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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
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Valuation
Fair Value
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GIB.A
TOP PICK

Consistent generator of cash flow. It is trading cheap, at the low end of a positive growth channel. It is a buying opportunity.

BUY

Looking at the chart, he sees it at the 200 day moving average which could represent some support level. Some of the more recent earnings reports weren’t as robust as the market wanted so the stock sold off a bit. Have reaffirmed full-year guidance. As a long-term stock, this is trading at 12.5X earnings with a long-term growth of high single digit/low double-digit. A decent buy at 1.3 PEG ratio.

HOLD

Really good quality mature tech choice. A few years ago, management said that with a combination of modest growth and aggressive cost-cutting, they were going to have a 12%-14% target on earnings. Have hit right on. Turned the business into a recurring revenue and a recurring earnings type of business. Valuation isn’t stretched.

BUY

Really well managed. Created a plan about 3 or 4 years ago for growing their earnings, which was going to be a combination of revenue and cost cutting. They fulfilled that and more. Have become a services company. 60%-70% of their profits come from recurring revenue. Feels there is more to go.

BUY

The stock has been tremendous and has done very, very well. At 13X forward PE with a 10% estimated growth rate there is some pretty decent value here.

COMMENT
This is been an exceptional operator in terms of enterprise solutions and services. (See Top Picks.)
COMMENT
Bought at $196.30 and currently selling at $189. Best option strategy for protection? (Today IBM is at about $199.) He wouldn't do any protection as he likes the company. He would probably write a covered call at $200 if he wanted to generate cash flow. He doesn't see a whole lot of upside from here.
COMMENT
Has made a great transformation from a hardware company, basically to a software company. Has been a great stock to own but he doesn't know if it has had its big run or not.
BUY
If he didn't own a couple of other tech stocks, this would certainly be one to own. Better growth profile then Microsoft (MSFT-Q). Small dividend. Has really turned its business around in the last several years. Earnings have consistently grown.
COMMENT
Is Shorting this stock a good strategy? Probably not a stock that he would want to Short. Charts have been going up along the 50 and 200 day moving averages. The company is growing at 10% with a 13 PE.
BUY
(Market Call Minute) Better performing tech stock. Service division is continuing to do well.
BUY
Has had a great 2011. Close to all time highs. Their services business is a real engine. The rest is less than 20%. They are really strong in enterprise and government services. S&P feels it is a pretty strong name. He feels the growth will not be as strong.
PAST TOP PICK
(A Top Pick Jan 25/11. Up 16.29%.) The 1st of the big cap tech stocks to break out. They earned about $1 in 2002 but will earn $13.50 or so this year. Has a very strong recurring revenue base. A very strong services business. Just sold his holdings today.
HOLD
Really strong company. There is a long laundry list of very high quality tech companies with very sound balance sheets that are selling at deep, deep discounts. Organic growth rate is probably only 3%-4% but continues to return a lot of cash to shareholders.
WEAK BUY
A growth company, but not in his fund as it is a slower growth. Well-managed and a very strong balance sheet. Prefers VMware (VMW-N).
Showing 271 to 285 of 452 entries