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IBM's Software Growth Sped Up and Its Stock Barely Moved. I'd Start Buying.

The software slowdown that kept me out of the stock just reversed. Is an unchanged revenue forecast reason to wait longer?

  • IBM's software revenue grew 9% YoY in Q3, surpassing expectations.
  • Transaction processing contributed 10% growth to software segment.
  • IBM's stock price remained flat despite strong software performance.

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