IBM

2025Q4AMC

International Business Machines primary · TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES

Report 2026-01-28 · Fiscal end 2025-12-31 · Features as of 2026-01-28

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS4.29
Consensus rev—
EPS high—
EPS low—
Dispersion—
Analysts—
EPS rev net 7d—
EPS rev net 30d—
Consensus Δ 7d—
Consensus Δ 30d—

Options

Implied move2.4%
IV front—
P/C full—
P/C front—
Features as of2026-01-28

Run-up

Close—
Ret 5d-1.1%
Ret 10d-3.0%
Ret 20d-3.8%
Ret 30d-4.9%

Post-Earnings Data

Results & reaction

Print

Actual EPS
4.52Beat
Estimated EPS4.29
Actual revenue
19.7B
Surprise %+5.4%
Beat / missBeat
Beat streak 44
Beat streak 88

Reaction

1-day stock reaction-2.7%
Implied vs actual

Implied 2.4%Actual 8.1%

Gap reaction+8.1%
Day result+5.1%
Next-day upNo
Realized / IV3.43×

Post tape

Post 5d-6.3%
Post 10d-16.1%
Post volume10.1M
Vol ×10d2.17×
Vol ×20d2.46×
Post range5.2%