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Updated 29d ago
· 15 sources tracked
IBM upgrade, SpaceX initiation among today's top calls on Wall Street
JPMorgan upgraded IBM to overweight from neutral, citing confidence in software acceleration for the second half of 2026. The firm suggests IBM could be a larger AI winner than investors currently expect. The stock has seen a jump following the upgrade and focus on quantum computing.
What changed
JPMorgan issued a bullish upgrade for IBM based on software and AI potential.
Live updates
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JPMorgan Upgrades IBM Amid AI and Software Growth
confidence 90%JPMorgan upgraded IBM to overweight from neutral, citing confidence in software acceleration for the second half of 2026. The firm suggests IBM could be a larger AI winner than investors currently expect. The stock has seen a jump following the upgrade and focus on quantum computing.
What's confirmed:
- JPMorgan upgraded IBM stock to overweight from neutral.
- JPMorgan cited greater confidence in software acceleration for the second half of 2026.
- Analysts identify IBM as a potential AI winner that may exceed investor expectations.
Still unconfirmed:
- Donald Trump regrets selling IBM stock and supports its quantum future.
- Baird anticipates a SpaceX merger sooner rather than later.