{"id":205999,"date":"2025-11-29T05:32:12","date_gmt":"2025-11-29T05:32:12","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/205999\/"},"modified":"2025-11-29T05:32:12","modified_gmt":"2025-11-29T05:32:12","slug":"the-bull-case-for-ibm-ibm-could-change-following-new-ai-and-quantum-security-partnerships","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/205999\/","title":{"rendered":"The Bull Case For IBM (IBM) Could Change Following New AI and Quantum Security Partnerships"},"content":{"rendered":"\n<ul class=\"yf-1woyvo2\">\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">In the past week, IBM has made headlines with the opening of its new German headquarters and technology campus in Ehningen, new quantum-safe cybersecurity offerings with Palo Alto Networks, and major partnerships powering frontier-scale AI training and security, including Zyphra\u2019s large-scale Mixture-of-Experts foundation model built on AMD and IBM Cloud.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">These developments highlight IBM&#8217;s accelerating leadership in quantum computing, artificial intelligence, and digital security, emphasizing its broad collaboration ecosystem and focus on infrastructure innovation.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">Let&#8217;s explore how IBM&#8217;s collaboration with Zyphra and Palo Alto Networks may strengthen its AI and quantum technology investment thesis.<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1090901\">These <a href=\"https:\/\/simplywall.st\/discover\/investing-ideas\/434411\/trump-tariffs\/global?utm_medium=finance_user&amp;utm_campaign=intro&amp;utm_source=yahoo&amp;blueprint=4246166\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:13 companies survived and thrived after COVID and have the right ingredients to survive Trump&#039;s tariffs;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">13 companies survived and thrived after COVID and have the right ingredients to survive Trump&#8217;s tariffs<\/a>. Discover why before your portfolio feels the trade war pinch.<\/p>\n<p class=\"yf-1090901\">To be a shareholder in IBM today, you need to believe in the company&#8217;s ability to leverage its leadership in AI, hybrid cloud, and quantum computing to drive profitable growth, even as competitive pressures and macro uncertainty persist. This week\u2019s announcements, including the Zyphra collaboration and quantum-safe initiatives, reinforce IBM\u2019s technology positioning but are not expected to materially shift near-term catalysts such as AI-driven software revenue or alleviate macro-driven consulting risk at this time.<\/p>\n<p class=\"yf-1090901\">Among the recent developments, Zyphra\u2019s introduction of its frontier-scale Mixture-of-Experts model on the IBM Cloud stands out. The partnership directly supports IBM\u2019s positioning in enterprise AI infrastructure, which continues to be a critical catalyst, especially as clients seek scalable, high-performance solutions for advanced workloads.<\/p>\n<p class=\"yf-1090901\">By contrast, investors should also be aware that short-term optimism may be tempered if consulting revenues falter in a volatile macro environment, especially given&#8230;<\/p>\n<p class=\"yf-1090901\"><a href=\"https:\/\/simplywall.st\/community\/narratives\/us\/software\/nyse-ibm\/international-business-machines\/e40ycn4w-ibm-quantum-leadership-and-software-execution-will-shape-performance-amid-key-challenges?utm_medium=finance_user&amp;utm_campaign=integrated-pitch&amp;utm_source=yahoo&amp;blueprint=4246166\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Read the full narrative on International Business Machines (it&#039;s free!);elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Read the full narrative on International Business Machines (it&#8217;s free!)<\/a><\/p>\n<p class=\"yf-1090901\">International Business Machines&#8217; outlook anticipates $74.4 billion in revenue and $10.5 billion in earnings by 2028. This is based on analysts&#8217; assumptions of 5.1% annual revenue growth and an increase in earnings of $4.6 billion from current earnings of $5.9 billion.<\/p>\n<p class=\"yf-1090901\"><a href=\"https:\/\/simplywall.st\/community\/narratives\/us\/software\/nyse-ibm\/international-business-machines\/e40ycn4w-ibm-quantum-leadership-and-software-execution-will-shape-performance-amid-key-challenges?utm_medium=finance_user&amp;utm_campaign=integrated-pitch&amp;utm_source=yahoo&amp;blueprint=4246166\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Uncover how International Business Machines&#039; forecasts yield a $287.09 fair value;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Uncover how International Business Machines&#8217; forecasts yield a $287.09 fair value<\/a>, a 7% downside to its current price.<\/p>\n<p>       <a href=\"https:\/\/simplywall.st\/company\/id\/d68d2d84-bfff-4ecf-9077-6ec30621d4dc?utm_medium=finance_user&amp;utm_campaign=infographic&amp;utm_source=yahoo&amp;blueprint=4246166\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"IBM Community Fair Values as at Nov 2025\" loading=\"eager\" height=\"341\" width=\"960\" class=\"yf-1gfnohs loader\"\/><\/a> IBM Community Fair Values as at Nov 2025       <\/p>\n<p class=\"yf-1090901\">Some of the lowest analysts were forecasting IBM\u2019s annual revenue to reach US$73.3 billion by 2028 but warn that accelerating migration to cloud-native platforms by competitors could put sustained pressure on IBM\u2019s core business. These more pessimistic opinions highlight how much perspectives can differ before events like Zyphra\u2019s announcement, so consider a range of scenarios as you weigh IBM\u2019s outlook.<\/p>\n<p class=\"yf-1090901\"><a href=\"https:\/\/simplywall.st\/community\/narratives\/us\/software\/nyse-ibm\/international-business-machines?utm_medium=finance_user&amp;utm_campaign=integrated-pitch&amp;utm_source=yahoo&amp;blueprint=4246166\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Explore 17 other fair value estimates on International Business Machines;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Explore 17 other fair value estimates on International Business Machines<\/a> &#8211; why the stock might be worth as much as 13% more than the current price!<\/p>\n<p class=\"yf-1090901\">Disagree with existing narratives? <a href=\"https:\/\/support.simplywall.st\/hc\/en-us\/articles\/10353275550479-Stock-Valuator-with-Narratives?utm_medium=finance_user&amp;utm_campaign=conclusion&amp;utm_source=yahoo\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Create your own in under 3 minutes;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Create your own in under 3 minutes<\/a> &#8211; extraordinary investment returns rarely come from following the herd.<\/p>\n<p class=\"yf-1090901\">These stocks are moving-our analysis flagged them today. Act fast before the price catches up:<\/p>\n<p class=\"yf-1090901\"> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.<\/strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/p>\n<p class=\"yf-1090901\">Companies discussed in this article include <a href=\"https:\/\/finance.yahoo.com\/quote\/IBM\" data-ylk=\"slk:IBM;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">IBM<\/a>.<\/p>\n<p class=\"yf-1090901\"><strong>Have feedback on this article? Concerned about the content? <a href=\"https:\/\/feedback.simplywall.st\/article\/NDI0NjE2NjpjOTBkZWIyNzkyZTQyMDQw\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Get in touch;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Get in touch<\/a> with us directly.<\/strong> Alternatively, email <a href=\"https:\/\/finance.yahoo.com\/news\/mailto:editorial-team@simplywallst.com?subject=Re%3A%20Your%20article%20on%20NYSE%3AIBM%20(yahoo)%20from%2028th%20November%202025\" data-ylk=\"slk:editorial-team@simplywallst.com;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"In the past week, IBM has made headlines with the opening of its new German headquarters and technology&hellip;\n","protected":false},"author":2,"featured_media":206000,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,289,290,18,62226,19,113121,42322,17,22135,751,5023,82],"class_list":{"0":"post-205999","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-eire","12":"tag-ibm-cloud","13":"tag-ie","14":"tag-infrastructure-innovation","15":"tag-international-business","16":"tag-ireland","17":"tag-palo-alto-networks","18":"tag-quantum-computing","19":"tag-quantum-technology","20":"tag-technology"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115631354243029927","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/205999","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=205999"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/205999\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/206000"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=205999"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=205999"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=205999"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}