| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-16 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-16-26 |
IBM was discussed as down during the session. [audio] | -2.0% | — | — |
| 2026-09-10 | BUY | MEDIUM | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob names IBM as a more conservative way to own quantum-computing exposure because it can participate through established research without depending on a single speculative pure play. [audio] | +1.6% | — | — |
| 2026-07-23 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-23-26 |
IBM was mentioned as presenting great value among tech names in the context of AI profitability. [audio] | +7.3% | +14.9% | — |
| 2026-07-23 | SELL | HIGH | Rob Black Show Markets Lower As Tech Disappoints |
IBM shares down after earnings warning and guidance cut. [audio] | +7.3% | +14.9% | — |
| 2026-07-22 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-22-26 |
IBM echoed commentary about AI causing customer delays and reported earnings after the market closed. [audio] | +10.0% | +15.4% | — |
| 2026-07-22 | MENTIONED | LOW | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
IBM reports earnings tonight. [audio] | +10.0% | +15.4% | — |
| 2026-07-21 | MENTIONED | MEDIUM | Rob Black Show Stocks Boosted By Chipmakers |
IBM is mentioned as a big name set to report earnings and discussed regarding enterprise software spending and reaffirming market sentiment. [audio] | +8.1% | +11.8% | — |
| 2026-07-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-20-26 |
IBM upcoming earnings discussed; big pre-announcement last week. [audio] | +1.5% | +12.1% | — |
| 2026-07-17 | SELL | HIGH | Rob Black Show Financial Planning That You Never Knew |
IBM cited for its worst weekly performance ever, declining 26.6%. [audio] | +0.7% | +11.0% | — |
| 2026-07-15 | SELL | HIGH | Rob Black Show Afternoon podcast 7-15-26 |
IBM fell 25% after an earnings warning, described as its worst day ever. [audio] | -2.6% | +11.7% | — |
| 2026-07-15 | SELL | HIGH | Rob Black Show Stocks Rise On Big Tech Gains |
IBM stock plunging 25% after earnings warning; software as a service apocalypse impacting IBM. [audio] | -2.6% | +11.7% | — |
| 2026-07-14 | SELL | HIGH | Rob Black Show Afternoon podcast 7-14-26 |
IBM is described as disappointing, down 25% due to weak guidance and earnings; host bearish on the stock. [audio] | -3.0% | +10.0% | — |
| 2026-07-14 | SELL | HIGH | Rob Black Show June Inflation Data Came In Weaker Than Expected |
IBM is having a 'nasty day' with shares down 23% due to downside guidance and shifts in client spending; warned about software infrastructure business being hurt. [audio] | -3.0% | +10.0% | — |
| 2026-06-29 | MENTIONED | MEDIUM | Rob Black Show Investors Weighed Pause In Iran Hostilities |
IBM is discussed for unveiling sub-1 nanometer chip technology. [audio] | +7.7% | -18.5% | -18.3% |
| 2026-06-24 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Fall Four Percent |
IBM discussed as a quantum computing leader, receiving government funding and reporting strong software earnings. [audio] | +8.9% | -18.5% | -11.4% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-23-26 |
IBM was up 5% following an upgrade to overweight at J.P. Morgan. [audio] | +6.1% | -22.0% | -11.8% |
| 2026-06-04 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-4-26 |
Alphabet had a big deal with IBM; discussed as part of AI infrastructure expansion. [audio] | -8.9% | -4.1% | -22.7% |
| 2026-06-04 | MENTIONED | LOW | Rob Black Show Broadcom Problems |
Quantinuum competes against quantum computing companies including larger platform players like IBM and Google. [audio] | -8.9% | -4.1% | -22.7% |
| 2026-06-03 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-3-26 |
Host mentions IBM as a larger platform player in the quantum computing space. [audio] | -10.9% | -5.3% | -23.7% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Oil Jumps |
Barclays initiated IBM with a buy rating, causing shares to jump 10%. [audio] | -12.4% | -10.7% | -25.9% |
| 2026-05-22 | BUY | HIGH | Rob Black Show Strategy Show For Memorial Day Weekend |
Host mentions owning the stock, notes it rose 12% on news of government grants, and describes selling into booms to take gains while keeping a long-term position. [audio] | +17.3% | -1.9% | -7.3% |
| 2026-05-21 | BUY | HIGH | Rob Black Show Afternoon podcast 5-21-26 |
Called a 'big winner' after receiving a billion-dollar chips award for quantum foundry plans. [audio] | +4.4% | -1.5% | -5.6% |
| 2026-05-21 | BUY | HIGH | Rob Black Show Crude Prices Jumped |
Described as a stable, diversified play with a quantum angle that received $1 billion in government grants; stock is up 8%. [audio] | +4.4% | -1.5% | -5.6% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
IBM was up 7.5% today, driven by semiconductor sector momentum. [audio] | +13.4% | +10.7% | +4.1% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists IBM as one of the top 10 stocks in the year 2000. [audio] | +12.8% | +12.0% | +3.7% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Host mentions IBM as a competitor to NVIDIA in the AI chip space. [audio] | +15.8% | +24.7% | +8.8% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | +1.4% | +25.4% | +8.6% |
| 2026-05-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-4-26 |
Host notes IBM was up 1.8% year-to-date. [audio] | -1.9% | +34.2% | -1.8% |
| 2026-04-22 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-22-26 |
IBM is falling despite posting better than expected first quarter results. [audio] | -9.8% | +1.5% | -15.8% |
| 2026-04-20 | BUY | MEDIUM | Rob Black Show Stocks Sag After Iran Ceasefire Setback |
IBM is added to Evercore's tactical outperform list. [audio] | -10.1% | -10.7% | -15.6% |