IBM Stock Research, Signals & Filings

Drillr aggregates AI research, SEC filings, earnings signals, alt-data and financial tables for IBM. 4 published articles.

Latest Research

  1. 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.

    ORCLCSCOINTU

  2. ARM-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.

    ARMNVDADELL

  3. ARM 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.

    ARMNVDAINTC

  4. Gold 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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