| IBM |
Report |
Total revenue |
MISS |
pred $17.20B vs. cons $17.48B |
HIGH |
| IBM |
Report |
Operating diluted EPS |
IN-LINE |
pred $2.93 vs. cons $2.92 |
HIGH |
| IBM |
Report |
Constant-currency revenue growth |
MISS |
pred 1.0% vs. cons 3.25% |
HIGH |
| IBM |
Guide |
FY26 constant-currency revenue growth |
UNKNOWN |
guide UNVERIFIED vs. cons 4.48% |
LOW |
| IBM |
Guide |
FY26 FCF |
UNKNOWN |
guide UNVERIFIED vs. cons $15.85B |
LOW |
| IBM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| IBM |
Return |
5-day cumulative residual |
-6.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — formal FY reset would drive out-period estimate cuts |
LOW |