IBM’s 2027 Growth Bar still Looks High: What It Means for IBM

Posted on by Eben@CANSLIM Research

In a report titled “IBM | North America 3Q26 Earnings – Bounce Back”, the analysis describes a quarter that recovered from a difficult second quarter. IBM closed roughly two-thirds of the deals that had slipped from 2Q, with a large chunk falling in Transaction Processing — estimated at about $200m. That tailwind helped the segment recover from the prior quarter’s declines, though excluding it the analysis estimates TP revenue still fell by a low-single-digit percentage year on year, and expects a similar decline in 4Q.

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