IBM Common Stock (IBM) Buy, Sell or Hold

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IBM Common Stock (IBM)

306.13

+6.61 (2.21%)

as of Jul 7, 2026, 8:00:00 pm Market Open.

276 watching

Investor Insights

Jul 7, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

IBM Common Stock has received mixed reviews from various experts, showcasing a blend of confidence and caution regarding its future. The stock has experienced a significant drop, down 17% this year, yet many analysts see potential growth driven by key sectors like AI and quantum computing. While various analysts recognize the company's considerable investments in hybrid cloud and AI, concerns about its valuation and past performance also emerge. Analysts generally agree that despite some execution slip-ups, IBM maintains strong software capabilities and a promising future, particularly with its $1.3 trillion addressable market in quantum computing by 2030. Overall, while some view IBM as a buying opportunity, others express worries about its competitive position and valuation metrics.

Consensus

Hold

Valuation

Fair Value

Similar

MSFT

TOP PICK

The most hated stock on the S&P. IBM is doing a lot of things right. It trades much lower vs. its peers, so it doesn't take a lot to get a 20-30% return out of it. The bar is set so low. The EPS is around 10-11x. They just closed on the Red Hat cloud deal. Revenue growth is 2-3% annual, but they are cutting out big-revenue, but low-margin contracts which should improve their bottom line. Red Hat's CEO could be the next IBM head, which is a plus. (Analysts’ price target is $154.76)

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DON'T BUY

They are a single digit grower, with a well supported dividend. It is a hardware name. He likes the theme. He prefers IGB-N.

DON'T BUY

It's cheap now and making good cash flow. However, it isn't growing. It missed out of the cloud computing business. They paid a lot for Red Hat, and integrating that will be interesting and no guarantee it'll work. IBM is on probation for him. He'd rather buy MSFT or Google.

PAST TOP PICK

(A Top Pick Jul 23/18, Down 2%) A value tech stock. He sold this and bought Google, because it was growing faster. IBM has trouble growing; it's been stagnant.

HOLD

He bought it about two months ago around $140. The Red Hat acquisition created a buying opportunity he thought. The company is moving into the cloud space and IBM has strong footholds with the banks in the data space. When the banks move to the cloud, IBM will be the company they turn to. He is very comfortable with this being a solid hold.

WAIT

He wants to see how the balance sheets looks after the acquisition of Red Hat. He wants to wait to see how it unfolds in the September financials.

DON'T BUY

A tempting 4.7% dividend. It's also very cheap at 10x 2020 earnings. Their most recent quarter reflected solid global cloud services. Their Red Hat acqusition could drive IBM revenues. But he models only 3% EPS growth. Q1 revenue was lower than expected as was forward guidance. It's an okay name and okay dividend, but you're better off with higher tech names, even without dividends.

DON'T BUY

He'd stay away from hardware, though their chart is OK. Their chart is approaching resistance where previous shareholders will sell off as the share price recover ground. Due to Apple, computer hardware has really struggled. IBM has a buyback in place and pays 5% yield. They are doing the right things, but look elsewhere.

DON'T BUY

Unlike like the rest of the sector it has declining revenues. They spent too much o an acquisition. It has been a poor capital allocator. Needs to generate organic growth.

DON'T BUY

At its low? Terrible balance sheet. Grasping at straws, making an expensive acquisition because they're late to the party. Not at all interested. Buy Apple if you're looking for a beaten-up tech company.

COMMENT

IBM (IBM-N) vs Microsoft (MSFT-Q) No brainer for him he prefers Microsoft. Microsoft is up 30% YTD, they are doing a lot of things very well. He would buy half Microsoft and half Apple and would leave IBM out of this. Microsoft is not cheap, Apple is cheap, so at least you are getting some value incorporated into the investment.

COMMENT

Cheap at 9.6x earnings. Solid dividend. Red Hat deal was good for them. It's tempting to buy now, but...he needs to see more of a catalyst, other companies with better growth.

DON'T BUY

There are better tech investments out there. Red Hat was a pricey acquisition, a sign that they need to restart long-term growth. Behind the game in the Cloud. Microsoft, Amazon, and Google, all have a better toehold.

BUY

It’s in the right place. It’s selling off with everything else. Very appetizing here.

TRADE

Company that has historically used propitiatory software and buying an open source company. Very interesting. They have a very good portfolio of big-ticket software solutions for banks and clients like that. They had some restructuring. In case of a correction would probably do well because it is down heavily. He is worry a little bit about their debt. (Analysts’ price target is $155.88)

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IBM Common Stock (IBM)