IBM

IBM

Market cap $288B

TipRanks' ranking service discusses three dividend-paying stocks, including ConocoPhillips and International Business Machines.

The ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has underperformed the SPDR S&P 500 ETF (SPY) year-to-date, but November shows a reversal. Several Dividend Aristocrats, including CAH, CAT, CHRW, and ALB, have posted double-digit gains in 2025, while others lag behind. Dividend growth among Aristocrats averages 5.46% for 2025, with most constituents announcing increases, though growth is slightly below 2024 levels.

Over the years, International Business Machines Corporation's IBM Software segment has recorded healthy profit growth backed by a strong focus on product innovation and a growing adoption of its hybrid cloud services. The Software segment includes Hybrid Cloud (previously reported as Red Hat), Automation, Data and Transaction Processing businesses.

Quantum computing is here. At IBM's research hub, Jerry Chow opens up the company's latest quantum system, built for data centers and designed to scale.

International Business Machines' stock has surged 8% since the last article, reaching $324, but trades at roughly a 20% premium versus peers, suggesting potential consolidation. FQ3 2025 showed solid growth. $16.33 billion in revenue, a 7% growth YoY, and $2.65 EPS, a 15% surge YoY, driven mainly by software, automation, and hybrid cloud segments. Consulting growth is weak (2% YoY), but profitable. Infrastructure is the fastest-growing, underscoring 15% YoY, fueled by hybrid infrastructure and IBM Z.

In a recent interview, Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) CEO Sundar Pichai dropped one of the most quietly explosive comments of the year — and it wasn't about AI. Speaking on BBC Newsnight, Pichai said the company's quantum program is reaching a tipping point, remarking: "I would say quantum is there where maybe AI was 5 years ago.

CNBC's "Closing Bell" team discusses the setup for stocks going into year-end with Tom Lee of Fundstrat.

Needless to say, over the last three years, the Artificial Intelligence explosion has been at the top of almost every investor's mind.

IBM has outperformed the S&P 500 and tech sector in 2025, delivering nearly 40% total return year-to-date. Q3 results beat expectations, with strong growth in Hybrid Cloud, Automation, and Infrastructure prompting raised revenue and free cash flow guidance. Despite robust operational execution and positive EPS revisions, IBM trades at a premium valuation, leading to a reiterated "Hold" rating.

International Business Machines Corporation ( IBM ) Global Technology, Internet, Media & Telecommunications Conference 2025 November 19, 2025 10:00 AM EST Company Participants Ric Lewis - Senior Vice President of Infrastructure Conference Call Participants Matthew Swanson - RBC Capital Markets, Research Division Presentation Matthew Swanson RBC Capital Markets, Research Division Back day 2 of the RBC TIMT Conference, we are super excited to be joined by IBM, Ric Lewis, SVP of IBM Infrastructure. Thank you for being here.