NYSE:IBM

IBM Common Stock (IBM)

302.36
-3.77 (1.23%)
as of Jul 8, 2026, 2:37:08 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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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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.
BUY
Likes it. Done well in the service industry. People don’t look at this company. Great growth story, international. IBM is cheaper than others like HP and Dell.
BUY
Tech sector is one of the spaces that could benefit from an improving economy as people and corporations spend more money. A lot of the systems are getting long in the tooth. Would tend to more of the corporate end because the price pressure on the consumer is relentless and never ending.
BUY
Likes it. Have been very successful in morphing from a hardware company to a software and services company. High predictability of earnings, good dividends, strong balance sheet.
PAST TOP PICK
(A Top Pick Aug 5/08. Down 6.63%.)
TOP PICK
(A Top Pick Feb 9/09. Up 20.9%.) Beat earnings estimates handily by $.30. Revenue side was a little light but not unexpected. Earnings guidance was raised. Still a Buy.
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