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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.

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Consensus
Hold
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Valuation
Fair Value
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Similar
GIB.A
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.
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.
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