International Business Machines Corporation (IBM)

In April 2025, IBM's shares fell by 7.5% after mixed first-quarter results and broader concerns in the consulting sector. By October 27, 2025, IBM's stock was up 11.90% over the past 30 days and 47.05% over the past 12 months. In October 2025, IBM's stock experienced a dip despite delivering better-than-expected third-quarter earnings, attributed to softness in the software business and concerns about consulting growth. Advancements in AI and quantum computing have contributed to recent surges in IBM's stock.

Demand seasonality can impact various aspects of IBM's business. The company's consulting segment can be affected by seasonality, leading to lowered forecasts for certain fiscal quarters. In industries like retail, there are often high-demand periods driven by flash sales or seasonal promotions. IBM's solutions are designed to help clients navigate and scale during seasonal surges. IBM Planning Analytics offers predictive forecasting tools that can automatically detect seasonality in historical data.

IBM is a multinational technology and consulting company headquartered in Armonk, New York, operating in over 175 countries. It operates primarily in the Technology sector, encompassing computer manufacturing and software. The company's core business revolves around providing integrated solutions that leverage information technology and business process knowledge. IBM makes money predominantly from software, hybrid cloud solutions, and consulting. Its major products and services include automation, robotics, artificial intelligence (AI), cloud computing, consulting, blockchain, computer hardware, software, and quantum computing. Key offerings include Red Hat, watsonx, and mainframes. IBM has been a pioneer in computing and continues to innovate in areas like advanced computer chips, quantum computing, and data infrastructure.

IBM has a vast global reach, operating in more than 170 countries. The company maintains major campuses in larger market areas and mobility centers in smaller ones. In the United States, significant campuses are located in Austin, Texas; Research Triangle Park, North Carolina; Rochester, Minnesota; and Silicon Valley, California, in addition to its headquarters in Armonk, New York. Globally, IBM has a strong presence with offices and facilities in numerous countries, including Montreal, Canada; Beijing, China; and multiple cities across India, such as Bangalore, Chennai, and Mumbai. IBM also boasts the world's largest industrial research organization, with 19 research facilities spread across a dozen countries.

IBM maintains a reputation as a leader in ethical AI and innovation, with a long-standing commitment to trust, transparency, responsibility, inclusivity, and service. In the past year, IBM has made positive headlines through strategic partnerships and initiatives, such as collaborating with Groq to accelerate enterprise AI deployment and partnering with Mission 44 to fast-track AI skills through its SkillsBuild program. IBM also announced a new platform for financial institutions to manage digital asset operations securely in October 2025. No major specific negative brand reputation events within the October 2024 to October 2025 timeframe were prominently reported.

IBM's ownership is primarily dispersed among institutional investors, with Vanguard Group Inc., BlackRock Inc., and State Street Corp. being the largest shareholders. As of June 30, 2025, Vanguard Group is the largest shareholder, holding 10.2% of total shares outstanding. Institutional ownership stands at approximately 63.04% to 62.73% of the company's stock. Key individual insider shareholders include Arvind Krishna (Chairman & CEO), James J. Kavanaugh (Senior Vice President and Chief Financial Officer), and Gary D. Cohn (Vice Chairman).