Is IBM a sleeper tech stock in 2025? Quantum Computing & AI explained

Welcome back to the Intelligent Wealth Podcast! In this episode, our expert dives deep into IBM – the 113-year-old tech giant that's quietly reinventing itself in AI, hybrid cloud, and quantum computing.

Despite being overlooked for years, IBM is making bold moves with massive investments in next-gen tech. Its quantum computing fleet, growing AI consulting revenue, and focus on enterprise solutions raise an important question: Is IBM the most underrated tech stock in 2025?

**We cover**
00:00 Introduction to Intelligent Wealth Podcast
01:09 Quality Investing and IBM's Historical Context
02:47 IBM's Evolution and Current Business Model
05:09 IBM's Recent Performance and Market Positioning
05:13 IBM at a Crossroads
10:39 The Quantum Computing Landscape
15:55 AI: The Business Focus
21:29 Competitive Landscape and Future Outlook

**Key Takeaways**
1. IBM has a long history of dividend increases, making it attractive to investors.
2. The company is currently focusing on AI and quantum computing as key growth areas.
3. BM's market cap is relatively low compared to other tech giants, presenting a potential opportunity.
4. The potential for quantum computing is significant, but practical applications are still years away.
5. AI consulting is a growing market, and IBM is well-positioned to benefit from it.
6. IBM's financial metrics show healthy margins, but growth has been inconsistent.
7. The competitive landscape for quantum computing is fierce, with major players like Google and Microsoft.
8. Investors should consider the risks associated with IBM's long-term growth potential.
9. IBM's recurring revenue model in AI consulting provides stability.
10. The migration to cloud services is still in its early stages, offering future growth opportunities.

📘 Get our FREE 1-page Company Snapshot on IBM: https://mailchi.mp/minervamoneymanagement/how-to-get-top-10-company-snapshots

📌 Links & Mentions:
🌐 Minerva Money Management – https://minervamoneymanagement.co.uk
🌐 IBM– https://www.ibm.com/uk-en

Disclaimer:
The value of investments can rise as well as fall. You may not get back the full amount you invested. The views stated in this podcast are purely personal opinions, not advice. You should always consult a professional for investment advice.
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