IBM Stock Suffers Biggest Single-Day Decline in Over Two Decades

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IBM Stock Suffers Biggest Single-Day Decline in Over Two Decades

Nauman Khan

Tue, February 24, 2026 at 8:26 PM GMT+9 1 min read

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IBM

-13.15%

ANTH.PVT

This article first appeared on GuruFocus.

IBM (NYSE:IBM) stock slid more than 13% Monday, marking its largest single-day drop since October 2000. The decline came after AI startup Anthropic PBC said its Claude Code tool could help modernize COBOL applications.

Rob Thomas, IBM’s Software and Chief Commercial Officer, said translating COBOL isn’t the same as modernizing enterprise systems. He emphasized that platform design, not the programming language, drives mainframe value, noting factors like data architecture, runtime environments, and transaction integrity.

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Code is the starting point, not the destination, Thomas wrote in a Monday blog post. He added that modernization depends on how applications scale, recover, encrypt, and integrate with broader systems.

Investors reacted sharply, sending IBM shares lower. The stock has fallen about 27% so far in February, on track for its worst monthly decline since at least 1968, according to Bloomberg data.

ANTHRO did not provide immediate details on the scope or adoption of its Claude Code tool. Market watchers say the incident highlights tensions between AI-driven modernization claims and traditional enterprise system complexities.

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