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%. Meanwhile, Apple Inc. 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.
Show Conversation (0)Back To TopCopyright © 2025 MarketWatch, Inc. All rights reserved.
Terms of Use DPrivacy NoticeCookie Notice MarketWatchCustomer Center UsNewsroom RosterVirtual Stock ExchangeMarketWatch GuidesCopyright PolicyManage NotificationsCancel My SubscriptionCompanyDow JonesCode of ConductCorrectionsRes & LicensingDigital Self ServiceYour Ad ChoicesCorporate SubscriptionsAccessibilityDow Jones NetworkThe Wall Street JournalBarron'sInvestor's DailyBigChartsFinancial News Londonrealtor.
ComMansion GlobalDow Jones Smart MoneyIntraday Data vided by FACTSET and subject to terms of use. Historical and current end-of-day data vided by FACTSET. All quotes are in local exchange time.
Real-time last sale data for U. Stock quotes reflect trades reported through Nasdaq only. Intraday data delayed at least 15 minutes or per exchange requirements.