NYSE:IBM

IBM Common Stock (IBM)

306.13
+6.61 (2.21%)
as of Jul 7, 2026, 8:00:00 pm Market Open.
276 watching
0
Investor Insights
star iconJul 7, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

IBM Common Stock has received mixed reviews from various experts, showcasing a blend of confidence and caution regarding its future. The stock has experienced a significant drop, down 17% this year, yet many analysts see potential growth driven by key sectors like AI and quantum computing. While various analysts recognize the company's considerable investments in hybrid cloud and AI, concerns about its valuation and past performance also emerge. Analysts generally agree that despite some execution slip-ups, IBM maintains strong software capabilities and a promising future, particularly with its $1.3 trillion addressable market in quantum computing by 2030. Overall, while some view IBM as a buying opportunity, others express worries about its competitive position and valuation metrics.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
MSFT
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.
BUY
Multi national exporter, big exposure to non U.S dollar currencies.
HOLD
Solid mature company will continue to do well. It is a decent company to have for a core holding. Predicts high single or low double digit return.
TOP PICK
There's been gross underinvestment in business. IBM is really well positioned. Get's 60% of it's revenues outside the US. Great play on the US dollar. Tech sector is going to resurge here.
Showing 316 to 330 of 447 entries