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Enterprises are deploying agents faster than they can verify them. HashiCorp Vault uses Agent Identity to give each agent a governed identity Verified agents still need limits on access. Vault extends its established

Cohesity, the leader in AI and data security, today announced that HashiCorp, an IBM Company, has validated the interoperability of Cohesity Data Cloud's cloud rebuild capabilities with Terraform Self-Managed. Organizations can now quickly recover cloud applications – infrastructure, configuration, and, most importantly, data – after a destructive cyberattack. The Terraform product can recreate the compromised declared configuration; Cohesity Data Cloud then restores the latest usable applicatio
IBM is betting big that quantum computing can change its fortunes.

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IBM (NYSE:IBM) CEO Arvind Krishna promoted open-weight AI models as cost efficient options for enterprises compared with frontier systems. Krishna highlighted growing customer interest in sovereign AI and on premises deployments that keep sensitive data within national borders. IBM and Procore are linking Procore data with IBM Maximo to improve asset lifecycle management across construction and long term operations. The focus on open weight AI and the Procore Maximo tie up is only one part...

IBM (IBM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
The quarter topped Wall Street’s numbers. One remark about how big companies judge their tech budgets changed the mood, and some funds feel it more.

The Investment Committee gives you their top stocks to watch for the second half.

IBM just reported Q3 2026 and the headline is simple. Revenue landed at US$17.1b and basic earnings per share came in at US$2.33, while operating pretax margin widened by 70 basis points. The twist is in the mood, not the math. After a 17.7% gain over the past three months, the stock barely moved today, up only 0.3%. That muted tick reflects investors catching their breath rather than reacting to fresh information, even as profit margins continue to quietly reshape the story. Like the steady...

The software slowdown that kept me out of the stock just reversed. Is an unchanged revenue forecast reason to wait longer?
IBM earnings beat puts recent stock move in context International Business Machines (IBM) just delivered third quarter 2026 results that topped Wall Street expectations, with US$17.1b in revenue and adjusted earnings of US$2.95 per share catching investor attention. The update also came with reaffirmed full year constant currency revenue growth guidance of 4% to 5%, a higher free cash flow outlook, and another affirmed quarterly dividend of US$1.69 per share. Recent trading tells a mixed...

IBM’s third-quarter report was strong, but the details explain why investors aren’t rushing back.
Arvind Krishna highlighted IBM’s software growth and rising infrastructure demand.

Structural cost discipline is lifting margins even as the company invests in growth, a dynamic that underpins confidence in accelerating free cash flow.

While the top- and bottom-line numbers for IBM (IBM) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

International Business Machines Corp. posted higher-than-expected third-quarter revenue and a recovery in delayed mainframe infrastructure contracts, prompting the firm to raise its full-year cash flow outlook.

IBM beat third-quarter earnings expectations and raised its free-cash-flow outlook, but challenges remain for its recovery.

ORLANDO, Fla., October 21, 2026--Today at Groundbreak 2026, Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, announced it is collaborating with IBM to enhance asset lifecycle management for owners by connecting Procore and IBM Maximo Application Suite, IBM's enterprise asset management solution. The collaboration will focus on enabling a unified digital thread of critical data across the fixed asset lifecycle, with the goal of helping oper
International Business Machines (NYSE:IBM) is scheduled to report quarterly earnings on Oct. 21, 2026, after the market closes.Analysts expect earnings per share of $2.86, compared with $2.65 a year earlier. Revenue is projected to reach $16.82 billion, up from $16.33 billion.Analyst Ratings And Price ForecastsThe stock carries a Buy rating, with an average price target of $259.76. Recent analyst actions include: Morgan Stanley: Equal-Weight; raised its price target to $238.00 (Oct. 15). RBC Cap

Market Domination Overtime host Brooke DiPalma takes a closer look at the top stories for investors to watch for Wednesday, Oct. 21, including earnings reports from Meta (META), Tesla (TSLA), and IBM (IBM).
Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, announced it is collaborating with IBM to enhance asset lifecycle management for owners by connecting Procore and

On Stocktwits, retail sentiment toward SPY was ‘bearish’, while it remained ‘neutral’ for QQQ.

Two IT consulting and services companies grew their sales at about the same pace over the last three years. Over the five years to October 2026, though, one stock climbed 110.0% while the other dropped 8.8%. The stock that rose belongs to International Business Machines (IBM), and the one that fell belongs to Cognizant Technology Solutions (CTSH). Where do you think that gap came from: faster sales, bigger profits, or investors paying more.

International Business Machines (NYSE:IBM) and partners Red Hat, Google Cloud, CoreWeave, and NVIDIA have introduced the open source llm-d 1.0 inference platform. The project is governed by the Cloud Native Computing Foundation, indicating alignment with broader cloud native standards for production AI workloads. llm-d 1.0 is designed to support scalable and cost-focused large language model inference for enterprise environments across multiple industries. IBM's launch of llm-d 1.0 is only...
Leena AI, the enterprise agentic AI company, today announced a strategic investment from IBM Ventures, the venture capital arm of IBM (NYSE: IBM). The investment will support Leena AI's growth as enterprise demand rises for AI agents that run back-office processes end to end rather than simply answer questions.

IBM stock hasn't recovered from a record-setting crash in July but will have a chance to win back Wall Street with Q3 due.

IBM upgraded to Strong Buy as Software drives revenue. Click for more on IBM stock.

IBM's acquisition of Logiq Consulting strengthens its cybersecurity portfolio and expands its presence in the U.K.'s defense and regulated sectors.

Last quarter's software growth all came from acquisitions. Can Wednesday's report change that?

Dublin, Oct. 19, 2026 (GLOBE NEWSWIRE) -- "Customer Technical Support Service Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global customer technical support service market is experiencing strong growth as organizations expand digital operations, modernize IT environments, and prioritize reliable customer experiences. The market is projected to increase from $50.03 billion in 2025 to $53.13 billion in 2026, representing a compound annual growth rate (CAGR) of 6.2%.
It’s a heavy week for earnings, with reports also coming from Lockheed Martin, Spotify, Abbott, and many more. This week will also bring data on manufacturing, services, and new homes.

IBM has been consolidating since July, when it suffered a historic drop after its earnings report.

International Business Machines has seen its share price move around in recent months, yet the key issue for anyone looking at IBM today is whether the current US$232.14 level is supported by the cash the business can generate over time. Over the past 5 years, International Business Machines has delivered a total return of 130.1%, which puts real weight on the question of how its recent share price lines up with the cash flows investors are paying for now. Fresh projects in quantum computing...

One of IBM’s most bullish backers on Wall Street still says buy. The fine print in its numbers tells a more complicated story.
IBM's Q3 Consulting revenues are poised for modest growth, fueled by rising demand for technology consulting, strategic AI partnerships and a cybersecurity buyout.

IBM's Q3 earnings could benefit from software revenue growth, fueled by AI innovation, strategic partnerships and expanding enterprise cloud capabilities.

Quantum X Labs Inc. (NASDAQ:QXL) ("Quantum X Labs" or the "Company"), a quantum technology company developing solutions across quantum computing, quantum software, quantum cybersecurity and quantum

IBM and Siemens recently announced a research collaboration to advance IBM's nanostack transistor architecture, combining semiconductor research with Siemens' electronic design automation and manufacturing software to improve virtual modeling, design optimization, and fabrication readiness beyond the current 7 angstrom node. Together with IBM's progress into Stage C of DARPA's Quantum Benchmarking Initiative, these projects highlight how the company is committing real R&D resources to chip...
IBM has raised its dividend every year since 1916, but the raises have shrunk to a single penny while debt climbs and a weak quarter rattles investors. Whether the cash machine can satisfy retirees and fund IBM's AI ambitions at the same time is no longer a simple question.

Bank of America expects International Business Machines Corp (NYSE:IBM), the technology and consulting group, to deliver a modest third-quarter earnings beat on October 21 while keeping its financial 2026 outlook unchanged. The bank reiterated its 'buy' rating and $280 price target, citing...
International Business Machines (NYSE: IBM) announced a new collaboration with Zscaler and Red Hat to tighten application security for enterprise clients. The joint effort combines IBM and Red Hat software platforms with Zscaler threat intelligence to provide real-time protections at the application layer. The partners plan to coordinate vulnerability discovery, automated policy updates, and validated software remediation workflows for shared customers. This IBM, Zscaler and Red Hat security...



Zscaler just dropped two pieces of news that sent the entire cybersecurity sector surging well past the broader market, and the debate over whether the rally holds any staying power is only getting louder.

International Business Machines Corporation (NYSE:IBM) produced a useful surprise inside its consulting business: second-quarter segment profit rose 15.1%, although revenue increased just 0.2%. Improving delivery economics can lift earnings, but repeated margin expansion becomes harder when sales barely move. The July 22 results and quarterly filing showed $647 million of consulting segment profit on $5.327 […]

Truist starts IBM stock at Hold, citing lingering concerns over the tech giant’s second-quarter execution fumble.





Software revenue accelerated 9% as AI deployment modernization drove consulting demand.






Beyond analysts' top-and-bottom-line estimates for IBM (IBM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.


