IBM stock analysis: why its mainframes and enterprise software are insulated from AI disruption, with strong FCF and growth ...

IBM still profits from mainframes running decades-old COBOL systems. Anthropic says AI can migrate that software elsewhere. IBM stock was down 10% on Monday afternoon after Anthropic published a blog ...

IBM shares slumped on Monday, February 23, 2026, after Anthropic said its AI could speed up COBOL modernization. The stock ...

The Amazon- and Google-backed AI startup said its latest tool would make it easier to update decades-old business software.

The announcement reignited fears that generative AI could disrupt traditional enterprise software and consulting revenue streams ...

IBM's AI advancements, including Granite 3.0 and Red Hat OpenShift AI, are pivotal for future growth, particularly in the consulting business. Despite current macroeconomic challenges, I expect IBM's ...

IBM is the latest victim to investor fears about Anthropic's AI code.

Most investors jumped to a conclusion on Monday that's not supported by all the facts.

IBM shares tumbled after Anthropic unveiled a tool aimed at business that use a decades-old programming language ...

International Business Machines (NYSE: IBM) is traded at $229.32 as of February 24, 2026, while the average analyst price target sits at $324.95. That is a gap of roughly 41.7% between where the stock ...

IBM will modernize digital pricing systems at 235 military commissaries worldwide under a five-year contract with the Defense ...