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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TOP PICK
(A Top Pick Feb 9/09. Up 6%.) Company has reiterated their earnings expectations for 2010. It is really the services side that pushes the company. Growth numbers from the services side have been significantly better than expected.
BUY
Has managed their business very well through this downturn. Pretty cheap at 10X earnings.
TOP PICK
One of the pre-eminent names in this space. Broadly based in terms of its exposure across the marketplace. 4th quarter earnings surprised the street dramatically, especially from the services side.
COMMENT
If you own, you could Sell a $95 Call option, probably in May. Expect you will get something around $3-$4. Treat it as cash flow coming in but don't do it if you think it's going back to the $116-$130 area. If you are bearish on the stock, you are better off selling it and going onto something else.
BUY
This is the technology stock that she likes the best at the moment. Viewed as a hardware company but 40% of its business is from the software side where the margins are much higher. 2/3rds of earnings are from outside of North America. Great balance sheet.
BUY
Likes the services side a lot as they aren't challenged financially given the current environment. Have long-term contracts which means that cash keeps coming in every month. (He owns cognizant technologies. (CTSH-Q)).
TOP PICK
Great ability to execute on a business plan. Dramatically changed their business model to more of a services company than hardware. Bookings in 4th quarter were much better than expected. Cash flow is well in excess of the dividend.
DON'T BUY
One of the best technology companies you can own in today's environment. Came out with very good numbers and a very good outlook for 2009. However really beat the numbers partly because of currency translation. In fact, revenue is down. Recession will hit them as well. Now may not be the right time to buy. Would like it about 10% lower.
BUY
Have done a very good job of managing their way through this whole business cycle. Very strong management. Global outlook. Exposed to all major sectors. Balance sheet is in very good shape. High margins.
DON'T BUY
Jan 9/09 $60 Puts? Bearish on the market so he is bearish on this stock. Doesn't believe in buying “out of the money” (no innate value.) options. With the stock trading at $90, the $60 Put gives you the right to sell at $60. This has no intrinsic value. The stock would have to move $30 by Jan 9/09 for the option to have value.
COMMENT
His FMV is calculated at about $250 so current price is cheap. 20% plus profit. $10 billion cash on hand and additional 10 billion cash line of credit. Has shifted into the service sector of computers, which tends to be much more stable. 4 X book value is fairly cheap.
BUY
A couple of headwinds including foreign currency and pensions but their outsourcing, consulting and software businesses are very strong. The hardware business would be the most challenged. Great high quality company. Strong balance sheet.
BUY
Nobody knows where the bottom is for tech stocks. Usually recessions last for 2 or 3 years. Quarterly results are usually bad for 4 or 5 quarters. Okay for long-term growth and anywhere here would be a decent purchase.
BUY
It held up until the last few days
BUY
Big technology stock that he actually likes. Last quarter's earnings were very strong. The growth for them has been overseas. On a 2 to 5 year time frame, it's a great buy. He is looking at this as a potential purchase.
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