IBM Common Stock (IBM) Buy, Sell or Hold

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IBM Common Stock (IBM)

235.68

+1.99 (0.85%)

as of Aug 21, 2026, 8:00:00 pm Market Open.

279 watching

Investor Insights

Aug 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

Hold

Valuation

Fair Value

Similar

GIB.A

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.

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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.

RISKY

In this year of great volatility in the tech space, he uses IBM more as a trading stock. Buy it at $130 and sell it at $170. He is looking at it again, but puzzling why it is down at the lower range again. They have a lot of hidden value in their patents that go into cognitive and AI deep learning, both of which will be in the auto autonomous growth space. (Analysts’ price target is $148.00)

WEAK BUY

He wouldn't buy IBM for the dividend. The valuation is good. The risk is Red Hat to move to cloud computing that hasn't paid off yet. It's at a 10 times multiple, so it is still pretty cheap. The balance sheet looks good. Current yield of 4.8% is safe.

DON'T BUY

IBM should be killing it now--huge--considering macro tech trends like machine-learning, but IBM doesn't, can't, make it happen. They were a hardware business then acquired software businesses which increased their profits. After that, they bought back shares, which is a good idea in general, but IBM should not have. Rather, they should have reinvested to innovate. He doesn't know if their Red Hat deal will work out.

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)

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.

Showing 151 to 165 of 452 entries

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IBM Common Stock (IBM)