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IBM Stock Falls 6% Despite Beating Estimates

economy-finance · 2026-04-24

IBM shares dropped 6% in after-hours trading on April 23, 2026, even though the company reported first-quarter revenue and earnings that exceeded analyst expectations. The decline was triggered by IBM's decision to maintain its full-year forecast without raising it, which disappointed investors who had anticipated an upward revision following the strong quarterly performance. The company's conservative outlook overshadowed the positive earnings beat, leading to a negative market reaction.

Key facts

  • IBM stock fell 6% after hours on April 23, 2026.
  • IBM beat revenue and earnings estimates for Q1 2026.
  • IBM held its full-year forecast steady.
  • Investors expected an upgrade to the forecast after a strong quarter.
  • The stock decline was driven by disappointment over the unchanged guidance.

Entities

Institutions

  • IBM

Sources