Verified peer comparison

IBM vs AMD

International Business Machines Corporation compared with Advanced Micro Devices, Inc.. This page compares both source-verified company profiles and does not introduce an unverified price target.

IBM

International Business Machines Corporation

$189.43

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AMD

Advanced Micro Devices, Inc.

$167.45

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Company-specific comparison

Business exposure

IBM: IT Consulting and Services

AMD: Semiconductors

Upside lens

IBM: Growth in Red Hat, automation and data products can deepen IBM's role in deploying and governing enterprise AI across hybrid environments. IBM Z and distributed infrastructure demand can support product revenue and pull through software and services activity. Combining software, consulting and infrastructure can help IBM win complex modernization projects that span client environments.

AMD: MI accelerator traction and server CPU mix

Risk lens

IBM: Rapid innovation and strong platform competitors could pressure differentiation, pricing and returns on IBM's research and product investment. Large acquisitions, including Confluent, increase integration demands, intangible-asset charges and balance-sheet obligations. Enterprise budget pressure, long sales cycles or project delays can weaken consulting demand and slow cross-portfolio adoption.

AMD: software ecosystem gap and intense Nvidia competition

Verified sources

IBM Releases First-Quarter ResultsInternational Business Machines Corporation · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 4/22/2026, 12:00:00 AM

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IBM Investor RelationsInternational Business Machines Corporation · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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Form 10-Q for the Quarter Ended March 31, 2026International Business Machines Corporation · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 4/23/2026, 12:00:00 AM

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AMD Reports First Quarter 2026 Financial ResultsAdvanced Micro Devices, Inc. · earningsVerified

Fetched: 7/11/2026, 12:00:00 AM UTC

Published: 5/5/2026, 8:00:00 PM

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AMD Investor RelationsAdvanced Micro Devices, Inc. · companyVerified

Fetched: 7/11/2026, 12:00:00 AM UTC

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AMD Form 10-Q for the quarter ended March 28, 2026U.S. Securities and Exchange Commission · filingVerified

Fetched: 7/11/2026, 12:00:00 AM UTC

Published: 5/6/2026, 12:00:00 AM

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AMD editorial research profileAlphaVue Research · editorialVerified

Fetched: 7/11/2026, 12:00:00 AM UTC