IBM Feb. $165 Calls Show Top Implied Volatility Ahead of Big Move

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The Feb. 20, 2026 $165 call on IBM set among the highest implied volatilities of all equity options, reflecting market bets on a large price swing or upcoming catalyst. Over the past 60 days, analysts lifted IBM’s current-quarter EPS forecast from $1.76 to $1.78, maintaining a Hold rating.

1. Unusual Options Activity

The Feb. 20, 2026 $165 call option on IBM registered one of the highest implied volatilities across equity options, pointing to heightened trader expectations of a sizable share-price swing or imminent corporate catalyst.

2. Analyst Estimate Revisions

Over the last 60 days, three analysts raised IBM’s current-quarter EPS forecasts from $1.76 to $1.78 while one analyst lowered estimate, resulting in a consensus of $1.78 and a Zacks Rank #3 (Hold).

3. Premium Selling Strategies

Seasoned options traders often target high-volatility contracts to sell premium and capture time decay, betting that IBM’s actual price movement will fall short of market expectations by expiration.

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