IBM (IBM) Tops Q4 EPS by 23c, Beats on Revenue

Go back to IBM (IBM) Tops Q4 EPS by 23c, Beats on Revenue

Evercore ISI Drops IBM (IBM) from Tactical Outperform List

January 29, 2026 10:32 AM EST

Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $345.00 price target on IBM (NYSE: IBM).

The analyst comments "We are removing IBM from our Tactical OP list following their strong Dec-qtr beat/CY26 guide above consensus. IBM reported Q4 upside yesterday with revenue/EPS of $19.7B/$4.52 vs.... More