IBM is on pace for its worst day ever
1–10 of 62 posts
Re: IBM is on pace for its worst day ever
#2The press release: https://newsroom.ibm.com/2026-07-14-Arvind-Krishnas-Letter-t...
With the caveat that I work for IBM but have no inside knowledge about anything important, it doesn't seem very bad to me? Overall profit is going to be down a tiny amount below expectations.
Re: IBM is on pace for its worst day ever
#3The press release: https://newsroom.ibm.com/2026-07-14-Arvind-Krishnas-Letter-t... With the caveat that I work for IBM but have no inside knowledge about anything important, it doesn't seem very bad to me? Overall profit is going to be down a tiny amount below expectations.
Well, the answer is in your question, it's all about expectations ; the market wanted more, didn't get it, and re-rates.
Re: IBM is on pace for its worst day ever
#4This was great timing for IBM employees with RSU's. Many folks had RSUs which literally unlocked this morning.
Re: IBM is on pace for its worst day ever
#5The press release: https://newsroom.ibm.com/2026-07-14-Arvind-Krishnas-Letter-t... With the caveat that I work for IBM but have no inside knowledge about anything important, it doesn't seem very bad to me? Overall profit is going to be down a tiny amount below expectations.
Well, the answer is in your question, it's all about expectations ; the market wanted more, didn't get it, and re-rates.
Especially when the expectations are informed by the company’s own guidance about what to expect and they are wrong. It means they missed their own predictions which doesn’t engender confidence.
Re: IBM is on pace for its worst day ever
#6> IBM Stock has worst day
(so far)
Re: IBM is on pace for its worst day ever
#7This was great timing for IBM employees with RSU's. Many folks had RSUs which literally unlocked this morning.
Great meaning bad?
Re: IBM is on pace for its worst day ever
#8The press release: https://newsroom.ibm.com/2026-07-14-Arvind-Krishnas-Letter-t... With the caveat that I work for IBM but have no inside knowledge about anything important, it doesn't seem very bad to me? Overall profit is going to be down a tiny amount below expectations.
Well, the answer is in your question, it's all about expectations ; the market wanted more, didn't get it, and re-rates.
Sure, but a prediction made 3 months ago turns out to be short by a few percent at most, and that leads to a 25%+ drop in the share price? That seems weird to me.
Re: IBM is on pace for its worst day ever
#9This was great timing for IBM employees with RSU's. Many folks had RSUs which literally unlocked this morning.
Great meaning bad?
Depends what happens next. RSUs are taxed as ordinary income at their market value at the time they vest, so it's not necessarily bad if the stock is down.
In fact, the ideal scenario is that the price drops just before your vest and then bounces back up after.
Re: IBM is on pace for its worst day ever
#10Worst day, so far* ;-)