Quant snapshot of IBM peers after disappointing Q2 numbers cause 25% plunge

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Quant snapshot of IBM peers after disappointing Q2 numbers cause 25% plunge

Jul 15, 2026, 3:24 AM ETInternational Business Machines Corporation (IBM) StockCTSH, MSFT, ORCL, CSCO, ACN, CRM, SAP, NOW, HPE, DELLBy : Manshi Mamtora, CFA

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IBM (IBM) remained in focus after the company issued disappointing preliminary Q2 results, citing slower software spending, delayed large deals, and softer mainframe demand as enterprise customers prioritize AI infrastructure investments. The update sparked a sharp selloff in IBM (

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