IBM's AI Strategy and Q4 Results Boost Analyst Confidence

Tuesday, Mar 24, 2026 10:35 am ET1min read
IBM--

IBM's Q4 earnings exceeded expectations with $4.52 EPS and a 12.2% YoY revenue increase to $19.69 billion. CEO Arvind Krishna emphasized the potential of AI agents to accelerate growth in systems of record, such as databases and core software infrastructure. Analysts maintain a Buy rating with a $340 price objective. IBM showcased its agentic AI technology at the Masters Tournament, demonstrating its capabilities. Institutional stakeholders control 58.96% of shares, with Vanguard holding the largest position.

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