Of course all the so-called news is shallow parroting of IBM or "churnalism" void of real analysis.
http://techrights.org/n/2026/04/22/IBM_s_Shares_Have_Just_Collapsed_Again_as_a_Result_of_the_Phony.shtml
12 replies (most recent on top)
@a5 based on these results you can almost guarantee that they coming now
$221
@d6 maybe you should learn from the link below what IBM and Alvind the loser might do next as they try to grow AI and more
https://finance.yahoo.com/markets/stocks/article/ibm-stock-tanks-as-quarterly-results-fail-to-quell-ai-concerns-140516139.html
The stock is down almost $24+ on 4/23/26 at 10:20 am ET on AI concerns. LOL
LOL !
If you are still with IBM and complaining just find another job. I am going to continue to learn more and Band 7 is on the horizon for me
@cv Assuming you are paid by IBM to perform some valuable task. Spending your time on this board spewing nonsense does not help IBM.
Your statements are sh-t. Get a life.
@cv AI growth? LOL. The AI market, including yes the ENTERPRISE market is dominated by 3 companies - OpenAI, Anthropic, and Google. IBM has less than 1% of the Enterprise AI market, and even that is mostly ELA customers that don't even know they have watsonx and aren't using it.
Z cycles have always been part of IBM’s model — that’s not new. What is new is AI and software growth extending beyond hardware cycles. Reducing everything to Z/ELA ignores where the mix is shifting.
Once the Z17 cycle winds down in a few quarters, look out below. That double digit SW growth is an illusion, it's all ELA stuffing tied to Z upgrades at existing logos. No net new.
@A5. IBM took a 300 million restructuring charge in 1st q
No layoffs in 2026!
Smoke and mirrors time to wrassle up some new buzz words
IBM share price is too high, it should drop to $50 .