Is IBM’s selloff an opportunity? Here’s one case for the beaten-down stock.

An Evercore ISI analyst thinks investors are getting exposure to IBM’s various quantum-computing initiatives essentially for free.

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An Evercore ISI analyst thinks investors are getting exposure to IBM’s various quantum-computing initiatives essentially for free

Sept. 8, 2026, 1:19 p.m. ET

Evercore ISI analyst Amit Daryanani wrote in a note that IBM has the potential to generate “multibillion-dollar revenue” from its quantum business long term. Photo: fabrice coffrini/Agence France-Presse/Getty Images

There has been a “high degree of negativity and skepticism” surrounding International Business Machines in recent months, but one analyst just crunched the numbers and deemed the stock a compelling buy.

To start, shares of IBM IBM have underperformed this year, falling 19% so far in 2026 as the S&P 500 SPX has gained 13%. The stock’s struggles have a lot to do with a preliminary earnings release from July that warned of weaker-than-expected financial results and pressure on areas like its mainframe program.

About the Author

Hannah Pedone

Hannah Pedone is a New York–based technology reporter for MarketWatch.

Is IBM’s selloff an opportunity? Here’s one case for the beaten-down stock.

Tech Stocks

An Evercore ISI analyst thinks investors are getting exposure to IBM’s various quantum-computing initiatives essentially for free

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