Meta and IBM Shares Rise 7% After Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy IBM?
US equity futures are mixed in the opening hour of the evening session as markets digest corporate earnings out of Big Tech - Metaand IBMare faring the best out of high-profile names, both gaining 7% afterhours, while Microsoftis slipping despite topping estimates following in-line guide given on the earnings call. Teslawas up mid-single-digits on earnings, though shares had pared some gains afterhours as the company indicated that 2026 capex would dwarf last year, calling 2026 a "new book" rather than a "new chapter" for the company. Dow Industrials futures are down 0.3%, S&P e-minis are off by 0.2%, and Nasdaq 100 futures are slipping by 0.1%.Precious metals continue to soar in the wake of US Dollar weakness sustained further by the FOMC decision featuring two dovish dissenters. Gold is now above $5,500 while Silver trades north of $118 per ounce. Energy is also waking up to the rally in commodities as WTI Crude Oil tops $63 per barrel - the highest level since September.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Deluxeup 10.9%IBMup 7.6%Metaup 7.3%C.H. Robinson Worldwideup 6.9%Lam Researchup 6.0%Viavi Solutionsup 5.1%Tetra Techup 4.5%Hexcelup 3.0%CONMEDup 2.6%Teslaup 1.2%DOWN AFTER EARNINGS -Las Vegas Sandsdown 9.9%Whirlpooldown 8.5%LendingClubdown 7.7%Microsoftdown 6.3%ServiceNowdown 6.3%Calixdown 2.2%Cimpress plcdown 1.6%ALSO LOWER -Comstockdown 13.0% after equity offeringJoby Aviationdown 11.1% after $1B convertible debt / common stock offering
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Analyst Views on IBM
Wall Street analysts forecast IBM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IBM is 315.80 USD with a low forecast of 210.00 USD and a high forecast of 375.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
11 Buy
4 Hold
1 Sell
Moderate Buy
Current: 289.890
Low
210.00
Averages
315.80
High
375.00
Current: 289.890
Low
210.00
Averages
315.80
High
375.00
About IBM
International Business Machines Corporation is a provider of global hybrid cloud and artificial intelligence (AI) and consulting expertise. The Company’s segments include Software, Consulting, Infrastructure and Financing. The Software segment includes hybrid cloud and AI platforms, which allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment is focused on the hybrid cloud infrastructure market, providing on-premises and cloud-based server and storage solutions. In addition, it offers a portfolio of life-cycle services for hybrid cloud infrastructure deployment. The Financing segment provides client and commercial financing, facilitating its clients’ acquisition of hardware, software and services. It helps clients in more than 175 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Technological Breakthroughs and Market Competition: IonQ achieved 99.99% 2-qubit gate fidelity last year, representing a 10 billion times improvement over past standards, and despite competition from tech giants like Alphabet and IBM, IonQ's advancements in quantum computing technology remain significant.
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- Cybersecurity Market Expansion: Palo Alto Networks reported a record 3,322 data breaches in 2022, a 79% increase from 2020, highlighting strong demand for its cybersecurity services, with projected revenue growth of 14% this year and 13% next year, indicating sustained market leadership.
- IBM's AI Transformation: IBM achieved a 12% year-over-year revenue growth last quarter, primarily driven by sales of AI-capable mainframes and software, particularly strong in automation and data management, showcasing its enhanced competitiveness in the artificial intelligence race.
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See More
