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AI push and mainframe demand shape

AI push and mainframe demand shape

International Business Machines Corporation has reported solid recent results, raised its dividend again and is leaning heavily into hybrid cloud and AI as it targets mid?single?digit revenue growth. What is driving the IBM stock story now?

International Business Machines Corporation has remained in the spotlight after reporting first-quarter 2025 results that showed continued growth in software and consulting and resilient demand for its zSystems mainframes, while also highlighting rapid customer interest in its watsonx AI platform, according to IBM newsroom as of 04/29/2025. IBM also raised its annual dividend for the 29th consecutive year in April 2024, underscoring its positioning as an income-oriented technology stock, based on…

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