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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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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Similar
GIB.A
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.
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.
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