Zacks Investment Research
15 Jul 2026, 21:42 UTC · 1h ago
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IBM shares plummeted 25% following a preliminary Q2 earnings warning that missed Wall Street expectations on both revenue and earnings per share. — A 25% one-day drop and a preliminary earnings miss indicate a severe loss of investor confidence and a material hit to valuation.
-0.90IBM's preliminary Q2 revenue is expected to be approximately $17.2 billion, missing the consensus estimate of $17.85 billion. — Directly confirms a top-line miss, signaling weakening demand for the company's core offerings.
-0.60Enterprise customers are reallocating budgets away from traditional software licenses and mainframe upgrades toward AI infrastructure investments. — Suggests a structural shift in enterprise spending that threatens IBM's legacy revenue streams.
-0.50Continue reading
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IBM's Infrastructure revenue is projected to decline approximately 7% year-over-year for the second quarter. — Quantifies the decline in a major business segment, confirming the bearish trend in hardware/infrastructure.
-0.40Which stocks this story touches
The company suffered one of its biggest one-day declines in history following a preliminary Q2 earnings warning and revenue miss.
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Zacks Investment Research
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