International Business Machines Corp.（IBM）股票——这是一门好生意吗？

International Business Machines Corp.（IBM）股票——这是一门好生意吗？ — InspectStocks

怎么赚钱

Software44%
Consulting31%
Infrastructure23%
Financing1%

各项收入占比是对year ended 2025-12-31, high confidence的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

IBM Z z17
A mainframe computer for large, critical workloads such as financial transactions; IBM says it is also designed to run AI work near customers' data.
Red Hat OpenShift
Software businesses use to run and manage applications across different kinds of computer systems and cloud services.
watsonx Orchestrate
Software for building, managing, and governing AI agents—software assistants that can carry out assigned tasks.

再显示 3 项

Confluent
Software that moves and manages data in real time so it can be used by applications and AI systems.
IBM Power11
A family of IBM servers used to run business applications and workloads.
IBM Storage
Storage equipment, including flash, tape, and other systems that businesses use to store and manage data.

谁在买6

Businesses across industries, which buy software through subscriptions, usage charges, support agreements, or software license contracts.
Banks and other financial institutions, which use IBM software and mainframes for critical business systems and transactions.
Retailers and airlines, which use IBM technology for business operations and critical workloads.

再显示 3 项

Government organizations, which buy technology and services through government contracts.
Companies hiring consultants for application modernization, data transformation, cybersecurity, and business-process work.
Organizations buying IBM computers or storage equipment, sometimes using IBM financing.

靠什么支撑，什么会击垮它

业务依赖什么

1Some software sales are tied to customers' mainframe purchases and associated software license agreements, so changes in customers' spending priorities can shift when those sales close.
2IBM relies on critical suppliers and the availability of components to build and deliver computer and storage equipment; the company described supply constraints affecting infrastructure purchases in 2026.
3IBM sells and delivers some work with technology, cloud, and services partners, and says it also competes with some of those partners.
4The business depends on employees with specialized technology and consulting skills.

可能出什么问题

1Customers may delay or redirect spending on large software and mainframe purchases. IBM said in its second-quarter 2026 discussion that customers shifted some spending toward servers, storage, and memory, delaying large deals.
2Rapid technology changes and competition could make IBM's products less appealing; the company also identifies possible legal, regulatory, security, and reputation consequences from developing and using AI.
3Supplier problems or infrastructure supply constraints could affect IBM's ability to deliver equipment, while acquisitions and alliances may bring integration challenges or fail to meet their objectives.

完整财务报表 →

关于International Business Machines Corp.

IBM sells software for running business applications, managing data, automating work, and using artificial intelligence (AI). Its consultants help customers update applications and business processes, including work involving AI, data, and cybersecurity. IBM also sells and supports mainframe and other computer systems and storage equipment, and provides financing to help customers acquire technology.

总部: Armonk, New York, United States
成立于: 1911
上市于: New York Stock Exchange
财年结束: December 31

基于 International Business Machines Corp. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Keep exploring

The themes International Business Machines is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Information Technology Services

Graded A or B and worth $2B or more: A first, then the largest.

All 73 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

怎么赚钱

Software44%
Consulting31%
Infrastructure23%
Financing1%

各项收入占比是对year ended 2025-12-31, high confidence的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

IBM Z z17
A mainframe computer for large, critical workloads such as financial transactions; IBM says it is also designed to run AI work near customers' data.
Red Hat OpenShift
Software businesses use to run and manage applications across different kinds of computer systems and cloud services.
watsonx Orchestrate
Software for building, managing, and governing AI agents—software assistants that can carry out assigned tasks.

再显示 3 项

Confluent
Software that moves and manages data in real time so it can be used by applications and AI systems.
IBM Power11
A family of IBM servers used to run business applications and workloads.
IBM Storage
Storage equipment, including flash, tape, and other systems that businesses use to store and manage data.

谁在买6

Businesses across industries, which buy software through subscriptions, usage charges, support agreements, or software license contracts.
Banks and other financial institutions, which use IBM software and mainframes for critical business systems and transactions.
Retailers and airlines, which use IBM technology for business operations and critical workloads.

再显示 3 项

Government organizations, which buy technology and services through government contracts.
Companies hiring consultants for application modernization, data transformation, cybersecurity, and business-process work.
Organizations buying IBM computers or storage equipment, sometimes using IBM financing.

靠什么支撑，什么会击垮它

业务依赖什么

1Some software sales are tied to customers' mainframe purchases and associated software license agreements, so changes in customers' spending priorities can shift when those sales close.
2IBM relies on critical suppliers and the availability of components to build and deliver computer and storage equipment; the company described supply constraints affecting infrastructure purchases in 2026.
3IBM sells and delivers some work with technology, cloud, and services partners, and says it also competes with some of those partners.
4The business depends on employees with specialized technology and consulting skills.

可能出什么问题

1Customers may delay or redirect spending on large software and mainframe purchases. IBM said in its second-quarter 2026 discussion that customers shifted some spending toward servers, storage, and memory, delaying large deals.
2Rapid technology changes and competition could make IBM's products less appealing; the company also identifies possible legal, regulatory, security, and reputation consequences from developing and using AI.
3Supplier problems or infrastructure supply constraints could affect IBM's ability to deliver equipment, while acquisitions and alliances may bring integration challenges or fail to meet their objectives.

完整财务报表 →

关于International Business Machines Corp.

总部: Armonk, New York, United States
成立于: 1911
上市于: New York Stock Exchange
财年结束: December 31

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于International Business Machines Corp.

Keep exploring

The themes it is part of

Highest-graded in Information Technology Services

Grade rose recently in Technology

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于International Business Machines Corp.

Keep exploring

The themes it is part of

Highest-graded in Information Technology Services

Grade rose recently in Technology

IT services & consulting

Cloud platforms

International Business Machines Corp.

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于International Business Machines Corp.

Keep exploring

The themes it is part of

Highest-graded in Information Technology Services

Grade rose recently in Technology

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于International Business Machines Corp.

Keep exploring

The themes it is part of

Highest-graded in Information Technology Services

Grade rose recently in Technology

IT services & consulting

Cloud platforms

International Business Machines Corp.

历史表现

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势