IBM’s stock is beating Big Tech this year. Why this analyst sees more gains ahead.
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AI may pose a threat to software companies that charge customers per seat or employee, but IBM offers relative stability in part due to a different business model.
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2 min read
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investment
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July 8, 2025
12:16 AM
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Advanced ➔ Results StocksIBM’s stock is beating Big this year
Why this analyst sees more gains ahead
AI may pose a threat to software companies that charge customers per seat or employee, but IBM offers relative stability in part due to a different modelLast d: July 7, 2025 at 8:16 p
ETFirst Published: July 7, 2025 at 1:28 p
ETResizeListen(4 min)IBM’s stock is up 33% so far this year
Photo: Getty Imagess of International Machines Corp
Are outperforming Big stocks so far this year — and some analysts see more room for IBM’s stock to rally, especially compared with its fellow software names that are facing threats from artificial intelligence and geopolitical tensions
IBM’s stock IBM has climbed 33% so far this year as of Monday’s close, besting Meta Platforms Inc. ’s stock META, which is up more than 23%; Microsoft Corp. ’s stock MSFT, which is up 18%; Nvidia Corp. ’s stock NVDA, which is up more than 17%; and Amazon. ’s stock AMZN, which is up just over 1%
AAPL’s stock is down 16% so far this year, and Alphabet Inc. ’s GOOGL is down almost 7%
The Author Britney NguyenBritney Nguyen is a reporter covering Nvidia, chips and AI
You can find her on X at @britneycath
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