IBM Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for IBM. 4 published articles.
Insider Activity
Over the trailing 90-day window, IBM insiders registered no open-market purchases or sales, resulting in net insider buying of $0. The insider sentiment score stands at 50/100, indicating a neutral stance with no cluster buying activity observed. Concurrent with this flat insider activity, IBM's stock delivered a 3-month price return of 34.2%, while the institutional 13F trend remained mixed. The absence of significant insider accumulation during a period of notable share price appreciation warrants observation, though the mixed institutional positioning suggests divergent views on valuation at current levels.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Apr 1, 2026 | HOWARD MICHELLE Jdirector | Grant | 264 | — |
| Apr 1, 2026 | FARR DAVID Ndirector | Grant | 243 | — |
| Apr 1, 2026 | WADDELL FREDERICK Hdirector | Grant | 403 | — |
| Apr 1, 2026 | Laguarta Ramondirector | Grant | 126 | — |
| Apr 1, 2026 | Pollack Martha Edirector | Grant | 243 | — |
| Apr 1, 2026 | ZOLLAR ALFRED Wdirector | Grant | 377 | — |
| Apr 1, 2026 | Gorsky Alexdirector | Grant | 444 | — |
| Apr 1, 2026 | Miebach Michaeldirector | Grant | 377 | — |
| Apr 1, 2026 | VOSER PETER R.director | Grant | 413 | — |
| Apr 1, 2026 | LIVERIS ANDREW Ndirector | Grant | 403 | — |
| Apr 1, 2026 | MCNABB FREDERICK WILLIAM IIIdirector | Grant | 377 | — |
| Apr 1, 2026 | Buberl Thomasdirector | Grant | 377 | — |
| Apr 1, 2026 | Brown Marianne Catherinedirector | Grant | 377 | — |
| Feb 27, 2026 | LAMOREAUX NICKLE JACLYNofficer: Senior Vice President | Grant | 25,138 | $243.22 |
| Feb 27, 2026 | KRISHNA ARVINDdirector, officer: Chairman, President & CEO | Grant | 90,071 | $243.22 |
Source: IBM SEC Form 4 filings, latest Apr 1, 2026. For informational purposes only — not investment advice.
Research
Oracle, IBM Spur Legacy Tech Rally With 20% AI Cloud Revenue Share
Legacy enterprise tech like Oracle and IBM scale AI cloud to 15-22% of revenue, beating estimates by 18%, yet trade at 2-3x lower multiples than pure-plays. Cisco's 52-week high underscores the theme amid spiking coverage. Long ORCL/IBM/CRM relative to index targets 10-15% over 6 months, breaks on sub-15% AI growth in Q1 FY2027.
ORCLCSCOINTUARM-IBM Server Deal: Why ARM and NVDA Win While INTC and AMD Lose
IBM's partnership with Arm accelerates Arm architecture into enterprise servers, benefiting licensors like ARM and NVDA while challenging x86 leaders INTC and AMD. Dell and IBM gain as enablers. Ranked: ARM > NVDA > IBM > DELL > INTC > AMD.
ARMNVDADELLARM vs. INTC: IBM Partnership Picks a Side in the Enterprise AI Chip War
IBM's April 2 partnership with Arm accelerates Arm's enterprise computing expansion, favoring ARM, NVDA, IBM, and DELL while challenging INTC and AMD. The article analyzes financials and exposure for six key players, ranking ARM as top pick. Watch Arm ecosystem share gains amid AI inference boom.
ARMNVDAINTCGold Hits $3,400: GLD, NEM, GOLD — Which Miners Have the Most Upside Left?
A UK study warns AI threatens high-paid jobs and tax revenue, spotlighting productivity opportunities for enterprise AI leaders. Microsoft, Salesforce, Adobe, Intuit, IBM, and Alphabet are automating professional roles with agents like Copilot and Firefly, backed by strong growth and margins. Ranked by conviction, MSFT and ADBE top the list amid accelerating adoption.
MSFTCRMADBE
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