IBM stock evaluation post Trump praise and quantum award

IBM stock surged on December 13, 2025, with shares jumping as much as 15% in premarket trading. This was driven by a recirculated video of President Trump stating that IBM's stock "is going to go up a lot more," combined with a buy rating from Barclays. Additionally, on December 10, 2025, Trump praised IBM's CEO Arvind Krishna at a White House business roundtable, crediting him with raising the company's stock price. Separately, the U.S. government announced a $2 billion grant to nine quantum computing companies, including IBM, under the CHIPS and Science Act.

This narrative has positively impacted IBM's stock valuation and the broader quantum computing sector. The Trump praise and the government's investment in quantum computing have boosted investor confidence in IBM and its peers, leading to a significant increase in share prices.

Next to watch is IBM's earnings report, scheduled for January 2026, which will provide insights into the company's performance and growth prospects. Additionally, the progress of the $2 billion quantum computing grants and any further government support for the sector will be crucial to monitor.