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Category: IBM

Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say

April 26, 2026 Brian Gilmartin Leave a comment

Boeing (BA) the airline manufacturing giant that is ordinarily the envy of the world, and one of only two airline…

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Posted in: BA, IBM

Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing

April 21, 2026 Brian Gilmartin Leave a comment

Boeing (BA) has been a frustrating long, but after an 18-year plus secular bull market in the SP 500 (bottoming…

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Posted in: BA, IBM

SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.

April 19, 2026 Brian Gilmartin Leave a comment

When the new gets too good in the stock market, it can be as much of a warning sign, as…

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Posted in: BA, C, IBM, Weekly Earnings Update

IBM Earnings Preview: IBM’s Operating Margin is Slowly Expanding

January 25, 2026 Brian Gilmartin Leave a comment

IBM (IBM) is scheduled to report their Q4 ’25 financial results after the closing bell on Wednesday, July 28th, 2026.…

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Posted in: IBM

IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable

July 22, 2025 Brian Gilmartin Leave a comment

IBM (IBM) is scheduled to report their Q2 ’25 financial results after the closing bell on Wednesday, July 23rd, 2025.…

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Posted in: IBM

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Fundamentalis

  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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