NYSE:IBM

IBM Common Stock (IBM)

286.25
+1.41 (0.50%)
as of Jun 8, 2026, 2:04:23 pm Market Open.
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

IBM has demonstrated significant growth, especially in its hybrid cloud and AI ventures, while also benefitting from its strong consulting business. Analysts are bullish about its future, pointing to potential upside due to innovations in quantum computing and a robust software portfolio. Despite a recent pullback in stock price, many reviews highlight IBM's reasonable valuation, growth potential, and healthy margins. However, the company faces challenges from competition and mixed short-term sentiments, with some experts suggesting caution due to valuation concerns and rotating into other tech stocks. Overall, IBM is viewed positively for its long-term prospects, although investors should remain vigilant for entry points during market dips.

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Consensus
Buy
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Valuation
Fair Value
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MSFT
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.
BUY
Long-term outlook is constructive. Continues to benefit from growth in servicing/consulting businesses. The risk is more and more off shoring being done in India and, in time, China.
HOLD
Likes this company. A relatively safe, technologies play. The services side of the business is very strong globally. Probably the leader in its space. Thinks there is a fair bit of upside.
DON'T BUY
Big run through the 4th quarter last year because of expectations of a big cap X boom, which did not arrive. Very decent, large, blue chip stock. In an economic slowdown, these are the companies that get cut.
DON'T BUY
Trades at a low multiple of about 15 X earnings. Low yield. Places like India are eating away at their core franchise, the servicing business. Expect it will stay at this multiple for longer than people think.
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