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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 675.24-1.2%Nov 4 4:00 PM EST
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To: Johnny Canuck who wrote (66593)10/8/2025 11:25:28 AM
From: Johnny Canuck  Read Replies (1) of 67642
 
IBM Just Announced a Key Anthropic Deal. Options Data Tells Us IBM Stock Could Be Headed Here Next.
Wajeeh Khan - Barchart - 1 minute ago

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International Business Machines Corp_ logo on storage rack-by Nick N A via Shutterstock

International Business Machines (IBM) shares are in focus on Wednesday morning after the legacy technology company also known as the “Big Blue” announced an artificial intelligence (AI) partnership with Anthropic.

The collaboration aims at integrating the Claude family of large language models (LLMs) into IBM’s comprehensive software portfolio, marking a significant expansion of its AI capabilities.

IBM stock has been in a sharp uptrend over the past two months and is currently up some 25% versus its August low.

www.barchart.com

Significance of Anthropic Deal for IBM StockThe Anthropic deal builds upon IBM’s existing AI ecosystem, which includes previous successful collaborations with other technology leaders.

Investors hailed the announcement on Oct. 7 since it demonstrates the company’s commitment to maintaining a diverse and robust artificial intelligence portfolio.

The strategic move is broadly expected to enhance IBM’s competitive position against major cloud providers, particularly in the rapidly growing enterprise AI market where security and compliance are paramount concerns.

In short, the agreement positions the tech giant to capitalize on accelerating enterprise adoption of AI technologies, potentially driving growth in its cloud services revenue and pushing IBM stock price higher over time.

Where Options Data Suggests IBM Shares Are Headed Next Barchart’s options data paints a cautiously optimistic picture for IBM stock, with implied volatility suggesting a 6.67% expected move through Oct. 24.

That translates to a near-term trading range of $271.43 and $310.23. Notably, the upper bound sits closer to IBM’s recent highs, hinting at bullish sentiment.

Longer-term contracts expiring Jan. 16 widen the range considerably – from $258.23 on the downside to $323.43 on the upside – underscoring the potential for breakout momentum.

With IBM doubling down on artificial intelligence initiatives, including enterprise AI integration and hybrid cloud enhancements, the upside scenario appears more plausible.

Investors may be pricing in strategic tailwinds that favor continued strength in IBM shares.

Wall Street Also Remains Bullish on IBM Wall Street firms also currently forecast continued upside in IBM stock moving forward.

The consensus rating on IBM shares remains at “ Moderate Buy” with price targets going as high as $350, indicating potential upside of another 20% from here.

www.barchart.comThis article was created with the support of automated content tools from our partners at Sigma.AI. Together, our financial data and AI solutions help us to deliver more informed market headline analysis to readers faster than ever. On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

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