NYSE:IBM

IBM Common Stock (IBM)

234.02
-5.92 (2.47%)
as of Sep 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 10, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

IBM Common Stock (IBM-N) has experienced significant ups and downs recently, with experts divided on its future potential. While some analysts highlight strong growth prospects in AI, quantum computing, and hybrid cloud services, others express concerns over recent volatility and disappointing earnings. The company's attempts to modernize and transition from hardware to software have garnered both praise and skepticism. Many point to IBM's hefty market cap and the uncertainty surrounding its ability to sustain momentum amidst changing market conditions. Overall, analysts recognize potential growth drivers but are cautious about its stock performance and valuation.

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Consensus
Mixed
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Valuation
Fair Value
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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. $10 billion cash on hand and additional 10 billion cash line of credit. Has shifted into the service sector of computers, which tends to be much more stable. 4 X book value is fairly cheap.
BUY
A couple of headwinds including foreign currency and pensions but their outsourcing, consulting and software businesses are very strong. The hardware business would be the most challenged. Great high quality company. Strong balance sheet.
BUY
Nobody knows where the bottom is for tech stocks. Usually recessions last for 2 or 3 years. Quarterly results are usually bad for 4 or 5 quarters. Okay for long-term growth and anywhere here would be a decent purchase.
BUY
It held up until the last few days
BUY
Big technology stock that he actually likes. Last quarter's earnings were very strong. The growth for them has been overseas. On a 2 to 5 year time frame, it's a great buy. He is looking at this as a potential purchase.
HOLD
A relative star in the technology area. Seems to be firing on all cylinders. However, with the market correction and valuations coming down, it is also coming down. Thinks it will do better than the market.
BUY
Was very much out of favour 3 years ago when he bought it. Very pleased with how well it has done. Globally, companies are trying to take costs out of their businesses. Trading at about 13X forward earnings. Has been helped by the weaker US$.
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.
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