Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NYSE:IBM

IBM Common Stock (IBM)

235.68
+1.99 (0.85%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
279 watching
0
Investor Insights
star iconAug 21, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

IBM Common Stock, represented by the symbol IBM-N, has brought forward mixed sentiments among experts. While some express optimism over its long-term potential, particularly in AI and quantum computing, others highlight recent disappointing earnings and significant stock price drops. In terms of valuation, the stock trades at multiples ranging from 18x to 22x PE, leading to some experts suggesting it may be overvalued, especially considering its historical performance and recent volatility. Many experts also draw attention to its transition from hardware to services that could indicate a more sustainable business model. The overall sentiment suggests cautious optimism, with some experts advocating for buying during dips and others recommending to wait for clearer signals of recovery.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
GIB.A
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly The company doesn't leap to mind as a up and coming rising star, but it is a dividend aristocrat with a strong, and sustainable, dividend. The company is expanding its efforts in AI and cloud based services, including a recent partnership in Korea, where citizens will share health related surveys for policy makers. The company was recently upgraded to a target of $155 -- over 25% upside potentially. We would trade this with a stop loss at $115. Yield 5.26% (Analysts’ price target is $134.06)

COMMENT
The granddaddy of US tech stocks, but didn't adapt well to the digital age. It's had declining sales, though remains profitable. Not a growth stock. But it pays a safe 5% dividend.
DON'T BUY
He is not a fan. It trades at 11 times earnings. He thinks they are late to the club to the cloud business. They have only been buying back shares, rather than demonstrating real business growth. The new CEO is more cloud-based, but it will take time. There are better opportunities out there. Yield 5.6%
BUY

They purchased Red-hat and the market has not given them credit for this. He thinks it will lead to considerable upside. They buy back shares most years as well as raising the dividend. He thinks there is real value here. This one will not be hit as much by a correction.

WATCH
For the past twelve years the return on equity for IBM as well as the price to book was going up. But for the last six years the ROE has been falling and the price to book as fallen steadily. It has been struggling. They have to focus on profitability. The stock got down to a level he expected and he had a sell recommendation for the last 5 years. He is going to be watching to see if the company can hang on here.
WATCH

It is a tough one. He would like to see a quarter or two with Red Hat before deciding to go in. He is not rushing out.

BUY

IBM vs. MSFT Likes MSFT, but it's too expensive for its growth rate. IBM is interesting. Has momentum, growing in the cloud. RedHat's revenue accelerating. Incredibly cheap. Good dividend and pretty safe. Only thing is, it's not best in breed, which is where the money will go first. But it's a fine name.

DON'T BUY

This is a relatively cheap tech company, but that could be from the fact they have segments that have not been befitting from all the tech trends. They have a lot of legacy assets that are not growing as fast. He would not be a buyer. (Analysts’ price target is $150.33)

BUY
A solid company, though IBM has come off recently after a strong run. Has long-term potential and will be around in 10 years when some tech companies won't. This is a 5-10 year play as long as the valuation is good.
COMMENT

IBM vs ORCL? Everyone is looking for the next MSFT. He would go with IBM. There are some new high level managers, who he feels will best take them into that direction. The problem with IBM is that the shares are trading near where analysts are setting their target price. He might buy 1/3 of a position here.

DON'T BUY

Oracle vs. IBM You get what you pay for. He's never made money in a value tech stock. If a tech stock can't grow, how can it attract investors? Oracle has legacy issues. Neither Oracle or IBM is his first choice. There are better choices in tech.

PARTIAL BUY

He bought it last year around $140. They put the CEO of Red Hat (that they bought) to be their president, and head of cloud services of RH to be IBM's CEO, but this is a big ship to turn around. Their legacy businesses are in decline and are not as well-positioned as peers MSFT and Amazon. Their cloud services grew 25% last quarter. There should be higher growth in the future.

BUY
You need to grow your earnings if you want to do well in the market and should grow your profitability steadily. IBM-N has failed at these. As a result the shares have fallen lower and lower. They gave us a technical buy signal and he thinks this stock could bounce to $164 and is good for a trade. The ROE is continuing to fall, however, so it is only good for a trade.
RISKY
As a trade Short-term: buy. Any longer, this fails to break past $150, a level it hasn't breached for a long time.
DON'T BUY
The chart is forming a triangle, which will either break up or down, based on investor indecision. He predicts a market pullback in coming weeks, so he predicts IBM will break down. Have stop levels in place. There are better charts elsewhere.
Showing 136 to 150 of 452 entries