#stockprice

All of you gloating over the 2% increase in stock price today, just keep in mind that the stock is still 33% lower than it was 15 years ago and pays out only 70% of the dividend. The stock has grown $1.50 since Stank became CEO and dividend has gone down. Certainly nothing to crow about. RTO destroyed a once great American company.

INVESTORS DUMP YOUR STOCK BUD. YOU NEED A NEW APPROACH.

“We’re looking for anything they can do or say to
show they’re protecting the bottom line, they’re
protecting earnings, they’re protecting cashflow.”

RAs coming. . .

https://www.barrons.com/articles/ibm-earnings-stock-price-a3df6f77

By: Mackenzie Tatananni | July 22, 2026, 3:00 am EDT

After last week’s earnings warning sent IBM’s stock into a downward spiral, it may seem like the fate of its shares is sealed. Yet that may not be the case.

Investors already have an idea of what the numbers will look like. IBM previewed its second-quarter earnings last week—a rare move for a company that had only pre-announced earnings once before in its history, during the 2008 financial crisis.

IBM cautioned that key metrics, which will be released on Wednesday after the closing bell, would fall short. The company expects to report $17.2 billion in revenue for the quarter—behind Wall Street’s call for $17.9 billion—driven by a 7% year-over-year drop in infrastructure, flat consulting sales, and a 5% uptick in software. Adjusted earnings are forecast to come in at $2.93 a share, behind the $3.01 analysts were expecting.

Last week, CEO Arvind Krishna issued commentary around artificial-intelligence spending, saying that some customers suddenly shifted their budgets toward servers, memory, and other “supply-constrained infrastructure” to get ahead of expected price hikes.

“This dynamic impacted client buying patterns,” Krishna explained in a letter to shareholders. “While we anticipated some supply chain related impact in our expectations, we did not anticipate the magnitude of the capex reprioritization.”

Shares plunged 25% on July 14, marking their worst one-day decline ever and wiping out nearly $70 billion in market value. The stock fell 26% last week—the worst weekly performance in the company’s history.

Now, investors are questioning whether the company is facing execution issues in the face of unexpected changes, or if there are signs of a broader shift in customer behavior that IBM must adapt to. Krishna wrote that “numerous large deals” failed to close on the timelines IBM had expected, “driving the majority of our shortfall.”

The real proof won’t be in the numbers—investors already have an idea of what those will be. Rather, they’re looking for signs of future execution and commentary regarding the steps IBM is taking to recover from the quarter’s missteps.

“IBM has to show customers are still spending, the AI and software opportunity remains intact, and that management has a credible plan to get growth back on track,” Mizuho’s Dan O’Regan told Barron’s ahead of the report.

Given that IBM had been trading earlier this year near all-time highs, the selloff was partly warranted, O’Regan said. Even so, he believes the market was overlooking momentum in “several of IBM’s strategic businesses,” particularly software and AI-related offerings.

“If those trends remain intact, investors may ultimately view this as an execution reset rather than a deterioration of the long-term story,” O’Regan explained.

Although the earnings warning triggered a wave of price-target cuts, most firms aren’t changing their tune on IBM stock. The consensus rating on FactSet remains Overweight. On Tuesday, Jefferies analysts reaffirmed their Buy rating on the shares, even as they lowered their price target to $260 from $320.

For Wall Street bears, the earnings warning validated long-held doubts rather than offering a fresh perspective. BNP Paribas analyst Stefan Slowinski has long argued that the stock was trading at an unwarranted premium to the broader market.

“We’ve been concerned about valuation,” Slowinski told Barron’s. “Investors are overpaying for very low organic growth.” To counter that drag, he noted, IBM has relied on buying faster-growing software firms to artificially lift its overall profile.

“Cashflow is always important for IBM,” Slowinski continued. “It’s never good if you miss on the top line and you’re not growing, but you should protect the bottom line. Even if they do take down their full-year revenue guidance, can they keep their full-year cashflow guidance?”

From his perspective, second-quarter earnings will be a crucial test for IBM. “If they can pull some levers, that gives investors confidence that, even if the market changes and they miss on revenue, they typically now know how to adapt their business,” Slowinski said. “We’re looking for anything they can do or say to show they’re protecting the bottom line, they’re protecting earnings, they’re protecting cashflow.”

Stock crashed 30%, are layoffs inevitable?

Over the last 5 years PEP stock is down 14%.

KO stock up 43% over the same period.

That is an astounding failure. That is 100% on Ramon. The global "headwinds" were the same for both. That utterly incompetent fool of a CEO has got to go. I don't understand how Elliott Management kept him. How the PEP BoD kept him. What is going on?

I see the market was up again today, and the OpenText price ... oh, crud ... down again.

This company's outlook is bleak as long as Jenkins, his pupppet CEO, the so-called Board of Directors, Bell, Muhi, Rai, Berry, Cione, Acedo, and all the other Jenkins minions are in charge.

As a stockholder I demand change!

Don't these analysts learn from the other analysts that previously made similar predictions and wound-up with mud on their faces?

https://247wallst.com/investing/2026/07/20/why-dan-ives-maintains-his-sky-high-target-on-ibm-after-its-largest-crash-ever/

When will our stock will hit $500? Any idea!!

After the $130 all-time high, it has continued to fall and now is down for the past 1 month. How long will it stay above $100 until the street realizes Cisco is just rebranding the usual Switching orders as AI Infra? There’s no meaningful improvement in other BUs like Wireless or SBG - more than the traditional single digit growth.

You could be at IBM right now 📉

https://techrights.org/n/2026/07/14/IBM_Stock_Collapses_and_It_s_Only_the_Beginning.shtml

I joined FDC back in 2016 in Omaha and took a low ball salary because it was nowhere and I had to stay in there for family. FDC got my super prof service at a low price comparing to other locations in Atlanta, or NYC, etc. In 2020 during Pandemic I moved to another state in MW and was able to work remotely. However, right after Covid, Mr Frank ordered RTO and I said goodbye to this company and quickly landed another remote work with a 40% pay increase offer - I didn't even bargain. I guess many people leaving FISV were in the same situation. I didn't specifically shop for other jobs as my family didn't need that much of my salary - I was just keeping myself busy. but thanks Mr Frank you made me make the right move. Now I landed another hybrid job in yet another state and got another 20% raise. lol. Fisv may never figure out why their stock su-ks so much. BTW, I sold all my employee stock at around $100 when I parted.

Good Job Team PEP, YTD Return for the Dow is positive 8.48%, S&P500 is positive 10.20% and the NASDAQ is positive 12.79% and then we have the big bloated hapless no-clue dinosaur PEP with a NEGATIVE 3% YTD return. The BS PowerPoint and cliche-based management culture isn't cutting it anymore.

Notice how much of an impact she made

Layoffs may boost stock short-term, but hidden costs (morale, attrition, lost talent) can outweigh gains long-term. Data may vary by case.

Now down trend start of stock

Execs doing a great job, motivating and inspiring our employees. Winning in the marketplace.

Cream always rises to the top.

The market reacting accordingly.

Gotta do something before earnings release in a couple of weeks.

Feeling grateful to be part of such a successful company! Maybe the RTO policy has effectively separated the wheat from the chaff.

Headed back to $20 stock Jeff, shoulda sold bud. Reward your good employees better.

AT&T's stock price has decreased more than 29% in the past year. Will this force more layoffs? How can investors not know how badly managed AT&T is?

what a joke, she blames a fast-changing "AI-first world" and the need to "invest in high-return opportunities" for wiping out 700+ jobs, but she forgot to mention who those high returns are actually for.

Just two months ago, CDW’s board authorized a massive $1 BILLION stock buyback expansion and approved yet another heavy cash dividend... all to artificially prop up the stock price for Wall Street (which didn't even work. The company has plenty of capital; they are just choosing to sacrifice the employees who "got them here" to protect corporate profit margins so don't fall for their "aw shucks" Tiny Tim act.

To top it off, while she claims these decisions are "never taken lightly," there isn't a single SEC filing showing that she or any other C-suite executive took a penny of a pay cut (yes, this is all public information). Chris Leahy’s $15 million compensation package (an increase of 20% from the previous year, mind you) remains completely untouched while we get to take 100% of the hit.

My stocks are turning into ashes. What a bad decision it is in name of transition to AI and making employees as scape goats. I never received recognition, money, promotion, perks, hikes. All I was given was a little stock bonus over years. These stocks linger in lower 100's when META and other stock go beyond 500.
Useless management style going with adhoc decisions always. You layoff talented employees and work with ... .....
Stocks might come up but not employee morale. Its completely broken now. Even you stand up its going to take years to rebuild this. You build an empire in sky without a customer and without any money losing all your talented people.
If stock rises up again, I will sell immediately. All my years of blood shedding for this company has evaporated

But don’t sweat it. We are going to have a monster quarter I am sure. Will put all doubters to rest.

Matter of time stock will be at $19!!

the market knows we are swirling the drain.
It knows NOT to reward us because we are not doing anything that should be rewarded.

We are hiring and have returned to growth

Hundreds of open positions with a clear hiring and go to market strategy

The markets love us and are rewarding us with a solid stock price

SOS, AT&T bottoming out…

The stock is completely fu---d, which is his only job. How is this guy still employed? It’s absurd that he thinks he has any respect from any employees.

..price increases, a new 52 week low stock price every day, sowing distrust among the employees, lack of leadership in the top 3 tiers, running the CFO off, sc--wing up the Firstnet. Did I miss anything? Is it even possible to perform more poorly?

Not that I'm surprised and it isn't shocking that earnings were dismal and the stock is falling fast. What's next? The Dow replaces Nike? This is a sad time for Nike. I pray for a recovery.

Down $7.50 so far today. How low can it go???

Based on the news today, it looks like we really hate our customers so I guess the strategy is backwards growth.

Ed Whitacre handed over a Golden Goose to his replacements and they ki-led it. We lost our Dow status, drowning in debt, stock price declines and tarnished by failed mergers and other miscellaneous tangents!

Will the Board continue to increase the dividend in September, or keep it flat, now that the company is no longer part of the DJIA?

Maybe it is time to reinvest in 'the Network' instead of social justice warrior networks. Elon Musk solved the rural broadband issue, while this company bobbled the ball again.

Maybe they should keep increasing the dividend, as none of the strategy groups have come up with a single investment that has returned its cost of capital in more than a decade. See the stock price for details, should there be any doubters!

Congratulations to BB and his team for doing a great work. Wall Street seems to like what they are seeing. Enjoy the rise in tide in the shares.

Great! Verizon has been booted from the Dow!

Alphabet will join mega-cap tech peers Nvidia, Amazon, Apple and Microsoft in the blue-chip index.

Verizon had represented just around one-half of a percentage point in the index because of its low share price, S&P Global said. The Dow is a price-weighted index, meaning that each member stock is weighted based on its share price. As a result, a company with a higher price per share will have more sway over the index.

https://finance.yahoo.com/markets/stocks/article/alphabet-to-replace-verizon-in-dow-jones-industrial-reshuffle-021307109.html

https://www.wsj.com/finance/stocks/google-parent-alphabet-to-replace-verizon-in-dow-jones-industrial-average-d8dfe852