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

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).

BUY

Cheap. Trades at a huge discount to its PE. Trading at about 12X versus 17X earnings in the past. Nice dividend yield. Continues top throw off lots of free cash. They concentrate on areas where they have a competitive advantage. A safer way to play technology.

COMMENT

A lot of the advancements they are making are coming on the cost cutting side. Doing a very good job, but this can only go on so long. There is a ton of choice in technology.

Showing 271 to 285 of 450 entries

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IBM Common Stock (IBM)