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NYSE:IBM

IBM Common Stock (IBM)

235.68
+1.99 (0.85%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
279 watching
0
Investor Insights
star iconAug 21, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

IBM Common Stock, represented by the symbol IBM-N, has brought forward mixed sentiments among experts. While some express optimism over its long-term potential, particularly in AI and quantum computing, others highlight recent disappointing earnings and significant stock price drops. In terms of valuation, the stock trades at multiples ranging from 18x to 22x PE, leading to some experts suggesting it may be overvalued, especially considering its historical performance and recent volatility. Many experts also draw attention to its transition from hardware to services that could indicate a more sustainable business model. The overall sentiment suggests cautious optimism, with some experts advocating for buying during dips and others recommending to wait for clearer signals of recovery.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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Similar
GIB.A
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.
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)).
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