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Quantum

International Business Machines Corporation

IBMNYSEdiversified
Market cap$202B
Conviction5/ 5
HQArmonk, NY
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$214.19

-18.8%

Thesis

IBM operates IBM Quantum systems and a quantum foundry built on superconducting qubits. As a diversified technology company, its quantum effort sits alongside a broad hardware, software, and services business.

Catalysts

  • Roadmap qubit-count and error-correction milestones
  • Quantum software and cloud adoption
  • Enterprise and research partnerships

Recent events

Material filings, federal awards, and regulatory activity. Impact is scored against market cap.

  • Jul 22
    Financial resultsSEC

    IBM files 8-K (items 2.02, 9.01) disclosing financial results.

  • Jul 14
    Financial resultsSEC

    IBM 8-K (items 2.02/7.01/9.01) discloses financial results and exhibits.

  • Jun 23
    OtherSEC

    8-K filing (items 1.01, 2.03, 9.01) on material definitive agreement and financial obligation.

  • Jun 19
    Government contractFederal award

    IBM awarded $117.3M GSA contract (47QMCB25C0001) for ETSNext travel & expense managed service

    $117M
  • Jun 18
    Government contractFederal award

    IBM awarded $525M SSA contract for software maintenance and additional licenses (prior order SS00-15-30081).

    $525M
  • Jun 9
    Government contractFederal award

    IBM awarded $310M VA contract for sustainment and support of HR Smart enterprise core solution.

    $310M
  • May 28
    Government contractFederal award

    IBM awarded $489M Department of Veterans Affairs contract for Benefits Transformation Platform

    $489M

Not financial advice — research and opinion only. Disclosures