NYSE:IBM

IBM Common Stock (IBM)

223.65
+1.91 (0.86%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 31, 2026, 12:00 am

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

IBM's recent performance has been mixed, highlighted by significant stock fluctuations and earnings surprises. While some analysts noted a severe drop in share price following earnings, with concerns about execution slips and high valuations, others pointed to the company's strengths, including its robust AI and quantum computing initiatives. The stock's current price levels seem volatile, with predictions of further declines unless stabilization occurs around key support levels. Despite the potential for growth driven by AI and software services, and recent strong earnings reports, there remain skeptics who believe IBM's valuation may be overstated given current market dynamics. Overall, the outlook varies widely among experts, reflecting both the challenges and opportunities the company faces in a competitive landscape.

consensus icon
Consensus
Hold
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Valuation
Fair Value
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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.
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.
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