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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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.
HOLD
Just reported a great quarter. Technology group has done well. Generates a lot of free cash flow and have been buying back stock. On the service side they have been slowly moving into higher margin businesses. Not expensive at 10X earnings.
PAST TOP PICK
(A Top Pick May 15/09. Up 0.36%.) Likes it because of its defensive characteristics. Trading at an attractive multiple. Expecting some high teens earnings-per-share growth. Trading at about 11X earnings. He is writing Calls on his position so he is hoping the stock trades sideways.
TOP PICK
Trades at less than 10X earnings. Good international exposure. Emerging markets division grew at 11% last quarter. 2.2% dividend yield with a record of increasing dividends.
TOP PICK
Huge beneficiary of global infrastructure build out as well as cost cutting. Doing $9.20 in earnings this year and expected to do $10 to $11. Generating free cash flow and buying back shares. Trades at about 11x earnings.
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