International Business Machines Corporation (IBM)

Over the past six months, IBM's stock price has seen a notable increase. As of July 18, 2025, the share price was $285.87, representing a 55.24% increase from July 22, 2024. In the last three months, the stock has increased by 18.19%, and in the past month, it has risen by 1.33%. Year-to-date, the stock has a return of 30.12%. Recent news includes analysts anticipating mixed results for IBM's second quarter, a dividend increase to $1.68 per share, and the expectation that IBM's strategy in hybrid cloud, AI, and strategic acquisitions will drive revenue growth. Members of Congress have made more purchases than sales of IBM stock, while IBM insiders have primarily sold shares. In Q1 2025, some institutional investors significantly added to their IBM holdings, while others decreased their positions.

Demand seasonality for IBM's products and services is influenced by various factors, particularly in the retail sector where IBM provides forecasting and analytics solutions. IBM's Holiday Retail Forecasts indicate seasonal peaks in consumer spending, especially between Black Friday and Christmas. IBM's SPSS software offers predictive analytics capabilities that help businesses forecast sales demand. As a global technology and consulting company, IBM's demand would likely align with general business investment cycles and budget allocations.

International Business Machines Corporation (IBM), also known as "Big Blue," is a multinational technology and consulting company established in 1911 and headquartered in Armonk, New York. IBM is a leading global provider of hybrid cloud and AI, and consulting solutions and services. IBM's offerings include hardware such as mainframe computers and microprocessors, a diverse software portfolio including IBM Cloud and Watson, hybrid cloud solutions, AI products and services, and business and technology consulting.

IBM has a significant global presence, operating in over 170 countries and territories. It has a vast network of research labs, software development centers, global delivery centers, and data centers. IBM has a particularly strong presence in India, with more employees there than in the United States. The company has data centers in major geographies and financial centers across North America, South America, Europe, Asia, and Australia, with plans for expansion in the Middle East and Africa.

IBM's brand reputation in the past year has been characterized by a strategic shift and efforts to reposition itself as an innovative leader in AI, quantum computing, and cloud solutions. The company has successfully moved away from its legacy hardware image to one focused on cutting-edge enterprise technology. IBM has leveraged content marketing to educate its audience about AI's potential and invested in developer relations. The divestment of Kyndryl significantly impacted IBM's brand value, causing a loss of over $19 billion in revenue and a 34% decrease in brand value. While IBM has made strides in repositioning its brand, some older reports suggest a deterioration of its overall brand perception among employees, customers, and shareholders due to past financial policies and a decline in product quality and competitiveness.

IBM is primarily owned by institutional shareholders (62.28%), with a smaller percentage held by IBM insiders (0.45%) and retail investors (37.27%). The largest institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. The largest individual shareholders are Arvind Krishna, Michelle H. Browdy, and James J. Kavanaugh, all of whom are IBM employees.