NYSE:IBM
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Nervous markets await NvidiaThis summary was created by AI, based on 26 opinions in the last 12 months.
IBM has shown a significant transformation, pivoting from its legacy hardware identity to focus on software and consulting, especially in the burgeoning field of artificial intelligence. Recent performance indicates that the company has benefited from its acquisition of Red Hat and partnerships with firms like Microsoft, which have led to strong earnings growth. Experts note a dramatic increase in share value, driven by strategic shifts towards AI and cloud services, although there are concerns about lingering legacy assets. Consensus seems to lean towards optimism regarding IBM’s future, especially in its consulting sector, anticipated to rebound alongside its AI ventures. Some experts express caution due to the high price-to-earnings multiples, suggesting the potential for limited upside despite the company’s recent successes.
Has owned it in the past. When he held this at $180, the market was ignoring IBM's AI business and saw low growth. So, he bought it. IBM teamed up with Meta to enhance their Watson franchise. He made good money. Then, he started to see the PE rising into the 20s, and Accenture and other peers reported weak results. So, he exited and wouldn't re-enter.
This is the next phase. We've been in this AI growth patch for a while now, which won't end, but quantum is the next level. It answers a lot of the problems that we deal with in the world such as medical issues and cybersecurity.
Problem is, not a lot of developed companies in the space. The industry is quite immature, but sometimes (if you have a longer time horizon) that's where you find opportunities for decent, long-term growth. Unlike AI, quantum needs a lot of space (perhaps it could solve office realty issues). IBM is starting to look more prominent in that space.
It sank 6.6% right after earnings. The market got it wrong--this is a buy opportunity. After a lost decade, they returned to growth a few years ago. They spun off their legacy business and doubled-down on their Red Hat division, essential for AI. Rallied 34% last year, and held up even when AI corrected. YOY revenue was +2%, software +7%, consulting -2% and infrastructure -6%. Bountiful cash flow, though. Also, the reiterated full-year guidance. The quarter and business are good.
IBM Common Stock is a American stock, trading under the symbol IBM-N on the New York Stock Exchange (IBM). It is usually referred to as NYSE:IBM or IBM-N
In the last year, 22 stock analysts published opinions about IBM-N. 16 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for IBM Common Stock.
IBM Common Stock was recommended as a Top Pick by on . Read the latest stock experts ratings for IBM Common Stock.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
22 stock analysts on Stockchase covered IBM Common Stock In the last year. It is a trending stock that is worth watching.
On 2025-08-01, IBM Common Stock (IBM-N) stock closed at a price of $250.05.
Competition is the challenge. MSFT has become the darling. If you don't have an AI piece, you're left behind. Consider switching out, and take a look at MSFT or even AAPL (now that tariffs are getting resolved).