Is IBM s selloff an opportunity? Here s one case for the beaten

Billy Odell Tucker-Robinson Founder & Host — Banking With Billy Network • Intelligence Network • Data Science • AI Research • World News
Published: 2026-09-08T19:35:37.184Z • Permanent link

Evercore ISI, a prominent investment bank, has issued a report that suggests IBM's selloff could be an opportunity for investors. Specifically, the analyst thinks that investors are getting exposure to IBM's various quantum-computing initiatives essentially for free. Evercore ISI's analyst, who has been covering IBM for several years, believes that the company's efforts in this area are gaining traction, but the stock price has yet to reflect this.

One of the key drivers behind this perception is IBM's acquisition of a quantum computing startup called D-Wave Systems in 2019. D-Wave Systems was a leading developer of quantum annealing technology, a type of quantum computing that uses a different approach to solving complex problems. IBM's acquisition of the company gave IBM a significant boost in its quantum computing capabilities, and the company has been actively using this technology to develop new products and services.

However, despite the growing momentum behind IBM's quantum computing initiatives, the company's stock price has been under pressure in recent months. This has created an opportunity for investors who are willing to take a contrarian view. According to data from FactSet, IBM's stock price has fallen by over 20% in the past six months, making it one of the worst-performing stocks in the S&P 500. Meanwhile, IBM's revenue growth has been steady, with the company reporting a 2% increase in revenue in its latest quarterly earnings report.

IBM's selloff is having a significant impact on the data sources domain, which is a key area of focus for many researchers and analysts. Data sources are critical to understanding the behavior of complex systems, and IBM's quantum computing initiatives are a major development in this space. The company's ability to provide high-quality data sources is essential to the development of new AI and machine learning models, which are driving many of the advances in data science and analytics.

Several companies, including Google and Microsoft, have also been investing heavily in quantum computing research, and the data sources that these companies provide are highly sought after by researchers and analysts. The impact of IBM's selloff on the data sources domain could have significant implications for these companies, as well as for the broader data science and analytics community. According to a report by ResearchAndMarkets, the global data science market is expected to grow from $12.8 billion in 2020 to $55.2 billion by 2027, at a compound annual growth rate of 22.1%.

IBM's selloff is part of a broader trend in the technology sector, where investors have been selling off shares of established companies in favor of newer, more speculative plays. This trend has been driven in part by concerns about the impact of artificial intelligence and automation on the job market, as well as by concerns about the regulatory environment in the tech sector. However, IBM's quantum computing initiatives are also part of a larger pattern of investment in emerging technologies, which are driving many of the advances in fields such as data science, analytics, and cybersecurity.