IBM Common Stock (IBM) Buy, Sell or Hold

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IBM Common Stock (IBM)

302.36

-3.77 (1.23%)

as of Jul 8, 2026, 2:37:08 pm Market Open.

276 watching

Investor Insights

Jul 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

Hold

Valuation

Fair Value

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MSFT

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.

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.

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IBM Common Stock (IBM)