IBM Looks Like an Underappreciated AI and Quantum Winner Hiding in a Boring Stock

Source Motley_fool

Key Points

  • IBM offers AI and quantum growth potential backed by steady cash from legacy consulting and infrastructure.

  • Short-term pressure from deferred consulting spend may create an entry point for patient IBM investors.

  • 10 stocks we like better than International Business Machines ›

Discover why IBM (NYSE: IBM) might offer a rare blend of steady cash flow, AI growth, and quantum upside, even as consulting faces short-term pressure. Watch the video below to see how patient investors could turn this volatility into an opportunity.

*This video was published on Sep. 21, 2026.

Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »

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Lou Whiteman has no position in any of the stocks mentioned. Matt Frankel, CFP® has positions in International Business Machines. Tyler Crowe has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends International Business Machines. The Motley Fool has a disclosure policy.

Disclaimer: For information purposes only. Past performance is not indicative of future results.
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