IBM lowered its guidance. Now it’s time to deliver, analysts say.
AI disclosure
Summary
Despite lowering guidance for revenue, IBM maintained its expectation for free cash flow to increase by about $1 billion in 2026.
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BREAKING: Dell is up +11% today after Super Micro's record AI server orders boosted confidence across the entire sector.$DELL has already built a $51.3 billion AI server backlog and raised its own revenue guidance to $60 billion.
— Bull Theory (@BullTheoryio) July 22, 2026
Its partnership with Nvidia gives it integrated… pic.twitter.com/Zvyz8qLsqL