBM is it acquired UK cybersecurity firm Logiq and is contributing to software growth.
The key is overall "guidance talk"
Time won't change it
Money won't change it
I need something to change my mind
Drugs won't change me
Religion won't change me
Science won't change me
Looks like I can't change you
I try to talk to you to, to make things clear
But you're not even listening to me
And it comes directly from my heart to you it's the guidance
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