IBM may not be the first company that comes to mind when you hear “Ai Powerhouse”. But in 2025, Big Blue was busy showing that he may be the most underestimated player in the AI arms race.
A new Wedbush Securities research note is the last vote of trust. Wedbush analysts have raised their course target for IBM stocks from $ 300 per share to $ 325, calling the company “One of our main names of software to have” and “always under the properties”. IBM is one of the 30 companies of Wedbush Dan Ives ‘analyst’ ETF recently launched This follows AI actions.
Despite a strong race this year – IBM shares have increased by around 28% so far in 2025 – Wedbush says that the company is at the “early stages of a growing rebirth”, largely fueled by its generating activities of $ 6 billion (and increasing).
The bullish affair depends on what IBM has built discreetly: an AI platform which is already threaded through more than 70 corporate workflows, sales and finance to marketing and computer science. Its flagship platform of Watsonx, originally launched as a reinvention of the Watson AI brand, has become a serious competitor in the generative AI platform. IBM is at the forefront of quantum computer science. And thanks to its hybrid cloud muscle (see: Red Hat and Openshift), IBM is well positioned to meet corporate customers where they are, especially since analysts expect three -quarters of AI applications to work on containers by 2027.
“Built on an evolving and open basis, IBM can continually innovate at a rapid rate while taking advantage of the developer community to take advantage of the current opportunity to come both in the hybrid cloud and the AI,” wrote Wedbush analysts led by Ives in their note on Friday.
This hybrid strategy is at the heart of IBM’s thesis.
While Microsoft and Google are fighting on co -pilotes and the media consumer threshing, IBM incorporates AI into business software and bolts. According to Wedbush field controls, the demand for IBM agents and developer tools is solid and accelerated. Customers seek not only to experiment, but to operationalize the AI on a large scale – and they turn to IBM to help map these use cases.
Meanwhile, the company does not remove the foot from the gas.
IBM continues to integrate recent acquisitions such as Hashicorp to strengthen its developer ecosystem, and it places long -term bets in Frontier Tech. The company has recently unveiled its roadmap for “Quantum Starling”, a large -scale quantum computer and tolerant of failures that is expected by 2030. A chip, nicknamed Quantum Nighthawk, is later due this year and promises significant gains of connectivity and loyalty – essential for real quantum applications.
“Although still in the first stages of reading,” wrote Wedbush analysts, “IBM takes on this quantum quantum computer industry of several billion dollars by providing improved software and hardware to create increased use cases for various sectors.”
The long game of the CEO of the IBM, Arvind Krishna, seems to position IBM not only as a brand of AI oriented towards consumers, but as the backbone of the next generation of corporate infrastructure. It is not as flashy as chatbot demos or launching of viral products – but it could be more lucrative.
The company is also wider from macro-tendencies. While many technological companies have seen the companies spending slow or traveling in the middle of budgetary pressures, IBM told investors that he had not seen a step back in the client appetite in his portfolio. Instead, the company claims that customers are looking at – investing more deeply in the cloud and AI as strategic priorities rather than online spending.
If the dynamics of IBM holds, the company could finally enter the “Growth Company” phase which it has been pursuing for more than a decade. The AI boom can have many winners, but the regular approach and centered on the Big Blue platform has made one to monitor – especially if a stock market lens of $ 325 becomes less a ceiling and the more one floor.
