NYSE:IBM

IBM Common Stock (IBM)

306.13
+6.61 (2.21%)
as of Jul 7, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 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.

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Consensus
Hold
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Valuation
Fair Value
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MSFT
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.
WEAK BUY
Software is going to outperform hardware with respect to profits. IBM is bias to software so will be an out-performer in the tech world. Would not buy here because the multiple has expanded here. Would maintain position but not add to it. Will have challenges to input costs in second half of year in terms of labour only.
TOP PICK
An add to his existing position. A simple one-stop shop for exposure to cloud computing. Not an expensive stock. Stock has been going sideways for 12 years.
BUY
Very attractive right now. Just reported strong earnings on the service sector. Real recovery. Good international exposure.
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