IBM Common Stock (IBM) Buy, Sell or Hold

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IBM Common Stock (IBM)

223.65

+1.91 (0.86%)

as of Jul 31, 2026, 8:00:00 pm Market Open.

277 watching

Investor Insights

Jul 31, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

IBM's recent performance has been mixed, highlighted by significant stock fluctuations and earnings surprises. While some analysts noted a severe drop in share price following earnings, with concerns about execution slips and high valuations, others pointed to the company's strengths, including its robust AI and quantum computing initiatives. The stock's current price levels seem volatile, with predictions of further declines unless stabilization occurs around key support levels. Despite the potential for growth driven by AI and software services, and recent strong earnings reports, there remain skeptics who believe IBM's valuation may be overstated given current market dynamics. Overall, the outlook varies widely among experts, reflecting both the challenges and opportunities the company faces in a competitive landscape.

Consensus

Hold

Valuation

Fair Value

Similar

MSFT

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.

BUY

IBM is getting into the cloud business and he believes they will benefit with banks moving to the cloud. Home Capital has moved their business in the cloud and they used IBM. 4% yield.

COMMENT

Warrant Buffet never throws in the towel – he does not sell anything. He sold this. The company has revenue growth in decline, the balance sheet is getting worse and they are propping up the stock by share buybacks. They acquired Red Hat at a ridiculous multiple. IBM is so far behind AMZN-Q in Cloud.

Showing 136 to 150 of 450 entries

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IBM Common Stock (IBM)