Jim Cramer Sticks With IBM Despite Starbucks Threat and AI Pressure

Jim Cramer keeps backing International Business Machines Corp. (NYSE:IBM) through 2025, praising its software business and quantum computing work. The CNBC host has called IBM one of the most developed quantum computing businesses in the industry.

In late June, IBM announced a partnership with Deloitte and Red Hat to secure supply chains against cyberattacks.

Starbucks represents a real risk. Cramer highlighted the possibility in a tweet:

IBM's Alpha Score of 41 out of 100, labeled Mixed, reflects the balancing act between its software franchise and the competitive pressure from cheaper AI alternatives. Cramer sees the software and quantum bets as long-term differentiators. The stock has lagged the broader AI rally.

The tweet points to the risk that enterprise clients could shift spending away from legacy providers toward AI-native platforms. IBM's partnership with Deloitte and Red Hat aims to defend its position in the supply chain security market.