NYSE:IBM

IBM Common Stock (IBM)

283.02
-1.82 (0.64%)
as of Jun 8, 2026, 3:39:42 pm Market Open.
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

IBM has demonstrated significant growth, especially in its hybrid cloud and AI ventures, while also benefitting from its strong consulting business. Analysts are bullish about its future, pointing to potential upside due to innovations in quantum computing and a robust software portfolio. Despite a recent pullback in stock price, many reviews highlight IBM's reasonable valuation, growth potential, and healthy margins. However, the company faces challenges from competition and mixed short-term sentiments, with some experts suggesting caution due to valuation concerns and rotating into other tech stocks. Overall, IBM is viewed positively for its long-term prospects, although investors should remain vigilant for entry points during market dips.

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Consensus
Buy
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Valuation
Fair Value
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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.
PAST TOP PICK
(Top Pick Feb 16/10, 26.04%) It approached a point where he was starting to exit the position, then earnings came out yesterday and they are firing on all cylinders.
BUY
Has done really well over the last 10 years transitioning into less commoditized areas. Earnings have been growing through the cycle and are shareholder friendly.
BUY
Benefited from the correction taking the stock price down. Fundamentally doing quite well. Company predicted strong growth over the medium and long term, 3-5 years. Good value at about 10X earnings.
PAST TOP PICK
(A Top Pick May 13/09. Up 28.38%.) Very solid company and good dividend growth.
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