Bank of America Highlights Concerns About IBM's Earnings and Future Outlook
Bank of America analyst Wamsi Mohan highlighted concerns about IBM's Q1 2026 earnings despite the company beating revenue and EPS estimates. The stock dropped over 6% post-earnings due to weaker-than-expected guidance on margin expansion, software growth, and consulting margins. IBM's management reaffirmed full-year guidance, but the market remains skeptical.
Topics: Bank of America Analysis Earnings Report IBM Margin Expansion Revenue Growth Stock Performance