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
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Similar
MSFT
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.
DON'T BUY
Primarily services now rather than mainframes. This gives them repeating revenue. Economically sensitive. If there is a downtick in the US economy, they would have difficulty maintaining their profits. It could be dead money for a year or two.
COMMENT
Probably around fair value now which gives a return of 8%-9%. You can buy at around $90. It won't give you double-digit returns but it will be solid.
DON'T BUY
Not enormously enamoured by the outlook for tech stocks. Feels there is more downside risk in this sector.
WATCH
Great company and has done very well recently. Concerned about the big divergence from the original peak that the MACD shows. Looks like the up trend line has been broken. From an options standpoint, if you like the company and its fundamentals, he would sell puts. Could be a little dangerous on the Long side.
HOLD
Been dead for 5 years. Had problems on their hardware side and their service side wasn’t making enough money as well as problems with mass over runs. Now focused on the mainframe side and upgrading the service side. Thinks the stock has a little more legs to it.
HOLD
Cheap at 14-15 X earnings. Not a fast growing company. More than 50% of its business is in services, outsourcing the IT operations. That grows 5%, maybe 6% a year, but they have been growing at 3%-4%. Would be good to hold if there is a correction.
HOLD
Finally getting things fixed on the service side, which is their major driver. Needs capital expenditures by big corporations and they are nor spending.
BUY
Had a bounce pretty close to its previous highs. There are rumours of a possible takeover. Have shifted their focus from hardware to software and seem to be firing on al cylinders. Technically they look very strong.
DON'T BUY
Had a pretty good earnings per share in this most recent quarter. The data that stuck out like a sore thumb was their global services, their consulting division, which comprises about 50%, only grew by 3%. Makes you wonder where the organic growth is going to come from.
BUY
Have done very well in selling hardware as companies have had to upgrade data base equipment and take on memory storage. Have been a little sluggish on the service side, but the hardware has been propelling them.
BUY
Just reported a solid quarter. There is probably a little bit of upside. If it gets close to $100, you want to start to peel back. A little below fair value.
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