Invezz
15 Jul 2026, 08:52 UTC · 1h ago
3 stocks riding the wave from IBM's earnings disaster
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Invezz
15 Jul 2026, 08:52 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
IBM stock suffered its worst one-day decline on record, plunging 25.2% after missing Q2 forecasts. — A record single-day crash and revenue miss signal severe fundamental weakness and immediate capital flight from the stock.
-0.90Fortinet (FTNT) is seeing significant hardware-led demand with product revenue up 41% YoY and total revenue up 20%. — Strong organic growth in product revenue suggests FTNT is a direct beneficiary of the AI-driven data-center shift.
+0.60IBM customers are shifting spending away from IBM products toward urgent data-center infrastructure. — This represents a structural loss of market share for IBM's core offerings in favor of infrastructure.
-0.40Continue reading
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Top 1 mover · tap to explore
Network security firms, specifically Palo Alto Networks, Fortinet, and Check Point, are identified as potential beneficiaries of the spending shift away from IBM. — Industry-level rotation suggests a positive catalyst for firewall vendors as enterprise budgets pivot.
Check Point (CHKP) is positioned as a defensive play due to its profitable profile and valuation edge compared to high-multiple peers. — While less explosive than growth names, its valuation provides a floor and lower risk for investors.
+0.20Which stocks this story touches
Suffered its worst one-day decline on record after missing forecasts and losing customers to data-center infrastructure.
Strong revenue growth and clear evidence of hardware demand driven by AI data-center infrastructure.
Viewed as a defensive play with a valuation edge and potential to benefit from the shift in spending.
Identified by analysts as a potential beneficiary of the spending shift toward network-security firewalls.
[mutual] Both are listed by analysts as potential beneficiaries in the firewall security market.
[mutual] Both are identified as established firewall vendors benefiting from a shift in spending away from IBM.
[mutual] Both are identified as network-security companies selling firewalls and potential beneficiaries of spending shifts.
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