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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
valuation icon
Valuation
Fair Value
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Similar
GIB.A
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.
BUY
Have transformed themselves from primarily a hardware company in computers and service to a service company. Not expensive. Growing slowly and steadily. Pays a good dividend.
WEAK BUY
This is now more of a services company, which leads to a more predictable income stream. Not the most exciting of technology companies but if you want stability and 8% to 10% of earnings growth is a pretty good stock.
TOP PICK
Selling March put options at $121.15 strike price. Likes the name over the years and is great value at $121. At least $11 earnings this year and constantly conservative in their estimates. Very solid income stream. Not Cyclical.
HOLD
(Market Call Minute.) Had a great quarter. Largely a software and solutions company now. Stable.
PAST TOP PICK
(Top Pick May 15/09, Up 26%) Continues to buy back shares, continues to be attractive. Looking for pullback to put it back into the portfolio. Very solid and stable earnings stream. Some growth opportunities, but it’s the stability that they like.
WEAK BUY
Great company. Ludicrously cheap, but it only has 10 or 12% growth ahead of it. Agrees with their tendency toward software and services.
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