IBM rises over 5% premarket as company partners with Anthropic to advance enterprise software development through enhanced safety and governance.

IBM rises over 5% premarket as company partners with Anthropic to advance enterprise software development through enhanced safety and governance.

IBM (NYSE: IBM) shares have surged over 5% in premarket trading following the company's announcement of a strategic partnership with Anthropic, a leading AI safety and governance company. The collaboration aims to enhance the development of enterprise software by integrating advanced safety and governance features into IBM's offerings.

The partnership, which was disclosed on September 12, 2025, marks a significant step forward in IBM's commitment to delivering secure and ethical AI solutions. IBM's expertise in quantum computing and enterprise infrastructure will be combined with Anthropic's innovative approaches to AI safety and governance, creating a robust platform for enterprise software development.

This strategic move comes at a time when IBM is already making significant strides in the AI and quantum computing sectors. In the second quarter of 2025, IBM reported strong earnings, with revenue hitting $16.98 billion, a 7.7% year-over-year surge. The company also achieved a major milestone in quantum computing by deploying IBM Quantum System Two in Japan in partnership with RIKEN, the first installation outside the US .

Analysts remain optimistic about IBM's prospects, with a consensus rating of "Moderate Buy" and a Street-high target of $350, implying a 21.4% upside. The stock has consistently outperformed the broader market and the S&P 500 Technology Sector SPDR (XLK), with a 29.5% gain over the past 52 weeks and a 31.2% year-to-date increase .

The partnership with Anthropic is expected to further boost IBM's position in the enterprise software market by addressing the growing demand for safe and governed AI solutions. This collaboration is a testament to IBM's commitment to innovation and its ability to leverage cutting-edge technologies to meet the evolving needs of its clients.