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International Business Machines Corporation IBM

IBM provides hybrid-cloud software, consulting, and mainframe systems to large enterprises and governments. Its Red Hat and watsonx platforms anchor a strategy built around open hybrid cloud and enterprise AI.
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Ticker
IBM
Exchange
NYSE
Sector
Tech
Founded
1911

What moves IBM

International Business Machines Corporation sits in Information Technology. Semiconductors, software, and hardware — the companies building the digital and AI infrastructure the rest of the economy runs on. The forces that matter most for the sector — and therefore for IBM — are:

  • ◆The AI capital-expenditure cycle
  • ◆Interest rates and the cost of long-duration growth
  • ◆Enterprise IT budgets and cloud migration
  • ◆Export controls and the US–China chip race
IBM filings at the SECResearch methodology

Congressional trading in IBM

PoliticianTrade dateTypeOwnerAmountSource
Josh Gottheimer2026-07-16SaleJoint$1,001 - $15,000Filing #20035186
Josh Gottheimer2026-07-15SaleJoint$1,001 - $15,000Filing #20035186
Josh Gottheimer2026-04-24SaleJoint$1,001 - $15,000Filing #20034585

All verified IBM House disclosures

Congressional disclosures are delayed, range-based records—not real-time signals or proof of motive. See the source-linked tracker for scope and limitations.

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How Yield Theory covers IBM

IBM intersects several of the themes in every Yield Theory issue. We don't chase headlines on individual tickers — we track where capital is rotating and explain what it means for the names in its path.

Artificial intelligenceUS markets

Compare IBM with similar companies

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Keep learning

All stock researchBrowse every ticker we coverCongressional tradesWho's buying and sellingInvesting glossaryUnderstand the terms

IBM — frequently asked questions

What sector is IBM in?

International Business Machines Corporation is classified in the Information Technology sector and trades on the NYSE.

Do members of Congress trade IBM?

The current verified House Clerk snapshot contains 3 transaction rows for IBM. See the IBM congressional-trades page for every source-linked row.

Is IBM a good investment?

We don't publish one-line buy/sell ratings. Yield Theory members get the full macro thesis, catalysts, and risks behind every name we cover, so you can decide with conviction. This page is research, not investment advice.

Where is International Business Machines Corporation headquartered?

International Business Machines Corporation is headquartered in Armonk, New York and was founded in 1911.

This page is independent research and educational information, not investment advice or a recommendation to buy or sell any security. Company facts are compiled from public sources. Do your own research.

See whether the IBM thesis still holds.

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