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IBM

stockSubYT
Chart
THEMIS SNIPE

Signal Detected

$130.31

Aug 29, 2022

2 sources converged

Bowtie Nation · Joseph Carlson

Current Price

$246.28

live

Since Snipe

+89.0%

Buy Range

$209.34 – $233.97

WAIT

Based on: SMA200 at $279.32 provides support · SMA50 ($277.29) - 5% buffer · 52W low ($214.50) + 10% buffer

THEMIS SCORE

71Moderate Signal
Convergence (40%)77
Fundamentals (30%)65
Technicals (30%)73

CONVERGENCE BREAKDOWN

Sources40/40
Media Mix12/20
Quality5/20
Freshness20/20

GURU SCORE

4/10

MIXED

●○ENGINE
ROIC 10%, Rev growth 8%
○○SAFETY
Weak: D/E 2.06, Altman Z 3.3
●○MOAT
Gross 59%, Op 17%
●○REALITY
Piotroski 5/9, IQ 2.36x
●○TREND
RSI 41

MARKET DATA

live

$246.28

-0.57%

International Business Machines Corporation

Technology · Information Technology Services

International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for business automation, AIOps and management, integration, and application servers; data and artificial intelligence solutions; and security software and services for threat, data, and identity. This segment also provides transaction processing software that supports clients' mission-critical and on-premise workloads in banking, airlines, and retail industries. The Consulting segment offers business transformation services, including strategy, business process design and operations, data and analytics, and system integration services; technology consulting services; and application and cloud platform services. The Infrastructure segment provides on-premises and cloud-based server and storage solutions for its clients' mission-critical and regulated workloads; and support services and solutions for hybrid cloud infrastructure, as well as remanufacturing and remarketing services for used equipment. The Financing segment offers lease, installment payment, loan financing, and short-term working capital financing services. The company was formerly known as Computing-Tabulating-Recording Co. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.

Mkt Cap: $231.0B

TECHNICALS

RSI (14)40.5(Buy Zone)
SMA StatusBelow both
52W Range$215 — $325

FUNDAMENTALS

P/E21.77
P/S3.42
P/B7.06
FCF Yield5.3%
D/E2.06

CONVERGENCE INTELLIGENCE

31 sources · 132 mentions · 8% direct

TOP THEMES

AI Governance & Compliance SaaS

3 sources3x

Exponential View, peterdiamandis, The Innermost Loop

AI Governance & Compliance Services

2 sources3x

peterdiamandis, The Compound

AI Governance & Compliance Platforms

2 sources2x

peterdiamandis, RaoulPal

AI Alignment & Verification Services

1 source1x

Noahpinion

AI Cognitive Guardrails SaaS

1 source1x

Exponential View

AI Compliance & Auditing Services

1 source1x

All-In Podcast

AI Antitrust Compliance Platforms

1 source1x

peterdiamandis

AI Disclosure & Attribution SaaS

1 source1x

Lex Fridman

SOURCE TIMELINE

30 entries · 30d

Mar 14, 2026

Jeremy Lefebvre Financial EducationYTinferred
10 Stocks to BUY Now‼️

Theme: Low-P/E Tech Value Opportunities

Mar 13, 2026

All-In PodcastYTinferred
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Theme: AI Governance-as-a-Service Providers

All-In PodcastYTinferred
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Theme: AI Compliance & Licensing Platforms

All-In PodcastYTinferred
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

Theme: AI Transparency & Compliance Platforms

Mar 11, 2026

peterdiamandisYTmentioned
Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238

Theme: AI-Accelerated Scientific R&D

I think it was TJ Watson, IBM founder once remarking that there would be a global market for exactly five computers.

The Chip LetterSubmentioned

Compatibility and Fragmentation in the AI Era

Theme: Cross-Architecture Binary Compatibility

Meanwhile, in 1964, IBM cut through much of this complexity with its System/360 (S/360): an architecture that would be implemented across machines with a range of sizes and price points and, crucially...

Mar 10, 2026

Cheeky Pint by StripeYTmentioned
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board

Theme: AI-Driven Record Layer

IBM's actually like doing really well under Arvin.

Cheeky Pint by StripeYTinferred
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board

Theme: AI Governance & Oversight Platforms

Invest Like the BestYTinferred
Why Great Builders are Heretics | Palantir CTO

Theme: Quantum-Org Design Consulting Boutiques

Invest Like the BestYTinferred
Why Great Builders are Heretics | Palantir CTO

Theme: Industrial Ontology-as-a-Service

Mar 9, 2026

The CompoundYTmentioned
Trump's 10 Commandments for Business | LFTC

Theme: AI-Driven Political-Risk Advisory

a company like IBM, Arvin Krishna, this is no secret, but it's people don't know this. ... they've never paid a penny in lobbying fees, but they get their message across.

peterdiamandisYTinferred
OpenClaw Explained: Baby AGI, Security Threats, Mac Mini Became Everyone's Supercomputer | #237

Theme: AI Governance & Liability Services

Odd LotsYTinferred
Robinhood CEO Vlad Tenev on Tokenization and Prediction Markets for Everything | Odd Lots

Theme: Shareholder-Consent & Governance Solutions for Tokenized Stocks

Mar 8, 2026

Jordi VisserYTinferred
Financials Are Warning Something Is Wrong: Oil, AI and Credit Are Colliding

Theme: Enterprise AI Consulting & Integration Services

Mar 7, 2026

peterdiamandisYTinferred
Andrew Yang: UBI Before UHI, Solving Job Loss, and the Future of Work | #236

Theme: AI Governance & Compliance Services