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Supriyo Bose

IBM Is Up 11.1% in Three Months. Can Its Momentum Keep Building Now?

IBM shares gained 11.1% in three months as stronger Software growth and margin expansion boosted momentum, but valuation and Consulting challenges raise questions.

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Zacks Equity Research

IBM Beats Q3 Earnings Estimates on Software, Infrastructure Growth

IBM's Q3 2026 earnings beat estimates as Software and Infrastructure growth accelerated, margins improved and management raised its free cash flow outlook.

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Zacks Equity Research

Can Qualcomm's PickNik Acquisition Strengthen Its Robotics Edge?

QCOM's planned PickNik Robotics acquisition could accelerate its physical AI ambitions, strengthen its Dragonwing ecosystem and unlock new growth opportunities.

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Zacks Equity Research

IBM's Logiq Consulting Acquisition to Boost UK Cybersecurity Reach

IBM's acquisition of Logiq Consulting strengthens its cybersecurity portfolio and expands its presence in the U.K.'s defense and regulated sectors.

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Zacks Equity Research

Can Slightly Higher Consulting Revenues Aid IBM's Q3 Earnings?

IBM's Q3 Consulting revenues are poised for modest growth, fueled by rising demand for technology consulting, strategic AI partnerships and a cybersecurity buyout.

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Zacks Equity Research

Can Healthy Increase in Software Revenues Benefit IBM's Q3 Earnings?

IBM's Q3 earnings could benefit from software revenue growth, fueled by AI innovation, strategic partnerships and expanding enterprise cloud capabilities.

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Supriyo Bose

Should You Trade ASML Stock With Caution Despite Q3 Earnings Beat?

ASML's Q3 earnings beat and AI-driven demand signal growth, but revenue misses, capacity constraints and rising costs raise concerns about the stock's outlook.

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Supriyo Bose

3 Wireless Non-US Stocks to Watch Despite Industry Roadblocks

The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. KDDIY, TIGO and SFTBY are well-positioned to capitalize on the demand for seamless connectivity solutions.

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Supriyo Bose

IBM Stock Before Q3 Earnings Release: To Buy or Not to Buy?

IBM faces a crucial Q3 earnings test as AI and hybrid cloud growth opportunities clash with mounting competition, margin pressures and premium valuation.

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