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IBM Shares Plunge 25% After Q2 Results Miss Estimates Amid AI Spending Shift

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IBM Shares Plunge 25% After Q2 Results Miss Estimates Amid AI Spending Shift

Analysed 15 Jul 2026·27 sources analysed·India·Business
IBM Shares Plunge 25% After Q2 Results Miss Estimates Amid AI Spending ShiftPreviousNext

IBM's shares plunged about 25% following preliminary second-quarter results that missed revenue and profit estimates, marking the company's steepest single-day decline in nearly 60 years. CEO Arvind Krishna attributed the shortfall to a rapid shift in customer spending from software and mainframe products toward AI infrastructure like servers, storage, and memory, driven by supply constraints and anticipated price increases. The company also cited delayed deal closures and cybersecurity concerns as factors. Despite the setback, IBM reaffirmed its long-term strategy focusing on AI, Red Hat growth, and quantum computing investments.

TBN's observations

First-hand measurement across 15 sources

We measured how 15 outlets covered this story. Coverage leans balanced overall (Left 0%, Centre 100%, Right 0%). Overall sentiment is neutral (38/100). Lens Score 38/100 — moderate-to-low public interest.

Outlets analysed (first-hand measurement by TBN's Bias Engine):

  • economictimes— balanced framing, neutral sentiment
  • timesnow— balanced framing, negative sentiment
  • economictimes— balanced framing, neutral sentiment
  • economictimes— balanced framing, neutral sentiment
  • economictimes— balanced framing, neutral sentiment
  • thestatesman— balanced framing, negative sentiment
  • economictimes— balanced framing, neutral sentiment
  • firstpost— balanced framing, neutral sentiment
Political Bias
0%100%0%
Sentiment
38%
AI analysis of 15 sources · Published under editorial oversight by The Balanced News
Analysed 15 Jul 2026· How this analysis is produced· Editorial standards· Corrections

AI Analysis

Political bias across 27 sources
● Left 0%● Center 100%● Right 0%

The article group presents a largely business-focused perspective without explicit political framing. Coverage centers on corporate performance, market reactions, and industry trends, reflecting viewpoints from company leadership, investors, and market analysts. The sources uniformly report CEO statements and market data, with no partisan commentary or political agenda evident.

Sentiment — Neutral (38/100)

The overall tone across the articles is negative due to the significant stock decline and missed financial expectations. However, the sentiment includes measured acknowledgment of IBM's strategic plans and CEO transparency, providing a balanced view that combines concern over short-term results with cautious optimism about future initiatives.

How 15 sources covered this story

Each source's own headline, political lean, and sentiment — so you can see framing differences at a glance.

Reviewed byMrunal Wange· Business & Economy Editor· Edited byOjas Kale
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SourceTheir headlineBiasSentiment
economictimesIBM's historic stock crash: What triggered the 25 plunge? - IBM suffers worst-ever single-day stock crashCenterNeutral
timesnowIBM Just Suffered Its Worst Stock Crash In Nearly 60 Years; Here's What Went WrongCenterNegative
economictimesIBM's historic stock crash: What triggered the 25 plunge? - AI spending reshaped customer budgetsCenterNeutral
economictimesIBM's historic stock crash: What triggered the 25 plunge? - IBM blames execution misstepsCenterNeutral
economictimesIBM's historic stock crash: What triggered the 25 plunge? - Mainframe business takes a hitCenterNeutral
thestatesmanExplained: Why IBM stock crashed 25 in one day, worse than Black Monday 1987CenterNegative
economictimesIBM's historic stock crash: What triggered the 25 plunge? - Why investors reacted so sharplyCenterNeutral
firstpostIBM sees worst one-day stock crash in 60 years: Five reasons behind the massive sell-offCenterNeutral
news18'We Did Not Adapt Quickly Enough': 5 Key Things IBM CEO Arvind Krishna Told Investors In His LetterCenterNeutral
news18IBM's Stock Crashes 25 , Worst Fall Since 1967: 3 Reasons Behind Historic SelloffCenterNegative
indiatodayIBM suffered its worst stock market crash in 60 years. Here's what went wrongCenterNeutral
economictimesIBM stock tumbles 25 as preliminary quarterly results fall below expectationsCenterNegative
indiatodayWhy IBM says it faltered this quarter, read CEO Arvind Krishna's full letter hereCenterNeutral
ndtvIBM Stocks Slide Most In 58 Years Over CEO Arvind Krishna's "We Faltered On AI" RemarkCenterNeutral
thefinancialexpressWhy IBM stock crashed over 25 todayCenterNegative

Coverage timeline

thefinancialexpress broke this story on 15 Jul, 02:54 am. Other outlets followed.

  1. 1
    thefinancialexpress15 Jul, 02:54 am
    Why IBM stock crashed over 25 today
  2. 2
    ndtv15 Jul, 03:11 am
    IBM Stocks Slide Most In 58 Years Over CEO Arvind Krishna's "We Faltered On AI" Remark
  3. 3
    indiatoday15 Jul, 03:12 am
    Why IBM says it faltered this quarter, read CEO Arvind Krishna's full letter here
  4. 4
    economictimes15 Jul, 03:50 am
    IBM stock tumbles 25 as preliminary quarterly results fall below expectations
  5. 5
    indiatoday15 Jul, 04:12 am
    IBM suffered its worst stock market crash in 60 years. Here's what went wrong
  6. 6
    news1815 Jul, 04:35 am
    IBM's Stock Crashes 25 , Worst Fall Since 1967: 3 Reasons Behind Historic Selloff
  7. 7
    news1815 Jul, 04:51 am
    'We Did Not Adapt Quickly Enough': 5 Key Things IBM CEO Arvind Krishna Told Investors In His Letter
  8. 8
    firstpost15 Jul, 05:22 am
    IBM sees worst one-day stock crash in 60 years: Five reasons behind the massive sell-off
  9. 9
    economictimes15 Jul, 05:45 am
    IBM's historic stock crash: What triggered the 25 plunge? - Why investors reacted so sharply
  10. 10
    thestatesman15 Jul, 05:59 am
    Explained: Why IBM stock crashed 25 in one day, worse than Black Monday 1987

Lens Score breakdown

38/100
Public interest0/100
Coverage gap100%

Story is receiving appropriate media attention relative to public interest.

Who's involved

Institutions and figures named across source coverage.

Corporate
AppLovinIntelOracleValero EnergyIntuitGartnerFactSet Research SystemsCoterra EnergyIBM

Story context

Category
Business
Location
India
Sources analysed
27
Last analysed
15 Jul 2026
Key entities
IBMSoftwareArtificial intelligenceServer (computing)Chief executive officerArvind KrishnaComputer securityMainframe computerRed HatSupply chainQuantum computingSalesforce