IBM Common Stock (IBM) Buy, Sell or Hold

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IBM Common Stock (IBM)

223.65

+1.91 (0.86%)

as of Jul 31, 2026, 8:00:00 pm Market Open.

277 watching

Investor Insights

Jul 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

Hold

Valuation

Fair Value

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MSFT

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.

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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.

Showing 301 to 315 of 450 entries

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IBM Common Stock (IBM)