What podcasters are saying about International Business Machines (IBM)

Summary

In the past 30 days, 7 speakers on 4 finance podcasts discussed International Business Machines (IBM) in 8 views. Going by each speaker's latest call, 3 are bullish and 2 are bearish. Chorus has followed International Business Machines since October 20, 2026.

Who talks about it most

• Brent Thill · 2
• Rob Sechan · 1
• Dan Nathan · 1
• Guy Adami · 1
• Marta Norton · 1
• Wamsi Mohan · 1
• Chris Brigatti · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Rob Sechan · NewEdge WealthUncertain

  IBM has not yet proven it can leverage AI rather than be disrupted by it; patient hold.

  IBM beat and raised, and Rob holds it. It was bought at about 12 times earnings and is more expensive now. He sees some evidence in the quarter that IBM can navigate AI effectively, but IBM still has to prove it can leverage AI rather than be disrupted by it. Rob is being patient with the stock.

  “they still have to prove that they can leverage AI versus being disrupted by it. And I do just do not think they're there yet.”at 20:17

  CNBC Halftime Report: The AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26 · October 22, 2026

• Guy Adami · CNBCBullish

  IBM can keep rallying from here given positive free cash flow and okay margins.

  Adami says IBM is still generating positive free cash flow and its margins are okay. He notes that the stock has rallied a lot off recent lows and that he sees more room to run. He cites the earlier penalty after last quarter's miss and deal delays. The deals came back this quarter, with software and infrastructure revenue beating expectations, so he sees the stock's upside from here.

  “Free cash flow is still positive, so they're doing something like clearly... and margins are okay... I still think this stock sort of can rally from here for sure.”at 25:32

  CNBC Fast Money: Big Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26 · October 21, 2026

• Dan Nathan · RiskReversal MediaBearish

  IBM is one of the least interesting ways to play enterprise AI uptake right now.

  Nathan says IBM's guidance was not raised even though the deals came back, and he suspects the company is being conservative. He says IBM is one of the least interesting ways to express views on companies deploying AI for customers. Enterprise uptake may be the right place to look, but IBM did not beat the low bar set three months ago in any meaningful way. He thinks software is an area to be selective in.

  “I mean, so this is uninspiring, and I think that if you're looking ways to express, you know, views as it relates to what companies are utilizing AI or what companies are kind of deploying it for their customers, this is probably one of the most least interesting ones.”at 26:19

  CNBC Fast Money: Big Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26 · October 21, 2026

• Marta Norton · EmpowerUncertain

  IBM's enterprise AI payoff is unproven; she needs faith in management's vision.

  Norton says that deploying AI effectively in enterprises takes a great deal of vision, so investors need significant faith in management. She says the jury is still out on IBM for that reason. Software is an area that got crushed earlier this year, but she thinks it requires careful selection.

  “it takes a lot of vision to deploy AI in a... in an effective way. And so I guess the jury's out to me on IBM on that.”at 27:11

  CNBC Fast Money: Big Tech Earnings Filter In… And Coreweave’s Tangled Web 10/21/26 · October 21, 2026

• Brent Thill · JefferiesUncertain

  IBM faces a continued wall of worry near term over AI positioning, mainframe deal durability and consulting exposure.

  Thill says the first half was a big mess, and cleaning up delayed deals is not enough. IBM must show it is addressing AI in a bigger way, because its 8% software growth lags other software categories. Two-thirds of the mainframe deal upside is the key driver, but clients care more about the next computing trend. Investors worry whether mainframe deals stick or migrate to new AI systems, and whether IBM is positioned as consulting is pressured by AI. He calls IBM consistent and stable, but not a blow-out, and the beat numbers are good but do not remove the worry.

  “So I think there's a continued wall of worry for IBM short term tactically.”at 17:11

  CNBC Closing Bell: Big Tech Earnings Put the Rally to the Test 10/21/26 · October 21, 2026

• Brent Thill · JefferiesBearish

  IBM's quantum hype is premature; quantum is not a revenue driver until about 2029.

  Thill says IBM has publicly stated quantum is not a revenue driver, and quantum is not an event until 2029. He does not see why IBM gets so excited about it right now, given that enterprises are focused on AI, not quantum. He thinks IBM and Google have strong quantum positions, but the technology is not ready for prime time. He suspects the emphasis may be a way to deflect from AI weakness, and says IBM should fix its AI position before the quantum wave arrives, which he puts two or three years out. The stance is bearish on the quantum narrative supporting the stock.

  “I wish he wouldn't talk about this honestly because quantum's not a [revenue] event till 2029. Right. They have publicly said it's not a revenue driver.”at 17:56

  CNBC Closing Bell: Big Tech Earnings Put the Rally to the Test 10/21/26 · October 21, 2026

• Wamsi Mohan · BofA SecuritiesBullish

  IBM should beat this quarter after slipped deals close, and land at the high end of its annual guidance.

  Last quarter's weakness came from deals slipping, and a third of those deals had already closed earlier this quarter, with more closing. He expects IBM to beat slightly on top and bottom line and come toward the high end of its annual guidance, which would imply a very strong fourth quarter.

  “we think that we'll hear from the company saying that a lot of those deals that were slipped last quarter are closing. We've already heard that a third of them had closed earlier in the quarter.”at 9:05

  CNBC Power Lunch: Tech Earnings Season, SpaceX Targeting Telecoms, CME Group CEO Interview 10/21/26 · October 21, 2026

• Chris Brigatti · SWBCBullish

  IBM benefits from diversified enterprise software and services revenue, a better AI-adjacent play than chip designers.

  Brigatti screens for companies with diversified revenue streams that are not one-trick ponies. IBM is focused on software but also has an AI play, so its revenue is not solely tied to AI. It focuses on enterprise solutions rather than fickle consumer and client trade. He contrasts it with chip designers, which face very high capex and rely on a narrow revenue path. IBM generates revenue around the edges of AI infrastructure by building technologies that help information move, and he says companies like it can benefit in the long run.

  “a really good example is IBM. I mean, IBM is like very focused on its software component, but it does have the AI play as well.”at 23:45

  CNBC Power Lunch: Cracks in the AI Trade, Tech Earnings Preview, Surging Airfares 10/20/26 · October 20, 2026