IBM Common Stock (IBM) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

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

Similar

MSFT

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.

HOLD

A relative star in the technology area. Seems to be firing on all cylinders. However, with the market correction and valuations coming down, it is also coming down. Thinks it will do better than the market.

BUY

Was very much out of favour 3 years ago when he bought it. Very pleased with how well it has done. Globally, companies are trying to take costs out of their businesses. Trading at about 13X forward earnings. Has been helped by the weaker US$.

TOP PICK

Combination of a software play and services. Only about 30% of revenues come from the US. Growing at about 15%, which is significant. 50% of revenues are recurring. Behaved like a champ in the current market which indicates it will do even better in a stronger market. Positive earnings revisions.

BUY

Very well positioned internationally. Q1 earnings were spectacular. A very steady performer in a difficult environment. Well positioned in the longer term to benefit from the overseas growth and will see better growth in N.A. in 5 years.

COMMENT

Has been very successful by sticking to its knitting and concentrating on the services business. Very profitable.

BUY

65% of revenues come from foreign sources. Even with the slowdown in the US, they produced a 6% growth rate in the first quarter, 16%+ from offshore. Relatively cheap.

BUY

(Market Call Minute.) Interesting prospects going forward. Nice international revenues.

TOP PICK

Over 50% of revenues come from international growth. Half of the revenue is services. Recent reporting beat estimates handily.

Showing 316 to 330 of 450 entries

Most Recent Experts

Amy Raskin, CIO, Chevy Chase Trust

Chevy Chase Trust

Stephanie Link, Chief investment strategist, Hightower

Hightower

Rob Sechan, Managing Partner, New Edge Capital

New Edge Capital

Jim Lebenthal

Cerity Partners

Brianne Gardner

Raymond James

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

IBM Common Stock (IBM)