NYSE:IBM

IBM Common Stock (IBM)

234.02
-5.92 (2.47%)
as of Sep 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 10, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

IBM Common Stock (IBM-N) has experienced significant ups and downs recently, with experts divided on its future potential. While some analysts highlight strong growth prospects in AI, quantum computing, and hybrid cloud services, others express concerns over recent volatility and disappointing earnings. The company's attempts to modernize and transition from hardware to software have garnered both praise and skepticism. Many point to IBM's hefty market cap and the uncertainty surrounding its ability to sustain momentum amidst changing market conditions. Overall, analysts recognize potential growth drivers but are cautious about its stock performance and valuation.

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Consensus
Mixed
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Valuation
Fair Value
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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.
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.
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