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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jim Schneider | Goldman Sachs | 7 | 14% |
| Wamsi Mohan | Bank of America | 7 | 14% |
| Ben Reitzes | Melius Research | 6 | 33% |
| Amit Daryanani | Evercore ISI | 6 | 0% |
| Erik Woodring | Morgan Stanley | 6 | 17% |
| Matt Swanson | RBC Capital Markets | 4 | 0% |
| Brian Essex | JPMorgan | 3 | 0% |
| Brent Thill | Jefferies | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 1 | 7 | 14% |
| Bank of America | 1 | 7 | 14% |
| Melius Research | 1 | 6 | 33% |
| Evercore ISI |
| 1 |
| 6 |
| 0% |
| Morgan Stanley | 1 | 6 | 17% |
| RBC Capital Markets | 1 | 4 | 0% |
| JPMorgan | 1 | 3 | 0% |
| Jefferies | 2 | 3 | 0% |
IBM delivered Q1 revenue growth of 6% with 19% diluted operating EPS growth as the software portfolio accelerated with broad-based strength and Data and Red Hat both grew double digits. The z17 mainframe continued delivering record infrastructure results, and the Confluent acquisition strengthened the data and AI strategy. Management maintained full-year guidance at 5%+ revenue growth and approximately $1 billion in free cash flow growth, with a productivity flywheel driving ongoing margin expansion.
Cloud & AI | Revenue Growth | Demand | Capital Allocation | Macroeconomic | Guidance Reliability | M&A | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 3 | 2 | 2 | 1 | 1 | 2 | |
| 2025Q1 | 1 | 2 | 3 | 1 | 2 | 1 | 1 | |
| 2025Q2 | 4 | 3 | 3 | 1 | 1 | |||
| 2025Q3 | 4 | 3 | 2 | 2 | 1 | 1 | ||
| 2025Q4 | 2 | 3 | 2 | 1 | 1 | |||
| 2026Q1 | 5 | 3 | 1 | 1 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 1 | 1 | 4 | 4 | 2 | 5 |
| Revenue Growth | 3 | 2 | 3 | 3 | 3 | 3 |
| Demand | 2 | 3 | 3 | 2 | 2 | |
| Capital Allocation | 2 | 1 | 2 | 1 | 1 | |
| Macroeconomic | 1 | 2 | 1 | 1 | ||
| Guidance Reliability | 1 | 1 | 1 | 1 | 1 | |
| M&A | 2 | 1 | 1 | |||
| Competitive Dynamics | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IBM International Business Machines Corporation | 8 | +9.5% | |
| ACN Accenture | 8 | +8.3% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 8 | +8.2% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |