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International Business Machines (IBM) stock tumbled more than 7% on Thursday, July 24 following second-quarter earnings results that beat Wall Street expectations, prompting several analysts to view the decline as an overreaction and a compelling buying opportunity despite investor concerns about the consulting business and macro uncertainties.
In Q2 2025, IBM reported revenue of $17 billion, above consensus estimates of $16.6 billion, while adjusted earnings per share stood at $2.80, above estimates of $2.64. However, software sales of $7.39 billion fell short of the $7.43 billion consensus, likely contributing to the stock’s weakness despite the overall revenue beat.
