Is IBM a good stock to buy?
We came across a bullish thesis on International Business Machines Corporation on r/ValueInvesting by Corpulos
In this article, we will summarize the bulls’ thesis on IBM. International Business Machines Corporation’s share was trading at $249.10 as of June 18th. IBM’s trailing and forward P/E were 22.04 and 20.12 respectively according to Yahoo Finance. nullplus/ International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services in the Americas and internationally.
IBM is increasingly being viewed as more than a traditional technology stalwart, with the company emerging as a credible beneficiary of the growing demand for artificial intelligence infrastructure. The investment thesis centers on IBM’s unique position at the intersection of hybrid cloud, enterprise software, AI deployment, and next-generation computing technologies. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential In the first quarter of 2026, IBM delivered strong results, generating $15.9 billion in revenue, up 9.5% year-over-year, driven by growth across software, infrastructure, and its core mainframe business. The company also expanded operating margins by 140 basis points while increasing earnings by nearly 20%, demonstrating that growth is translating into improved profitability.